sr financial data analyst resume example with 5+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Professional Data Analyst with 5+ years of extensive experience as a SAS Programming and Business Analyst using SAS Software in Financial and Healthcare Sector. Distinguished for business and technical acumen, and for an ability to bridge communication gaps between technical and non-technical Business Groups. Experienced in creating reports and presenting findings to Business Executives.

  • Certified Base SAS Programmer for SAS 9.
  • Experienced in utilizing SAS Procedure and Data Step to extract data from Excel spreadsheets and Oracle database and manipulating, cleaning and exporting the data on daily/weekly or monthly basis.
  • Collaborated with various teams across organization to optimize efficiency in delivering ad hoc requests.
  • Developed and created dashboards on Tableau with findings to be presented to senior management.
  • Strong knowledge of SAS coding using Base SAS, SAS/MACRO, SAS/SQL, SAS/ODS, SAS/GRAPH, SAS/STAT, SAS/ACCESS, SAS/CONNECT, merging SAS data sets, Formats and Informats, SAS Functions, storing and managing data in SAS files.
  • Extensive work experience with Extract, Transform, and Load (ETL) from different database into SAS and SQL environment.
  • Strong ability to write SQL queries using PROC SQL.
  • I enjoy being part of a team and have become a reliable resource on my team for those last-minute cases that need to be completed within tight deadlines.

    SAS Base, SAS/ODS, SAS Enterprise Guide, SAS/Macros, SAS/Graph, SAS/Access, SAS/Connect, SAS/Stat, Oracle, Tableau, MS SQL Server, MS Excel, MS Access, Windows, PowerBI.

Work History
10/2018 to Current
Sr. Financial Data Analyst Summit Orthopedic Eagan, MN,

As a key member of the Asset Liability Management (ALM) team, I was responsible for cleaning, monitoring and generating reports of Prudential Fixed Income GA investments and distributing reports to various business groups across organization.

  • Extracted Prudential GA Investments data from the database and created Watchlist of issues that are on Early Warning, Closes Monitored and Default using SAS.
  • Merged large datasets to facilitates users with requested data.
  • Wrote Macro codes to generate daily ad hoc reports to monitor investments that are 15% under water.
  • Implemented SAS Procedure techniques such as Proc Sort, Proc Freq, Proc Means and Proc Univariate to perform data cleaning, and enhanced Proc Sort with nodupkeys and noduprecs options to remove duplicate records.
  • Used SAS SQL to create and modify datasets needed to track Business Performance on quarterly bases for Credit Research Team.
  • Tracked pricing charts to identified investments where pricing model output calculated incorrect prices of issues with less than one year to maturity.
  • Act as a liaison between the business and investment operations teams communicating data discrepancies and completeness.
  • Created pivot tables and data cleaning on Excel to provide a better Data Visualization to Sr. Management of Investments that are underwater and on the Watchlist.
  • Prepared dashboards on Tableau using various data collected from impaired securities on Quarterly basis.
  • Reconciled the financial data of impaired securities in database accurately and efficiently using SAS.
05/2015 to 10/2016
Data Analyst Vmware, Inc. Wichita, KS,

Cigna, as a global health service provided is one of the nation’s leader in medical, dental, disability, life and accident insurance and related products and services provider. During my employment, I was responsible for extracting client data from the database, cleaning and generating reports that’s easily readable to the end user.

  • Collaborated with teammates to produce accurate and efficient SAS/SQL programs to extract and manipulate data as per specifications provided from Business Analyst team.
  • Created Standard Operational Procedure (SOP) documents for reusability
  • Performed data cleaning by analyzing and eliminating duplicate and inaccurate data using PROC SORT, FREQ, COMP, RANK, and macros in SAS.
  • Created Summary tables using procedures like PROC TRANSPOSE, MEANS, SUMMARY, UNIVARIATE, AND TABULATE.
  • Generated Ad hoc reports such as Claim Payments report bifurcated by state and sorted by Claim date.
  • Exported and imported data files using Proc Export and Import from Excel, tab delimited, comma delimited files into SAS datasets for analysis.
10/2016 to 09/2018
Data Analyst Vmware, Inc. Bridgeport, CT,

J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. For this project, my responsibilities included to extract daily Trading Data of various markets, list includes FED, DTC, Mexico, Argentina, Chile, Peru, and Brazil, to ensure there aren’t any discrepancies in Trading Data, and to identify and resolve/report any inconsistencies in data.

  • Performed ETL tasks for Trading Data from MS SQL databases using SAS Procedures like SAS/SQL and SAS/Access
  • Consolidated and analyzed information to determine accuracy and completeness of the data SAS datasteps.
  • Effectively communicated and collaborated with the front office, middle office and clients to ensure accuracy in multi-million-dollar trade executions.
  • Investigated root cause for trading discrepancies in maturity dates, cash, Par Amount and rate chance and resolve discrepancies in an effective and timely manner.
  • Reconciled accounts at EOD and investigated outstanding breaks for Fixed Income Securities and Treasury Repos using SAS SQL Procedure.
  • Analyzed and managed rejected trades by clients in emerging markets (Argentina, Mexico, Dominican Republic and Peru) to mitigate risk of not delivering bonds on maturity date.
  • Analyzed and prepared daily fails report to identify inconsistency via SAS Procedure for Middle Office.
  • Communicated well among various Line of business (LOB) to easy the trade settlement for sensitive clients.
  • Created reports in the style format (RTF, PDF and HTML) using ODS statements and PROC TEMPLATE.
Expected in 05/2015 to to
Master of Technology: Data Science And Analytics
Ahmedabad University - Ahmedabad, India,

Certified Base Programmer for SAS 9

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Resume Overview

School Attended

  • Ahmedabad University

Job Titles Held:

  • Sr. Financial Data Analyst
  • Data Analyst
  • Data Analyst


  • Master of Technology

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