- Cooking
- Playing Sports
- Gym Workouts
- Financial Markets
Charles Warkenthien
Englewood,CO
Summary
Adept Senior Database and Reporting Analyst with a proven track record at Monarch Investment and Management Group, enhancing data accuracy and reporting efficiency. Skilled in MS/Azure SQL and Excel VBA, coupled with exceptional problem-solving abilities, I significantly improved reporting processes and data integrity, directly supporting strategic decision-making and operational excellence.
With a solid foundation in finance, accounting, and data analytics, I continuously seek opportunities to leverage my skill set to drive insights and optimize business processes. I am passionate about combining my analytical expertise with my growing interest in algorithmic trading to further my career in the intersection of finance and technology.
Overview
9
9
years of professional experience
Work History
Senior Database and Reporting Analyst
Monarch Investment and Management Group
10.2018 - Current
- Continuously assessed current reporting techniques and developed improvements to boost accuracy.
- Enhanced data integrity by applying meticulous attention to detail when reviewing and analyzing data maintenance processes.
- Monthly, quarterly, yearly, and ad hoc reporting
- Maintaining property, employee & investor data within our main (Yardi) and website databases
- Work with other operational teams to organize investors on transactions
- Create and distribute investor subscription and consent documents
- Assist in the annual budgeting process to keep the financials in line with expectations and create reporting to help upper management provide an accurate plan for the coming year
- Create and maintain customized and automated reporting (SQL, Excel & VBA based)
- Advanced troubleshooting of issues that arise with current processes or reporting
- Resolve issues and service tickets on internal websites
- Consistent and sustained adherence to Monarch Professional Behavioral Standards
- Additional assignments and projects as needed
Staff Accountant
Cambridge Systematics
10.2015 - 07.2016
- Prepare monthly journal entries, and perform monthly general ledger account reconciliation and
analysis - Assists in preparation for annual audit and assembling monthly financial statements
- Manage vendor invoices including vouching, data entry, posting and filing
- Research, reconcile and resolve vendor statements and inquiries
Education
MBA - Management Information Systems
Binghamton University
Binghamton, NY05-2017
Bachelor of Science - Accounting
Binghamton University
Binghamton, NY05-2015
Skills
- MS/Azure SQL
- Reporting guidelines and criteria
- Database management
- Creative problem solving
- Data tracking applications
- Report troubleshooting
- Microsoft Excel
- Quantitative analysis
- Excel VBA
Interests
Timeline
Senior Database and Reporting Analyst
Monarch Investment and Management Group
10.2018 - Current
Staff Accountant
Cambridge Systematics
10.2015 - 07.2016
MBA - Management Information Systems
Binghamton University
Bachelor of Science - Accounting
Binghamton University
Similar Profiles
Misty Johnson-SheetsMisty Johnson-Sheets
Regional Property Manager at Monarch Investment and Management GroupRegional Property Manager at Monarch Investment and Management Group
Samantha LarsonSamantha Larson
Roving Leasing Consultant at Monarch Investment And Management GroupRoving Leasing Consultant at Monarch Investment And Management Group
Erica GarrityErica Garrity
National Marketing Director at Monarch Investment And Management GroupNational Marketing Director at Monarch Investment And Management Group