Summary
Overview
Work History
Education
Skills
volunteer opportunities
Timeline
Generic

Joseph Anzo

Lakewood,OH

Summary

A dynamic and skilled data scientist with a robust background in data management, automation, and analytics. Expert in spearheading data-driven initiatives that bolster efficiency and deliver actionable insights. Proficient in software development, database ETL, and report and model generation. Demonstrates exceptional leadership in managing both teams and projects while maintaining strong internal and external client relationships and engagement.

Overview

5
5
years of professional experience

Work History

Data Specialist II

Cohen & Company
06.2021 - Current
  • Lead of the Advisory practice of the Data Intelligence Services team, focusing on automation and data management initiatives to enhance efficiency and provide insights in the advisory space.
  • Management of a team of individuals contributing to the Advisory practice; overseeing their career development, goals, and involvement in projects
  • Development of internal software and models using VB, Python, and Alteryx for specific project requirements.
  • Provides crucial ETL services for client data and direct client engagement support throughout the firm.
  • Consulting with external clients to develop automated software solutions for processes within their organizations.
  • Participation in organization-wide initiatives, including the development of client-facing tax software, automations for auditing funds in the registered funds sector, and analytics for the HR team on employee feedback, retention, and candidate tracking.

Data Integration Analyst

Cleveland Steel Container Company
07.2019 - 06.2021
  • Played a pivotal role in data cleansing and the establishment of data governance policies, leading to enhanced data structures and improved reporting capabilities.
  • Analyzed the existing data collection, structure, and maintenance processes; and implemented solutions for enhancement including data deduplication, creation of new data fields, and improved data inclusion policies.
  • Facilitated the integration of data from several acquisitions into the company's systems and was responsible for developing comprehensive plans for data migration processes.
  • Creation of models and reports using Power BI for pricing analysis, customer analytics, inventory management, and profitability tracking of new customers acquired during acquisitions.

Education

Bachelor of Science - Economics

Kent State University
Kent, OH
12.2019

Bachelor of Arts - Business

Cuyahoga Community College
Cleveland, OH
05.2017

Skills

    Python (7 Years)

    VBA (5 Years)

    Power BI (5 Years)

    IDEA Data Analytics (3 Years)

    Alteryx (3 Years)

    Oracle SQL (2 Years)

    Tableau (1 Year)

    R (1 Year)

    Microsoft Excel (Expert)

    Project and Team Management

    Client Service Experience

volunteer opportunities

Role: Book Sorter
Organization: Children's Book Bank
Duration: 10/2022 to Current
Description: Sorted and categorized donated books by type.
Organized events for distributing books to children, promoting literacy and education in the community.


Role: Community Engagement Leader
Organization: YMCA
Duration: 06/2023 to Current
Description: Actively participates in community events, representing the YMCA and its services, to promotes health and wellness opportunities to the community.


Role: Towpath 101 Fundraising
Organization: Ohio & Erie Canalway Coalition
Duration: September 2023
Description: Raised over $7,000 as a team for the Ohio & Erie Towpath  and road 101 miles along the towpath throughout Northeast Ohio.

Timeline

Data Specialist II

Cohen & Company
06.2021 - Current

Data Integration Analyst

Cleveland Steel Container Company
07.2019 - 06.2021

Bachelor of Science - Economics

Kent State University

Bachelor of Arts - Business

Cuyahoga Community College
Joseph Anzo