Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Duffee

Oxford,MA

Summary

Seasoned Reporting Analyst with comprehensive knowledge of data analysis, interpretation, and manipulation. Possess strong skills in Excel, Power BI, and other reporting tools to provide insightful reports for strategic decision-making. Successfully implemented automated reporting systems in previous role leading to improved efficiency. Strengths lie in problem-solving capabilities and exceptional attention to detail.

Overview

7
7
years of professional experience

Work History

Sales Administration and Reporting Analyst

John Hancock
Boston, MA
01.2023 - Current
  • Produce and maintain detailed sales reporting, monthly compensation reports, and visual dashboards for various key stakeholders end-to-end across Global Wealth and Asset Management.
  • Carry out ad hoc reporting requests generated throughout the course of business, and ensure data needs are delivered timely. Whenever possible, these requests are returned the same day.
  • Work to ensure data stewardship, clearly documenting our processes, and stress-testing reports to verify that accurate information is provided to the Sales team.

Asset Retention Specialist

Empower Retirement
Enfield, CT
11.2018 - 04.2022
  • Assisted participants who had separated service from their employer-sponsored retirement plan through all of their ERISA options. Upwards of 40 to 50 contacts were handled on a daily basis based on call volumes.
  • As a senior representative, handled escalated situations and mentored less experienced peers. On average, I handled 3 escalated situations weekly and conducted additional research when required to ensure that an adequate solution was delivered for our customers timely.

Customer Service Specialist

MassMutual
Enfield, CT
11.2017 - 11.2018
  • Assisted active clients in employer sponsored retirement plans with a variety of plan services including but not limited to loan initiation, contributions, account maintenance and other such features. In this role I handled 40-50 contacts daily based on call volumes.
  • Proactively recommended consolidation of outside retirement accounts for ease of management. On average, I secured 20 rollover referrals monthly.

Education

Master of Science - Applied Data Science

Bay Path University
Longmeadow, MA
10.2022

Bachelor of Science - Healthcare Management

University of Connecticut
Storrs, CT
05.2015

Skills

  • Skilled in analytical tools, including Excel, R, Python, SQL, Tableau, Power BI, and Qlik
  • Data review and cleansing
  • Oral and written communication
  • Predictive analytics
  • Data visualization creation and presentation
  • Cross-departmental collaboration and timely result delivery to key stakeholders

Timeline

Sales Administration and Reporting Analyst

John Hancock
01.2023 - Current

Asset Retention Specialist

Empower Retirement
11.2018 - 04.2022

Customer Service Specialist

MassMutual
11.2017 - 11.2018

Master of Science - Applied Data Science

Bay Path University

Bachelor of Science - Healthcare Management

University of Connecticut

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