Charles Reyes Email & Phone Number

San Antonio, Tx, Us

San Antonio, Texas, United States

• Consults with the business to define information needs, design solutions, and determine appropriate analytic and statistical methodologies• Evaluates the business implications of strategic initiatives, service model changes, and/or changes in the market or regulatory environment and presents results and initiates discussion on options to mitigate risks• Integrates structured and unstructured data and information from multiple internal and external sources to explore, and test… Show more • Consults with the business to define information needs, design solutions, and determine appropriate analytic and statistical methodologies• Evaluates the business implications of strategic initiatives, service model changes, and/or changes in the market or regulatory environment and presents results and initiates discussion on options to mitigate risks• Integrates structured and unstructured data and information from multiple internal and external sources to explore, and test hypotheses regarding strategic business questions and elevates insights to senior business leaders• Builds and implements predictive models and algorithms to frame business conditions and questions. Validates and determines the continuous effectiveness of the models through statistical research and modeling techniques• Integrates statistical techniques and develops management reports by applying statistical techniques to enhance enterprise-wide database logic to make the data more relevant for strategic and business planning processes Show less

San Antonio, Texas, United States

• Leverages business assumptions, key drivers and financial data to update, design and build complex financial models.• Generates predictive and prescriptive analysis to business partners• Develops new commentary and messaging on business drivers and financials• Utilizes business knowledge to prepare and deliver actionable financial reporting and analysis to support business operations and decisions• Provides financial insights to business partners to help support decisions•… Show more • Leverages business assumptions, key drivers and financial data to update, design and build complex financial models.• Generates predictive and prescriptive analysis to business partners• Develops new commentary and messaging on business drivers and financials• Utilizes business knowledge to prepare and deliver actionable financial reporting and analysis to support business operations and decisions• Provides financial insights to business partners to help support decisions• Builds business partnerships at middle levels• Identifies and delivers solutions for process improvement opportunities within and outside assigned areas of responsibility• Lead and consult on automation, process innovation and continuous improvement projects• Train and develop associates on use of business intelligence tools and reporting on ad-hoc basis Show less

San Antonio, Texas, United States

• Prepare monthly and ad-hoc analysis of financial reporting to support business operations and deliver insights to business partners to make informed decisions• Build business models integrating business assumptions with monthly financial data• Create annual fiscal year plan and forecasts, including multi-year financial projections• Lead and consult on automation, process innovation and continuous improvement projects, including building out of new Business Intelligence and… Show more • Prepare monthly and ad-hoc analysis of financial reporting to support business operations and deliver insights to business partners to make informed decisions• Build business models integrating business assumptions with monthly financial data• Create annual fiscal year plan and forecasts, including multi-year financial projections• Lead and consult on automation, process innovation and continuous improvement projects, including building out of new Business Intelligence and Management Reporting team• Train and develop associates on use of business intelligence tools and reporting on ad-hoc basis Show less

San Antonio, Texas, United States

• Analyzed mutual fund expenses and expense ratios and identified drivers for fluctuations monthly• Allocated and ensured accuracy of transfer agent and service fee expenses to mutual funds monthly• Delivered quarterly analysis to senior leadership on department performance• Reviewed and approved daily cash flow reports for mutual fund sales, redemptions, and projections• Led automation, process innovation and continuous improvement projects

San Antonio, Texas, United States

• Analyzed and provided proper coding for invoices daily • Prepared and posted invoices for payment daily• Led communications with senior leaders to obtain approvals on invoices above internal thresholds for entire department• Initiated process innovation and continuous improvement efforts for department

San Antonio, Texas, United States

• Trained and developed Mortgage Accounting Team• Coordinated work for Mortgage Accounting Team• Led automation, process innovation and continuous improvement projects• Produce reports for Home Loan Servicing department• Prepared 30+ reconciliations for Home Loan Servicing general ledgers• Prepared 5300 Call Report for Home Loan Servicing department quarterly for audit• Analyzed and provided analysis on Home Loan Servicing department workflow to upper management

Master Of Science - Ms, Data Analytics, 4.0

Bachelor Of Business Administration - Bba, Accounting, 3.32

Activities and Societies: Beta Alpha Psi