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Rhett W
@rhettwalkah
Business Data Analyst
États-Unis
Anglais
À propos de moi
I'm a Business Analyst and Reporting Specialist at an OCC-regulated bank outside Chicago, IL. I help organizations transform raw data into accurate, actionable insights through Excel reporting, dashboard development, KPI tracking, and data reconciliation. My expertise includes financial and operational reporting, spreadsheet optimization, data visualization, formula troubleshooting (XLOOKUP, INDEX/MATCH, SUMIFS), data cleanup, large dataset management, process improvement, and reporting automation. (570 characters)
Compétences
Rhett W
hors ligne •
Voir mes services
Nettoyage des données
I will clean, validate, and prepare excel data for reporting
Expérience professionnelle
Business Analyst
Banks • Temps plein
Jul 2024 - Present • 2 yrs 4 mos
Support financial and operational reporting for an OCC-regulated community bank by developing, maintaining, and enhancing reporting processes across lending and deposit operations. Analyze large datasets, perform data reconciliation to the General Ledger, monitor key performance indicators, and assist with regulatory, management, and board reporting. Design and optimize Excel-based reporting tools, dashboards, and automated workflows to improve efficiency, accuracy, and decision-making. Collaborate with business units to identify reporting needs, investigate data discrepancies, and implement process improvements that strengthen data integrity and reporting reliability.
Prompt Engineer
Outlier AI
Mar 2024 - Feb 2025 • 11 mos
Worked as a Prompt Engineer focusing on AI development and refinement. Responsible for crafting and optimizing prompts to improve the performance and accuracy of artificial intelligence models.
Investment Analyst
INVESTMENT • Temps partiel
Jan 2019 - Aug 2021 • 2 yrs 7 mos
Conducted equity research, financial statement analysis, and industry evaluations to support investment recommendations within a student-managed investment portfolio. Analyzed company performance, valuation metrics, market trends, and risk factors using financial reports and economic data. Developed investment presentations, performed fundamental analysis, and collaborated with team members to monitor portfolio holdings and evaluate potential investment opportunities. Presented findings to peers and advisors while gaining hands-on experience in portfolio management, security analysis, financial modeling, and investment decision-making. Skills Demonstrated: Equity Research Financial Statement Analysis Investment Valuation Portfolio Management Financial Modeling Risk Assessment Market Research Presentation & Reporting
