Sonia Smith
Charlotte,United States
Summary
Proven track record delivering data-driven insights and reports within the Business Intelligence Group, driving business success. Experienced in partnering with leadership to provide accurate and actionable insights, enabling strategic decision-making. Strong skills in data analysis and interpretation to support key business initiatives across the organization. Passionate about optimizing processes and utilizing data to fuel business growth.
Overview
26
26
years of professional experience
1
1
Certification
Work History
BI Analyst I
Crown Castle
11.2023 - 03.2024
- Developed and deployed accurate, comprehensive reporting and analysis to support management decision-making
- Extracted and summarized data from corporate databases
- Reviewed report information, providing management with clear, concise explanations of relevant trends and exceptions
- Collaborated with department and functional teams to address identified issues
- Assisted in report design and development, including testing to ensure optimal performance
- Produced weekly, monthly, and quarterly trend and activity reports, as well as other operational and management reports
- Ensured timely production of reports for review by functional management teams
- Generated ad-hoc reports and provided support for various projects as assigned
Billing Design Analyst
Charter Communications
02.2022 - 10.2023
- Extracted and summarized data from Oracle databases
- Integrated data from multiple sources to produce required data elements
- Interpreted data, analyzed results, and provided insights on operational impact, trends, and opportunities
- Developed reports and deliverables for management, communicating with all levels of stakeholders
- Captured, developed, and documented data definitions, business rules, and data quality requirements
- Created and maintained report forms, information dashboards, data generators, and other end-user information resources
- Ensured compliance with deliverable reporting requirements through quality data audits and analysis
- Created specifications for reports based on business requests
- Reviewed report information, providing management with clear, concise explanations of relevant trends and exceptions
- Assisted in report design and development, including testing to ensure optimal performance
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
SQL Developer
Carolina Softech
02.2020 - 05.2020
- Analyzed existing SQL queries to identify opportunities for improvements.
- Developed efficient stored procedures for complex business logic, reducing processing time and improving system stability.
- Documented analysis results and provided performance improvement feedback.
- Developed five reusable components for exploitation in coding and documentation.
- Mentored junior developers on best practices in SQL development, fostering a collaborative learning environment within the team.
Operations Claims Case Representative
Brink's U.S.
03.2020 - 04.2020
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
Data Analysis Consultant
MassMutual
12.2018 - 06.2019
- Performed data engineering tasks including data preparation, cleaning, and transformation for modeling and analysis
- Developed and deployed accurate, detailed reporting including forecasts, ad-hoc requests, and dashboards
- Extracted, integrated, and summarized data from multiple corporate databases to produce required data elements
- Ensured compliance with deliverable reporting requirements through quality data audits and analysis
Relationship Concierge Consultant
MassMutual
01.2015 - 01.2019
- Successfully collaborated with 12 North West regional sales locations to provide High-Net-Worth Wealth Advisor Services, expanding the company's reach and client base in the region.
- Actively participated in regular meetings with the Advice & Client Solutions team, contributing to strategic discussions and decision-making processes.
- Engaged in focused one-on-one meetings with management for performance review and career growth, demonstrating commitment to personal and professional development.
- Actively networked through various Business Resource Groups, fostering inclusivity and expanding professional connections across diverse communities.
- Utilized MassMutual learning platforms to continuously update skills and knowledge, ensuring up-to-date expertise in wealth management strategies and financial products.
- Consistently demonstrated strong ethical standards and integrity in all professional interactions, building trust with clients and colleagues alike.
Retirement Education Specialist
The Newport Group
08.2014 - 01.2015
- Ensured compliance with all company policies, procedures, and regulatory guidelines when assisting clients with their financial plans.
- Assisted clients in achieving financial security through personalized retirement plans and investment strategies.
- Utilized effective communication skills to explain complex financial concepts in a clear, concise manner that resonated with diverse audiences.
- Conducted thorough assessments of clients'' individual needs, tailoring educational content to best address their specific situations.
- Maintained detailed records of client interactions, allowing for effective follow-up communications tailored to their unique needs and goals.
Benefits Communications Specialist
Aon
01.2014 - 08.2014
- Created persuasive sales collateral that effectively communicated product benefits, resulting in increased lead generation efforts.
- Assisted with the annual open enrollment project and process, including project planning, collaboration with vendors, communications, meetings, system configuration updates and testing, employee enrollment, post-enrollment audits, etc.
- Audited vendors in & outbound files and vendor systems to ensure compliance with plan structure and company policy and resolved discrepancies.
- Troubleshooted issues and resolved problems related to the plans, eligibility, enrollment, systems, etc.
Wealth Transfer
Vanguard
01.1998 - 01.2013
- Developed the client experience vision, strategy, and roadmap by having a relentless focus on client needs and a strong understanding of business drivers.
- Influenced and collaborated with the client experience team and cross-functional enablement teams to create client experience transformations that drive significant change across people, process, and technology.
- Translated the vision into an actionable business case with a clear link to both client and business value and a delivery/execution plan across integrated solutions.
- Created connection and broke down silos across all appropriate stakeholders both within and outside of my department to optimize the end-to-end client experience and generate strong business support by forging a common understanding of decisions/needs impacting the client.
- Served as a role model in innovation, inclusive leadership, and client-centricity.
Skills
Advanced Excel
SQL and Databases
Data and Analytics
Business intelligence tools
Business Analysis
Project Management
Teamwork and Collaboration
Time Management
Critical Thinking
Adaptability and Flexibility
Certification
- CBAP - Certified Business Analysis Professional
- Microsoft Power BI Analyst Professional
- SQL Developer
Timeline
BI Analyst I
Crown Castle
11.2023 - 03.2024
Billing Design Analyst
Charter Communications
02.2022 - 10.2023
Operations Claims Case Representative
Brink's U.S.
03.2020 - 04.2020
SQL Developer
Carolina Softech
02.2020 - 05.2020
Data Analysis Consultant
MassMutual
12.2018 - 06.2019
Relationship Concierge Consultant
MassMutual
01.2015 - 01.2019
Retirement Education Specialist
The Newport Group
08.2014 - 01.2015
Benefits Communications Specialist
Aon
01.2014 - 08.2014
Wealth Transfer
Vanguard
01.1998 - 01.2013
- CBAP - Certified Business Analysis Professional
- Microsoft Power BI Analyst Professional
- SQL Developer
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