Joe Shively
Data Analysis & Reporting
Nashville,TN
Summary
- Motivated to gain new skills and tackle challenges in order to broaden my knowledge base and expand my abilities.
- Driven to solve business problems via infrastructure and automation.
- Confident communicator and team player with a collaborative nature and a passion for sharing and presenting ideas.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
Work History
Senior Financial Data Analyst
Asurion
Nashville, TN
08.2021 - Current
- Supported Supply Chain Management accounting team to develop reporting solutions between in-house systems and ERP platform (Microsoft Dynamics).
- Developed foundational knowledge of SCM/inventory accounting through first-hand experience identifying and resolving errors impacting inventory consumption.
- Worked with IT partners and operational stakeholders to identify and resolve process gaps, increase STP performance, and reduce risk. Coded VBA macros and wrote SQL queries to quickly extract, cleanse, and process business data.
Payments Reporting & Control Analyst
UBS AG
Nashville, TN
11.2019 - 08.2021
- Produced reporting deliverables for both ad-hoc and routine reports for both internal stakeholders as well as regulatory agencies
- Queried payments and account data using BusinessObjects, MicroStrategy, and internal applications
- Built automated solutions utilizing this data by developing workflows in Alteryx Designer to streamline reporting processes, minimize risk due to human error, provide increased audit transparency, and reduce report production time.
Client Account Data Analyst
UBS AG
Nashville, TN
01.2017 - 10.2019
- Provided key support for UBS Investment Bank operations, finance, and compliance teams through the maintenance of account data, settlement instructions, and trade confirmation details
- Delegated and escalated tasks among onshore and offshore team members to address stakeholder requests and queries in a fast-paced environment with shifting priorities
- Managed routine and ad-hoc project work and reporting, using tools such as BusinessObjects, Access, and VBA macros to export and cleanse raw data
- Collaborated with teams across operations to suggest and implement process improvement, reaching out to our stakeholders to learn more about their functions and improve front to back process flows
IB Tax Onboarding Analyst
UBS AG
Nashville, TN
04.2016 - 01.2017
- Ensured compliance of new account tax documentation in accordance with IRS Chapter 4 FATCA, OECD Common Reporting Standard requirements, and other compliance measures
- Advised internal stakeholders and clients as to the validity of tax documentation after compiling thorough knowledge of Chapter 4 regulation,
- UBS' internal documentation systems, and account onboarding processes.
Operations Analyst
Driveline Retail Merchandising
Goodlettsville, Tennessee
02.2015 - 11.2015
- Maintained working knowledge of client programs, objectives, and expectations to deliver merchandising oriented project management to the company's largest client, Dollar General
- Analyzed field data to identify issues, advise field personnel, and provide dashboard reports outlining project status to stakeholders.
Sales and Marketing Intern
Curian Capital LLC
Franklin, TN
10.2013 - 05.2014
- Produced reports used by sales desk and management to monitor staff and product performance
- Streamlined templates using Excel to significantly reduce turn around time.
Education
Bachelor of Science - Economics
Georgia State University
Atlanta, GA 08.2010 - 07.2013
Timeline
Senior Financial Data Analyst
Asurion
08.2021 - Current
Payments Reporting & Control Analyst
UBS AG
11.2019 - 08.2021
Client Account Data Analyst
UBS AG
01.2017 - 10.2019
IB Tax Onboarding Analyst
UBS AG
04.2016 - 01.2017
Operations Analyst
Driveline Retail Merchandising
02.2015 - 11.2015
Sales and Marketing Intern
Curian Capital LLC
10.2013 - 05.2014
Bachelor of Science - Economics
Georgia State University
08.2010 - 07.2013