• Build ad hoc reports, performance dashboards, and business presentations helping offices of the CEO and CFO gain insights into key metrics and indicators.• Created SAS datasets and Tableau dashboards enabling enhanced fee revenue analysis leading to a $1.4 mil increase in portfolio income.

• Cultivate strategic interrelationships among partners in Canada and Mexico to achieve effective reporting solutions to complex business challenges leading to a 34% increase in electric vehicle portfolio acquisitions.• Develop SAS programs integrating data from a variety of landscape systems, data warehouses and data marts.

• Created reporting solutions, executive dashboards and visualizations using IBM Cognos Analytics, SAS, and Tableau to help users identify and measure vital indicators for Sales & Marketing, and Finance & Controlling divisions.• Lead multiple projects and delivered BI solutions for operational divisions spanning US, Canada, and Mexico markets.

• Performed business intelligence functions related to data warehouse, ETL and reporting designs, business intelligence infrastructure, and delivery of business intelligence services to end-users.• Developed management analytics reporting using business intelligence tools (SQL, IBM Cognos Studios, Tableau, MS Access/Excel, VBA).

• Supported management reporting needs using various BI tools, developing occasional ad-hoc and recurring reports. Served as data specialist, responsible for enhancing reporting environments.

• Led projects with diverse internal partners and external vendors to improve processes and recommend strategic initiatives to increase reporting quality, and efficiency.• Created standard models to collect, and analyze data supporting multiple lines of business, executive management, and external stakeholders.• Decreased processing and delivery time for 12 reconciliation reports, saving 240 hours per year by automating data prep and analysis in SQL Server.• Managed various projects with interdepartmental senior management resulting in increased cost-savings by identifying revenue leakage and process gaps.

• Developed financial reporting, analytics, and other information services to monitor resultsof servicing functions performed on Investor asset portfolios• Ensured the accurate, efficient, and timely preparation of financial analysis for assets within the portfolio on a periodic or ad hoc basis for investors and corporate finance.

• Researched and interpreted market data, individual company developments, and overall economic trends related to current and potential portfolio holdings through the use of various research databases, earnings reports and media resources.• Built and cultivated effective and value-added relationships with high net worth Asset Managers, Traders, and Investment Advisors by maximize knowledge of industry fundamentals.• Executed an array of trades including mutual fund, large block equity, complex option, and bond orders.