Evan Rosenberg Email & Phone Number

New York, Ny, Us

• Partner with hundreds of stakeholders across Asset Servicing, Client Service, and Operations to drive organizational change such as launching or refining services, improving client service with holistic analytics, and driving sales with targeted analytics• Collaborate with senior business leaders on cross-business initiatives to drive revenue through client repricing and fee-benchmarking, share-of-wallet analysis, product positioning, and value proposition development• Lead a global team in developing data-driven client management tools in PowerBI while emphasizing actionable next steps • Present insights on client behavior findings to executive leadership with clear recommendations for revenue generation, risk mitigation, and business optimization • Guide a team of data analysts, data scientists, and business managers in creating impactful, accurate, and explainable prediction and classification models using NLP, machine learning, and statistics• Mentor and advise new hires on successfully navigating proprietary tools and unique data sets and act as a business resource on data analysis best practices for partners across the organization • Organize, enrich, and audit disparate data sources from internal systems and external sources through data integration and manipulation using SSIS, SQL, and PowerQuery• Transition static reports to Tableau and PowerBI to optimize storytelling and sustainability with ETL jobs and integrated data• Support segment level client analysis across insurance, banking, investment management, alternatives, and asset owners

New York, Ny, Us

• Performed end-to-end root cause analysis, and process remediation around incorrect billing system set-up, and implemented operational controls to mitigate future revenue leakage• Drove incremental revenue through comprehensive client analytics, new investor service creation, and opportunity identification • Created Python scripts to download and parse SEC filings to increase efficiency and effectiveness of datamining campaign• Recommended targeted client services based on in-depth analysis of a client trading activity, legal structure, and data markers • Created and managed executive dashboards and opportunity tracking materials • Utilized advanced Excel techniques to expedite ad-hoc analysis on time-sensitive relationship executive requests

Philadelphia, Pa, Us

• Redesigned and implemented an improved finance database to accommodate forecasting at a higher level of granularity and accuracy• Using statistically significant values from EDI data, automated the creation of attrition, annual volume, usage, and pricing assumptions which removed the onerous and error-prone task of updating excel files and subsequently uploading the results to SQL Server• Document new processes and train co-workers on how each forecast component impacts gross profit and how the forecast is generated• Discuss risks and opportunities to gross profit with senior management and its incorporation into the current period’s forecast• Continue prior role’s obligations and expectations relating to variance analysis, marketing analytics support, monthly forecast creation, and ad-hoc reporting

Philadelphia, Pa, Us

• Compared accounting actuals to forecast and produced a variance report on a monthly basis to aid in the adjustment of the forecast• Forecasted gross profit by analyzing trends in our current customer book and maintained monthly forecasts for analysis• Created SQL environment for daily volume and cost files and automated aggregation processes via Python programming which added the ability to track our historical usage, forecast current month gross profit, and assist accounting in the current month accruals.• Augmented our current forecast by designing a system to segment our customer book by account age and behavior• Coordinated with Marketing to create an account plan forecast and analyzed the monthly variances between each plan• Prepare income and cash-flow statements for senior management’s monthly forecast review • Assist marketing analytics in the optimization of marketing campaigns to properly allocate our marketing budget• Became the sole owner of the finance forecasting database in SQL server and provided ongoing training and support

Bala Cynwyd, Pennsylvania, Us

♦ Created SQL queries to improve database efficiency and eliminate time-consuming data entry♦ Developed programs to automatically download recent corporate filings to advise the traders of noteworthy news♦ Analyzed nearly 3500 secondary offerings to develop statistical models to aid in deal selection and future profitability♦ Redesigned sections of the database to thoroughly track underwriters and report with whom to build relationships♦ Tracked and reported stock loans and borrows to allow traders to properly delta-hedge♦ Ensured proper routing of trades to cover borrowed positions to limit borrow fees and interest expenses♦ Resolved failing trades before settlement and reported any buy-in possibilities on short positions

Wellington, Wellington Region, Nz

♦ Analyzed and rated over 150 companies for financial stability and used to determine insurance plan and rate♦ Compiled company reports as a underwriter’s resource using Hoover's, Moody's, Valueline, and Dun & Bradstreet♦ Quoted Basic and Voluntary Life, Long Term and Short Term Disability, and Accidental Death group insurance♦ Developed and automated the daily open case report and weekly sales report by use of Excel macros♦ Managed urgent quote requests and redefined the original process to increase turnaround time♦ Prevented costly post-contract amendments by reviewing over 100 sold case files for contract and rating inconsistencies

Pittsburgh, Pennsylvania, Us

• Provided ongoing support of newly utilized web-based asset management system, Global Plus• Resolved share differences resulted from incorrectly entered trades or unprocessed corporate actions • Processed daily corporate actions including cash and stock dividends, reverse and forward splits, spinoffs, mergers, capital reductions, tender offers, and security exchanges• Outlined and improved procedures for corporate actions processing• Created and conducted 5 presentations on reconciliations, corporate actions and Global Plus• Summarized Swift message processing procedure of foreign exchanges from 3 sub-custodiansprocedures• Researched assets on Bloomberg Terminal and Euroclear• Added over 22 new mutual funds to the database utilizing an extensive 150 to 300 step process

Master, Strategic Analytics

Bsba, Finance