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Work Background
Suncoast Credit UnionData Analyst
Nov. 2024Atlanta Metropolitan Area• Drive cross-functional initiatives by providing data-centric consulting to inform fraud risk mitigation strategies and
support business decision-making.
• Deliver actionable insights through the discovery, cleansing, and refinement of complex datasets to enable
accurate and meaningful analysis.
• Design, develop, and maintain interactive dashboards and data models that highlight key fraud trends and
performance indicators.
• Collaborate with internal stakeholders to evaluate and integrate data solutions that enhance agility and support
proactive risk management.
• Analyze and optimize fraud detection rules using data-driven evaluations to improve precision and reduce noise.
J.P. Morgan Wealth ManagementSr. Data Analyst II
Jul. 2022 - Jul. 2024Atlanta, Georgia, United States• Create and maintain various Alteryx workflows to automate and optimize manual BAU tasks including, but not limited to Complaints Reporting for Wealth Management Executive Office, survey analyses, taxonomy creation, and Tableau dashboard maintenance to increase efficiency. Decreased runtimes by 80% through workflow optimization
• Query, clean, manipulate, and maintain large, complex data sets to feed on-demand, analytic insights for stakeholders and colleagues related to wealth management client and advisor experiences
• Create Tableau dashboards using multiple datasets (8+) for stakeholders to measure and monitor client and advisor service center performance and call trends on national, local, team, and individual levels
• Optimized and automated most used dashboard within Wealth Management
The Home DepotFinancial Data Analyst
Sep. 2021 - Jul. 2022Atlanta, Georgia, United StatesI am responsible for managing merchandising department 25 (Tools, Hardware, Auto, etc.) for US Merch Payables. This includes managing payments, disputes, partial payments, etc. for thousands of suppliers. This role also includes process improvements to existing processes, creating and updating documentation, managing month-end activities related to D25, and partnering with virtually every internal department within THD. This position is typically managed by a Sr. Analyst, but I had to take over in small time frame due to company changes. - Analyze and evaluate invoicing and receiving processes to confirm suppliers follow all required processes for payment. - Communicate with suppliers, merchandising, supply chain and other internal partners to ensure necessary action correct to any non-payment discrepancies among our merchandise suppliers. - Performs economic and financial research and analyzes internal and external issues related to financial metrics. - Develop accurate and descriptive process documentation to allow for more efficient implementation of new hire analysts. - Partnering daily with internal teams (Supply Chain, Channel Management, Merchant, etc.) to resolve supplier issues such as problematic shipments, unpaid invoices, pricing discrepancies, etc. - Experience using and exposure to various systems including SAP ECC, SAP S4/HANA, Oracle Acorde, IBM Legacy, Access Database, Google Big Query, DocuSign, Zendesk, and Alteryx. - Research to analyze and validate supplier claims, facilitate communication between Merchant and supplier to negotiate a settlement agreement for claim, and draft legal settlement document to be signed by all parties.
LeaseQueryLease Accounting Sales Analyst
Jan. 2020 - Aug. 2020Greater Atlanta Area- Performed a customer cohort analysis using Excel and recommended an email campaign for one customer segment - Ensured Private, Public and Government entities met and complied with newly formed account standards. Educated current and potential clients on regulations needed to maintain full sales compliance and accuracy. - Responsible for identifying and generating sales opportunities through data analysis and engagement with the prospects discovered. - Assessed company needs by collaborating with account executives and marketing teams in a dynamic environment. - Built data visualizations in Excel to demonstrate the efficacy of our marketing plan resulting in the close of $200Ks of deals.
Iron MountainBusiness Analyst
May. 2019 - Jan. 2020Greater Atlanta Area- Received, cleaned, and prepped data for sales and marketing team using excel and salesforce, together we built marketing mix models to help with the ROI. - Conducted thorough market research and negotiated situations effectively to develop strategic relationships with partners and potential customers at Fortune 1000 company. - Analyze data and create information in the form of reports (ad hoc, standardized) to provide proactive and preventative support models across the Program. - Created and managed dashboard reports for management review using SQL, EXCEL, and Salesforce
N3Business Analyst
Jan. 2016 - Jan. 2019Greater Atlanta Area- Worked as liaison between engineering and executives to implement product feature improvements - Worked with product and sales team to understand new markets to move into
- Developed different user stories for a new subscription product that resulted in a retention of clients - Utilized reputable lead sources and directories to help sales contact C-Level managers and other pertinent decision makers for cold calling purposes.
- Examined where company maximized sales earnings in private, public, and government sectors with high-performing partners resulted in the closing of over $1M worth of deals increasing yearly revenue by 106%.
- Presented and pitched confidently in public settings with a company where clients include Microsoft, IBM, Cisco and SAP.
- Analyzed customers’ IT needs and developed technology plans that best align with client values while integrating company services and products.
Enterprise Rent-A-CarManager
Aug. 2013 - Jul. 20156035 Peachtree Pkwy A, Norcross, GA 30092- Completed trainee program within a year and was promoted to manager after completing a 3 month period working at the Atlanta Airport location, the largest and busiest branch within the company. - Managed logistics, maintaining deliveries of vehicles in a timely matter. Managed risk by making sure all qualifications were met by renters, and verifying the documentation provided by the renters. - Prepared branch marketing plans to generate new business partners and expand with existing partners. The plan grew the fleet by 20% and corporate clients by 30%. - Took on a challenge of managing a branch that was slacking in revenue and customer service score and was able to get it to corporate standards within 3 months. Grew Enterprise Service Quality Index (ESQi) from 76 to 96 within 3 months. (Corporate standard is 82).
First NBC BankExecutive Assistant/Intern
May. 2010 - Aug. 20131832 Felicity St, New Orleans, LA 70113- Met all qualifications to be awarded the First NBC Bank summer internship. Was brought on fulltime since the VP found me to highly useful and productive. - Completed projects and special assignments by creating task lists, determining priorities, managing time, gaining cooperation of others, monitoring and reporting on progress and results, Implemented changes per management approvals. -Duties consisted Collecting payments, documenting all complaints as well as have them resolved. Reporting list of prospective homes to acquire to management, informed clients of overdue accounts and amount owed.
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Looking to transition into Tech./. Former sales Representative and have very good Communication skilss @ @NikeStore