Accomplished Business Intelligence Manager with a proven track record at The Bank of Tampa, adept in leveraging advanced Excel and database modeling to enhance financial reporting and analysis. Expert in creating data visualization dashboards and fostering team collaboration, significantly improving decision-making processes and operational efficiency.
Hi, I’m
Richard Phillips
Tampa,FL
Summary
Overview
24
years of professional experience
1
Certification
Work History
CitiTampa, FL
Sr. Financial Reporting Analyst
09.2023 - 12.2023
Job overview
- Prepared and reviewed variance analysis reports to identify trends in financial performance.
- Identified potential risks associated with business decisions using data-driven analytics tools.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
- Worked effectively in team environments to make the workplace more productive.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
Axelon Services | 9 Month Citi ContractTampa, FL
Sr. Financial Reporting Analyst
11.2022 - 08.2023
Job overview
- Developed interactive dashboards in JIRA system.
- Regularly refreshed datasets in Power BI.
- Conducted comprehensive rules testing.
- Conducted Agile testing in various project stages.
- Designed engaging PowerPoint documents.
The Bank of TampaTampa, FL
Business Intelligence Manager
03.2002 - 05.2022
Job overview
- Maintained up-to-date documentation on all BI systems, processes, and procedures.
- Created or reviewed technical design documentation to drive accuracy of reporting solutions.
- Provided technical support for existing reports, dashboards or other tools.
- Trained staff on proper use of Business Intelligence software applications.
- Developed test plans for validating accuracy of BI solutions before deployment.
- Generated standard or custom reports summarizing business, financial or economic data.
- Developed ETL processes to automate the loading of data into the data warehouse.
- Performed complex SQL queries against databases to extract relevant information.
- Developed and maintained data models to support business intelligence initiatives.
- Created visualizations and dashboards for reporting purposes.
- Provided technical expertise on the design, development, implementation, and maintenance of BI tools and applications.
- Monitored system performance metrics to ensure optimal operation of BI solutions.
- Identified or monitored current and potential customers using business intelligence tools.
- Collaborated with stakeholders to define business requirements for reports and dashboards.
- Supported users with troubleshooting issues related to BI systems or applications.
- Conducted research on new technologies related to Business Intelligence.
- Assisted in developing strategies to optimize performance of current BI solutions.
- Created and designed business intelligence databases, spreadsheets or outputs.
- Maintained or updated business intelligence tools, databases or dashboards.
- Worked with cross-functional teams to achieve goals.
- Updated and maintained databases with current information.
Fieldbrook Farms Ice CreamDunkirk, NY
Accounts Receivable Coordinator
01.2000 - 12.2001
Job overview
- Resolved billing discrepancies and customer credit issues.
- Accepted and processed customer payments and applied toward account balances.
- Utilized daily audit information to update aging reports.
- Managed daily cash receipts and deposits into bank accounts.
Education
Maryville University of Saint LouisSt. Louis, MO
Master of Science from Data Analytics
12-2025
University Overview
SUNY At FredoniaFredonia, NY
Bachelor of Science from Business Administration and Management
05-2000
University Overview
Skills
- Advanced Excel
- Management reporting
- Variance analysis
- Agile Methodologies
- Data Visualization Dashboards
- Incentive Analysis
- System Administration
- Database Modeling
Affiliations
Affiliations
- PMI Tampa Bay Chapter
Accomplishments
Accomplishments
- 2022 President's Club 20 Year Performance Award
- 2008 Sales Support Performance Award - Inaugural Award
- 1996-1999 Rugby Team Top Defensive Player in College
- 1993-1994 1st Team County Soccer All Star | 1993 Won MVP
References
References
- Tampa References Available Upon Request
Certification
- PMI Training Certification - 2025
- Sage SalesLogix CRM Web Developer v7.5 certification - 2009
- Microsoft SQL Server (MCTS) - 2008
- Microsoft Office Specialist (MOS) - 2003
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkWork Location
HybridRemoteOn-SiteImportant To Me
Work-life balance401k matchLanguages
English
Native language
Spanish
Beginner
A1
Quote
Make Simple Better
Interests
Reading Tech Books
Working Out and Racquetball
Software
Cognos Analytics Series 7 to 11
SQL Server 2005 to 2019: SSIS, SSRS, SSAS, SSMS
Transact SQL
Microsoft Office Since 2003
Cognos Framework Manager Data Modeler
Sage SalesLogix CRM System
Python Programming
Power BI
JIRA Dashboards and Agile
Accounting and Budget Systems
Timeline
Sr. Financial Reporting Analyst
Citi
09.2023 - 12.2023
Sr. Financial Reporting Analyst
Axelon Services | 9 Month Citi Contract
11.2022 - 08.2023
Business Intelligence Manager
The Bank of Tampa
03.2002 - 05.2022
Accounts Receivable Coordinator
Fieldbrook Farms Ice Cream
01.2000 - 12.2001
- PMI Training Certification - 2025
- Sage SalesLogix CRM Web Developer v7.5 certification - 2009
- Microsoft SQL Server (MCTS) - 2008
- Microsoft Office Specialist (MOS) - 2003
Maryville University of Saint Louis
Master of Science from Data Analytics
SUNY At Fredonia
Bachelor of Science from Business Administration and Management
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