Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Walker Hill

Jacksonville,FL

Summary

Results-driven data professional with strong foundation in data analysis and client relationships. Known for transforming data inefficiencies into actionable solutions while upholding client and company expectations. Consistently fosters team collaboration and adapts seamlessly to dynamic project requirements, leveraging skills to deliver impactful solutions and enhance organizational performance.

Overview

3
3
years of professional experience

Work History

Senior Data Analyst - Enterprise & Implementation

SS&C Technologies
04.2024 - Current
  • Enhanced data integrity and accuracy for clients with largest AUM.
  • Utilized data management tools to recommend and implement ways to strengthen data across enterprise firms.
  • Streamlined reconciliation processes, significantly reducing turnaround times for client and service requests.
  • Served as a senior resource for co-workers in Operations, Service, Product, & Infrastructure resulting in operational efficiency for Black Diamond.

Data Analyst - Enterprise & Implementation

SS&C Technologies
02.2022 - 04.2024
  • Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
  • Managed large-scale cases to ensure timely access to critical information and data for Enterprise clients.
  • Reduced data redundancy with effective data analysis and reconciliation, ensuring optimal use of Black Diamond resources.
  • Participated in client meetings to discuss and evaluate account, portfolio, and data reconciliation inefficiencies .

Associate Data Analyst - Direct Advisor Service

SS&C Technologies
08.2021 - 02.2022
  • Daily reconciliation of internal data, maintaining high levels of data integrity and reliability.
  • Reduced errors in data automation, researching manual and automated quality control checks.
  • Corrected irregularities during reconciliation, leading to actionable insights for client casework.
  • Utilized data mining tools to identify and research data inefficiencies.

Education

Master of Science - Sport Management

University of Connecticut
Storrs, CT
05-2020

Bachelor of Science - Sport Management

University of Connecticut
Storrs, CT
05-2018

Skills

  • Account/Portfolio Reconciliation
  • Bank reconciliation
  • Client case studies
  • Client relationship management
  • Consulting
  • Data and analytics
  • Data mining
  • Financial data analysis
  • Monthly & Quarterly Reporting/Auditing
  • Performance reporting

Accomplishments

    Global Principle Award, Black Diamond, 2022

Timeline

Senior Data Analyst - Enterprise & Implementation

SS&C Technologies
04.2024 - Current

Data Analyst - Enterprise & Implementation

SS&C Technologies
02.2022 - 04.2024

Associate Data Analyst - Direct Advisor Service

SS&C Technologies
08.2021 - 02.2022

Master of Science - Sport Management

University of Connecticut

Bachelor of Science - Sport Management

University of Connecticut
Walker Hill