Ethan Williams
Boise,ID
Summary
Detail-oriented Reconciliation Analyst with a proven track record in SQL-driven analysis and operational efficiency. Achieved over 99% data accuracy, optimizing data processes to enhance client relationships and streamline reporting.
Overview
4
4
years of professional experience
Work History
Reconciliation Analyst
Clearwater Analytics
Boise, ID
07.2023 - Current
- Managed a high-volume Salesforce case queue, supporting 10+ daily investment reporting inquiries from large banking and institutional clients, including live calls and face-to-face client meetings, while meeting service license agreements.s.
- Performed daily reconciliations across multiple data sources, leveraging SQL databases to validate reporting outputs, and maintained 99%+ data accuracy.
- Investigated complex variances through SQL-driven analysis and code review, partnering with engineers to optimize data pipelines and improve processing efficiency.
- Applied AI-assisted pattern recognition and workflow automation to reduce manual reconciliation effort, improve operational efficiency, and strengthen long-term client relationships..
Data Entry Specialist
Shadow Trackers
Meridian, Idaho
03.2022 - 09.2022
- Designed and implemented state-specific background check workflows for multiple U.S. jurisdictions, establishing standardized processes that are still in use company-wide.
- Researched and documented varying state compliance requirements, ensuring accurate, timely, and legally compliant background screening.
- Entered, validated, and maintained high-volume background check data with a strong focus on accuracy, consistency, and data integrity.
- Collaborated with internal teams to refine procedures, reduce processing errors, and improve overall turnaround time.
Education
Bachelor of Science - Business Administration
Boise State University
Boise, ID05-2023
Skills
- SQL databases
- Data reconciliation
- Salesforce management
- AI automation
- Code review
- Investment reporting
Timeline
Reconciliation Analyst
Clearwater Analytics
07.2023 - Current
Data Entry Specialist
Shadow Trackers
03.2022 - 09.2022
Bachelor of Science - Business Administration
Boise State University