Professional Summary
Overview
Work History
Education
Skills
Timeline
Links

Hannah Katz

Transamerica
Chicago
6
years of professional experience

Data and financial-services professional with experience in SQL Server, Informatica PowerCenter, data analysis, reporting, data quality, and database management. Experienced in data cleanup and remediation, auditing, quality assurance, automation, and supporting pension and governmental compliance projects. Brings a strong financial-services background with experience in retirement plans, financial planning, client onboarding, and working with complex financial data.

Work History

INTERMEDIATE DEFINED BENEFITS FUNCTIONAL DATA ANALYST

3 Years 1 Month
Transamerica | 08.2023 - Current
  • Administer multiple SQL Server databases, using SQL queries to maintain data integrity, investigate discrepancies, perform data validation, and resolve operational questions.
  • Develop and automate Informatica PowerCenter workflows and data flows to support data integration and processing.
  • Perform historical data cleanup and remediation, identifying and correcting inconsistencies, inaccuracies, and legacy data issues to improve data integrity and reliability.
  • Use Microsoft Excel for reporting, data analysis, reconciliation, and comparisons, identifying discrepancies, trends, and patterns across complex datasets.
  • Conduct data audits and quality assurance reviews to verify data accuracy, completeness, and compliance with established requirements.
  • Support governmental compliance and pension-related special projects, including pension plan terminations, plan freezes, and lump-sum windows, through testing, reconciliation, and data validation.

WORKPLACE PLANNING ASSOCIATE

6 Months
Fidelity Investments | 03.2022 - 09.2022
  • Passed the SIE, Series 7, and Series 66 examinations while employed at Fidelity, developing knowledge of securities, investments, retirement products, and financial services.
  • Provided customer service and account support to 401(k) participants, researching and resolving account-related questions.
  • Conducted outbound calls to 401(k) participants to identify retirement planning needs and schedule complimentary consultations with retirement planning professionals.

FINANCIAL PLANNING ASSOCIATE/INTERN

1 Year 10 Months
The Financial Advisory Group | 05.2020 - 03.2022
  • Specialized in new client onboarding and implementation, working with prospective and new clients to help ensure a successful transition to the firm.
  • Prepared financial statements and analyses using eMoney and Microsoft Excel, and developed financial plans using MoneyGuidePro to support client recommendations and planning decisions.
  • Analyzed and flowcharted trust and estate-planning documents using Microsoft Visio and presented the resulting analyses to clients and internal stakeholders.

Education

M.S. - ADVANCED DATA ANALYTICS

University of North Texas | Denton, Texas | 12.2024

Magna Cum Laude

B.S. - PERSONAL FINANCIAL PLANNING

Texas Tech University | Lubbock, Texas | 12.2021
Magna Cum Laude

Skills

SQL
Microsoft Excel
Database Management
Data Reporting
Informatica
Data Engineering
Data Analysis
Process Automation
Customer Service
Data Visualization

Timeline

INTERMEDIATE DEFINED BENEFITS FUNCTIONAL DATA ANALYST

Transamerica
08.2023 - CurrentRead More

WORKPLACE PLANNING ASSOCIATE

Fidelity Investments
03.2022 - 09.2022Read More

FINANCIAL PLANNING ASSOCIATE/INTERN

The Financial Advisory Group
05.2020 - 03.2022Read More

Texas Tech University

B.S. from PERSONAL FINANCIAL PLANNING
Read More

University of North Texas

M.S. from ADVANCED DATA ANALYTICS
Read More

Links

LinkedIn: www.linkedin.com/in/hannahkatz213

Hannah Katz