James Withers
Data Quality Analyst at Private Client Resources- Claim this Profile
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Bio
Credentials
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Operating Systems and You: Becoming a Power User
CourseraJul, 2019- Oct, 2024 -
Technical Support Fundamentals
CourseraMay, 2019- Oct, 2024 -
The Bits and Bytes of Computer Networking
CourseraMay, 2019- Oct, 2024 -
C++ Programming for Financial Engineering
QUANTNET INCJun, 2018- Oct, 2024
Experience
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PCR Financial Aggregation
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United States
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Financial Services
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1 - 100 Employee
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Data Quality Analyst
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Jul 2022 - Present
Validating & cleaning inbound data according to client specific data quality control standards Researching & recommending enhancements and improvements to our ingestion processes moving toward the goal of straight-through, client-ready data processing Identifying gaps in our current processes and sponsoring improvement programs Working on special projects: testing new data feeds/sources, addressing client questions & issues, creating documentation, etc Validating & cleaning inbound data according to client specific data quality control standards Researching & recommending enhancements and improvements to our ingestion processes moving toward the goal of straight-through, client-ready data processing Identifying gaps in our current processes and sponsoring improvement programs Working on special projects: testing new data feeds/sources, addressing client questions & issues, creating documentation, etc
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Signature Bank
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United States
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Banking
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400 - 500 Employee
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Product Development Associate
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Nov 2018 - Jun 2021
Assisting Product Development and Product Management teams in the successful delivery of new products/services throughout the product life cycle Supporting Product Development and Product Management teams with troubleshooting, analysis and resolution of project issues Conducting systemic review, support and testing across multiple bank platforms to ensure proper functionality to all end users Mining data across various sources and effectively reporting findings while ensuring the integrity of all collected data Supporting Product Management teams in the fulfillment of requests for Vendor Risk Management, Audit and general review requests Providing administrative and operational support on an ongoing basis Show less
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Financial Operations Associate
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Jun 2017 - Jan 2018
Supporting daily operations for Prudential’s Life and Annuities businesses Improving/automating several daily processes currently in production Preparing monthly, year-end, and ad-hoc reports distributed to multiple internal teams Training new employees on daily/monthly processes and using internal databases, filling knowledge gaps within my team Leading testing initiatives to ensure that functions performed in test environments will seamlessly work in production Research/resolve technical issues to ensure unit values are correctly priced and Separate Account assets are aligned with contract holder liabilities, preventing slippage Show less
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Jefferies Finance LLC
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Jersey City
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Operations Analyst (Summer Staff)
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May 2015 - Jul 2015
● Managing a portfolio of business loans, ensuring proper payment and documenting daily transactions ● Adjusting payment/amortization schedules in Excel ● Training fellow employees on database entry and transaction processing, providing assistance when necessary ● Managing a portfolio of business loans, ensuring proper payment and documenting daily transactions ● Adjusting payment/amortization schedules in Excel ● Training fellow employees on database entry and transaction processing, providing assistance when necessary
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Purposeful Planning Institute
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United States
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Individual and Family Services
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1 - 100 Employee
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Researcher
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Nov 2014 - Jan 2015
Performing local business research to identify prospective clientele Supplying comprehensive contact information to our marketing team Performing local business research to identify prospective clientele Supplying comprehensive contact information to our marketing team
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Education
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University of Central Florida
Bachelor’s Degree, Finance, General