Stephen Mckenzie Email and Phone Number
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►►► Sr. Level Business & Financial Analysis Professional ◄◄◄Sr. Level Business and Financial Analysis Professional with a strong record of experience identifying and facilitating impactful enhancements to data analytics, financial reporting and business process improvement initiatives. Effectively provide senior leadership with financial insight and strategic support to establish goals and measure performance of the company’s portfolio of businesses to ensure optimal decision making. Excellent technical and analytical skills able to identify and communicate financial and operational performance trends and suggest resulting implications, key actions, and strategic plans. 💪 Strengths encompass:▬▬▬▬▬▬▬▬▬▬☛Financial & Operations Analysis☛Reporting/Dashboards and Forecasting☛Financial Planning/Modeling☛Variance Analysis and Explanation☛Feasibility Studies & Due Diligence☛User Acceptance Testing (UAT)☛Market Research & Impact Analysis☛Data Migration & System Integration☛Trend/Statistical Analysis☛Change Management/Data Governance☛Software Development Lifecycle☛Project/Program ManagementDecisive leader with excellent ability to analyze critical market factors required to achieve successful business results. Involved in a broad scope of strategy, policy, and operational decisions including financial modeling, business cases, due diligence, and quantitative/qualitative analysis initiatives. An ethical professional and team player with outstanding leadership skills. Recognized for consistent ability to exceed performance expectations. Track record of integrity, leadership, and results, driving the attainment of business, revenue, expense, and profit targets for high-volume, deadline-driven environments.
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Lead Business Data AnalystUkg Jul 2022 - Present
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Senior Business Data AnalystUkg Mar 2019 - Jul 2022
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Senior Business Intelligence AnalystBayview Asset Management, Llc Jan 2016 - Feb 2019Coral Gables, Fl, UsPromoted to a senior role responsible for providing analytical support and technology solutions for internal and external business units supporting a $XB portfolio. Accountable for workflow analysis, Quality Control, KPI reports, data migration, system integration, process improvement, change management, software deployment projects, and project management. Conduct requirements gathering and document requirements for systems projects. Business Analysis/Process Improvement▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬> Create dashboards in Tableau to track business KPIs, and monitor process and corporate performance.> Prioritize high volume workload and streamline workflow across team to ensure high-quality execution and delivery of report requests.> Partner with business units and key stakeholders on the design, development and execution of new business process programs and applications. Deliver reporting automation in Business Objects which improve quality control and process efficiency.> Complete and submit corporate rating agency and state audit reporting and questionnaires. Created and manage request system for coordinating the collection of data metrics and responses from business teams, corporate departments and executive management. > Assigned and trusted with highest importance and priority ad-hoc analytical requests which have a high degree of complexity and urgency but also requires a high degree of accuracy. > Work with data governance team to map sources of to develop new data marts and enhance the data warehouse.***Continued below -
Senior Business Intelligence AnalystBayview Asset Management, Llc Jan 2016 - Feb 2019Coral Gables, Fl, UsProject Management Accountabilities▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬> Produced reporting projects in Tableau and Business Objects for several major process improvement initiatives which had major impacts on the efficiency of meeting the organization’s numerous regulatory requirements.> Create deliverables for business analysis and functional design for data migration, system integration, and vendor software deployment.> Work closely with Project Managers and teams on large implementation projects to review and assess scope, risk assessment, impact analysis, implementation planning, and transitioning new systems and system enhancements from test to production. > Partner with change management to monitor new changes and their effects on business intelligence reporting and data warehouses.> Work with end-users in implementing business solutions to produce high quality processes that meet/exceed expectations.> Utilize tracking tools to ensure risk identification/management, mitigation strategies, plan activities, escalations, and documentation.
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Business Intelligence AnalystBayview Asset Management, Llc Sep 2013 - Jan 2016Coral Gables, Fl, UsProactively recruited to perform business data analysis and reporting for the largest clients. Accountable for ad hoc requests, data analytics, KPI tracking, projections, and forecasting. Emphasis on providing strategic and financial leadership to deliver business results and implementing process improvement initiatives within the department. > Experience with manipulation of large data sets, cross validation, and communication of insightful information that was actionable, meaningful, and impactful to the client portfolio performance. Performed ad-hoc reporting for all departments.> Produced business reviews for reporting client portfolio performance using Business Objects. > Performed statistical analyses using financial and operating data to measure, analyze and profit-and-loss, return-on-investment, cash flow, capital justifications, risks and benefits. Provided feasibility and business impact reports. > Formulated key internal stakeholder relationships within the organization and effectively assessed business needs. Redeveloped KPIs and significantly enhanced reports and report capabilities including the automation of all reports. > Utilized data models to design and schedule reporting through Microsoft SQL to mine data, provide proper data flows and control data integrity for all systems and reporting purposes.
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Business AnalystAntonio Small Realty Dec 2011 - Sep 2013Provided strategic, analytical and valuation analysis for real estate sales and investment decisions including market research, site suitability, product positioning, market analysis, pricing estimates, feasibility studies, impact analysis, appraisal analysis, demographic trend analyses and competitive supply analyses. Worked extensively with international investors in the procurement of income-producing properties for residential and commercial acquisitions up $5MM. > Researched, analyzed and evaluated deal feasibility, market strength and pricing/valuation structures for real estate transactions.> Produced in-depth industry, market and competitor analysis.> Conducted project specific due-diligence including preliminary screening, market and positioning studies, comparative analysis, rental analysis, unit pricing and projected sales velocity to advise if property was an acquisition candidate.> Performed local, national and international real estate market and investor analysis. Developed research reports pertaining to company real estate investment strategy.> Designed financial models in Excel for comparable property sales, construction cost determinations and valuation methods.> Designed, developed and instituted an executive report used to present financial data and KPIs reflecting portfolio performance.> Maintained multiple databases and reports reflecting results of lease renewals and rent options to maintain an up-to-date portfolio.
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Business Systems AnalystSagicor Financial Corporation Limited Jul 2009 - Aug 2011Bridgetown, Saint Michael, BbHired by this leading provider for Insurance and Pension Fund Services in the Caribbean to facilitate system integration and software development projects focusing on technical strategies to facilitate efficient workflow processes. Accountable for end-user analysis, and validation of scope, requirements definition, troubleshooting, implementation, documentation, and maintenance of business applications.> Tasked with multiple system integration projects after the acquisition of competitors. Integrated data from multiple data sources using SSIS and developed data warehouse to allow for more efficient data analytics. Coordinated and led end-user training.> Analyzed highly complex data sets, performing ad-hoc analysis and data manipulation using MS SQL Queries, Stored Procedures and Crystal Reports to streamline business processes and organize information effectively. > Executed pension disbursement process improvement project including definition, scope, timeline/milestones, and status reports. > Evaluated business processes and documented system requirements and acted as an intermediary for developers and business users. Suggested resulting implications, key actions, and strategic insight.> Played a key role in software development projects to revise legacy processes and applications and address new challenges including 3rd party software testing, requirements definition, establishing metrics, and documentation. -
Business/Financial AnalystLadlor Capital Management Ltd. Dec 2007 - May 2009Hired by this startup Capital Management and micro lending provider $3MM portfolio responsible for analyzing financial data and loan risk analysis with emphasis on financial and operational intelligence.> Performed gap analysis and risk analysis on financial data from an outstanding loan portfolio and made recommendations to improve profitability. Worked closely with the CFO in analyzing company financials and operational costs to increase capital.> Designed data marts in SQL that were used as the source for analytic reporting and strategic planning initiatives. > Gathered and compiled sales, revenue, and cost report analytics and trend views from business intelligence data and dashboards and presented to senior management.
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Business Systems AnalystNcb Capital Markets Ltd. Aug 2003 - Oct 2007Responsible for all systems analysis, financial reporting and forecasting, sales analytics, and business process improvements for this leading investment firm and stock brokerage with assets under management of $300MM. Reported directly to the COO. > Managed the development and integration of a data warehouse using SSIS to centralize financial data from multiple data sources including Oracle and Progress 4GL databases. Conducted database management and modified queries in Access.> Assisted in the development of business process solutions and system enhancement using Access to establish efficient and effective workflow throughout the organization’s branch network. Produced ad-hoc and automated management reports in SQL and Crystal.> Worked on a special assignment to test and implement new financial software systems and upgrades with external software vendors and business users. Conducted system backups and trained new staff on process and systems.
Stephen Mckenzie Skills
Stephen Mckenzie Education Details
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The University Of ManchesterFinancial Management -
University Of FloridaDecision And Information Sciences
Frequently Asked Questions about Stephen Mckenzie
What company does Stephen Mckenzie work for?
Stephen Mckenzie works for Ukg
What is Stephen Mckenzie's role at the current company?
Stephen Mckenzie's current role is Sr. Level Business & Financial Analysis Professional.
What is Stephen Mckenzie's email address?
Stephen Mckenzie's email address is st****@****ent.com
What is Stephen Mckenzie's direct phone number?
Stephen Mckenzie's direct phone number is +130564*****
What schools did Stephen Mckenzie attend?
Stephen Mckenzie attended The University Of Manchester, University Of Florida.
What skills is Stephen Mckenzie known for?
Stephen Mckenzie has skills like Business Analysis, Project Management, Investment Properties, Microsoft Office, Microsoft Excel, Financial Analysis, Business Process Improvement, Analytical Skills, Customer Service, Business Intelligence, Financial Reporting, Data Migration.
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