Bailey Gasparre
Maggie Valley,NC
Summary
Self-starter with over 4 years of experience in project implementation as a Data Analyst and Implementation Specialist in the SaaS industry. Expertise includes leading training sessions, configuring platform features, and integrating third-party solutions. Proficient in data analysis using Excel and SQL queries and acting as a subject matter expert on platform functionalities. Experienced in collaborating with cross-functional teams to enhance client satisfaction and maintain data integrity and security compliance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Remote Data Analyst
SS&C Advent
2024.05 - Current
- Utilized SQL queries to research and manage large data sets and identify breaks in feeds, ensuring data accuracy and security
- Acted as Subject Matter Expert for Advent Custodial Data feeds, ensuring proficient coding and secure implementation of feeds to prevent data breaches and aggregation breaks
- Collaborated with Operations and Product Teams to strategize and optimize data feed workflows, prioritizing efficiency improvements and enhancing data quality standards
- Managed complex data migration projects including data moves, conversions, and copyovers across platforms, ensuring continuity and precision of data within challenging project deadlines
Remote Implementation Specialist
SS&C Advent
2021.01 - 2024.05
- Supported implementation and onboarding for 100+ new clients of a wealth and portfolio management software company
- Successfully managed 10+ implementation projects concurrently while maintaining high client satisfaction rates and consistently meeting deadlines
- Collaborated alongside product, development, and data authorization teams to improve client experience and troubleshoot issues based on client feedback
- Led comprehensive training sessions for 50+ clients and 15+ employees as well as authored educational materials for internal teams and external users
- Designed training schedules that accelerated new hires' learning and retention
- Implemented data-driven strategies that enhanced team productivity and achieved measurable success in talent development initiatives
Remote Intern
SS&C Advent
2020.07 - 2021.01
- Utilized Excel to analyze, model, and integrate data into the platform using reference, lookup, and logical formulas
- Demonstrated exceptional prioritization skills by consistently achieving a one-day turnaround rate for 90%+ of cases and deliverables
- Effectively communicated with clients through Salesforce to process 500+ ad-hoc data onboarding projects on a strict timeline
- Configured platform features and layout to a specific client's requirements and company goals
Education
BBA - Finance
University of North Florida
Jacksonville, FL07.2020
Skills
- SQL Data Research and Analysis
- SaaS Product Lifecycle Management
- Platform Configuration
- Client Account Management
- Data Security & Privacy Compliance
- Roadmap Development
- Technical Training & Support
- Salesforce
- BD3 Wealth Platform
- Monday.com
- Trello
- Tettra
- Slack
- Microsoft Teams
- Microsoft Excel
- Google Suite
- Zoom
Certification
- Security Frameworks Fundamentals - LinkedIn Learning
- Cybersecurity Foundations: Governance, Risk, and Compliance (GRC) - LinkedIn Learning
- IT and Cybersecurity Risk Management Essential Training - LinkedIn Learning
- Building an Effective Cybersecurity Program for Your Startup - LinkedIn Learning
Timeline
Remote Data Analyst
SS&C Advent
2024.05 - Current
Remote Implementation Specialist
SS&C Advent
2021.01 - 2024.05
Remote Intern
SS&C Advent
2020.07 - 2021.01
BBA - Finance
University of North Florida
- Security Frameworks Fundamentals - LinkedIn Learning
- Cybersecurity Foundations: Governance, Risk, and Compliance (GRC) - LinkedIn Learning
- IT and Cybersecurity Risk Management Essential Training - LinkedIn Learning
- Building an Effective Cybersecurity Program for Your Startup - LinkedIn Learning
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