Managed a development analytics team of nine, enhancing team performance and data accuracy. Developed and enforced a rigorous quality control process to uphold data integrity and team accountability.● Successfully restructured department, significantly increasing efficiency and establishing clear accountability protocols.● Eliminated backlog of 199 requests, streamlining processes and reducing the number to 27.● Spearheaded automation initiatives to replace manual reporting processes, improving efficiency and accuracy.● Established and cultivated client relationships across all 50 states, ensuring consistent communication and service delivery.● Directed hiring and promotion strategies to align with executive leadership objectives.

Presented critical reports to senior leadership, ensuring alignment with strategic objectives and transparency in company controls. Led firm-wide outreach initiatives to raise awareness and understanding of automation capabilities, fostering an environment conducive to innovation. Facilitated knowledge sharing across departments, leading to a more collaborative and informed workforce. Conducted comprehensive training programs to elevate staff proficiency in automation tools and practices.● Successfully automated 65% of manual processes in the Tax domain, significantly reducing errors and improving turnaround time.● Developed and implemented automation solutions within the Tax and Estates Wealth Management sector, utilizing Agile methodologies to enhance operational efficiency.● Streamlined report generation processes, resulting in a marked increase in the timeliness and accuracy of high-priority reports to senior management.● Maintained rigorous oversight of project backlogs through Jira, ensuring optimal resource allocation and milestone achievement.

Managed complex report generation for senior leadership, ensuring accuracy and strategic insight. Developed and implemented data lineage review processes to maintain consistency of critical data elements. Utilized automation tools such as Alteryx, Tableau, and SQL to enhance reporting efficiency and accuracy. Collaborated with cross-functional teams to align metadata and data management practices.● Received the Change Maker Challenge award for spearheading a reporting automation project that significantly improved report generation processes.● Instituted a new standard for EDC metadata comparisons, safeguarding data integrity across reporting periods.● Played a pivotal role in the documentation and alignment of critical data elements, ensuring seamless month-to-month transitions.● Led initiatives to maintain a robust data repository, consistently meeting and exceeding government regulatory requirements.

Led the development and implementation of complex financial reports for federal government compliance, ensuring accuracy and adherence to regulations. Spearheaded automation initiatives to enhance reporting processes, resulting in increased efficiency. Established and documented validation procedures to verify data integrity, streamlining management review. Acted as a process improvement specialist within the team, focusing on optimizing reporting workflows and compliance protocols.● Developed Jira Comments process, saving the company 5200 hours across the enterprise.● Conducted comprehensive presentations to educate on new report structures and requirements, enhancing team understanding and performance.● Engineered reconciliation tools to confirm data accuracy for Federal Government submissions.● Performed meticulous monthly and annual threshold analyses to monitor and maintain financial stability.● Served as the compliance lead for team access and data security, safeguarding sensitive information.

Analyzed and documented complex reports to ensure adherence to state regulatory guidelines, employing advanced SQL coding skills to enhance report accuracy and efficiency. Managed simultaneous projects, up to three to four, maintaining daily reporting responsibilities without compromising quality. Developed and maintained provider reporting systems to accurately display quarterly in-network provider data. Delivered informative presentations to team members and management, detailing process changes and improvements.● Streamlined report generation process, reducing turnaround time by 30% through the implementation of SQL coding enhancements.● Reviewed and verified financial reports for compliance, utilizing Days per 1000 financial modeling to create insightful Department of Insurance reports.● Designed and implemented a new trend analysis system to identify data anomalies, significantly improving report accuracy.● Developed comprehensive training materials that resulted in a 40% reduction in onboarding time for new associates.● Successfully managed the transition of report systems to meet updated State Regulatory guidelines without interruption to regular report delivery.

Implemented automation strategies for existing and new processes to enhance reporting efficiency. Reconciled financial portfolios monthly, ensuring accurate financial data management. Facilitated effective communication across all business levels to compile essential reporting data. Managed talent acquisition and performance evaluations for direct reports, contributing to a high-performance team culture.● Automated key reporting processes, resulting in a significant reduction in report generation time.● Established and maintained a consistent track record of timely and accurate financial portfolio reconciliations.● Created comprehensive recovery curves that aided investors in making informed financing decisions.● Successfully led multiple projects to completion, enhancing team productivity and cross-departmental collaboration.● Reported critical reserve numbers to senior management for strategic decision-making.

Managed complex Hyperion system queries and database operations to produce essential management reports. Conducted thorough security audits to ensure the integrity and confidentiality of departmental systems. Developed and executed ad hoc reports to support fast-paced decision-making environments. Led initiatives to streamline reporting procedures, reducing turnaround time and improving data accuracy.● Automated report generation process, resulting in a 30% reduction in manual data entry and a 20% increase in report production speed.● Spearheaded the development of a new reporting protocol, which became the standard for departmental use, improving report consistency and reliability.● Led a cross-functional team to integrate database management tools, which optimized data retrieval processes and supported strategic business planning.

Handled customer transactionsReceived multiple sales awards Coordinated team oriented tasks Controlled weekly inventory orders

Supervised staff of ten to fifteen Employed marketing strategies to anticipate customer needs and trends Prepared and recorded daily depositsBrought forth new ideas while implementing company agenda