Adam D

Adam D Email and Phone Number

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Adam D's Location
United States, United States
About Adam D

Driven by a passion for learning and innovative problem-solving, I excel in transparent, fast-paced environments where continuous questioning fosters growth and innovation. My diverse experience spans industries, providing organizations with the tools necessary for success.In my recent role at Trustage, I converted complex financial reports from EPM to Workday, enhancing reporting efficiency and accuracy. My background includes creating dashboards and automated reporting for executives and stakeholders across HR, operational improvement, wealth management, insurance finance, and corporate relocation. This journey began with 10 years in retail management, guest services, and project management, where I honed my skills in change management, report conversion, process improvement, and revenue optimization. As a Data Analyst at RBC Wealth Management and a Senior Analyst at Securian Financial, I documented business requirements, wrote complex SQL queries, and developed live dashboard reports in Power BI and Tableau.Certified in Querying Data with Transact-SQL by Microsoft, I deliver data-driven solutions and thrive in environments where intelligent individuals challenge one another to drive organizational growth.

Adam D's Current Company Details

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Adam D Work Experience Details
  • Carex Consulting Group
    Worday Conversion Consultant
    Carex Consulting Group Nov 2023 - Feb 2024
    Madison, Wisconsin, Us
    Converted complex Financial reports from PeopleSoft to Workday Financial using multiple Workday Financials’ reporting tools.
  • Rbc Wealth Management
    Data Analyst
    Rbc Wealth Management Apr 2023 - Oct 2023
    Toronto, Ontario, Ca
    Implemented new report creation and conversions to Tableau, documented business requirements, and wrote complex SQL queries to parse JSON data, facilitating daily transfers to the in-house database via a nightly API, while also developing queries for data mapping across six datasets, ensuring accurate data population across systems, and creating live dashboard reports in Power BI and Tableau for stakeholder tracking.
  • Securian Financial
    Senior Analyst
    Securian Financial May 2022 - Oct 2022
    St. Paul, Minnesota, Us
    In a multi-database environment, designed complex T-SQL queries to generate reports and dashboards for senior management utilizing Excel, Power BI, and Tableau, while also analyzing traffic in 26 IVR systems through Visio flow charts and data extraction from Jira, Salesforce, and internal databases to uncover inefficiencies and propose solutions to senior management, utilizing SQL across multiple datasets to produce reports on IVR call flow efficiency and Jira story effectiveness.
  • Perforce Software
    Data Analyst
    Perforce Software Jun 2021 - Feb 2022
    Minneapolis, Mn, Us
    Utilizing complex SQL queries, automated the creation of compensation, performance, turnover, headcount, and employee satisfaction reports and dashboards for senior management in Excel, Power BI, and Tableau, while also pulling data from ADP, Salesforce, and internal datasets to generate monthly business health analyses and visually appealing dashboards for executives in Power BI. Additionally, gathered and documented business requirements for new report creation and consolidation.
  • Plus Relocation
    Data Analyst
    Plus Relocation Aug 2019 - Jul 2020
    Minneapolis, Mn, Us
    Employed SQL to generate financial reports for over 40 clients with annual relocation budgets surpassing $100 million, utilizing Salesforce, Excel, Power BI, and SSRS. Gathered business requirements and orchestrated the design and automation of dashboards, scheduled reports, and invoices, resulting in a 25% reduction in payroll costs using SSRS. Additionally, developed, customized, and automated reporting work queues using Microsoft SharePoint, providing live productivity dashboards, and documented business requirements to streamline new client onboarding processes.
  • Coldwell Banker
    Data Analyst
    Coldwell Banker Dec 2016 - Aug 2019
    Madison, Nj, Us
    Identified over $2 million in revenue through standardizing sub-sources and processes across multiple departments and platforms. Utilized SQL to generate monthly revenue, activity, and ad-hoc reports for senior leadership using Excel, SSRS, and Salesforce. Increased revenue by 10% through the automation of fees charged to clients based on relocation policy. Additionally, gathered business requirements to establish new operational processes for implementing department merge using a new CRM platform.

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