Nicholas Rotich
Chandler,AZ
Summary
Highly accomplished professional with a proven track record of success in regulatory and financial accounting, gained several years of experience at top consulting firm, leading US banks and a big four accounting firm. Possesses exceptional analytical and financial analysis abilities, as well as a talent for providing strategic leadership and driving organizational growth. Proactive [Job Title] offering [Number] years of demonstrated success aiding companies to optimize and streamline processes to propel improvements in efficiency, productivity and revenue generation. Practiced business consultant with in-depth understanding of all facets from marketing to operations. Ambitious and confident leader with invaluable insights and critical-thinking skills.
Overview
14
14
years of professional experience
Work History
Power BI Developer
Tata Consultancy Services
Tempe, Arizona
04.2023 - Current
- I played a crucial role in leveraging BI capabilities to address business challenges and provide valuable insights to stakeholders within LinkedIn's Finance Organization
- Conducting data analysis and performing coding, testing, and deployment of report solutions to support various business stakeholders
- Creating new reports and dashboards in Power BI based on stakeholder requests and requirements
- Building and managing a catalog of reports, documenting their purpose and usage
- Managing the queue of report requests, from initiation to completion, while ensuring detailed requirements are met
- Participating in business analysis activities to enhance and maintain existing reports.
Analytics Consultant
Silicon Valley Bank, Tata Consultancy Services
Tempe, Arizona
09.2021 - 03.2023
- I oversaw the successful execution of complex data transformations and mining efforts at SVB
- I collaborated closely with colleagues across the enterprise to develop actionable insights, build data pipelines, and provide crucial support to the finance and regulatory reporting teams, with the overarching goal of transforming SVB bank from a reactive to a predictive approach
- PowerBI: Produced interactive visualizations, and designed dashboards to communicate complex data insights to stakeholders using Power BI, resulting in improved decision-making and business outcomes
- Collibra: Spearheaded complex data transformation and mining efforts, collaborating across the enterprise to develop insights that drive business decisions, build data pipelines, and empower lending teams and management to transition from a reactive to a predictive approach
- AxiomSL reporting tool: Successfully produced Wholesale Risk and PPNR regulatory reports, notably the FR Y-14Q Schedule H and G, ensuring accurate and timely submissions to regulatory agencies
- Acted as a communication liaison between data owners and relevant stakeholders, monitoring and tracking issues to ensure prompt resolutions and prevent future complications
- Partnered closely with financial and business experts, as well as other analysts and developers, to capture requirements, establish solutions, and ensure seamless implementation that caters to business needs.
Vice President, Lead Business Analyst
MUFG Union Bank
Tempe, Arizona
02.2017 - 09.2021
- In this role, I excelled in delivering several critical regulatory-driven projects, collaborating closely with business data owners, technology partners, and regulatory reporting teams to align stakeholders' expectations and determine business and data requirements for a diverse portfolio of regulatory reports
- Collibra: Initiated data sourcing, identification of critical data, and mapping activities, as well as establishing data lineage for key regulatory reports, including FR Y-14Q, FR Y-14A, and FR Y-14M
- PowerBI and Tableau: Designed and developed interactive dashboards and reports using PowerBI and Tableau to provide insights on key business metrics
- Jira: Served as a product owner for an agile software development team, working with end-users and technical teams to automate regulatory reports effectively and efficiently
- Worked closely with business units leads to define data requirements and develop Business Requirements Documents (BRDs) to guide regulatory report automation activities
- Developed and implemented remediation plans to address identified gaps, ensuring compliance and reporting accuracy
- Guided a team of analysts and associates in mapping out processes and data flows for prioritized reports and conducting assessments against the control framework
- Led the performance of complex data analyses on compliance and transactional system databases, while driving the deployment of ad-hoc management reports in Axiom, PowerBI, and Tableau within the compliance environment
- I contributed significantly to enhancing the accuracy and efficiency of regulatory reporting, setting the stage for future successes in the dynamic financial services industry.
Regulatory Reporting Analyst
Credit Suisse
Research Triangle Park, North Carolina
08.2015 - 01.2017
- I prepared a wide range of regulatory reports, including FR 2004, TIC S, BC, BL, and BQ, ensuring strict compliance with legal and regulatory requirements, company policies and procedures, and generally accepted accounting principles
- Played an integral role in developing Business Requirements Documents (BRDs) to support the development of various reports requiring submission by the U.S
- Intermediate Holding Company (IHC) for Comprehensive Capital Analysis and Review (CCAR) 14A
- Managed the regulatory reporting data for the bank, overseeing data accuracy, validity, reliability, relevance, and completeness to ensure high-quality and compliant reporting
- Utilized SAS analysis to gain insights into weekly trading activity for the FR 2004 report
- Actively participated in automation efforts aimed at streamlining the regulatory reporting process, including user acceptance testing, audit data analysis, data validation QA, and SAS program optimization, significantly improving the efficiency of regulatory reporting processes.
Analytic Consultant
Wells Fargo Bank
Minneapolis, Minnesota
08.2014 - 07.2015
- Documented and tested controls to ensure compliance with the treasury department's regulatory reporting requirements and SOX processes
- Worked with the business to implement privacy and data protection requirements across finance and regulatory reports, utilizing Privacy by Design architecture
- Analyzed and evaluated internal controls, identified risks, and assessed their significance
- Developed and maintained robust documentation for key processes associated with preparing risk inputs/schedules
- Played a vital role in requirements gathering and designing functional and technical specifications for report creation.
Analytic Consultant
SALO LLC
Minneapolis, Minnesota
02.2014 - 07.2014
- Manage financial data and ensure it is organized and stored in a clear and accurate format, enabling clients to fulfill their financial obligations
- Collaborate closely with clients to investigate and resolve financial discrepancies, collecting and analyzing account information to track and address accounting issues
- Process and reconcile various accounting documents, including invoices, billings, employee reimbursements, receipts, statements, and vouchers, with a strong focus on attention to detail and accuracy
- Ensure clients comply with accounting standards and regulations, including the preparation of regular financial statements on a monthly, quarterly, bi-annual, and annual basis.
OBIEE Developer
Global Futures Inc
Hilton Head Island, SC
12.2012 - 01.2014
- Designed, developed, implemented, and tested OBIEE metadata/logical data models, security models, cubes, and complex user interfaces objects such as reports and dashboards
- Collaborated with business analysts to understand analytics requirements and created business models to generate reports
- Developed reports using various views such as pivot tables, charts, and narrative views
- Created interactive dashboards with drill-down capabilities, filters, and prompts for improved data analysis and visualization.
Assurance Associate
Deloitte
, Kenya
08.2011 - 11.2012
- I worked closely with Deloitte clients to understand their business, the risks they face, and their internal controls
- I used Deloitte's cutting-edge audit tools and technology
- Identified and performed tests of controls to ensure that controls were designed, implemented, and operating effectively in compliance with International Standards on Auditing (ISA) and IFRS
- Conducted substantive audit procedures of account balances to validate transactions and their adherence to relevant accounting standards
- Consistently ranked as a high performer for exceeding expectations in over 95% of audit assignments, being highly adaptable, and exemplifying thorough knowledge of the industry.
Assistant Accountant
Hewlett Packard
, Kenya
10.2009 - 07.2011
- I was responsible for maintaining the fixed asset register, and bank reconciliations, and serving as the main point of contact for both internal and external customers
- Prepared payments for all invoices received ensuring that all payments were fully supported, and accounts reconciled
- Collaborating with cross-functional teams to identify and implement process improvements that increased efficiency and accuracy
- Achieved a 5-star rating for supplier satisfaction, demonstrating my ability to build strong relationships with suppliers and deliver exceptional customer service.
Education
PGP - Artificial Intelligence and Machine
University of Texas
04.2023
Master of Science - Strategic Analytics
Brandeis University
05.2022
Bachelor of Commerce - Accounting and Finance
Strathmore University
06.2011
Affiliations Certified Oracle Implementation Specialist Certified Public Accountant of Kenya (CPA) -
Skills
- Excellent organizational, analytical, communication, and problem-solving skills
- Proficient in a range of business intelligence and data analysis tools, including MS Power BI, Tableau, Collibra, MS Excel, OBIEE, and AxiomSL, enabling efficient data management and informed decision-making
- Proven expertise in regulatory and compliance matters, with a deep understanding of industry standards and requirements
- In-depth knowledge of and application of Generally Accepted Accounting Principles (GAAPs) and International Financial Reporting Standards (IFRSs), ensuring accuracy and compliance in financial reporting
- Project Management
- Proficient in Python, and SQL
- Requirements Gathering
- Testing
- Automation
- Visualization Techniques
- Business Logic Implementation
- Cross-Functional Teamwork
- Performance Improvement
- Teamwork and Collaboration
- Design Optimization
- Data Warehousing and Analytics
- Process Improvement
- Analytical Thinking and Problem-Solving
- Agile/Scrum Methodology
- Data analysis
- Strategic planning
- Predictive modeling
- Business process mapping
- Product development
- Operations analysis
- Needs assessments
Quote
Each problem that I solved became a rule, which served afterwards to solve other problems.
Rene Descartes
Timeline
Power BI Developer
Tata Consultancy Services
04.2023 - Current
Analytics Consultant
Silicon Valley Bank, Tata Consultancy Services
09.2021 - 03.2023
Vice President, Lead Business Analyst
MUFG Union Bank
02.2017 - 09.2021
Regulatory Reporting Analyst
Credit Suisse
08.2015 - 01.2017
Analytic Consultant
Wells Fargo Bank
08.2014 - 07.2015
Analytic Consultant
SALO LLC
02.2014 - 07.2014
OBIEE Developer
Global Futures Inc
12.2012 - 01.2014
Assurance Associate
Deloitte
08.2011 - 11.2012
Assistant Accountant
Hewlett Packard
10.2009 - 07.2011
PGP - Artificial Intelligence and Machine
University of Texas
Master of Science - Strategic Analytics
Brandeis University
Bachelor of Commerce - Accounting and Finance
Strathmore University
Affiliations Certified Oracle Implementation Specialist Certified Public Accountant of Kenya (CPA) -
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