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Click here or scroll down to respond to this candidateCandidate's Name
St. Petersburg, FL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEhttps://github.com/Candidate's Name 23/SierraPacificSQLServer.git WORK EXPERIENCESierra Pacific MortgageFolsom, CAFinancial Business AnalystJuly 2021 Present Uses ETL processes with large data sets to analyze the companies mortgage portfolio. Single handedly created and owns the EOM reporting/accounting processes for asset pricing. Generates ad-hoc reports requested by the C-Suite. Creates and manages databases to track revenue, costs, and other pertinent financial metrics. Presents visual data to senior management utilizing a combination of Access, SQL, Excel and PowerPoint. Manages a team of analysts and instructs them in the proper use of SQL Server processes. Designs Python Scripts to create more efficient information processes. S3 - Shared Service SolutionsLinthicum Heights, MDReconciliation AnalystJune 2020-July 2021 Created MS Access databases and MS SQL Server queries to pull mortgage transaction data. Reconciled thousands of erroneous credits and debits in the internal systems. Coordinated with 3 accounting teams to manage general ledgers. Analyzed hundreds of individual mortgage escrow accounts for overages and shortages. Explained to borrowers the arithmetic behind tax and insurance related shortages. Financial AdvisorColumbia, SCDec 2017 - Aug 2019AIG, Edward Jones, Northwestern Mutual Obtained and maintained Series 7 & 66 Licenses. Analyzed Investment Strategies for a variety of clients. Created and implemented portfolio allocations in managed accounts. Opened, maintained and traded for directed accounts. Educated public employees on their state sponsored retirement options. 5 Years, Cloud, Excel, Macros, Py functions, Oracle, Jupyter Labs, Data Visualization, Data analysis, Data viz. Cloud management, Azure, Azure, Database Management, PostGreSQL, SQL, oracle, python, python, R Studio Manage, Manage, Manage, Excel, Excel, Macros, Macros, SQL SERVER, Oracle, R Studio, Python, Jupyter Labs 9 Years, Python, Excel, Excel, Oracle, Cloud Software, Cloud Software, Investment Management, Data Visualization Python, C++, Management, SQL, SQL, SQL, SQL, Python, Excel, Data Analysis, Excel, SQL, Database Administration, R Studio, Oracle, Oracle, 10 Years, python, python, jupyter labs, anaconda, C++, valuation, investment, command prompt, leadership, management, analyst, data, big data, cloud server, large data sets TECHNICAL SKILLSMS ACCESS Creating complex forms, queries and macros Importing and exporting excel and csv files Query wizards Importing data from external RDBMSMS Excel: Filtering, Sorting and Analyzing dataPivot Tables, VLookups, XLookups, Conditional Formatting FormulasSum, Avg, Count, Ifs, etc.Built-in financial formulas Data Visualization MacrosMS SQL Server: Creating new databases using Azure servers Updating, Altering tables Creating functions, stored procedures and triggers Inserting new data from .csv files Querying data using Common Table Expressions and complex joins Exporting files automatically to .csvPython: Packages including csv, glob, pandas, numpy, re Importing web data using APIs, importing data from csv and text files Data Visualization For and while loops Regular Expressions, string splicingPostgreSQL (pgAdmin & DBeaver): Creating new database designKey constraints, checks Updating, Altering tables Creating functions, stored procedures and triggers Inserting new data from .csv files Exporting outputs to .csvR Studio: ETL using tidyr Data visualization with ggplot Importing web data from APIs Importing and exporting csv Statistical analysis with dplyrEDUCATIONSalisbury University, Salisbury, MDBachelors - Economics, Minor AccountingJan 2012 - Dec 2016 Studied fundamentals of banking and financial products. Created and analyzed financial statements such as income statements, balance sheets and statements of cash flows. Became proficient in R Studio (data visualization and analysis) and other data manipulation and statistical softwares Utilized Excel and R Studio in several projects. Gained a practical knowledge of macroeconomic and microeconomic theory. VOLUNTEER EXPERIENCESuncoast Basset Rescue, St. Petersburg, FLVolunteer Foster HomeAug 2021 - Present |
