Daniel McCollum
Omaha,NE
Summary
Analytical and strategic thinker with expertise in financial data analysis. Known for high productivity and efficiency in task completion, ensuring accuracy, and timely project delivery. Strong communication, problem-solving, and adaptability skills enhance team collaboration and effectiveness.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Financial Data Analyst
Orion Advisor Technology
Omaha, Nebraska
05.2020 - 05.2025
- Reconciled aggregated data to guarantee accurate reflection of client account activity
- Executed data quality scrubs to identify and correct errors in data files
- Resolved client queries related to data discrepancies through detailed casework
- Identified process inefficiencies to expedite daily workflows and improve productivity
- Submitted work cases addressing errors or missing information in client accounts
- Conducted month-end and quarter-end tasks for efficient statement creation and billing
- Ensured prompt correction of account discrepancies via thorough case submissions
- Trained new hires on job responsibilities and best practices
- Database Management
Investors Services Intern
TD Ameritrade
Omaha, Nebraska
09.2019 - 04.2020
- Ensured adherence to quality standards and procedures to minimize errors and enhance client satisfaction
- Identified and resolved process issues, promoting efficient workflows and facilitating business growth
- Addressed client inquiries with patience and urgency to deliver exceptional service
- Assisted clients in accessing brokerage accounts via inbound calls in a fast-paced environment
- Maintained clear, professional communication with clients, associates, and management through verbal and written correspondence
Education
Bachelor of Science - Business Administration
University of Nebraska At Omaha
Omaha, NE05-2020
Skills
- Client relationship management
- Customer service and support
- Critical thinking and analysis
- Team collaboration
- Pattern recognition
- Quick learner
- Excel, Salesforce, PowerPoint, and SQL
Certification
- FINRA Series 65 License
- Coursera Forensic Accounting and Fraud Examination - West Virginia University
Timeline
Senior Financial Data Analyst
Orion Advisor Technology
05.2020 - 05.2025
Investors Services Intern
TD Ameritrade
09.2019 - 04.2020
Bachelor of Science - Business Administration
University of Nebraska At Omaha
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