Experience

Consolidated Analytics

• United States
• Financial Services
• 200 - 300 Employee

• Sr. Data Analyst

  • Jul 2023 - Present

  California, United States



Opus Capital Markets Consultants, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Data Engineer

  • Apr 2021 - May 2023

  Collaborate with subject matter experts to create over 200 report solutions that are used to create efficiencies for internal customers and provide intelligent data extracts to external customers. Leverage SQL, SSIS, SSRS and Power BI to complete projects using AzureDevOps boards within Agile project management.

• Data Management Team Lead

  • Dec 2017 - Apr 2021

  Brookfield, Wisconsin Led and mentored 3 person data team to meet customer needs and to deliver projects on time.

• Reporting Analyst

  • Apr 2013 - Dec 2017

  Collaborate with Operations Subject Matter Experts to assemble impactful reporting tools Develop complex reporting utilizing Crystal Reports, SQL Server Reporting Services (SSRS) and SQL stored procedures/queries/views Create Microsoft Excel live Macro Pivot Table reports for management to use as a “Dash Board” to monitor their projects Provide technical and industry related expertise in responding to complex specialized report requests

• Business Analyst

  • Jan 2009 - Apr 2013

  Spec custom reports to meet needs of Management and Operations, Design/edit data entry systems via Text Pad, Write business rules via InRule, Manage requests submitted through Helpline and assign to appropriate technician, Managed creation of new payroll system, Create training documentation (user guides) for business applications, Conduct training for internal applications, Gather requirements for new software development, Create user stories to assist new software development… Show more Spec custom reports to meet needs of Management and Operations, Design/edit data entry systems via Text Pad, Write business rules via InRule, Manage requests submitted through Helpline and assign to appropriate technician, Managed creation of new payroll system, Create training documentation (user guides) for business applications, Conduct training for internal applications, Gather requirements for new software development, Create user stories to assist new software development, Internal testing of new software development prior to user testing,

• Production Coordinator

  • Jan 2008 - Dec 2008

• Lead Underwriter

  • May 2007 - Dec 2007

• Quality Control Underwriter

  • Apr 2006 - Apr 2007



Option One Mortgage

• Financial Services
• 200 - 300 Employee

• Underwriter

  • Mar 2005 - Feb 2006



Clayton

• Underwriter

  • Sep 2004 - Mar 2005



EQUIX

• Mortgage Specialist

  • Dec 2002 - Sep 2004



PC Mall

• Account executive

  • 2002 - 2002