David Blatcher Email & Phone Number

Reno, Nv, Us

Boston, Massachusetts, United States

• Initiated and led project to automate quarterly portfolio reporting to firm partners using Power BI, Anaplan, Snowflake Data Lake, and SQL• Managed and provided tutoring to the team co-ops, and consultant• Utilized Microsoft Fabric API via Power Query to allow business users easy access to Power BI Data in Excel• Leveraged Visual Basic (VBA) to quickly and accurately update portfolio company materials across Excel, PowerPoint, and Outlook

Boston, Massachusetts, United States

• Utilized SQL and Power BI to automate reporting to CFO, COO, and senior management • Maintained Oracle NetSuite ERP frontend to ensure accuracy of financial reporting• Leveraged Visual Basic (VBA) to improve efficiency and accuracy of existing Excel and other manual processes• Provided fast and accurate responses to external audit and SEC examination requests

Boston, Massachusetts, United States

• Automated reconciliation of external trading accounts to internal trading databases• Facilitated communications with external auditors, internal relationship management teams, and fund admins• Coded Excel macros to significantly reduce reporting time while improving consistency

Boston, Massachusetts, United States

• Worked directly with the Financial Controller and VP of Finance to prepare the annual and quarterly reporting• Key team member in the completion of ERP transition from Great Plains to Oracle NetSuite• Simplified existing reports while increasing detail, leading to greatly reduced preparation time

Boston, Massachusetts, United States

• Managed Software Change Requests (SCRs) through the Systems Development Lifecycle, ensuring timely updates to production• Performed BA responsibilities as a member of two cross-functional Kanban and Scrum Agile teams• Coded and extracted data from an Oracle Enterprise Data Warehouse using SQL• Overhauled and prepared new on boarding documents for future co-ops

Mount Laurel, Nj

• Familiarized guests with menu and daily specials, and ran multi-course meals with a team of servers, food runners, and bussers• Trained new staff on a variety of tasks including food safety standards and interactions with club members• Prepared and executed corporate and private events

Pennsauken Township, Nj

• Utilized inventory and POS software to assist customers and complete transactions• Assisted manager with opening duties, counting cash drawers and ensuring checkouts were stocked• Gave credit and cash reimbursements for returns, answered questions, and resolved problems or complaints

Mount Larel, Nj

• Instructed students on math and reading by reviewing trouble areas• Taught new concepts and strategies for solving problems• Maintained productive work environment to keep students on task

Bachelor'S Degree, Business Administration, Concentration In Finance And Mis

Activities and Societies: Dean’s List, NU Archery Club, Finance and Investment Club, Relay for Life, Prison Book Program, Breakfast Club

Education record

Activities and Societies: Varsity Tennis Captain, FIRST Robotics Competition, Chess Club, AP Scholar with Distinction, Member of Honors.