Jonathon Richards
Senior Data Analyst
Clawson,MI
Summary
Positive, analytical thinker with proven track record for problem-solving and passion for data-driven decision-making. Possesses deep understanding of data analysis principles and proficiency in SQL coupled with strong visualization skills. Dedicated to leveraging analytical skills to drive impactful insights and improvements.
Overview
14
14
years of professional experience
2013
2013
years of post-secondary education
Work History
Senior Data Analyst - Rocket Data
Rocket Mortgage
09.2014 - Current
- Contributed to overall organizational growth through continuous improvement of data analytics capabilities and processes.
- Served as a subject matter expert on various projects, sharing valuable insights derived from extensive industry experience as a Senior Data Analyst.
- Implementation of dashboard visualization tools, providing actionable insights for stakeholders
- Created dashboards to monitor and track key performance indicators.
- Delivered comprehensive reports highlighting key trends, patterns, anomalies, presenting findings to senior management for informed decision-making purposes.
- Orchestrated high-level strategic meetings with senior business partners to align organizational priorities and articulating team achievements and strategic contributions
- Delivered compelling data-driven presentation to broker audience at industry conference, showcasing key operational metrics
- Assumed critical leadership responsibilities during team leader's extended leave on multiple occasions
Senior Data Analyst - Client Experience
Rocket Mortage
08.2020 - 12.2021
- Collaborated directly with senior leadership to diagnose critical bottlenecks in the loan process
- Developed and maintained comprehensive daily reporting framework tracking critical loan pipeline metrics
- Produced detailed performance analyses of turn times and aging loans
- Partnered with external consulting firm to conduct comprehensive operational process assessment
- Identified and implemented critical process improvement opportunities across key organizational workflows
Data Analyst - Client Experience
Rocket Mortgage
06.2019 - 08.2020
- Spearheaded the strategic expansion and development of Operations Analytics team from inception
- Designed and implemented comprehensive reporting framework encompassing daily, weekly, and monthly performance metrics
- Established standardized reporting protocols that enhanced organizational visibility and data-driven decision-making
- Developed and delivered training programs in SQL and advanced Excel techniques for team members
Staffing Data Analyst - Client Experience
Rocket Mortgage
06.2018 - 06.2019
- Developed comprehensive scheduling methodology to strategically align staffing resources with operational demands
- Designed and implemented dynamic shift allocation framework, enhancing team productivity and coverage
- Conducted comprehensive operational pipeline analysis to accurately predict future headcount requirements
- Collaborated with leadership to translate operational pipeline insights into strategic hiring strategies
Data Analyst - Technology/Strategy & Analytics
Rocket Mortgage
07.2017 - 06.2018
- Produced monthly reports using advanced Excel spreadsheet functions.
- Used statistical methods to analyze data and generate useful business reports.
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Utilized data visualization tools to effectively communicate business insights.
Business Intelligence Metrics Analyst - Technology
Rocket Mortgage
12.2016 - 07.2017
- Delivered critical insights to operation teams focusing on turn times of action items and improvements
- Ensured reliability of reported figures by conducting routine validation checks on underlying data sets.
- Tracked key performance indicators to measure success of campaigns.
Business Metrics Analyst - Client Operations
Rocket Mortgage
12.2014 - 12.2016
- Built out entire team to help with all Client Operations Training and reporting needs
- Strengthened relationships with internal stakeholders by providing timely updates on metrics performance and trends.
- Created and distributed surveys for data collection and analysis.
- Developed questionnaires and facilitated focus group discussions.
Intern
Rocket Mortgage
09.2014 - 12.2014
- Supported training team by creating reporting and tracking at the team member level to help monitor success of individuals and trainings as a whole.
- Analyzed problems and worked with training teams to develop solutions.
Case Management Financial Analyst
Key Management Group
05.2012 - 05.2014
- Develop financial pre-assessment case analysis for Case Management Director
- Analyze individual client financial data including wrap fees, yearly account deliverables, gain/loss on trades, fixed annuities, life insurance policies, IRA and Roth contributions and distributions, education funds, and brokerage accounts
- Responsible for the preparation of the final Client Case Analysis presentation to the Case Management Director
- Create Insurance Illustrations for clients: Variable Universal Life, Universal Life, and Term Life
Accounting and Finance Technician
Guest House, Inc.
05.2011 - 08.2012
- Perform clerical functions to support corporate organization
- Maintain corporate database for donor giving and charitable contributions
- Developed donor account reconciliation process
- Forecasted estimated values for the accounting department for the current 2012 Calendar Year
Education
Bachelor's Degree - Finance
Oakland University
Rochester, MISkills
Advanced Excel
SQL expertise
Operations analysis
Data warehousing
Excellent communication
Dashboard creation
Business analysis
Data and analytics
Project management
Team collaboration
Timeline
Senior Data Analyst - Client Experience
Rocket Mortage
08.2020 - 12.2021
Data Analyst - Client Experience
Rocket Mortgage
06.2019 - 08.2020
Staffing Data Analyst - Client Experience
Rocket Mortgage
06.2018 - 06.2019
Data Analyst - Technology/Strategy & Analytics
Rocket Mortgage
07.2017 - 06.2018
Business Intelligence Metrics Analyst - Technology
Rocket Mortgage
12.2016 - 07.2017
Business Metrics Analyst - Client Operations
Rocket Mortgage
12.2014 - 12.2016
Intern
Rocket Mortgage
09.2014 - 12.2014
Senior Data Analyst - Rocket Data
Rocket Mortgage
09.2014 - Current
Case Management Financial Analyst
Key Management Group
05.2012 - 05.2014
Accounting and Finance Technician
Guest House, Inc.
05.2011 - 08.2012
Bachelor's Degree - Finance
Oakland University
Similar Profiles
Maryum GrangerMaryum Granger
Purchase Agreement Underwriter at Rocket Mortgage – Rocket Pro TPOPurchase Agreement Underwriter at Rocket Mortgage – Rocket Pro TPO
KRISTINA E. ORR, MFAKRISTINA E. ORR, MFA
Trainer/Program Manager at Rocket Central, Rocket Mortgage Family of CompaniesTrainer/Program Manager at Rocket Central, Rocket Mortgage Family of Companies
Mark JohnsonMark Johnson
Senior Application Developer at Rocket Mortgage CanadaSenior Application Developer at Rocket Mortgage Canada