David Vance
Grand Rapids,MI
Summary
Analytical professional with a background in mathematics and experience analyzing business and operational data using SQL and Microsoft Excel. Skilled in building reports, tracking performance metrics, and translating data into actionable insights.
Overview
2
2
years of professional experience
3
3
Certifications
Work History
Personal Banker
Fifth Third Bank
Grand Rapids, Michigan
09.2024 - Current
• Analyzed customer financial profiles to recommend banking and lending solutions.
• Ranked top 20 in regional branch production metrics for banking and lending solutions.
• Tracked branch performance metrics including loan volume and account activity to support branch performance monitoring.
• Built and maintained an Excel tracker to monitor business account openings and ensure documentation compliance.
Business Operations Assistant
The Business Exchange
Grand Rapids, Michigan
06.2024 - 08.2024
• Built Excel spreadsheets to track nonprofit expense activity and maintain financial records.
• Used PivotTables and lookup formulas to organize and analyze expense data.
• Created summary reports to highlight expense trends for leadership review.
• Conducted market and pricing research for rental space used by the organization.
Education
Bachelor of Science - Applied Mathematics
Fontbonne University
St Louis, MO05-2024
Skills
- Operational reporting
- Data analysis
- Financial data analysis
- Market research
- Microsoft Excel
- Dashboard reporting
- Data visualization
- SQL querying
Certification
Maven Analytics - Advanced SQL Querying: JOINS, subqueries, CTEs, window functions, and aggregations for reporting. (In Progress)
Timeline
Personal Banker
Fifth Third Bank
09.2024 - Current
Business Operations Assistant
The Business Exchange
06.2024 - 08.2024
Bachelor of Science - Applied Mathematics
Fontbonne University