Sam E. Email & Phone Number

A helpful and highly efficient professional analyst in data and business who has a proven track record of implementing systems, reporting, and operational changes. Works independently but is also a reliable team player.In 20 plus years in the banking and financial planning industry, I have enjoyed partnering and building relationships with clients and stakeholders, as well as working within a team environment to achieve goals. My innovative solutions have saved both my clients and the business money and valuable time. I have a great sense of satisfaction and achievement by creating solutions that contribute to better business decision making with efficient outcomes.With 15 years of experience as a Business Analyst, I have a proven track record of successful systems implementation and accurate reporting. Some of my achievements include the implementation of the first intranet based reporting and bonus calculation system for Commonwealth Financial Planning, as well creating an intranet based reporting system for ease of access during the integration with Colonial First State. Specialties: Automation of tasks, Automation of reporting, all efficiently using existing tools (ie MS Excel, MS Access, Power BI, Terradata for SQL queries, etc)

Listed skills include Ms Excel Macros, Ms Excel Pivot Tables, Ms Access Database, Business Analysis, and 26 others.