Nathalee S. B. Email & Phone Number

Roseland, NJ

Weehawken, New Jersey

• Associate Director, Wealth Management Americas Business ReportingReporting Efficiency
• Maintained and distributed ongoing reports for firm-wide reporting of financial advisor performance, using SAS (Base, Proc SQL, and Macro) and JCL.
• Designed and published drill down reports to track incoming net new money per financial advisor during marketing campaign using SAS (Base, Proc SQL, ODS, Macro, Proc Report).
• Implemented, maintained, and delivered monthly Assets & Liability, Net New Money, and Revenue data to Global Wealth Management Group for UBS International financial advisors using SAS (Base, Proc SQL, Macro).
• Support Controllers, National Sales and Accounting, by creating numerous ad-hoc and recurring requests using SAS (Base, Proc SQL, ODS, Proc Tabulate, Proc Report, ExcelXP Tagsets and Macro), Oracle 10g, Microsoft.
• Implemented validation techniques such as creating summary statistics and frequency reports to ensure accuracy in data delivery.

New York, New York

• Associate Director, Business Analytics & Reporting Reporting Efficiency Enhancements
• Decreased turnaround time of payment management system reporting from 2 weeks to 1 hour.
• Utilized SAS SQL to lead a seamless migration of company wide reports from PC-based SQL Server to UNIX Server.Data Quality Control
• Developed and maintained procedures to extract, load and validate data from text files into SAS datasets.
• Detect fraud activity of club members by standardizing address coding methods.
• Increased membership retention through analysis of sales data for merchandising group.Examination of Key Performance Metrics and Analysis