Janika Rodgers
Mansfield,TX
Summary
Detail-focused Data Analyst with knowledge in data warehousing, process validation and business needs analysis. Proven to understand customer requirements and translate into actionable project plans. Dedicated and hard-working with passion for Big Data. An expert in developing client relations with over 16 years of experience in the financial industry.
Overview
22
22
years of professional experience
Work History
Data Lead
TIAA
Dallas, TX
01.2023 - Current
- Ran statistical analyses within software to process large datasets.
- Compiled, cleaned and manipulated data for proper handling.
- Improved data collection methods by designing surveys, polls and other instruments.
- Implemented randomized sampling techniques for optimized surveys.
- Paid attention to detail while completing assignments.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
- Completed projects with less than 1% resulting in an error.
Senior Relationship Consultant
TIAA
Lewisville , TX
01.2013 - Current
- Update investment records upon receiving reporting/funding reports
- Primary service and sales point of contact for clients and advisors
- Ability to manage pipeline and drive results of over 50 million per year
- Ability to work independently and delegate
- Ability to work successfully on fast pace team
- Met and Exceeded Quarter and Year budget and pipeline goals by 20-35%
- Oversee major projects and campaigns, provide strategic context, planning, and acquire new clients
- Responsible for ongoing learning/development and training for team
- Helped establish Mentorship program within Department
Senior Financial Consultant
TIAA
Lewisville , TX
07.2007 - 07.2013
- Lead consultant on Rhode Island Rhode to Retirement Project
- Ranked in top 10 consultants for 2012
- Brought in over 8 million dollars for 2012
- Implemented team strategy to bring in over 73 million dollars in 2012
- Implemented Mentor Training Program 2012
- Helped assisted with Training Existing Consultants and Developed new hires
- Provided high quality retirement and financial advice Work to establish different retirement plans such as 403 (b), 401 (k), 457 (b) ERISA/Non ERISA
- Established Enrollment and Eligibility for new participants into plan Provide high quality retirement and financial counseling services
- Communicated details of TIAA-CREF retirement plans, after-tax investments and insurance products,payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective customers
- Provided excellent customer service while meeting retention and sales objectives
Personal Banker
Chase
Dallas , TX
12.2005 - 06.2007
- Establish relationships with clients
- Exceeded monthly goal by 45 percent
- Made phone calls to new prospective clients
- Managed high net worth clients
- Met quotes and deadlines
Account Manager
Adetibia Productions
Cedar Hill , TX
01.2002 - 01.2006
- Executed accounts receivable reporting enhancements and reconciliation procedures
- Evaluated accounting requirements during discovery meetings with potential clients
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software
- Performed field audits on wide variety of clientele using Quick Book System
- Received, recorded, and banked cash, checks, and vouchers as well as reconciled records of bank transactions
- Reduced spending by over 17% and controlled expenses by reevaluating current process and taking more cost efficient approach
- Built financial model for new business unit
Education
Master of Science - Data Analytics
Colorado Technical University
Colorado Springs, CO08.2024
Bachelor of Science - Data Analytics
Colorado Technical University
Colorado Springs, CO07.2023
BBA - Marketing and Communication/ Advertising
The University of Tulsa
Tulsa, OK2005
Skills
- Conflict/Complex resolution
- Strategic planning
- Cash-flow report generation
- Auditing methodology
- Budget analysis
- Proficient in Microsoft Office
- Customer-oriented
- Forecasting and planning
- Wealth management
- Portfolio management
- Critical thinking
- Drive efforts in support of ongoing learning & awareness
- Independent worker
Affiliations
Series 7 Series 65 Texas Health and Life Insurance
Timeline
Data Lead
TIAA
01.2023 - Current
Senior Relationship Consultant
TIAA
01.2013 - Current
Senior Financial Consultant
TIAA
07.2007 - 07.2013
Personal Banker
Chase
12.2005 - 06.2007
Account Manager
Adetibia Productions
01.2002 - 01.2006
Master of Science - Data Analytics
Colorado Technical University
Bachelor of Science - Data Analytics
Colorado Technical University
BBA - Marketing and Communication/ Advertising
The University of Tulsa