Michael Halim
Romeoville,IL
Summary
Data-driven financial professional with an MBA specializing in data analysis, trend identification, and forecasting-driven business insights. Demonstrated ability to analyze large datasets, develop reporting models, and translate data into actionable recommendations that support operational and strategic decision-making. Advanced in Excel and Power BI, with a strong focus on identifying patterns, evaluating performance, and supporting forward-looking business decisions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Harris Bank
Naperville, IL
08.2021 - Current
- Analyze client financial, transaction, and fee data to identify trends, support revenue optimization, and inform forward-looking business decisions through data-driven insights
- Develop and maintain Excel-based reporting and analytical models to track historical performance trends and support forecasting of customer behavior and revenue patterns
- Translate complex financial data into actionable insights, improving client financial decision-making and product utilization
- Identify behavioral patterns in client activity to anticipate needs and support proactive, data-driven recommendations
- Support reporting accuracy through data validation, account-level analysis, and review of key performance metrics
- Collaborate with cross-functional teams to streamline reporting processes and improve data accuracy using Excel and Salesforce
- Prepare documentation and validate key metrics to support audit, compliance, and governance requirements
Finance & Treasury Volunteer
St. Mark Coptic Orthodox Church of Chicago
Burr Ridge, IL
01.2024 - Current
- Oversee financial operations including fund disbursement, expense tracking, and account reconciliation, improving financial accuracy and oversight
- Develop financial reports and budgets while analyzing historical data to support forecasting of expenses, cash flow, and resource allocation decisions
- Analyze transaction, fee, and usage data to identify revenue trends and deliver actionable insights to leadership
- Support cash management activities including ACH, wire transfers, and account analysis, developing knowledge of treasury products and pricing structures
- Identify process gaps contributing to revenue leakage and partner with leadership to implement data quality improvements
Mobile Expert
T-Mobile
Oakbrook Terrace, IL
07.2019 - 08.2021
- Leveraged data insights and historical performance metrics to forecast trends, optimize team performance, and improve operational efficiency
- Analyzed customer usage behavior and patterns to recommend optimized service solutions aligned with needs
- Managed multiple priorities in a fast-paced environment while maintaining accuracy in reporting and transactions
Sales Consultant
Best Buy
Downers Grove, IL
07.2017 - 07.2019
- Assessed customer needs and usage patterns to provide tailored recommendations
- Tracked and analyzed performance metrics to support data-driven decision-making and goal achievement
- Collaborated with team members to improve processes and maintain consistent performance
Education
Master of Business Administration (MBA) - Project Management, Data-Driven Decision Making
Benedictine University
Lisle, IL05-2024
Bachelor's in Management - undefined
Benedictine University
Lisle, IL05-2022
Skills
- Data Analysis & Forecasting
- Trend & Consumption Analysis
- Statistical & Regression Concepts (Basic)
- Advanced Excel (Modeling, Pivot Tables)
- Power BI Dashboard Development
- Data Validation & Reporting Accuracy
- Cross-Functional Collaboration
- Process Improvement & Documentation
Extracurricular Involvement
Coordinating Volunteer Sourced and negotiated with vendors to adhere to strict event budgets, ensuring financial compliance and cost-effectiveness. Facilitated programs and activities for youth ages 12-18, fostering community engagement and development. Assisted in planning, preparation, and execution of events for all ages, organizing volunteers, and delegating assignments to ensure seamless operations. Coordinating Volunteer Sourced and negotiated with vendors to adhere to strict event budgets, ensuring financial compliance and cost-effectiveness. Facilitated programs and activities for youth ages 12-18, fostering community engagement and development. Assisted in planning, preparation, and execution of events for all ages, organizing volunteers, and delegating assignments to ensure seamless operations.
CERTIFICATIONS
- NMLS Registered Mortgage Loan Originator (Active)
Selected Analytical Experience
- Revenue & Financial Analysis
- Analyzed client transaction, fee, and financial data to identify revenue opportunities and support pricing and profitability decisions.
- Identified process gaps contributing to revenue leakage and supported implementation of data quality improvements to enhance reporting accuracy.
- Financial Reporting & Dashboarding
- Developed and utilized Excel-based reporting to track key performance metrics and support data-driven decision-making.
- Supported financial reporting and budget preparation, providing insights to leadership for planning and forecasting.
TECHNICAL TOOLS
- Microsoft Excel (Advanced)
- Power BI
- Salesforce CRM
Certification
NMLS Registered Mortgage Loan Originator (Active)
Timeline
Finance & Treasury Volunteer
St. Mark Coptic Orthodox Church of Chicago
01.2024 - Current
Retail Relationship Banker
BMO Harris Bank
08.2021 - Current
Mobile Expert
T-Mobile
07.2019 - 08.2021
Sales Consultant
Best Buy
07.2017 - 07.2019
Bachelor's in Management - undefined
Benedictine University
Master of Business Administration (MBA) - Project Management, Data-Driven Decision Making
Benedictine University