David Adlard

Leads Reports Analyst at Institute and Faculty of Actuaries
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English Native or bilingual proficiency

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5.0

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Andy Jackson

I worked with David for 2 years, he quickly grasped the business processes and was able to provide the essential reports needed.

Tom Bryant

Dave was a fantastic asset to our team at KFH. He came on board to assist with a project untangling, converting and re-writing our legacy Crystal reports in SSRS. Dave became part of the team while he was with us, offering advice where appropriate and always putting in the hours. You could tell he genuinely cared about the outcome of the project and provided some lessons learned at the end of his tenure. Comes highly recommended!

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Credentials

  • ITIL Foundation Level
    SunGard Public Sector

Experience

    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Leads Reports Analyst
      • Sep 2022 - Present

  • DKRR Reporting Solutions
    • Liverpool, England, United Kingdom
    • Managing Director
      • Aug 2012 - Present

    • Bermuda
    • Insurance
    • 700 & Above Employee
    • MI Manager
      • Apr 2022 - Aug 2022

    • Canada
    • Information Services
    • 700 & Above Employee
    • Systematic Data Analyst
      • Dec 2021 - Apr 2022

    • Guatemala
    • Venture Capital and Private Equity Principals
    • Business Intelligence Developer
      • Aug 2021 - Nov 2021

      Migrating legacy reports from Excel to Qlik Sense, implementing documentation and audit trials. Migrating legacy reports from Excel to Qlik Sense, implementing documentation and audit trials.

    • United Kingdom
    • Outsourcing and Offshoring Consulting
    • 100 - 200 Employee
    • Business Analyst
      • May 2021 - Aug 2021

      Led a SIP project over current reporting capabilities with the inbuilt reports, dashboard and filters within the Kinnex system. Took over excel monthly report to the client and redeveloped in Power BI. Documented full MI/BI roadmap for any new requests. Gave advice and guidance on how to manage and run a call centre.

    • Customer Service Representative
      • Sep 2020 - May 2021

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Business Intelligence Consultant
      • May 2020 - Sep 2020

      Responsible for migration of in built reports into SSRS. Produced a number of wallboards using Power BI to replace manual white boards. Provided advice and guidance on reporting techniques and insight into the business's financial performance. Designed team leader dashboards for monthly board meeting. Responsible for migration of in built reports into SSRS. Produced a number of wallboards using Power BI to replace manual white boards. Provided advice and guidance on reporting techniques and insight into the business's financial performance. Designed team leader dashboards for monthly board meeting.

    • United Kingdom
    • Real Estate
    • 500 - 600 Employee
    • Migration Manager: Kinleigh Folkard & Hayward
      • Jun 2019 - Mar 2020

      Responsible for providing leadership and guidance for migrating over 200 Crystal Reports to Visual Studio. Achievements: · Effective organisation and rationalisation of procedures for 100 site and online estate agent Responsible for providing leadership and guidance for migrating over 200 Crystal Reports to Visual Studio. Achievements: · Effective organisation and rationalisation of procedures for 100 site and online estate agent

    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Customer Service Adviser
      • Apr 2019 - Jun 2019

    • United Kingdom
    • Higher Education
    • 500 - 600 Employee
    • Business Intelligence Analyst
      • Mar 2019 - Mar 2019

      Short Term assignment to pick up BAU back log Short Term assignment to pick up BAU back log

    • United Kingdom
    • Government Administration
    • 700 & Above Employee
    • Technical Report Consultant
      • Sep 2018 - Jan 2019

      Appointed to work with business stakeholders specifying new MI reports created using SSRS. Developed and delivered a reporting guide to underpin the organization’s use of CRM for reporting. Achievements: · Led the project team, managing timelines, delivering solutions and meeting ‘go-live’ reporting requirements Appointed to work with business stakeholders specifying new MI reports created using SSRS. Developed and delivered a reporting guide to underpin the organization’s use of CRM for reporting. Achievements: · Led the project team, managing timelines, delivering solutions and meeting ‘go-live’ reporting requirements

    • United Kingdom
    • Retail
    • 700 & Above Employee
    • Customer Service Adviser
      • Aug 2018 - Oct 2018

    • United Kingdom
    • IT Services and IT Consulting
    • 400 - 500 Employee
    • MI Reporting Specialist: Smart DCC
      • Jan 2018 - Jul 2018

      Appointed to implement a data model to underpin all MI produced by the Portfolio Office. Developed processes generating reports in Power BI, defining audiences, formats and frequency. Integrated and managed volume data sets within Excel providing higher accuracy prior to import to MI tool. Achievements: · Implemented new Power BI reporting system for smart meter installations, given carte blanche for resource, planning and critical risk, ensuring compliance with board’s Excel route map

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • ITSM Consultant: Rathbones Investment Management
      • Sep 2017 - Jan 2018

      Responsible for redesigning manual reports including detailed IT Senior Governance reports. Led and managed the migration of ITSM reporting to Service Now, guiding and advising on internal delivery of reporting processes and IT Managed Services, and designed team leader dashboards. Achievements: · Utilised 10 years ICT outsourcing expertise to develop and set KPI’s for exemplary managed services Responsible for redesigning manual reports including detailed IT Senior Governance reports. Led and managed the migration of ITSM reporting to Service Now, guiding and advising on internal delivery of reporting processes and IT Managed Services, and designed team leader dashboards. Achievements: · Utilised 10 years ICT outsourcing expertise to develop and set KPI’s for exemplary managed services

    • United Arab Emirates
    • IT Services and IT Consulting
    • 100 - 200 Employee
    • Reporting Manager: Mondi
      • Jun 2016 - Sep 2017

      Managed the development of all reporting requests using Crystal Report and QlikView over EFI Radius. Managed the development of all reporting requests using Crystal Report and QlikView over EFI Radius.

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • ITSM Reporting & Data Analytics Manager/Interim Service Delivery Manager: NTT Data UK-HMT
      • Jun 2015 - Jun 2016

      Developed and implemented contractual and operational SIAM reporting, working closely with Remedy Team and operational management using SAP Business Objects Web Intelligence and Excel. Achievements: · Led successful team for Fujitsu to NTT transition for Treasury Department serviced management contract Developed and implemented contractual and operational SIAM reporting, working closely with Remedy Team and operational management using SAP Business Objects Web Intelligence and Excel. Achievements: · Led successful team for Fujitsu to NTT transition for Treasury Department serviced management contract

    • United Kingdom
    • Environmental Services
    • 1 - 100 Employee
    • BI Manager: Gaskell Waste Services
      • Apr 2014 - Jun 2015

      Provision of regular KPI packs and dashboards for MD to present precise trending analysis of activity. Achievements: · Established detailed daily reports to monitor performance and data irregularities, to target cost reduction Provision of regular KPI packs and dashboards for MD to present precise trending analysis of activity. Achievements: · Established detailed daily reports to monitor performance and data irregularities, to target cost reduction

    • United Kingdom
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Microsoft Report Developer: Tagra Management Systems
      • Sep 2013 - Apr 2014

      Developed SQL Server reports, monitored solutions, resolved issues with current BI solutions, understanding the fundamentals of SSIS and SSAS. Achievements: • Utilised SSRS to implement a dynamic P&L reporting solution for commercial vehicle rental company Developed SQL Server reports, monitored solutions, resolved issues with current BI solutions, understanding the fundamentals of SSIS and SSAS. Achievements: • Utilised SSRS to implement a dynamic P&L reporting solution for commercial vehicle rental company

    • United States
    • Higher Education
    • 700 & Above Employee
    • SQL Data analyst & Developer: Kings College London
      • Apr 2013 - Jul 2013

      Resolved inaccuracies on residential management system, recoded Crystal XI and SQL Views reports, supported communications including web interfaces and payment gateways. Oversaw system and database user support, and ensured implementation of agreed timeline. Resolved inaccuracies on residential management system, recoded Crystal XI and SQL Views reports, supported communications including web interfaces and payment gateways. Oversaw system and database user support, and ensured implementation of agreed timeline.

    • United Kingdom
    • Financial Services
    • 300 - 400 Employee
    • Crystal Reports/T-SQL Developer: USS
      • Aug 2012 - Mar 2013

      BAU support, testing and design for university pension auto-enrolment project, utilising APOS Bursting Manager and BO to ensure effective critical report runs, designing Crystal MI packs and board reports. Achievements: • Captured requirements, established business case, specification, design documentation, development life cycle principles and procedures, designed template and functional testing using white and black box methods BAU support, testing and design for university pension auto-enrolment project, utilising APOS Bursting Manager and BO to ensure effective critical report runs, designing Crystal MI packs and board reports. Achievements: • Captured requirements, established business case, specification, design documentation, development life cycle principles and procedures, designed template and functional testing using white and black box methods

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Crystal Reports/T-SQL Developer: LMS
      • 2011 - 2012

      Engaged to provide MI packs and ad hoc Crystal Reports, redesigning and documenting the report creation life-cycle. Due to the successful resolution, required for pre-sales scoping of Halifax and West Bromwich clients. Achievements: • Effective review and redesign of CRM reports to resolve historical inaccuracy, within tight timeframe Engaged to provide MI packs and ad hoc Crystal Reports, redesigning and documenting the report creation life-cycle. Due to the successful resolution, required for pre-sales scoping of Halifax and West Bromwich clients. Achievements: • Effective review and redesign of CRM reports to resolve historical inaccuracy, within tight timeframe

    • United States
    • Software Development
    • 100 - 200 Employee
    • Crystal Reports Developer/Project Manager: SunGard Public Sector
      • Nov 2007 - Jan 2011

      Regained client confidence in data, and improved customer service utilising BAU Crystal reports and score cards to establish efficient SLA, KPI, major incident, Relationship Management System and call handling. Achievements: • Successful ITIL framework ACD upgrade, ensured critical call centre application implementation, and managed technical and non-technical users, delivered within tight budgetary constraints Regained client confidence in data, and improved customer service utilising BAU Crystal reports and score cards to establish efficient SLA, KPI, major incident, Relationship Management System and call handling. Achievements: • Successful ITIL framework ACD upgrade, ensured critical call centre application implementation, and managed technical and non-technical users, delivered within tight budgetary constraints

Education

  • Staffordshire University
    Bachelor of Science (BSc), Information Technology
    1995 - 1999
  • South Cheshire College
    B-TEC National Diploma, Computer Science
    1993 - 1995
  • Brine Leas
    GCSE, Mathematics, English, Science, Information Technology, Geography
    1988 - 1993
  • LearnItFirst
    Writing Queries for SQL Server (2008/R2 Edition)
  • SAP Training
    Web Intelligence Report Design
  • The Knowledge Academy
    MS Project Master Class
  • The Knowledge Academy
    MS Power BI

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