Data Management & Operations Resume Samples

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D Lueilwitz

Dannie

Lueilwitz

80550 Lowe Ville

San Francisco

+1 (555) 215 5861

80550 Lowe Ville

San Francisco

Phone

p +1 (555) 215 5861

Experience Experience

Los Angeles, CA

Data Management Operations Analyst

Los Angeles, CA

Ritchie, Jacobs and Koelpin

Los Angeles, CA

Data Management Operations Analyst

Partner with various functions (Tech, Ops & Compliance) to document data issues, perform analysis and determine remediation plans
Work with DQ Issues and triage for Reference data domain root cause analysis
Engage Data Management projects team to support the monthly testing cycle
Track all data quality issues and provide metrics reporting on progress to both regional and global stakeholders
Oversight of the Defect Management process ensuring adherence to the Defect Governance Model
Understand how the data is utilized in Trade Surveillance &/or Transaction Monitoring and the impact to the downstream Compliance monitoring
Build out processes and adequate controls ensuring consistency across regions and other Data Pillars within the Compliance Operations group

Boston, MA

Asset Management CDO Data Management Operations

Boston, MA

Marquardt LLC

Boston, MA

Asset Management CDO Data Management Operations

Manage the workflow of tasks, activities, queries, issues and requests made to the respective team (using a call-tracking database, etc)
Establishing and maintaining excellent relationships with Business partners / Client Support groups
Active participation in process improvements / automation / enhancements to current activities
Heavy data management analysis, review and decisioning while leading day to day activities
Mastery of multiple systems / platforms working with multiple product sets
Establishing and maintaining excellent relationships with Business partners / Clients / Support groups
Involvement in and leading large scale remediation projects

present

Houston, TX

Assistant Manager Data Management Operations

Houston, TX

Kiehn-Schmidt

present

Houston, TX

Assistant Manager Data Management Operations

present

Project delivery responsibilities from completing test scripts and execution of these during the full testing lifecycle
Provide reporting to Project Manager and management team on status of the testing
Resolving issues before they become ‘blockers’ by liaising with Technology teams on resolution
Escalate ‘showstoppers’ with proposals for workarounds and future automation
Ensure solution follows FIL’s Data Governance policy with regards to using the correct Golden Source/Copy, established Data Owners/Custodians and agreed SLAs, data validation/quality checks are in-scope. Minimize both operational and financial risk and meet service level expectations for the organization
Act as an escalation or contact point for key stakeholders at all levels. Resolve queries and issues arising from customers
Provide strong management to the team, which should include an element of coaching and guidance. Responsible for people management including setting goals, appraisals, training and development

Education Education

Bachelor’s Degree in Finance

Washington State University

Bachelor’s Degree in Finance

Skills Skills

Solid understanding of application program interfaces (APIs), messaging software and interoperability techniques and standards
Strong exposure in Data Management, Governance and Controls functions
Working hands-on experience with scheduling & data integration tools like Control-M and Ni-Fi is highly desired
Strong Java, Python and/or other functional programming skills
3 Experience utilizing and extending ETL solutions (e.g., Informatica, Talend, Pentaho, Ab Initio) in a complex, high-volume data environment is highly desired
Excellent problem solving and debugging skills
Strong analytical skills with a passion for testing
Team collaboration maintaining exceptional code, architecture and documentation
Sound understanding of continuous integration & continuous deployment environments
Overall 8 – 12 years of experience

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Data Management Operations Resume Examples & Samples

Lead, manage a team of 5-10 people
Establish processes/ operating model to capture, analyze, data issues identified by Key Stakeholders
Partner closely with the various functions including Compliance, Operations and Technology to document data issues and perform analysis of data needs
Work across various businesses - such as the Corporate &Institutional Bank, Asset Management, Consumer & Commercial Bank, etc -partnering with technology contacts responsible for source feeds to determine root cause of data issues, obtain corrected data and determine action plan to correct issue going forward
Perform data analysis to obtain details on data issue (source data coming in, characteristics of problem, repeat issue, etc.) prior to engaging LOB owners
Ensure appropriate governance around Tracking all data quality issues and provide feedback into recurring metrics process
Assist in driving the agenda to build out a strong AML support presence across the APAC region
Build strong LOB relationships to ensure open communication on strategy, new business, application architecture changes, and data challenges
Ensure global standards applicable to Data Management are communicated and adhered to
Identify process improvements and control gaps with processes you own and a plan to address
Participate in various forums, representing the APAC location to report on business initiatives, areas of concern and suggested changes
Operations /Middle office tenure supporting a line of business
Strong data analytic skills with ability to dive into details and understand the data provided by the LOB to the AML Infrastructure
Excellent communication, influence and relationship building skills. Ability to work with line of business and technology staff
Intermediate Excel skills inclusive required for data analysis

Entity Data Management AMC Operations Resume Examples & Samples

Management of in-country resources, conducting performance reviews, team development and broadening the knowledge base of the team as a whole
Assisting with the development of a remediation Strategy to cover Regulatory requirements and general business requirements relating to reference data
Perform quality reviews/refresh of client reference data and our supporting processes/procedures
Manage the delivery of projects spanning: Market/Regulatory initiatives, Technology/Platform roll outs, migrations between various internal/external sources; responsibility may include coordination and input on project delivery (planning, analysis, requirements gathering, governance, status reporting, scheduling etc)
Manage and develop the team to ensure effective results
An advance degree in Math, Science, Computer Science/Data, Business Administration or equivalent work experience
A minimum of 5 - 10 years of experience across any combination of data operations, preferable in investment banking
Ability to lead teams and meetings
Ability to understand business priorities
Understanding of the regulatory landscape within the region and country is essential. Actively monitor regulatory developments and trends in the market and assist in developing appropriate data requirements for the bank regulatory compliance program
Strong focus on Control and Process optimisation and documentation
Proven people management
Comfortable working with large quantities of data

Operations Analyst Am Ipb Data Management Resume Examples & Samples

MTM Valuation of Equities, Fixed Income, Mutual Funds, Listed Options & Alternatives
Setup & Maintenance of Static data
MTM valuation of assets in positions
Maintain high accuracy in data processing & quality checks
Record daily volumes for KPI reporting’s
Adhere to existing controls established within the function

Operations Private Wealth Management Client Data Change Management Analyst Slc Resume Examples & Samples

Partner with AML Compliance to ensure all AML requirements are met for clients and/or accounts changes and new AML policies and regulations are fully implemented within Global PWM
Ensure account changes comply with all jurisdictional laws, regulations and firm policies
Approve accounts for margin and/or options trading
FINRA licenses (Series 7, 9, 10, 4)
Strong client service orientation

Operations Global Lead-voice & Data Vulnerability Patch Management Resume Examples & Samples

Manage vulnerability and patch management
Infrastructure Lifecycle Management (End of Support)
Track vendor and security internal vulnerability alerts
Chair weekly meetings with respective engineering, operational leads and vendor subject matter experts
Establish common tracking structure
Define corrective measures and timelines based on risk
Define best practice recommendations
Establish reporting and transparency for senior and Risk management
Manage existing/BAU audit and radar items in meeting completion dates
Owner of internal vulnerability alerts (Vulnwatch) and coordinate with technical SMEs in formulating responses in keeping Archer security database current
Strong knowledge of Cisco Architecture. TCP/IP Protocols, WAN/LAN designs
Familiarity with Voice infrastructure principles
Prior experience of PSIRT and vulnerability investigation and management
Strong with Microsoft Office
Efficient with Sharepoint
Self-starter and results driven
Cisco CCNA/CCNP/CISSP certification

Manager Data Management & Operations Resume Examples & Samples

Provide guidance and support to business and technology stakeholders for Data Lineage activities
Partner with the data governance and policy experts to develop data management guidelines, standards and processes
Work with business and technology stakeholders to define project scope, timelines, deliverables, roles and responsibilities
Understand the high-level architecture of the business domains to provide proper guidance on identifying source and target systems, cross-domain data analysis, and metadata requirements
Partner with the RDARR office, Audit, Enterprise Risk Data Control, and EDMO Data Governance to provide stakeholders with clarity regarding compliance requirements
Review and monitor risk area project plans to track progress as they work towards full compliancy of BCBS 239 by the December 2016 deadline
Provide operational support for EDMO standardized tooling
Create and support centralized data mapping standards, definitions, rules and workflows
Participate in vendor tool evaluations and Proof of Concept testing
Work closely with vendors to ensure product deliverables meet expectations
Support user software installation, upgrades, general enquires and operational issues, and act as liason for technical support issues
Develop and conduct end-user training sessions
Create and maintain end-user training guides and operational support documentation
Manage user administration and security
Provide day-to-day project leadership by setting priorities, assigning work and coaching/mentoring team members to ensure efficiency, timeliness and quality of key deliverables
Motivate team to deliver high quality results in a fast-paced, collaborative environment
Manage the development and performance of direct reports
Support development of regular program updates to senior management and executives
Build presentations and reports from various data sources for senior management
Participate in cross-training initiatives to increase department flexibility, versatility and effectiveness

Director, Data Management Operations Resume Examples & Samples

Bachelor’s degree in Information Technology or related field is required. Master’s degree in business (MBA) is preferred
Minimum 5 years of Director level management role or equivalent management experience is required
Minimum 10 years of experience with large complex databases / data operations is required
Strong business orientation with broad experience in IT
Advanced knowledge of relational databases, ETL and data reporting technologies is required
Must possess the ability to work with the organization in translating business requirements and desired outcomes into database designs, processes and procedures
High degree of competency with formal IT methodologies such as project management, SDLC, quality assurance, process management, and best practices across various IT disciplines is required
Ability to multi-task, resolve conflicts and manage priorities
Experience with direct vendor engagement and management required
Adaptive, resilient enabler of change. Comfortable operating in a changing environment
Strong leadership skills and capacity to drive measureable results through enabling high performing teams are required
Independent decision-making and excellent problem solving and judgement skills required
Ability to manage multiple complex projects, develop action plans, prioritize among many competing alternatives and plans, balance customer needs with business priorities, and articulate the rationale behind decisions
Ability to solve day to day problems and to respond to common inquiries and complaints
Strong analytical ability with the capability to determine the root cause of problems and issues, provide solutions, and make sound decisions in emergency situations
Strong leadership ability; able to work with a group to set its objectives and agenda, generate allegiance to those objectives, and guide and motivate achievement
Excellent verbal, written and interpersonal communication skills are required
Commitment to the YMCA character development values of caring, honesty, respect and responsibility are required
Manage the daily operational and administration activities for all of Y-USA’s data platforms ensuring data integrity, sound data modeling, high availability, back-up and disaster recovery
Works with Business Intelligence and Data Sciences team to define requirements and implement enhancements to support business intelligence initiatives
Responsible for coordinating and managing all of Y-USA’s data platforms across multiple in-house and external platforms and computing environments
Protect and ensure the stability, performance and data integrity of all data platforms
Assist in determining the impact of operational issues, provide input to resolution and perform root cause analysis (RCA)
Conduct proactive monitoring of all data platforms to ensure they are meeting minimum operating effectiveness
Provide coordination, guidance and direction for the database support function as well as for ETL and Reporting infrastructures, ensuring availability, performance and stability
Facilitates the development and compliance of standards and procedures affecting database management support, design and maintenance
Perform tuning and performance measurement activities around views, ETL data handling, indexing, and database processing
Collaborate across the department in working towards a unified enterprise data model and applications to address those requirements
Provides technical leadership to project teams to develop and aligns an architecture solution that meets stated business requirements
Perform data profiling and advise on data hygiene and validation strategies for ETL integration

Asset Management CDO Data Management Operations Resume Examples & Samples

Heavy data management analysis, review and decisioning while leading day to day activities
Security set up, maintenance and pricing
Involvement in and leading large scale remediation projects
Maintain essential business, client and corporate data in systems to facilitate accurate reporting
Mastery of multiple systems / platforms working with multiple product sets
Business analyst components Liaise across DDO onshore groups in EMEA / NA / Asia regions
Achieving daily, weekly and monthly volume targets
Ensuring accuracy / quality standards are met on BAU related activities and non-disclosure of client information by preserving client confidentiality
Researching on any queries / requests sent by the Business Partners / Counterparts and replying to the same within allocated response time
Establishing and maintaining excellent relationships with Business partners / Clients / Support groups
Active participation in process improvements / automation / enhancements to current activities
Ensure Quality Control standards that have been set for all processes that are carried out
Manage the workflow of tasks, activities, queries, issues and requests made to the respective team (using a call-tracking database, etc)
Produce weekly / monthly metrics on these requests
Participate in UAT (user acceptance testing) on enhancements and changes to applicable systems; including analyzing the impact of enhancements on reporting
3 – 5 years in a Business Analyst / Data Analyst Operational role, including securities processing or data experience specific to data usage within an organization
Highly skilled in Excel, MS PowerPoint and Word
Strong analytical skills, ability to break down complex problems and projects into manageable pieces
Strong attention to detail, good analytical and problem solving skills
Excellent written and verbal communication skills
Strong follow through skills and ownership through resolution
Strong control and cost discipline mind set
Ability to manage / partner globally across regions, businesses and functions
Ability to trouble shoot exceptions / issues quickly to avoid market exposure
Ability to demonstrate flexibility / adaptability to rapidly changing business and technology needs
Advanced Excel skills (i.e. pivots, Vlookups, charts, macros, etc.) and MS PowerPoint preferred
Strong personal and professional integrity, and strong work ethics
Results orientated, willingness to commit to delivery and take charge
Ability to drive and document business and technology requirements
Ability to manage relationships across all Asset Management functions (business, operations, technology)
Ability to develop cooperative and constructive working relationships and resolve conflict as necessary
Knowledge of industry leading data and business and data analysis practices / tools
Understanding of the financial services industry and businesses (e.g., wealth management, retail, wholesale well as operations and technology functions)
Awareness of data related industry regulatory requirements and emerging trends and issues

Asset Management CDO Data Management Operations Resume Examples & Samples

Business analyst components Liaise across DMO offshore groups in EMEA / Asia regions
Establishing and maintaining excellent relationships with Business partners / Client Support groups
Advanced knowledge of Microsoft Suite with in depth knowledge of Excel
Experience managing and / or participating in user acceptance testing preferred
Experience working on end to end process reviews preferred (includes working knowledge of Visio)
Moderate to advanced knowledge of Bloomberg terminals and products
Experience creating project documentation such as business requirements and test scripts preferred
Strong attention to detail, good analytical, and problem solving skills
Organizational, time management, and multi-tasking skills

Data Management & Operations Resume Examples & Samples

Work as a core member for maintaining, controlling, and enhancing necessary processes (including addressing new requirements) for the BHC in relationship with an Enterprise Data Warehouse, which is being developed for Mizuho’s US combined Risk Management and Regulatory Reporting
Lead the Data Flow design and Change Management
Own the Enterprise Data Warehouse and manually maintain reference tables
Resolve customer registration escalations requirements from Operations
Ensure that Summix data quality standards are in line with overall data quality standards set by Data Governance for Mizuho BHC
Work closely with BHC Finance and IT areas
Eligible to work in the US
Bachelor’s degree in finance, accounting, business, economics mathematics, physics or computer science
Master’s degree is preferred
Significant knowledge and experience in development of operational processes
Intermediate Excel skills (pivot tables, Vlookup, etc.), Visio, and PowerPoint (PPT)
Knowledge on risk management, accounting and/or data management in financial institutions
Strong analytical and verbal/written communication skills

Senior Manager Data Management Operations Resume Examples & Samples

Bachelor’s degree in business, statistics, management information systems, computer science, life sciences or equivalent
6+ years of experience in clinical development in pharmaceutical or related industry
2+ years of experience in managing matrixed and/or direct reports
Experience in clinical data management processes and systems
Demonstrated effective communication skills
Ability to use analytics tools in the analysis of clinical and/ or operational data
Written and spoken fluency in English and German

Assistant Manager Data Management Operations Resume Examples & Samples

Project delivery responsibilities from completing test scripts and execution of these during the full testing lifecycle
Provide reporting to Project Manager and management team on status of the testing
Resolving issues before they become ‘blockers’ by liaising with Technology teams on resolution
Escalate ‘showstoppers’ with proposals for workarounds and future automation
Review and approve Technical Specification and Business Requirements documents, ensure these deliver a sub-optimal solution to the business, and the proposed technical solution is fit for purpose
Ensure solution follows FIL’s Data Governance policy with regards to using the correct Golden Source/Copy, established Data Owners/Custodians and agreed SLAs, data validation/quality checks are in-scope. Minimize both operational and financial risk and meet service level expectations for the organization
Act as an escalation or contact point for key stakeholders at all levels. Resolve queries and issues arising from customers
Provide strong management to the team, which should include an element of coaching and guidance. Responsible for people management including setting goals, appraisals, training and development
Work closely with the FIL Data Governance Council highlighting issues, planning resolution and prevention of re-occurrence. Promote awareness of the FIL Data Governance Policy within the team/wider PMO teams
Impart subject matter expertise to junior team members in the Production team. Support Production team with any data issues
Ensure the Operational Support function is resourced to meet project deadlines throughout lifecycle
Build and maintain a collaborative working relationships with Fidelity’s global technology teams
Build and maintain relationships with both internal Operational Support departments and external data vendors

Data Management Operations Analyst Resume Examples & Samples

Back Office & Middle Office Operations teams across the Corporate Investment Bank and Asset Management
LOB & Compliance Technology groups (Operate and AD)
Global CAO Operations
Monitor the data quality and completeness of feed/files into and throughout the Compliance environment
Understand how the data is utilized in Trade Surveillance &/or Transaction Monitoring and the impact to the downstream Compliance monitoring
Work with DQ Issues and triage for Reference data domain root cause analysis
Oversight of the Defect Management process ensuring adherence to the Defect Governance Model
Build out processes and adequate controls ensuring consistency across regions and other Data Pillars within the Compliance Operations group
Track all data quality issues and provide metrics reporting on progress to both regional and global stakeholders
Engage Data Management projects team to support the monthly testing cycle
Experience in an Operations environment (preferably with a focus on ensuring data quality)
Trade Product knowledge (Credit, Rates, Equities, Fixed Income etc)
Experience leading and/or managing a team
Experience in Reference Data Operations
Experience in an end to end exception management process; preferably in resolving data quality issues
Excellent communication, influencing and relationship building skills up to Senior Management levels

Head of Data Management & Operations Execution Resume Examples & Samples

Manage the data integrity schema for non-standard accounting data and oversight of adherence to said schema
Coach and develop team members in the effective use of the SAS programming language. Assist with the integration of SAS as a tool for data extraction, manipulation and storage
Coach and develop team members responsible for the Business Analysis, Business Systems/Automation and Operational Risk Management activities
Strong problem solving and time management skills, a superior customer service orientation and advanced analytical capability
The ability to multi-task and function efficiently in a high-volume, fast-paced environment is truly important
Excellent written, verbal and interpersonal skills as well as the ability to support others through development and coaching
5 – 7 years of supervisory/managerial experience in an IT role
7 - 10 years relevant work experience in a data support role
5 – 7 years SAS programming experience, preferably in the financial industry
Accounting experience is preferred, but not required

Associate Ssbo Client Data Management Operations Resume Examples & Samples

Following up with Clients to gather required documentation for compliance with firm AML
Following up with internal groups to ensure all new legal entities meet firm AML Standards
Post Account Opening Follow up- checking other people?s work in terms of system set up for reporting bundles, mainframe codes, TransCap codes, etc
Ensuring the AML and Tax validations are complete prior to opening all new accounts within Prime Brokerage Account Readiness Review - send emails to various groups, especially in Ops, to put them on stand buy for the go-live
Creating Contact Lists for all new client Go Lives. Doc Tracking ? collect legal docs, check for completeness, pass them to Budapest Docs group or others, chase for follow ups, etc
Sending original tax forms to Baltimore to record keeping
Ensuring the accuracy of the information contain within the documentation tracking database
1) Ability to interact and build relationships with senior members of the BU and across departments in the firm
2) Interest in the bigger picture and keen to work on projects to enhance knowledge and streamline process
3) Ability to identify and streamline process
4) Strong problem solving skills; ability to offer strategic solutions to BU and operational problems
5) Understanding of the importance of risk mitigation
6) Good Team Player
7) Detail oriented Sound technical knowledge
8) Excellent written and verbal communication skills
9) A good understanding of Prime Brokerage Business

Data Management & Operations Resume Examples & Samples

Work on variety of projects with very diverse needs. For example
5+ years’ Experience in Big Data technologies and utilities (Hadoop, Spark SQL, Hive, Impala, Pig, Kafka) is required
3 years’ experience with MPP databases like Greenplum, Neteza is preferred. Ability to troubleshoot issues and develop functions in an MPP environment is highly desired
3 Experience utilizing and extending ETL solutions (e.g., Informatica, Talend, Pentaho, Ab Initio) in a complex, high-volume data environment is highly desired
3+ years of SQL experience and ETL development is required
Strong Java, Python and/or other functional programming skills
Working hands-on experience with scheduling & data integration tools like Control-M and Ni-Fi is highly desired
Sound understanding of continuous integration & continuous deployment environments
Solid understanding of application program interfaces (APIs), messaging software and interoperability techniques and standards
Strong analytical skills with a passion for testing
Excellent problem solving and debugging skills
Team collaboration maintaining exceptional code, architecture and documentation
Strong exposure in Data Management, Governance and Controls functions
Bachelor's or Advanced Degree in Information Management, Computer Science, Mathematics, Statistics, or related fields desired
Overall 8 – 12 years of experience

VP-data Management & Business Operations Resume Examples & Samples

Develop and drive the governance, execution and oversight of data strategy employed within the business. Fully engage with technology and the business to oversee the design, build, testing, communication and training of applications and changes critical to business evolution, including managing the capacity/through-put of the technology development resources. Analyze, prioritize, communicate and execute change management impacts to the business
Owner of business-critical data-related tools that provide production capability for business. Act as a single point of contact for technology and business partners on the priority, maintenance and upgrade of the technology infrastructure related to data tools. Liaise with AWM Risk Office and Technology on the broader firm strategy
Provide oversight to and act as the primary contact with Technology for production support issues. Address and communicate impact of production incidents to ensure root cause is determined and permanent solutions are documented and implemented
Provide leadership on business continuity and disaster recovery planning. Facilitate and lead the coordination of testing by the business and implementation of necessary plan changes on behalf of the business. Establish the governance of such events and coordinate with necessary business subject matter experts. Provide guidance to senior business leaders to prioritize and achieve their goals related to business continuity and disaster recovery planning
Provide oversight for desktop application and hardware support for the business. Escalate, address and communicate issues as appropriate with technology and business leaders to achieve a timely result
Thorough working knowledge of data warehouse, relational databases
Working knowledge of .NET and Access applications
Excellent cross organizational management and communication skills; taking complex to simple
Management of numerous work streams and prioritizing of work on behalf of the business
Series 99
Knowledge of risk governance approach and protocol
Experience with BETA application and capabilities
Technology and/or business experience within the Financial Services industry

Operations Lead, Data Management & Analytics Resume Examples & Samples

Provide day-to-day project management and technical leadership in developing, managing, and supporting data and analytics production systems
Ensure availability and business continuity of all production systems supported by Data Management and Analytics (DMA) team, meeting all agreed upon SLAs
Act as a Single-Point-of-Contact (SOP) for all production related issues, including incident management, defects triage, Root Cause Analysis (RCA), and resolution
Work with development team in resolving defects that require L2 and L3 support
Proactively perform data quality checks to ensure data integrity in production systems
Work with Data Governance and Data Quality team in resolving data integrity and quality issues
Work with IT and Business stakeholders in defining scope and schedule of enhancements releases
Collaborate with Technology Delivery team’s leads in reviewing, prioritizing, and implementing new system features and functionality
Own and maintain detail documentation on requirements, project tasks, and resource and communication plans
Proactively and regularly provide project updates to IT management and business stakeholders, providing visiblity into project statuses
Manage multiple projects with high level of agility, managing conflicting priorities and personalities, ensuring successful delivery of projects on time and within budget
Design, implement, and maintain industry standard operational procedures and processes based on best practices
Establish necessary operational metrics and measures to deliver highest customer satisfaction and support
Identify potential risks and implement mitigation plans through continuous improvements and innovation
Bachelor’s degree in Computer Science or Management Information Systems
5+ years of experience managing Enterprise IT services or applications
Experience with Agile
Working knowledge of cloud environment (ASW, Azure, etc.)
3+ years of experience managing DW/BI/Analytics systems
3+ years of experience managing on and offshore development teams

Manager Data Management & Utility Operations Resume Examples & Samples

Establish team objectives that align to the Direct Energy and Customer Operations Management Agenda; cascade objectives to the team and effectively manage performance on an ongoing basis
Create resource plan and conduct workload balancing activities as required
Manage and provide leadership for team of Data Management and Utility Operations Analysts in day-to-day activities that ensure the integrity and timeliness of all inbound and outbound data exchanges with external partners that facilitate customer enrollment, usage forecasting, billing and payment application
Ensure transaction exceptions (i.e. missing, incomplete, invalid) are identified and resolved timely; drive escalation efforts as required with utilities and impacted internal / external partners
Collaborate with internal data consumers to determine and optimize agreed upon Service Level Agreements (SLA’s) for file processing and exception management activities
Define, implement, and report Key Performance Indicator (KPI) metrics; utilize data to determine root cause of issues; spearhead effort to implement data, systems, and/or process optimizations
Champion efforts to define and optimize quality control monitoring activity for the Data Management infrastructure; ensure activities are being performed as designed. Create action plans to remediate identified gaps or issues as required
Responsible for building and maintaining relationships within the utilities and represent DE Business on any tariff or operational changes planned by the utilities; understand and communicate the effect these changes will have on our internal processes, and partner with internal resources to champion operational changes
Network with utility contacts and attend utility/supplier work meetings (some travel required)
Understand Key Data Elements (KDEs) needed from utility trading partners to effectively enroll, price and bill customers. Interface proactively with internal business partners to ensure accuracy and quality of data from each utility trading partner and identify opportunities for improvement. Initiate and support efforts with trading partners to perform root-cause analysis of data quality issues and champion overall quality improvement initiatives with trading partners and internal functional teams to improve overall quality of KDEs received from utility trading partners
Be viewed as a Subject Matter Expert (SME) on the transactional and service landscape in North America; Maintain a current database and working knowledge of each utility’s data exchange rules, financial transaction rules, usage formats, and capacity and transmission update schedules
Spearhead new market entry, market upgrade, and new production implementation efforts by understanding and communicating the operational requirements for Energy Service Providers
Design solutions and manage the testing of EDI mapping logic, business rules and ancillary applications for changes in the Market, new offerings and / or system upgrades
Participate in cross functional efforts to support Sales in driving profitable growth of the Business through recommending and supporting customized transaction processing protocol for strategic commercial & industrial customers
Mentor Data Management and Utility Operations Analysts to facilitate growth in market, data, and systems as well as means to best implement automated solutions
Manage operational costs within Data Management to ensure a low CTS while maintaining the highest level of service for internal departments and customers
Manage multiple relationships with external service providers; this includes the negotiation of contracts and Statement of work (SOW) as well as performing the ongoing evaluation of vendor performance

Team Member Data Management Operations Resume Examples & Samples

Compliance & Project Management Office
Reference Data Domains (Security, Client and Pricing data etc.)
Job monitoring for Compliance data feeds
Logging issues as per exception raised daily
Partner with various functions (Tech, Ops & Compliance) to document data issues, perform analysis and determine remediation plans
Knowledge of File handling , DQ Operations
Issue Management. Root Cause analysis
Experience in Compliance/AML/KYC/Trade Surveillance Data Operations
Experience in defining/documenting new processes ensuring appropriate Controls framework
Effective analytical, problem solving and decision-making skills
Highly disciplined individual, self-motivated, and delivery focused
Intermediate Excel skills required for data analysis (e.g. use of pivot tables and v-lookups)

Analyst Data Management Operations Resume Examples & Samples

Set up & Maintenance of PB product palette (equities, fixed income, mutual funds, and alternatives) including asset and risk classification for reporting and rebalancing purposes
On-going controls on data quality and process improvements
Performance management of the team
Effectively handle escalations and manage the communications to various stake holders
Facilitate training development to internal staff
Constantly motivate and provide relevant feedbacks to the team
Securities Pricing
Pricing of equities, fixed income, derivatives, hedge funds etc from Bloomberg, S&P, IDC, Clearstream etc
Stale price and variance control checks
Securities setup
Setting up equities, fixed income, hedge funds, derivatives etc on the security master database
Ability to comprehend the upstream and downstream impact of any incorrect pricing of asset or any incorrect assetsetup
Good understanding of Products traded on stock exchange and their individual characteristics
Ability to develop and maintain good relationship with various stakeholders
4 – 6 years of experience in Securities Operations preferably in reference data & pricing functions

Data Management Operations Specialist Resume Examples & Samples

Meet SLAs delivering high quality and accuracy
Analyzes moderately complex problems and provides solutions using existing procedures
Has strong understanding of many processes or has developed expertise in a single process
Has developed specialized skills using SAP and RN
Prioritizes, organizes and makes decisions related to own work
Be an informal resource for teammates with less experience
Create and maintain job aides
Completes work efficiently/timely with limited oversight by supervisor
Performs proficiently meeting performance goals set by supervisor
2 years' experience in the areas of HR operations, data entry, spreadsheet or database applications, or related computer activities
Strong experience with Data Entry
SAP experience highly preferred
Ability to handle, organize, and prioritize multiple requests within tight deadlines
Ability to communicate effectively to all internal inquiries
Bilingual in Spanish strongly preferred
Ability to work independently and non-standard hours when necessary