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Data and Analytics Manager / Senior Data Analyst Resume Example

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DATA AND ANALYTICS MANAGER / SENIOR DATA ANALYST
Skills
  • SUMMARY
  • Investment and data analytics professional with 15+ years of experience analyzing a wide range of investments including equities and distressed loans. Results driven, analytical professional with a diverse skill set developed across a number of disciplines.
  • Data Analysis
  • Data Presentation
  • Data Quality Control
  • Fundamental Analysis
  • Financial Modeling
  • Capital Restructuring
  • Asset Valuation
  • Personnel Management
Experience
Data and Analytics Manager / Senior Data Analyst01/2014 to CurrentVERTICAL KNOWLEDGE, LLCChagrin Falls, Ohio
  • Manage a team of Data Analysts and Data Scientists with the goal of uncovering investment insights within proprietary open source data collections for hedge fund and private equity clientele.
  • Designed and implemented data analysis process that combined fundamental public company research techniques with data analysis, quality control, and presentation guidelines.
  • Initiated data quality control improvements in coordination with collection development team to minimize and correct collection errors in real-time.
  • Manage and monitor data collections for catalysts and inflection points and proactively make clients aware of developments within their data sets.
  • Implemented and transitioned client output from excel based output to Tableau based output.
  • Serve as consultant for hedge fund clientele to review collection ideas and proposals as well as discuss interpretations of historic data collections.
  • Design new collection concepts that are proprietary to Vertical Knowledge and then sold to third parties.
  • Present use cases and provide big data analytics guidance for current and prospective clients.
  • Manage client relationships and serve as point person for larger retainer based clients.
  • Examine and design third-party data set output at the request of larger retainer based clients.
Product Manager01/2012 to 01/2014NATIONAL INTERSTATE CORPORATIONRichfield, Ohio
  • Responsible for design and implementation of new traditional insurance product designed for private ambulance companies.
  • Developed underwriting guidelines, pricing approach, marketing strategy, and reinsurance structure.
  • Created business plan and competitive strategy for new ambulance product roll-out.
Independent Contractor01/2010 to 01/2012SHANNON CAPITAL MANAGEMENTNashville, TN
  • Advised the management team of a non-profit, community hospital in Chicago, IL on the development of a new Hospital / Community Campus to replace their old facility.
  • Developed a financial template that was scalable to include additional service areas, businesses, concepts, and provide a basis for stakeholders to evaluate the Campus concept.
  • Assessed the financial viability of this project based on the initial review of data and the build out of the summary financial template and provided opinion in written report.
  • Built a financial model for management to evaluate the concept of constructing healthcare clinics within the footprint of the existing hospital.
Restructuring Officer01/2009 to 01/2010
01/2007 to 01/2010CAPITALSOURCE FINANCENashville, TN
Restructuring Associate01/2007 to 01/2009
  • Responsible for valuation opinions for a $1 billion healthcare finance, specialty finance and corporate finance problem loan portfolio - with individual credit facility exposures ranging from $1 million to over $100 million.
  • Developed quarterly valuation template and approach that was utilized for $1 billion distressed portfolio that was eventually implemented company-wide.
  • Analyzed and offered opinions on plans of reorganization, liquidation plans, asset sales, out-of-court recapitalizations and restructurings to improve payoff when companies failed to meet their obligations to CS.
  • Created monthly reports that compiled portfolio trends and results which allowed for a macro view of the distressed credit portfolio.
  • Managed and valued equity received through equity co-investments and troubled debt restructurings.
  • Co-managed the ~$80mm debt and equity restructuring of Next Generation Vending & Food Services, Inc., an owner and operator of vending machines throughout the Northeast United States.
  • Co-managed the ~$100mm debt restructuring of Permian Tank & Manufacturing, Inc., a manufacturer of steel and fiberglass storage tanks and related products for oil and gas producers.
07/2006ABN AMROAmsterdam, Netherlands
  • Developed a process to streamline data collection and report generation to ensure that department managers receive timely and relevant information.
Research Associate01/2003 to 01/2005
01/2001 to 01/2005FTN MIDWEST SECURITIES CORPORATIONCleveland, OH
Market Research Associate01/2001 to 01/2003
  • Initiated and provided ongoing equity coverage of Harley-Davidson, Polaris Industries, Brunswick Corporation, AutoZone, Advance Auto Parts, and Pep Boys.
  • Developed numerous financial models for generating EPS estimates and financial analysis.
  • Designed company update notes to be published on FirstCall and monthly industry update reports.
  • Built and maintained relationships with industry contacts to gain insight into individual company and industry trends.
Education and Training
MBA: Finance2007University of Notre DameDame, INFinance cum laude
BS: Finance2001Miami UniversityOxford, OHFinance Passed Level I of the CFA exam *Big Brother in Big Brothers / Big Sisters of America youth mentoring program
Skills
streamline, ambulance, approach, big data, business plan, community hospital, competitive, concept, consultant, corporate finance, credit, clientele, client, clients, Data Analysis, data collection, equities, equity, finance, financial, financial analysis, Financial Modeling, insurance, investments, notes, marketing strategy, mentoring, excel, Next, oil, Personnel Management, pricing, profit, proposals, Quality Control, real-time, research, sales, strategy, Tableau, underwriting, Valuation, view, written
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Resume Overview

Companies Worked For:

  • VERTICAL KNOWLEDGE, LLC
  • NATIONAL INTERSTATE CORPORATION
  • SHANNON CAPITAL MANAGEMENT
  • CAPITALSOURCE FINANCE
  • ABN AMRO
  • FTN MIDWEST SECURITIES CORPORATION

School Attended

  • University of Notre Dame
  • Miami University

Job Titles Held:

  • Data and Analytics Manager / Senior Data Analyst
  • Product Manager
  • Independent Contractor
  • Restructuring Officer
  • Restructuring Associate
  • Research Associate
  • Market Research Associate

Degrees

  • MBA : Finance 2007
    BS : Finance 2001

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