Sean Basile
South Jordan,UT
Summary
Prudent Business Intelligence Analyst with 5 years providing employers with valuable and actionable data to drive profit growth. Practiced at filtering information to find and highlight vital metrics and revelatory findings. Keen support business growth by leveraging intelligence assets to predict and reveal optimal business strategies.
Overview
23
23
years of professional experience
Work History
Business Intelligence Developer
Regions Bank (Acquired Enerbank)
11.2021 - Current
- Build custom SQL (T-SQL, MySQL, Redshift) queries to obtain data through bank's loan origination and servicing systems, HubSpot and Google Ads marketing campaigns, Genesys and PureInsights call/contact center data, and Jira ticketing data
- Monitor data quality and data governance with SAP and Trillium software
- Create reports using SAP Business Objects, SSMS, Crystal, and Domo
- Share on-call shifts using Pager Duty to ensure nightly and morning ETL processes start, run, and finish accordingly
- Connect to data through various methods such as ODBC, SFTP, API, and on-premise files
- Train power users in the features and capabilities of Domo dashboarding and SAP Business Objects Web Application
- Create VBA Macros, and Powershell scripts to automate related tasks for end users
Business Intelligence Developer
Enerbank USA
05.2021 - 11.2021
- Developing and managing business intelligence solutions for the organization
- Providing reports through office applications to improve business processes
- Collaborating with team members for the purpose of collecting data and executing the company's mission
- Analyzing business requirements and processes and recommending them to the management and executives for implementation
Business Intelligence Developer
Consultnet IT Staffing (Temp To Hire For Enerbank)
10.2020 - 05.2021
- Enhanced data-driven decision-making by developing and implementing advanced business intelligence solutions.
- Optimized data processing for faster insights by designing efficient ETL processes and data models.
- Collaborated with cross-functional teams to gather requirements and create tailored BI reports for stakeholders.
- Streamlined data analysis by creating customized visualizations, dashboards, and KPIs using BI tools.
Data Analyst
Morgan Stanley
10.2019 - 10.2020
- Create recurring reports using SAP Business Objects Business Intelligence and Web Intelligence platforms
- Create jobs in Dataiku to automate recons, monitor account thresholds, and email report results to end users
- Query adhoc extracts in DB2 and Sybase databases using custom SQL to prototype or quality check crystal report
- Develop python scripts using pandas library for reconciling 74.3m records in tax reporting database
- Gather requirements from end users for identifying data bases and tables used to create crystal reports
- Host PM calls for members in US, UK, and India to ensure progress, collaboration, and provide status updates
- Record project updates in JIRA Kanban board using epics, stories, and issues as primary project focal points
- Provide time savings metrics produced through the regular use of end user automation tools to management.
End User Computing
Morgan Stanley
06.2016 - 10.2019
- Develop VBA end-user computing tools to automate repetitive and manual tasks for testing and production use
- Author cross-departmental desktop operating procedures for new tasks and publish to firm's policy portal
- Work within User Acceptance Testing and Production environments to implement OCR validation software
- Document enhancement discrepancies in ALM to raise confirmed defects for prioritized application projects
- Automate report delivery through web intelligence or crystal report platform using the SAP Boxi application
- Prioritize new project requests for automation using scores based off of predicted efficiencies and use tempo
- Collaborate with end users to de-bug new errors through remote desktop and screen sharing sessions
- Author read-only SQL Select queries to run on quarterly basis to verify data integrity of Boxi universes
- Add recognized critical tasks to the global business continuity and contingency program for automation tools
- Provide enhancement requests in JIRA for identified areas of improvement and efficiency for LEAN initiatives.
Tax Operations Associate
Morgan Stanley
10.2014 - 06.2016
- Execute tasks related to US, NRA, and Foreign Account Tax Compliance Act (FATCA) tax compliance analysis
- Support various Business Units (Prime Brokerage, Private Wealth Management, Foreign Exchange, Client On-Boarding, etc.) via collection, validation, and solicitation of tax forms IAW IRS, SEC, AML, and KYC requirements
- Review and validate IRS W-8 and W-9 tax forms for domestic, foreign, retail, and institutional investors
- Responsible for processing complex W8-IMYs structures by validating direct and indirect client allocations
- Record due diligence compliance obligations by reviewing and archiving relevant evidence in image repositories
- Use SAP Boxi to create extracts to identify key populations of accounts or parties for recons or remediation
- Investigate escalated client tax withholding inquiries to correct transaction discrepancy and initiate refunds
- Communicate with clients and account representatives to identify tax requirements for account on-boarding.
Survival Equipment
US Air Force
09.2001 - 07.2014
- Supervised office responsible for maintaining life-saving equipment and supplies to support 160 aircrew
- Maintained the Government Purchase Card program for 115 member unit to protect against fraudulent actions
- Managed safety program for aircraft hangar personnel to ensure safe operations required by AFOSH and OSHA.
Education
Master of Data Analytics -
Western Governors University
Salt Lake City, UT01.2021
Bachelor in Business Accounting -
University of Phoenix
Tempe, AZ01.2010
Skills
- SQL
- Python
- Pandas
- Numpy
- Matplotlib
- BeautifulSoup
- VBA
- Web scraping
- Rest APIs
- JSON
- R Studio
- Tableau
- SAP BI Tool
- Dataiku
- Sybase
- DB2 databases
- Excel
- Access
- MySql
- AML KYC compliance
- Formation documents
- Certificate and articles of incorporation
- Trust agreements
- Limited partnership agreements
- Fund prospectuses
- Annual reports
- 8832 tax forms
- 995/1099 and 1042/1042-S reporting forms
- W-8 and W-9 Certificates of Tax
- Interpersonal communication
- Listening
- Presentation
- Problem solving
- Analytical
- Technological and computer knowledge
- Business policies and regulations
- Budgeting procedures
- Resource planning
- Management
- Leadership
- Data operations
- Data Visualization
- Web-based reporting tools
- Business Intelligence Systems
- SQL Programming
- Data Warehousing
- Business Requirements
- KPI Tracking
- Custom Reporting
- Requirements Analysis
- Data Analysis
- Data Mining
- Data dashboard design
- Business Intelligence Analysis
- ETL development
- Python Programming
Timeline
Business Intelligence Developer
Regions Bank (Acquired Enerbank)
11.2021 - Current
Business Intelligence Developer
Enerbank USA
05.2021 - 11.2021
Business Intelligence Developer
Consultnet IT Staffing (Temp To Hire For Enerbank)
10.2020 - 05.2021
Data Analyst
Morgan Stanley
10.2019 - 10.2020
End User Computing
Morgan Stanley
06.2016 - 10.2019
Tax Operations Associate
Morgan Stanley
10.2014 - 06.2016
Survival Equipment
US Air Force
09.2001 - 07.2014
Master of Data Analytics -
Western Governors University
Bachelor in Business Accounting -
University of Phoenix
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