Christian Armstrong
Oconto
Summary
Results-oriented professional with extensive experience in analyzing complex datasets and developing innovative solutions to drive data-driven decision-making and promote organizational success. Proficient in creating dynamic dashboards using Tableau, streamlining processes with Alteryx, and extracting actionable insights through advanced SQL querying. Expertise in cross-functional collaboration to enhance system functionality and support strategic initiatives while maintaining data accuracy and integrity. Proven ability to deliver comprehensive financial and operational analysis that informs executive decisions, leveraging skills in data visualization, process improvement, and project management to optimize outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Capital Solutions Analyst
LPL Financial
Remote (WI)
06.2023 - Current
- Evaluated and underwrote commercial loans for mergers and acquisitions (M&A) to support decision-making. Assisted in automating business workflows and financial modeling using Alteryx. Collaborated on FinTech solutions to enhance user experiences and functionality. Extracted key metrics and analyzed databases with SQL for accurate loan underwriting. Provided insights to senior leadership to facilitate informed decisions. Supported the development of innovative solutions for financial challenges using Alteryx, Excel, SQL, and Salesforce. Worked on FinTech projects to improve technology platforms and promote cross-functional collaboration. Enhanced underwriting processes for capital solutions by fostering team cohesion and collaboration.
- Managed the underwriting and funding process for 50+ repayable loans, providing financial advisors with over $10 million in essential capital.
- Implemented streamlined automation of succession planning procedures with Alteryx to safeguard $1.74 trillion in managed assets and $3.1 billion in outstanding loans.
- Engineered Alteryx Analytic Application to automate the eligibility checklist for the LPL and Live Oak Bank Lending Program.
- Streamlined the Capital Solutions Underwriting Model in Alteryx, enhancing efficiency for team members.
- Oversaw the creation and management of Tableau dashboards for Capital Solutions team. Drove insights by showcasing key performance metrics for repayable, forgivable, and LPL + Live Oak Lending Program loan portfolios.
Data Solutions Engineer
Nicolet National Bank
Green Bay, WI
03.2023 - 06.2023
- Analyzed complex datasets, automated workflows, created visualizations, and captured actionable insights to support data-driven decision-making, operational efficiency, and improve outcomes. Optimized organizational processes by retaining oversight of databases, streamlining data flow, increasing accessibility, and implementing advanced data solutions. Leveraged technical expertise in data analysis Tableau, Excel, and Alteryx to design dashboards, deliver impactful results, and guide strategic decisions. Identified trends that influenced high-impact business strategies with application of advanced data analysis techniques.
- Developed and executed automated solutions in Excel and Alteryx, significantly improving efficiency and reducing operational costs by $500,000 annually.
Financial Data Analyst
Nicolet National Bank
Green Bay, WI
04.2022 - 03.2023
- Supported financial reporting and data analysis functions, delivering valuable insights that informed strategic decision-making. Prepared and analyzed key financial documents, including budgets, forecasts, and Treasury reporting, ensuring compliance with organizational policies. Partnered with multidisciplinary teams to enhance system functionality and streamline processes. Designed dashboards and presentations, automated workflows, and ameliorated data accessibility using Excel, Alteryx, and Tableau. Realized continuous improvement of business processes with integration of advanced tools and methodologies.
- Optimized productivity by leveraging automation tools, resulting in a 45% boost in efficiency.
- Strived for excellence in data integrity, resulting in 85% accuracy across datasets.
Broker & Marketing Specialist (Part-Time)
Elite Business Financing
Oconto, WI
01.2020 - 04.2022
- Key member of the team that secured essential capital by facilitating commercial finance deals with analysis of financial data. Identified and engaged target customers, employing data insights to optimize marketing channel selection, expand outreach, and maximize return on investment (ROI). Devised client acquisition strategies to broaden customer base, enhance retention, and drive business growth. Created tailored marketing materials and financial reports, aligned with organizational objectives, ensuring effective communication of data-driven insights.
- Improved conversion rates with identification and targeting of ideal customers.
- Boosted customer acquisition and increased retention, with ideation and execution of marketing strategies.
Customer Service Representative (Part-Time Summer Position)
Forward Bank
Park Falls, WI
05.2019 - 08.2019
- Provided exceptional service and support to customers, fostering positive experiences and encouraging repeat business. Handled financial transactions with accuracy and ensured adherence to bank policies while assisting customers with account inquiries and updates. Provided specialized services and solutions to meet customer needs effectively. Processed customer checks, verified identification, and checked account balances in compliance with bank policies. Entered financial transactions into systems accurately and issued customer receipts promptly.
Bank Teller (Part-Time Summer Position)
First National Bank
Park Falls, WI
06.2015 - 08.2015
- Delivered accurate and efficient financial services while maintaining exceptional customer service standards. Processed transactions, resolved account inquiries, assisted with banking services, entered transaction data into banking software systems, and issued receipts in a timely manner, ensuring customer satisfaction. Retained professionalism during high-volume shifts, directed specific inquiries to appropriate branch personnel, and provided reliable support.
Education
Master of Science - Data Science
Eastern University
St. David’s, PA01.2023
Bachelor of Arts - Biology
The College of Saint Scholastica
Duluth, MN01.2021
Skills
- Alteryx
- Microsoft 365 – Excel
- SQL
- Tableau
- Regular Expression
- SPSS
- R Coding
- Python
- Salesforce
- Constant Contact
- HubSpot
- Smartsheet
Accomplishments
- Completed over 75 Alteryx Workflows to automate manual processes in the past 30 months.
- Coordinated more than 100 Alteryx and Tableau projects of varying sizes over the last 2.5 years.
- Trusted with producing and finalizing financial statements, Board of Directors’ monthly presentation, and quarterly management packet for the Executive Team at Nicolet National Bank.
Certification
- Designer Advanced Certification, Alteryx, 2024
- Desktop Specialist Certification, Tableau, 2025
- Data Analytics Certification, Google, 2022
- Designer Core Certification, Alteryx, 2022
Areas of Expertise
- Data Collection, Cleaning & Visualization
- Data Analysis & Actionable Insights
- Operational Efficiency
- Underwriting Processes
- Process Optimization & Automation
- Database Management
- Mergers & Acquisitions (M&A)
- Cross-Functional Collaboration
- Fintech Project Management
- Problem-Solving
- Financial Reporting
- CRM & Stakeholder Relationships
- Marketing Materials
- Goals, Objectives & KPIs
Awards
Dean’s List, The College of Saint Scholastica, 2017, 2018, 2019, 2020
Languages
English
Native or Bilingual
Timeline
Capital Solutions Analyst
LPL Financial
06.2023 - Current
Data Solutions Engineer
Nicolet National Bank
03.2023 - 06.2023
Financial Data Analyst
Nicolet National Bank
04.2022 - 03.2023
Broker & Marketing Specialist (Part-Time)
Elite Business Financing
01.2020 - 04.2022
Customer Service Representative (Part-Time Summer Position)
Forward Bank
05.2019 - 08.2019
Bank Teller (Part-Time Summer Position)
First National Bank
06.2015 - 08.2015
Bachelor of Arts - Biology
The College of Saint Scholastica
Master of Science - Data Science
Eastern University