Increased process efficiencies for internal teams through use of Excel and various reporting modulesResponsible for data quality with new VMS implementations and client expansionsPerformed configuration setting changes, additions, and removalsLed internal UAT testing project teamProvided consultation to program operations teams responsible for delivering reports to customersCompleted multi-part certification program to become Fieldglass partnerAssisted program office team with Workday VNDLY custom field configurations and reporting needsFacilitated interdepartmental communication to accomplish client requestsSupported ad hoc system configuration requests as neededResponsible for internal and client driven reporting deliverables

Helped build and establish reporting standards for product offerings/service areasSupported with ad hoc report requests and QBR presentationsPresented analysis data to clients on QBR callsUtilized data to identify impactful trends within program spendReconciled and manage data quality as necessary to resolve discrepancies and audit results.Built financial trackers for programs to easily capture and manage spendBuilt program dashboards to provide quick snapshot of program health and help leaders providerevenue projections

Support with ad hoc analysis requests and QBR creationPresented analysis data to clients on QBR callsResponsible for data quality and report creation for new programsReconciled and managed data quality as necessary to resolve discrepancies and audit results.Liaison with leaders from all departments as reporting/data point of contact and to communicate datagovernance initiativesCreated VB Macros to help with reporting efficiencyCreated basic customer dashboards using Power BI

Met with clients to strategize finances and made recommendations based on current financial dataResearched and analyzed market trends to help balance portfolios using planning software and self-created Excel spreadsheetsResearched solutions and products to meet investment goals and objectives for clients