Annette Dockery

Muni Data Analyst at Liberty Source PBC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Hampton, Virginia, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Technology, Information and Media
    • 1 - 100 Employee
    • Muni Data Analyst
      • Mar 2016 - Present

      • Research and identify critical parties within priority municipalities • Contact municipalities via email or phone using contact details available • Research and analyze financial reports and other disclosure filings for their content as well as for inaccuracies • Analysts will also be required to handle additional tasks such as adding a five (5) line company/municipal descriptions and troubleshooting any issues that may arise. • Review and evaluate work performed by… Show more • Research and identify critical parties within priority municipalities • Contact municipalities via email or phone using contact details available • Research and analyze financial reports and other disclosure filings for their content as well as for inaccuracies • Analysts will also be required to handle additional tasks such as adding a five (5) line company/municipal descriptions and troubleshooting any issues that may arise. • Review and evaluate work performed by analysts • Establish, track and maintain analytics to support data compilation and client reporting. • Communicate with clients, prospects, issuers, data vendors and government agencies (includes presenting analyses, answering questions, etc.) Show less • Research and identify critical parties within priority municipalities • Contact municipalities via email or phone using contact details available • Research and analyze financial reports and other disclosure filings for their content as well as for inaccuracies • Analysts will also be required to handle additional tasks such as adding a five (5) line company/municipal descriptions and troubleshooting any issues that may arise. • Review and evaluate work performed by… Show more • Research and identify critical parties within priority municipalities • Contact municipalities via email or phone using contact details available • Research and analyze financial reports and other disclosure filings for their content as well as for inaccuracies • Analysts will also be required to handle additional tasks such as adding a five (5) line company/municipal descriptions and troubleshooting any issues that may arise. • Review and evaluate work performed by analysts • Establish, track and maintain analytics to support data compilation and client reporting. • Communicate with clients, prospects, issuers, data vendors and government agencies (includes presenting analyses, answering questions, etc.) Show less

    • Netherlands
    • Human Resources Services
    • 700 & Above Employee
    • Business Analyst
      • Jan 2015 - Sep 2015

      • Interacted with end users to gather requirements for changes or modifications to existing process. • Learned and mastered FACETS and PEGA Applications • Understands various departmental processes and functions that interact with business users and developers. • Write, review, track, and ensure maintenance of system artifacts and update and maintain Business Requirements Documents. • Perform gap analysis on business requirement to determine if the new changes meet the business… Show more • Interacted with end users to gather requirements for changes or modifications to existing process. • Learned and mastered FACETS and PEGA Applications • Understands various departmental processes and functions that interact with business users and developers. • Write, review, track, and ensure maintenance of system artifacts and update and maintain Business Requirements Documents. • Perform gap analysis on business requirement to determine if the new changes meet the business need. • Identify the current workflow and deficiencies during the gap analysis. • Look at areas of deficiency and create a plan for improvement based upon areas given the resources available. • Prepare training materials (slides, job aids, agendas, notes, Q&A’s, announcements, etc.) as needed. • Facilitate dry run and live event sessions with clients and stakeholders. • Assess event evaluations and recommend lessons learned for future training events. • Document internal and external meetings via meeting minutes. Ensure discussions are accurately captured to maintain records of decisions, action items, discussion topics, risks, issues, lessons learned, and requirements • Developed functional specifications per user requirements and provides clear scope for technical developers. • Served as technical and communication liaison between Business and Developers for claim related issues. • Delivered project tasks within scope, quality and timeframe commitments made to the project team. • Knowledge of principle, techniques, and best practices of enterprise data warehouse architecture. • Skilled in designing and implementing small projects. • Ensured data integrity by supporting the small project for medical claims (Medicare/Medicaid). • Used SQL and Oracle to support various projects along with generating custom Crystal Reports. Show less • Interacted with end users to gather requirements for changes or modifications to existing process. • Learned and mastered FACETS and PEGA Applications • Understands various departmental processes and functions that interact with business users and developers. • Write, review, track, and ensure maintenance of system artifacts and update and maintain Business Requirements Documents. • Perform gap analysis on business requirement to determine if the new changes meet the business… Show more • Interacted with end users to gather requirements for changes or modifications to existing process. • Learned and mastered FACETS and PEGA Applications • Understands various departmental processes and functions that interact with business users and developers. • Write, review, track, and ensure maintenance of system artifacts and update and maintain Business Requirements Documents. • Perform gap analysis on business requirement to determine if the new changes meet the business need. • Identify the current workflow and deficiencies during the gap analysis. • Look at areas of deficiency and create a plan for improvement based upon areas given the resources available. • Prepare training materials (slides, job aids, agendas, notes, Q&A’s, announcements, etc.) as needed. • Facilitate dry run and live event sessions with clients and stakeholders. • Assess event evaluations and recommend lessons learned for future training events. • Document internal and external meetings via meeting minutes. Ensure discussions are accurately captured to maintain records of decisions, action items, discussion topics, risks, issues, lessons learned, and requirements • Developed functional specifications per user requirements and provides clear scope for technical developers. • Served as technical and communication liaison between Business and Developers for claim related issues. • Delivered project tasks within scope, quality and timeframe commitments made to the project team. • Knowledge of principle, techniques, and best practices of enterprise data warehouse architecture. • Skilled in designing and implementing small projects. • Ensured data integrity by supporting the small project for medical claims (Medicare/Medicaid). • Used SQL and Oracle to support various projects along with generating custom Crystal Reports. Show less

    • United States
    • Information Technology & Services
    • 100 - 200 Employee
    • Crystal Report Developer
      • Feb 2014 - Sep 2014

      • Define reports requirements, design, and develop crystal reports. • Test, install and implementation of reports-based programs in a web and database environment. • Supported MS Access by updating formulas for end users. • Setup and write queries from MS Access for end users. • Experience with defining and designing crystal report requirements for end users. • Modified and created new crystal reports on a detail and summary level. • Define reports requirements, design, and develop crystal reports. • Test, install and implementation of reports-based programs in a web and database environment. • Supported MS Access by updating formulas for end users. • Setup and write queries from MS Access for end users. • Experience with defining and designing crystal report requirements for end users. • Modified and created new crystal reports on a detail and summary level.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Business Systems Analyst
      • Apr 2000 - Mar 2013

      • Experienced with Crystal reports via developing and modifying reports for end users. • Experience with defining and designing crystal report requirements for end users. • Installed and implementing large volume of crystal reports from testing to production environments. • Analyzed applications that supported business functions and provided feedback and recommendations. • Evaluated and provided recommendations for quality and efficiency improvements in business system processes and… Show more • Experienced with Crystal reports via developing and modifying reports for end users. • Experience with defining and designing crystal report requirements for end users. • Installed and implementing large volume of crystal reports from testing to production environments. • Analyzed applications that supported business functions and provided feedback and recommendations. • Evaluated and provided recommendations for quality and efficiency improvements in business system processes and procedures. • Interacted with end users to gather requirements for changes or modifications to existing applications. • Understands various departmental processes and functions that interact with supported business systems. • Participated in the design and testing phases, including design and testing and sign-off on acceptance test results to ensure design integrity. • Served as technical and communication liaison between Application Technology and Retail and other operational department for all business system related issues. • Maintained disaster preparedness of critical business systems, to include management of disaster recovery testing and ensures changes in operations are reflected in the disaster recovery plan. Participated annually in the testing. • Delivered project tasks within scope, quality and timeframe commitments made to the project team. • Skill in designing and implementing projects. • Developed workflow improvements. • Communicate efficiently and accurately via telephone and intranet on problems related to various applications. • Strong analytical and problem solving skills • Analyzed data to support different projects. • Use Microsoft Office – Excel, Word, Access, Projects and Visio. • Use MS and PL SQL to support various applications. Show less • Experienced with Crystal reports via developing and modifying reports for end users. • Experience with defining and designing crystal report requirements for end users. • Installed and implementing large volume of crystal reports from testing to production environments. • Analyzed applications that supported business functions and provided feedback and recommendations. • Evaluated and provided recommendations for quality and efficiency improvements in business system processes and… Show more • Experienced with Crystal reports via developing and modifying reports for end users. • Experience with defining and designing crystal report requirements for end users. • Installed and implementing large volume of crystal reports from testing to production environments. • Analyzed applications that supported business functions and provided feedback and recommendations. • Evaluated and provided recommendations for quality and efficiency improvements in business system processes and procedures. • Interacted with end users to gather requirements for changes or modifications to existing applications. • Understands various departmental processes and functions that interact with supported business systems. • Participated in the design and testing phases, including design and testing and sign-off on acceptance test results to ensure design integrity. • Served as technical and communication liaison between Application Technology and Retail and other operational department for all business system related issues. • Maintained disaster preparedness of critical business systems, to include management of disaster recovery testing and ensures changes in operations are reflected in the disaster recovery plan. Participated annually in the testing. • Delivered project tasks within scope, quality and timeframe commitments made to the project team. • Skill in designing and implementing projects. • Developed workflow improvements. • Communicate efficiently and accurately via telephone and intranet on problems related to various applications. • Strong analytical and problem solving skills • Analyzed data to support different projects. • Use Microsoft Office – Excel, Word, Access, Projects and Visio. • Use MS and PL SQL to support various applications. Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Control Accountant
      • 1993 - Apr 2000

Education

  • Norfolk State University
    Bachelor of Science (B.S.), Accounting
    1981 - 1986
  • Norfolk State University
    Bachelor of Science (B.S.), Accounting
    1981 - 1985

Community

You need to have a working account to view this content. Click here to join now