Nathan Harley, Mba, Msds Email & Phone Number

Phoenix, Arizona, United States

Led a project to design and build a net-new asset (NNA) data environment in Snowflake as the primary metric to identify organizational growth. That model data set is being set up as a customized reporting query process to enable specialized and detailed output (advisor, product, account, office, firm and broker/dealer levels) for different business groups throughout the organization. • Reporting procedures include identification and creation of 2,000+ unique transaction mapping elements… Show more Led a project to design and build a net-new asset (NNA) data environment in Snowflake as the primary metric to identify organizational growth. That model data set is being set up as a customized reporting query process to enable specialized and detailed output (advisor, product, account, office, firm and broker/dealer levels) for different business groups throughout the organization. • Reporting procedures include identification and creation of 2,000+ unique transaction mapping elements. Data warehouse has over 1B rows of data and processes millions of transactions daily.• Discovered a $5M vendor overcharge during data validation process; received a $3K award.• Tasked by CIO to lead a new data science project managing a team of 2 junior data scientists and data analysts project to analyze firm growth and profitability.• Building a new team from the ground up; creating the infrastructure to accomplish objectives. Show less

Phoenix, Arizona, United States

Developed revenue forecasts and budgets for the entire firm including forecasting assets, recruiting, net new assets, advisor retention and attrition, as well as financial market assumptions and variables. Designed and implemented revenue and asset forecasts using business intelligence, data science applications and artificial intelligence tools for the FP&A Group.• Extracted data using SQL and manipulated it in Alteryx to create new databases for strategic planning by sales team for… Show more Developed revenue forecasts and budgets for the entire firm including forecasting assets, recruiting, net new assets, advisor retention and attrition, as well as financial market assumptions and variables. Designed and implemented revenue and asset forecasts using business intelligence, data science applications and artificial intelligence tools for the FP&A Group.• Extracted data using SQL and manipulated it in Alteryx to create new databases for strategic planning by sales team for product types including annuities, mutual funds, equities and cash.• Tracked pricing trends and analyzed billable assets in Envestnet advisory account platform.• Rebuilt revenue and forecasting models in MS Excel for business intelligence reports and recommendations.• Created custom revenue reports in Workday Financial Adaptive Planning.• Collaborated with vendors to build new asset databases. Show less

Greater Minneapolis-St. Paul Area

Responsible for financial forecasting and reporting for Financial Planning and Analysis Group and Corporate Development Group. Planned and forecasted annual operating budget for USWM Consulting Group. Collaborated to provide the 5-year forecast and supporting analysis of key business growth initiatives for the Private Client Group. • Partnered with product management groups to provide financial analysis on pricing, revenue drivers, regulatory impacts, project cost-benefits, sensitivity… Show more Responsible for financial forecasting and reporting for Financial Planning and Analysis Group and Corporate Development Group. Planned and forecasted annual operating budget for USWM Consulting Group. Collaborated to provide the 5-year forecast and supporting analysis of key business growth initiatives for the Private Client Group. • Partnered with product management groups to provide financial analysis on pricing, revenue drivers, regulatory impacts, project cost-benefits, sensitivity analyses, metric scorecards, net-new assets, and client fees.• Led implementation project lead for the department’s self-service data environment incorporating financial data to provide new insights to the business.• Managed and maintained the Tableau Server and created ad-hoc financial reports for our product groups and business segments. Show less

Greater Minneapolis-St. Paul Area

Eagan, Mn

Led project to consolidate Large Law and Corporate business segments, focused on Profit and Loss Management. Prepared and presented monthly financial reports across multiple cost centers with key driver analysis to executive teams.• Developed planning budgets, conducted month-end close and early forecasts, reconciled expenses in SAP, issued restatements and implemented planning cycles in Hyperion• Created ad-hoc reports for senior leadership teams on all financial aspects of management.

Golden Valley

Project managed to create standardized financial and sales reports in Excel for each of their 8 major sales regions.Collaborated with Senior Financial Analyst’s to ensure reports are reflecting nuances of each region.Reports were built off sales summary data queried from SAP Business Objects.

Eagan, Mn

Facilitated the creation and maintenance of drug lists to support new and existing business. Analyzed client documentation to define needed drug list support.Utilized SPSS Showcase query tool to assist with quality assurance of benefit plan designs, project preparation, and error impact analysis.Build and maintained pharmaceutical benefit plans for Blue Cross and Blue Shield members based on client requests, and Benefit Edit Tool templates.

Greater Minneapolis-St. Paul Area

Reconciled $20-30 million in financial assets weekly in accordance with GAAP for brokerage general ledgers.Liaison to sales field by answering emails and phone calls about brokerage operation reconciliation processes/procedures.Created and implemented desk procedures for check reconciliation.Systems Used: BETA, HOGAN, EXCEL, CEO, WISDOM, WEB RECON, ACCESS, OUTLOOK and HYPERION

Master Of Science - Ms, Data Science, 3.9

Master Of Business Administration - Mba, Data Analytics, 4.0

GPA 4.0

Finance, Finance And Accounting

GPA 3.61

High School, Liberal Arts And Sciences/Liberal Studies

Activities and Societies: Hockey/ Football