Wendy Fordon
La Verne,CA
Summary
Creative Analytics Manager keen to expand beyond traditional tools and techniques to advance both internal business goals and data analytics pursuits. Derives excellence from personnel by providing exemplary leadership and technical expertise. Skilled creator of cohesive, productive teams exploiting every bit of available data.
In addition to extensive experience in finance and the wealth management industry I have held early career positions in retail, restaurant, hospital and education industries.
Overview
15
15
years of professional experience
Work History
Vice President, Data Analytics Manager
Bank of the West
12.2017 - 09.2023
- Leveraged text, charts and graphs to communicate findings in understandable format.
- Used business objects, business intelligence and other reporting tools to extract data from data solutions and data warehouses.
- Analyzed large amounts of data to identify trends and find patterns, signals and hidden stories within data.
- Assessed large datasets, drew valid inferences and prepared insights in narrative or visual forms.
- Managed key tasks and resources to achieve cost, schedule and strategic growth initiatives.
- Created customized data visualizations in PowerPoint to present insights and tell compelling stories for more than 300 high new worth individuals and families each year.
Vice President, Investment & Trust Analytics Mgr
Bank Of The West
07.2008 - 12.2017
- Established performance goals for department and provided methods for reaching milestones.
- Increased department new revenue growth by over 10% per year through collaboration with sales and marketing departments.
- Identified opportunities to improve business process flows and productivity.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Established performance goals for department and outlined processes for achievement.
- Established and directed successful programs focused on investment analysis and financial modeling.
Education
Master of Business Administration - Finance
California State Polytechnic University, Pomona
Pomona, CA06.2003
Bachelor of Arts -
California State Polytechnic University, Pomona
Pomona, CA12.1993
Skills
- Statistical Analysis
- Excellent Communication
- Documentation and Reporting
- Trend Forecasting
- Process Enhancement
- Data Research and Validation
- Budget Development
- Team Collaboration and Leadership
- Financial Statements Expertise
- Project Management
- Budget Forecasting
- Data Analysis
- Financial Planning
- Financial Modeling
- Performance Analysis
- Strategic Financial Planning
- Chart and Graph Preparation
- Problem-Solving
- Strategic Thinking
- Sales Presentations
Timeline
Vice President, Data Analytics Manager
Bank of the West
12.2017 - 09.2023
Vice President, Investment & Trust Analytics Mgr
Bank Of The West
07.2008 - 12.2017
Master of Business Administration - Finance
California State Polytechnic University, Pomona
Bachelor of Arts -
California State Polytechnic University, Pomona
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