Yolanda Roberts Email and Phone Number

Manage dual responsibilities across teams during a reporting transition after re-orgCreate data quality rules to address and fix data issues impacting regulatory reportingDevelop SQL queries in Aginity and AQT to perform daily data analysis, research and create new reportsLeverage SAS and SQL together to build reports with complex datasets across multiple servers and schemasManage and create business and technical metadata in InformaticaEngage with commercial bank regularly ensuring data issues identified through data quality rules are being corrected and fixed in the lending systemsConduct regular analysis to assess data quality and adherence to data standardsTroubleshoot data issues and ensure the accuracy of data dashboards and reportsCollaborate across teams with other analysts to leverage knowledge to improve data and reportsSupport reporting needs and requirements for commercial bank through production of weekly, monthly and quarterly reports, as well as several ad hoc reportsPresent on quarterly basis to senior management analysis of credit portfolio resultsCreate and maintain updated procedure documentation and technical requirements for existing and new reportingManage user access permissions for credit portfolio dashboard and Sharepoint site

Presented quarterly portfolio metrics/results to senior management ensuring ability to effectively manage credit risk of portfoliosDeveloped monthly and quarterly reports providing Portfolio Managers across Commercial, Private Banking, Business Banking and Small Business lines of business with data for risk portfolio managementImproved production schedules of monthly and quarterly reports through Excel VBA automationEnsured functionality of new reporting tools and on-going enhancements by being highly involved in UAT process, raising defects and challenging accuracy of dataDeveloped SQL queries in Aginity and AQT to perform daily data analysis, research and create new reportsInvestigated and resolved data inaccuracies and reporting issues ensuring accurate data provided to lines of businessSupported reporting needs and requirements for commercial bank through production of weekly, monthly and quarterly reports, as well as several ad hoc reportsProduced reports for senior management, regulatory and auditing needsCreated and maintained updated procedure documentation and technical requirements for existing and new reportingManaged user access permissions for credit portfolio dashboard and Sharepoint site

Produced and distributed weekly, monthly and quarterly reports providing senior managers across Commercial, Private Banking, Business Banking and Small Business lines of business with data for portfolio managementPerformed data quality checks of reports ensuring accurate trending of metrics and no extreme variances of trends between weekly, monthly and quarterly reportsApplied complex formulas, conditional statements, vlookups and pivot tables to convert and summarize raw data into useful reportsManaged the reporting mailbox by investigating inquiries to resolve reporting and data cleanup issuesPrepared monthly KPI scorecards tracking key performance metrics and suggested corrective actionsScripted Excel VBA code to automate manual processing of reportsQueried data from Business Objects and Cognos and imported into Excel to perform analysis for reportingCollaborated with Business Banking and Small Business to support specialized reporting needsInvestigated and resolved data inaccuracies to ensure accurate data provided to commercial bankCreated and maintained procedure documentation for various reportsCreated ad hoc reports as requested to support reporting requirements across commercial bank

Produced and distributed daily, weekly and monthly reports tracking retention, product performance and adjustments data Adjusted reporting logic in Access and Excel to meet reporting requirements of internal clients Improved reports by automating manual processes by utilizing pivot tables, macros and conditional formulas Extracted data from Business Objects, Teradata SQL Assistant and other data sources and imported/exported into Excel and Access to perform specialized formatting, analysis and processing of reports Converted data from csv files into Excel for data analysis and reporting Updated monthly scorecard results of product performance and summarized in Power Point presentations Created charts, graphs and Power Points presentations providing details on retention, product performance and adjustments Facilitated meetings through web-based live meeting client to discuss changes/updates for various reports and projects Supported Sr. Project Managers with reporting, analysis and data audits and assisted on special projects as requested Provided administrator support for adjustments tracking tool ensuring hierarchy was accurate and data was correctly linked Managed access permissions in adjustment tracking tool ensuring individuals had proper access to adjustments data Researched and resolved data inaccuracies ensuring accurate data provided to managers Created and maintained documentation for reporting procedures Created ad hoc reports as requested to support reporting needs of internal business partners

Served as project team lead and understand project requirements and deliverables, prioritized tasks, coordinated work for associates and contractors and trained as necessary. Facilitated meetings through MS Live Meeting with cross-functional teams to discuss data quality projects. Assisted Manager with project management tasks such as status reporting, resources management and participating in key meetings. Performed UAT to validate functionality of application using pre-defined tests scripts and ad-hoc testing. Processed various transactions in UAT environment and logged testing results. Attended checkpoint meetings with development team to provide feedback on issues discovered during UAT. Ran audit reports to troubleshoot cause of data quality issues. Created analytical reporting using Excel formulas to manage weekly metrics report to be reviewed by senior executives. Reviewed data defects during monthly data quality checkpoints to ensure integrity of client data was maintained. Researched and investigated validity of client data and prospect data ensuring Bank systems contain accurate client data. Reviewed duplicate client records and collaborated with client managers to make a determination for appropriate action.Created ad-hoc reports as necessary

Analyzed client data for lines of business (LOB) and supported goal of reducing redundant client data.Merged hundreds of duplicate client records daily eliminating data redundancy.Researched validity of client and prospect data using internal and external sources ensuring accuracy of client data.

Supported department VP by providing backup support to department Executive Assistant. Processed invoices and expense reports with a two-day turnaround ensuring employees and business partners received payments/reimbursements within one week of processing. Maintained calendars in Lotus Notes ensuring directors and managers were well organized. On-boarded new hires and contractors ensuring workstation and phone setup, scheduling of orientations were scheduled. Investigated and resolved issues with corporate card accounts ensuring accounts remained current. Tracked department invoices ensuring receivables and payables accounted for and no outstanding balances existed. Handled training registration and payment and travel arrangements for department associates and managers.

Provided support to various departments improving organization of managers’ schedulesIncreased productivity by providing backup support to other dept administrative assistants and executive administrative assistants

Created a contact information database in Access improving management of contact information and process of performing mass mailings to existing and prospect business partners. Cross-functional interaction with IT dept to resolve issues with database. Coordinated communications to build relationships with managers of city and state individual development programs. Researched and gathered demographic data for grant proposals. Developed Power Point presentations from grant proposals and other documents ensuring information was presented to potential business partners in a professional format. Maintained accurate customer data in Access and Excel by performing monthly data cleansing reports ensuring quarterly reports submitted to business partners contained accurate data. Contributed to the development of training materials by initiating the writing of training. Wrote content for monthly newsletters providing important information to customers regarding the individual development account program