Jannelle Ward
Orlando,FL
Summary
Seasoned Data Analyst with 7 years of experience in financial reporting and client relationship management. Expertise in data reconciliation, performance auditing, and process improvements for wealth management platforms. Seeking Senior Analyst Financial Reporting role to leverage analytical skills and comprehensive financial planning background.
Overview
8
8
years of professional experience
Work History
Data Analyst
ORLANDO HEALTH, IT/CE LEARNING
05.2023 - Current
- Develop custom algorithms to optimize data mining via Power BI, increasing effectiveness of analytical insights displayed on Dashboards available to Leadership and Team members.
- Enhance business efficiency by identifying trends and patterns in complex datasets.
- Integrate multiple sources of disparate data into cohesive datasets using ETL processes, improving overall analytic capabilities.
- Collaborate with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
Data Analyst
SS&C ADVENT, BLACK DIAMOND
10.2020 - 05.2023
- Supported data and client relationships with Assets Under Management (AUMs) ranging from 5M to 15B
- Researched data delivery and operational processes to recommend logic and user interface enhancements to internal product teams for improvements of Black Diamond's Wealth Management Platform
- Performed quarterly, monthly and daily audits and reconciliation to provide accurate and consistent data on Black Diamond's Wealth Management Platform
- Cooperated with team of 20 analyst and other internal groups to serve as added resource and provide industry leading service to clients.
Financial Planner
ERNST & YOUNG, EY PERSONAL FINANCE
07.2018 - 10.2020
- Managed over 50 customer calls per day
- Analyzed clients financial standing to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Assessed process improvement opportunities that enhance efficiency of financial reporting cycle while also increasing informative value of content provided to senior management.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Answered clients' questions about purposes and details of financial plans and strategies.
Financial Aid Officer
FLORIDA STATE UNIVERSITY
08.2016 - 05.2018
- Provided customer service to students, employees, and community partners in call center environment providing quality service
- Analyzed and audited cost center reports to verify that hours on reports match with timesheets
- Marketed FSU's work-study program to local community organizations to become potential partners
- Reviewed, cleaned, and analyzed data sets using excel; Produced charts and graphs using Microsoft Excel, including pivot tables and formulas such as IF Functions, Vlookups, Index/Match formulas to analyze data and create reports for senior leadership
College Financial Representative
NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
05.2017 - 08.2017
- Developed relationships with clients to determine goals and recommend appropriate services to achieve long term financial security.
- Provided value to clients alongside Senior Representatives through financial consultation and services including term and whole life insurance, disability income insurance, educational funding and help with financial planning.
Education
Investment Advisor Representative - Credential ID 6997649
FINRA Series 65
08.2018
Bachelors of Science - Finance
Florida State University
Tallahassee, FL05.2018
Skills
- Data Verification
- Salesforce
- Microsoft Power BI
- Industry Report Reading
- Data Mapping
- Analytics Tools Setup
- Resolving Problems and Incidents
- KPI Analysis
- Data Research
- Time Management
Timeline
Data Analyst
ORLANDO HEALTH, IT/CE LEARNING
05.2023 - Current
Data Analyst
SS&C ADVENT, BLACK DIAMOND
10.2020 - 05.2023
Financial Planner
ERNST & YOUNG, EY PERSONAL FINANCE
07.2018 - 10.2020
College Financial Representative
NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY
05.2017 - 08.2017
Financial Aid Officer
FLORIDA STATE UNIVERSITY
08.2016 - 05.2018
Investment Advisor Representative - Credential ID 6997649
FINRA Series 65
Bachelors of Science - Finance
Florida State University
Similar Profiles
Shelly-Ann StewartShelly-Ann Stewart
Medical Assistant Intern at Orlando Health Institute For LearningMedical Assistant Intern at Orlando Health Institute For Learning
Maegan De La CruzMaegan De La Cruz
SURGICAL TECHNOLOGIST STUDENT at SLH Orlando Health/Advent Health Davenport/OrlandoSURGICAL TECHNOLOGIST STUDENT at SLH Orlando Health/Advent Health Davenport/Orlando
Jennifer SantillanoJennifer Santillano
Medical Assistant at Orlando Health Orlando Regional Medical CenterMedical Assistant at Orlando Health Orlando Regional Medical Center