Summary
Overview
Work History
Education
Skills
Certification
References
Software
Work Availability
Accomplishments
Quote
Languages
Interests
Websites
Timeline
BusinessAnalyst

Todd Martin

Lehi,UTAH

Summary

As a highly organized Financial Analyst, I bring a deep understanding of accounting principles to the table. I excel in developing and maintaining financial reporting and analysis processes, ensuring accuracy and efficiency. My exceptional interpersonal skills make collaboration with colleagues seamless and effective.

With over 15 years of experience in financial roles within large, fast-paced corporations, I have honed my proficiency in weekly and monthly financial reporting, budgeting, and forecasting. I am also a release-planning specialist, trained in advanced Excel modeling, and a creative solutions architect with a knack for real-time problem-solving.

I pride myself on my strong analytical, communication, and teamwork skills, and I have a proven ability to quickly adapt to new environments. I am eager to contribute to team success and further develop my professional skills. My positive attitude and commitment to continuous learning and growth drive me to bring fresh perspectives and a strong commitment to quality and success.

Recognized for my adaptability and proactive approach, I am dedicated to delivering effective solutions and ensuring project success. My versatile skills in project management, problem-solving, and collaboration make me a valuable asset to any team.

Overview

15
15
years of professional experience
13
13

Certifications

Work History

Corp Advance Control Loan Analyst

Select Portfolio Servicing
West Valley City, UT
07.2015 - Current
  • Maintained up-to-date knowledge of industry regulations, laws, best practices, and emerging trends; ensured
    compliance with applicable rules.
  • Reviewed loan documents for accuracy, completeness, regulatory compliance, and adherence to internal
    guidelines.
  • Participated in special projects as assigned by senior management; completed assignments within specified
    deadlinesUtilized advanced analytical tools such as Excel spreadsheets, databases, and specialized software programs to facilitate efficient data analysis processes
  • Actively participated in team meetings where collaboration led to significant improvements in overall loan portfolio management strategies
  • Worked closely with other departments within organization to streamline workflows, improve communication channels, and ensure smooth operations in lending process.

Financial Analyst

Cyprus Federal Credit Union
West Jordan, Utah
12.2006 - 06.2015

• Assisted in quarterly earnings announcements by gathering relevant data for the board members.
• Analyzed financial data and prepared reports to support decision-making processes
• Prepared monthly, quarterly, and annual reports comparing actual results with budgeted projections
• Collaborated with cross-functional teams on special projects requiring financial analysis expertise Developed and maintained KPI dashboards
• Created financial models and provided ad-hoc financial analysis.
• Continuously assessed current reporting techniques and developed improvements to boost accuracy.
• Enhanced data integrity by applying meticulous attention to detail when reviewing and analyzing data maintenance processes.
• Applied advanced Excel functions and filters to support infrastructure.
• Resolved variances in performance reports through root cause analysis and review of internal performance reports.
• Used Structured Query Language to generate required reports and optimize query creation.
• Improved existing reporting by researching data sources, compiling data and designing output.
• Assisted risk analyst with sorting data.
• Automated multiple reporting tasks through creation of reporting tools
• Prepared monthly ad hoc reporting in alignment with company needs.
• Produced quality reports formatted in compliance with data quality standards

Senior Database Administrator

Cyprus Federal Credit Union
South Jordan, UT
03.2007 - 06.2015
  • Set up and controlled user access levels across databases to protect important data.
  • Conducted tests to identify issues and make necessary modifications.
  • Developed scripts and processes for data integration and maintenance.
  • Created and updated database designs and data models.
  • Worked well in a team setting, providing support and guidance.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.

Education

Associate in Science (A.S.) - Computer Information and Technology -

Stevens Henager College
Salt Lake City, UT

Skills

  • Proficient in Complex Excel Formulas
  • Financial Analysis Expertise
  • Corporate Financial Reporting
  • Critical Analysis Skills
  • Financial Analysis Expertise
  • Database Administration
  • Assess Historical Financial Data
  • Data Validation
  • Deep learning
  • Gap analysis
  • Report Writing
  • Data Modeling
  • Google Analytics
  • SQL
  • Data Exports
  • Database Programming and SQL
  • Python Programming
  • Tableau
  • Data Analysis
  • Structured query language (SQL)
  • Analytical Problem Solving

Certification

  • Dashboard Reporting in Microsoft Excel
  • Finance for Non-Finance Professionals
  • Google Advanced Data Analytics
  • Google Foundations of Data Science
  • Tableau Public
  • Data Analysis in Excel
  • Statistics and Probability for Quantitative Finance
  • Tablular Editor 3 for Power BI and SQL Server Analysis Services

References

References available upon request.

Software

VBA & Macros

Python

Power BI/DAX

Structured Query Language

Tableau Formulas

MySql

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Collaborated with the VP of Cyprus Credit Union branches and other BU heads to develop and implement a CRM database. Successfully rolled out the software and trained approximately 20 supervisors, leads, and managers, who subsequently trained end users on the platform.
  • Led the design, development, and maintenance of a comprehensive data warehouse in collaboration with an external vendor. This involved defining data architecture, ensuring data integrity, and optimizing data storage solutions. Coordinated with the vendor to integrate various data sources, streamline data workflows, and implement robust data governance practices. The project significantly improved data accessibility and reporting capabilities across the organization
  • Developed a failsafe system to ensure compliance with RESPA guidelines for paid-in-full loans at my current employment. Utilized VBA code to highlight loans approaching the predetermined RESPA days and implemented a popup message box to notify the number of loans meeting the criteria. This system advised the review and disbursement of escrow funds, ensuring departmental compliance with the guidelines.

Quote

“The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle.”
– Steve Jobs

Languages

English
Native language

Interests

I have an interest to continue learning

I have an interest in the books

I have an interest in the outdoors - hiking in the mountains

I have an interest in providing service to those needing a helping hand

I have an interest in my family

Timeline

Corp Advance Control Loan Analyst

Select Portfolio Servicing
07.2015 - Current

Senior Database Administrator

Cyprus Federal Credit Union
03.2007 - 06.2015

Financial Analyst

Cyprus Federal Credit Union
12.2006 - 06.2015

Associate in Science (A.S.) - Computer Information and Technology -

Stevens Henager College
Todd Martin