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Click here or scroll down to respond to this candidateCandidate's Name
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PHONE NUMBER AVAILABLE EMAIL AVAILABLELinkedin Profile: LINKEDIN LINK AVAILABLEPROFESSiONAL EXPERIENCECardworks Inc., New York (March 2019-Present)Director of Strategy & Business AnalyticsStrategy Responsibilities:Provide planning and coordination support, including project management, analytical support, and support of strategic initiatives as required, including monitoring progress against key prioritiesAssist in the day-to-day management of business planning and operational processes across six business units: Customer Support/Pre-Post Collections/Operational Controls/ Security/Data Analytics (1100+ individuals)Support the organization in preparing strategic business reviews/presentations to senior stakeholders such as Business Unit Reviews, Top Project Deep Dives and Performance ReviewsWork each BU to create Strategic Action Plans with OKR/KRA Metrics to measure performance against firm-wide initiatives with intent to grow revenues by 15% annuallyBusiness Analytics Responsibilities:Lead digital business analytics and Insights teamWork with cross-functional teams to gather data, reporting, and analysis needs; apply critical thinking to either create new long-term solutions or support one time only ad hoc requests when neededEvaluate existing and develop new metrics, reports, and dashboards for various internal audiences; apply both quantitative disciplines and creativity to translate data into actionable insights through data visualization, behavioral pattern recognition, predictive modeling, etc.Cross-Functional Support - Frequently connect with data/report consumers to understand ever-changing business trends/technologies, train new business team members to use data/reports, share new analytic development, etc.Exploration and propose new data/analytic opportunities that could potentially grow business, improve operational efficiency, or create new product offeringsContribute to overall company data/analytics strategies by supporting cross training and knowledge sharing, as well as encouraging data-driven decision making processUnderstanding of Data Engineering, Data Governance, Data Modeling, ETL and the ability to mine new data sources using machine learning concepts such neural networks, clustering, K-means etc.McKinsey and Company, New York (November 2013-March 2019)Senior Manager (Internal Strategy and Data Analytics)Oversee a team responsible for managing work streams to agreed timelines, performing quality control of deliverables and leading presentation of deliverablesPerform detailed analysis and synthesize actionable insights from data sets and unstructured information sourcesDevelop financial and analytic models at various granular levels to drive operational and transactional insightsConstruct roadmaps, dashboards and presentations that enhance key stakeholders understanding of business trends and growth decisionsDevelop, implement, review, and provide ongoing monitoring of key performance drivers throughout budgeting processes, forecasts, strategic plans and other financial models to assist management with current and long-range planningOversee strategic project initiatives to provide leadership for the development and implementation of strategies and processes to realize identified opportunitiesProvide analysis and create presentation decks as a member of Project, Valuation, and Steering Committee(s)Senior Business AnalystSubject Matter Expert and advisor on firmwide finance transformation projects entailing implementations across IT, Finance, and front office functionsWork with product owners and stakeholders to create product roadmaps and value-added solutionsLed a team of four analysts implementing various third-party solutions which delivered significant cost savingsWellington Management Company LLP, Boston, MA (April 2013 November 2013)Derivatives and Data Management- Business AnalystProvided data analysis to support, compile and report key information for operations and business objectivesProvided analytic support by coordinating data extraction from various databases and data interpretationPrepared technical reports by collecting, analyzing, and summarizing information and trends.Functioned as a liaison between business and technical teams in analyzing and assessing solutions to meet business and user needsMerrill Lynch Wealth Management, Boston, MA (August 2012 April 2013)Private Wealth Management AssociateDesigned complex financial, estate planning, and business planning services fornew/existing client relationshipsRobeco Investment Management, Boston, MA (August 2011 April 2012)Fund Administration- Vice President (left due to merger with Orix)Managed a team responsible for all aspects of the middle office fund administration for multi-billion investment bankHarvard Management Company Boston, MA (November 2007 August 2011)(Harvard University Endowment Fund)Finance Derivatives Team- Senior AssociateLed initiative to highlight control gaps in current processes; identified solutions that reduced operational errorsDesigned and implemented an automated reconciliation system which increased capacity by 40% and standardized the processBrown Brothers Harriman Boston, MA (October 2006 November 2007)Client Service AnalystWorked as part of client service team in a fast-paced atmosphere aiding in the resolution of inquiries and investigations related to investment activitiesEducationNortheastern University Master in Business Administration (2011-August 2017)New York University Data Analytics Diploma (expected completion 2020)Plymouth State University Bachelor of Arts (August 2002-May 2006)TECHNICAL SKILLSStrong data transformation/analytics skills with SQL, R, Python, KnimeStatistical Programming/Machine Learning backgroundStrong PowerPoint/ Tableau/Domo Visualization skills often presenting to senior leadership |
