Colton Retzloff
New Braunfels,TX
Summary
Analytical Data Steward with experience overseeing an organization's data assets with a goal to improve data integrity and lead to sound financial business decisions. Exceptional ability to understand and manage complex datasets to identify trends, anomalies and data quality issues. Capable of collaborating effectively with cross-functional teams including IT, financial analysts and data scientists.
Overview
11
11
years of professional experience
Work History
Business Planning Analyst
AMD
Austin, TX
03.2021 - 11.2024
- Created and executed data mapping activities to ensure the integrity, accuracy, consistency, and validity of tens of millions of records of point-of-sale/market data.
- Performed detailed analyses of source data to identify anomalies or inconsistencies, and then updated them as necessary through automated procedures in Microsoft SSIS, SSMS, and Visual Studio.
- Developed data quality metrics to identify potential areas of improvement for user data, and took necessary action to target implementations to address those areas.
- Analyzed complex dataset audits from multiple sources to create insights that can be leveraged by other teams within the organization.
- Successfully increased data mapping accuracy to 98% from 90% through SQL query and ETL automation, leading to improved business decisions, and more accurate financial rebate payments.
- Collaborated with stakeholders on requirements-gathering sessions to understand business needs for new reports or initiatives involving large datasets.
- Provided support during the design and implementation phases of new projects, including large data migrations and data set additions.
Operations Associate
Frost Bank
San Antonio, TX
08.2019 - 03.2021
- Improved data-wrangling procedures for outside broker trade allocations in Microsoft Excel to match external information before settlement date deadlines.
- Revised several operational processes to minimize and mitigate the risk of failing trades, unmatched payments, and account reconciliation discrepancies.
- Executed institutional investment safekeeping functions by cross-training between securities settlement, income disbursement, and investment portfolio reporting.
- Monitored system interfaces to ensure trade and security pledge transactions are processed accurately, promptly, correctly, and in compliance with Frost standards and legal requirements.
- Maintained the securities database by entering new security builds from Bloomberg data, and modifying current securities details for updated factors and bond calls.
Trade Support Analyst
AllianceBernstein L.P
San Antonio, TX
12.2017 - 08.2019
- Completed successful launch of insourcing institutional trade operations support role, created to streamline trade activity and increase company capital.
- Act as first line of defense for reducing trade failures by operation of proprietary systems to confirm daily trade activity and manage exceptions.
- Assisted to test and deploy proprietary trade support applications and environments for insourcing conversion project.
- Utilize extensive knowledge of fixed income investment products to analyze discrepancies in commissions, interest, fees, etc.
- Provide periodic ad-hoc reporting to traders, portfolio managers and middle office management.
Deal Registration Administrator
Sirius Computer Solutions Inc.
San Antonio, TX
08.2016 - 12.2017
- Boosted registrations 25% by improving communication, promotional and deal structuring strategies.
- Assisted sales operations management in implementing new web based registration management tool, Vartopia, by training, testing and reporting to business analyst team.
- Collaborate with Client Executives and Sales Specialists to submit, track and manage all opportunity registrations to ensure protected pricing and vendor deal visibility.
- Engage with vendor account managers in efforts to adopt industry best practice processes to complete deal registration submittals and renewals successfully and negotiate conflicts when necessary.
Sales Support Advisor
Sirius Computer Solutions Inc
San Antonio, TX
05.2015 - 08.2016
- Coordinate all activities associated with a sales opportunity by engaging and distributing tasks to appropriate brand Operation's team members.
- Communicate as a liaison for customers and Client Executives in order to gather pertinent information needed to win and complete the sale and assist with customers' dispute resolution regarding quoting, pricing, logistics or malfunctioning.
- EMC Direct Partnership Subject Matter Expert – facilitate initial transition and implementation of new business process within several operational brand teams.
Operations Brand Advisor
Sirius Computer Solutions Inc
San Antonio, TX
08.2013 - 05.2015
- Successfully processed highest revenue IBM order in North American channel for 2014.
- Assisted in development and training of predominant web-application tool for order fulfillment.
- Provide in-depth knowledge to Client Executives and Sales Specialists on IBM, NetApp, EMC, Hitachi, HP, VMWare and Cisco brand products to meet individual vendor requirements.
- Facilitate pre and post back office sales activities associated with sales opportunities, such as deal registrations, configuration creations, proposal generations and special pricing requests, for previously listed product brands.
- Ensure accurate order placement, efficient delivery and precise invoicing of industry- leading hardware and software products.
Education
Bachelor of Science - Economics
Texas A&M University
College Station, TX12.2012
Skills
- Microsoft Excel
- Structured query language (SQL)
- Microsoft SSMS / SSIS / Visual Studio
- Microsoft PowerBI
- Salesforce
- Snowflake
- Data Governance and Management
- Data Analysis and Reporting
- Business Decision Research
- Problem Solving
- Database Design
Additional Information
- Liberal Arts Student Council, Treasurer 2010 – Spring 2012
- Manage annual budget of over $6,000 including two scholarships awarded each year.
- Maintain detailed ledgers consisting of dues money and various expenses for the year.
- Texas A&M Iron Spikes, Active Member Fall 2009 – Fall 2012
- Involvement in premier service, spirit and social organization on campus.
- Hosted annual charity softball tournament with all proceeds going to Big Brothers Big Sisters of Brazos Valley.
Timeline
Business Planning Analyst
AMD
03.2021 - 11.2024
Operations Associate
Frost Bank
08.2019 - 03.2021
Trade Support Analyst
AllianceBernstein L.P
12.2017 - 08.2019
Deal Registration Administrator
Sirius Computer Solutions Inc.
08.2016 - 12.2017
Sales Support Advisor
Sirius Computer Solutions Inc
05.2015 - 08.2016
Operations Brand Advisor
Sirius Computer Solutions Inc
08.2013 - 05.2015
Bachelor of Science - Economics
Texas A&M University
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