Yolanda Roberts
Chicago,IL
Summary
Dedicated professional efficient with 15 years experience in data analysis, reporting, reports analysis, data visualizations, metrics tracking and presenting data in PowerPoint. Proficient skills in Data Management and technical languages such as SQL and VBA. Highly effective team player with good interpersonal skills, the ability to communicate both verbally and written, works well independently and proactive in resolving problems.
Overview
16
16
years of professional experience
Work History
Mgr Bus Intelligence & Reporting - Data Management
BMO Harris Bank
10.2022 - Current
- Manage dual responsibilities across teams as team works through transitioning reporting responsibilities after re-org
- Create data quality rules to address and fix data issues impacting regulatory reporting
- Develop SQL queries in Aginity and AQT to perform daily data analysis, research and create new reports
- Leverage SAS and SQL together to build reports with complex datasets across multiple servers and schemas
- Manage and create business and technical metadata in Informatica
- Engage with commercial bank through weekly communication to ensure data issues identified through data quality rules are being corrected and fixed in the lending systems
- Utilize lending systems to research and resolve data issues
- Support reporting needs of commercial bank through regular report production, as well as fulfilling several ad hoc requests
- Create and maintain updated procedure documentation and technical requirements for existing and new reporting
Mgr Bus Intelligence & Reporting - Portfolio & Rep
BMO Harris Bank
09.2014 - 10.2022
- Presented quarterly portfolio metrics/results to senior management ensuring ability to effectively manage credit risk of portfolios
- Developed monthly and quarterly reports providing Portfolio Managers across Commercial, Private Banking, Business Banking and Small Business lines of business with data for risk portfolio management
- Improved production schedules of monthly and quarterly reports through Excel VBA automation
- Ensured functionality of new reporting tools and on-going enhancements by being highly involved in UAT process, raising defects and challenging accuracy of data
- Developed SQL queries in Aginity and AQT to perform daily data analysis, research and create new reports
- Investigated and resolved data inaccuracies and reporting issues ensuring accurate data provided to lines of business
- Created and maintained updated procedure documentation and technical requirements for existing and new reporting
- Supported reporting needs and requirements for commercial bank through regular weekly, monthly and quarterly reports, as well as fulfilling several ad hoc reports
- Managed access permissions for lending dashboard providing portfolio managers with access to their portfolios
Reporting Analyst - Consultant at BMO Harris Bank
Akkodis
05.2013 - 09.2014
- Produced and distributed weekly, monthly and quarterly reports providing senior managers across Commercial, Private Banking, Business Banking and Small Business lines of business with data for portfolio management
- Performed data quality checks of reports ensuring accurate trending of metrics and no extreme variances of trends between weekly, monthly and quarterly reports
- Applied complex formulas, conditional statements, vlookups and pivot tables to convert and summarize raw data into useful reports
- Managed the reporting mailbox by investigating inquiries to resolve reporting and data cleanup issues
- Prepared monthly KPI scorecards tracking key performance metrics and suggested corrective actions
- Scripted Excel VBA code to automate manual processing of reports
- Queried data from Business Objects and Cognos and imported into Excel to perform analysis for reporting
- Collaborated with Business Banking and Small Business to support specialized reporting needs
- Investigated and resolved data inaccuracies to ensure accurate data provided to commercial bank
- Created and maintained procedure documentation for various reports
- Created ad hoc reports as requested to support reporting requirements across commercial bank
Reporting Analyst - Consultant at AT&T
Pyramid Consulting
01.2011 - 05.2013
- Produced and distributed daily, weekly and monthly reports tracking retention, product performance and adjustments data
- Adjusted reporting logic in Access and Excel to meet reporting requirements of internal clients
- Improved reports by automating manual processes by utilizing pivot tables, macros and conditional formulas
- Extracted data from Business Objects, Teradata SQL Assistant and other data sources and imported/exported into Excel and Access to perform specialized formatting, analysis and processing of reports
- Converted data from csv files into Excel for data analysis and reporting
- Updated monthly scorecard results of product performance and summarized in Power Point presentations
- Created charts, graphs and Power Points presentations providing details on retention, product performance and adjustments
- Facilitated meetings through web-based live meeting client to discuss changes/updates for various reports and projects
- Supported Sr. Project Managers with reporting, analysis and data audits and assisted on special projects as requested
- Provided administrator support for adjustments tracking tool ensuring hierarchy was accurate and data was correctly linked
- Managed access permissions in adjustment tracking tool ensuring individuals had proper access to adjustments data
- Researched and resolved data inaccuracies ensuring accurate data provided to managers
- Created and maintained documentation for reporting procedures
- Created ad hoc reports as requested to support reporting needs of internal business partners
Sr Operations Analyst
Bank Of America
02.2008 - 12.2010
- Served as project team lead and understand project requirements and deliverables, prioritized tasks, coordinated work for associates and contractors and trained as necessary.
- Facilitated meetings through MS Live Meeting with cross-functional teams to discuss data quality projects.
- Assisted Manager with project management tasks such as status reporting, resources management and participating in key meetings.
- Performed UAT to validate functionality of application using pre-defined tests scripts and ad-hoc testing.
- Processed various transactions in UAT environment and logged testing results.
- Attended checkpoint meetings with development team to provide feedback on issues discovered during UAT.
- Ran audit reports to troubleshoot cause of data quality issues.
- Created analytical reporting using Excel formulas to manage weekly metrics report to be reviewed by senior executives.
- Reviewed data defects during monthly data quality checkpoints to ensure integrity of client data was maintained.
- Researched and investigated validity of client data and prospect data ensuring Bank systems contain accurate client data.
- Reviewed duplicate client records and collaborated with client managers to make a determination for appropriate action.
Created ad-hoc reports as necessary
Education
Bachelor of Science - Computer Inf System Concentration in DB Management
DeVry University
Chicago, ILSkills
- Data Analysis
- Excel VBA automation
- Reporting data
- Business intelligence analysis
- Data collection and reporting
- SQL and SAS report building
- User Acceptance Testing (UAT)
- Informatica tools (Axon, IDQ, EDC)
Timeline
Mgr Bus Intelligence & Reporting - Data Management
BMO Harris Bank
10.2022 - Current
Mgr Bus Intelligence & Reporting - Portfolio & Rep
BMO Harris Bank
09.2014 - 10.2022
Reporting Analyst - Consultant at BMO Harris Bank
Akkodis
05.2013 - 09.2014
Reporting Analyst - Consultant at AT&T
Pyramid Consulting
01.2011 - 05.2013
Sr Operations Analyst
Bank Of America
02.2008 - 12.2010
Bachelor of Science - Computer Inf System Concentration in DB Management
DeVry University
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