Andrew Charlesworth Email & Phone Number

Milwaukee, Wisconsin, United States

Milwaukee, Wi

Leading the BI initiative at ETE REMAN, responsible for data aggregation, analysis and visualization• Lead data visualization efforts for the company primarily through PowerBI dashboards. Created and manage numerous dashboards ranging from production performance to product line profitability.• Connect data sources in make-shift data lake and establish uniformity in calculations and naming conventions.• Created Python scripts to automate processes related to data aggregation as well as system input • Use SQL for data extraction. Includes simple analysis requests as well as creating views/tables to feed into PowerBI for automated reporting• Manage weekly scorecards for several departments and assist with metric review to assure they are still most relevant KPI’s.• Coordinate with IT to capture data from various locations: ERP, web services, share drives.• Own internal and external reporting for company including formal presentations to top tier customers.• Hold routine meetings with executives to present new reports/analysis.• Established forecasting models for the company’s core product lines.• As Hoc business analysis covering all areas of the company: pricing, freight, lead times, call statistics, etc.

Milwaukee, Wisconsin

Greater Milwaukee Area

Park Place Capital Management is committed to providing retirement plans and foundations as well as high net worth families with objective solutions for investment management and financial planning needs.Responsibilities:• Monitor activity in client’s accounts on a daily basis• Assist in analyzing portfolio asset allocation to confirm it matches client preferences and market opportunities• Create reports demonstrating portfolio returns for internal and external use• Day to day operational tasks

• Completed various AD HOC reports. Subjects varied from company valuation to internal upkeep.• Monitored the company’s financial statements. Updated necessary accounts on a weekly basis with help from two other professionals. Assisted in the creation of a cash flow forecast through 2015 for the treasurer.• Aided company hedging decisions for material purchases. Used Bloomberg and past data to create charts and spreadsheets for reference by management. • Monitored foreign currencies daily. Organized information which assisted in purchase of foreign currencies in order to hedge overseas operations from swings in the foreign exchange market.• Valuated several companies for potential bond purchase. Used Bloomberg to gather information and ratios. Created reports explaining my decision backed by analytical support. Sat in on conference call for the purchase of the bond.• Reconciled and investigated outstanding checks to employees and customers. Closed these accounts by taking the necessary action in order to balance the company’s financial statements.• Tracked cash balance using macros to estimate the amount of movement needed to or from Money Market Funds for future dates.• Allocated the amount of cash held in each bank. Calculated bank fees for services including Cash Management, Investments, Hedging and Foreign Exchange.