Francis Guffey - Senior Business Analyst Resume Simple
Highly motivated and results-oriented professional with over 10 years of experience in the financial industry, including: Financial analysis, budgeting, forecasting, and project management.
  • accounting, database, communication, answering, acceptance testing, testing, clients, reporting, coding, design, oracle, sql, reports, solutions
  • securities, equities, derivatives, fixed income, reporting, clients, insurance, security, accounting, increase, tax, pricing, databases
  • 2017-12-252017-12-25

    Senior Business Analyst

    North Florida Institute

    • Design and implement solutions to increase communication between data warehouse and SQL reporting. This includes creating and maintaining database of the data from the Oracle system.
    • Provide support to the business unit by providing data and reports, testing and answering questions related to the accounting system.
    • Provide support to the clients in the development of the user acceptance testing and test cases. Create and maintain the system for the new application.
    • Review and approve all coding and approval of all travel and expense reimbursement requests. Provide guidance to the staff on the proper application of the company.
    • Analyze and report on the status of the project and the project. Work with the business to develop a plan to improve the quality of the data.
    • Provide support to the business unit managers and other team members in the development of the annual budget. Prepare and analyze monthly forecast and actual results.
  • 2017-12-252017-12-25

    Client Services Manager

    Schneider Logistics

    • Manage the trading desk and broker dealer. Responsibilities include: pricing, trade settlements, trade execution, stock splits, stock splits, warrant valuation, and reporting.
    • Managed the trading desk for the firm, including the preparation of the daily, monthly, quarterly and annual tax filings for the clients, including the maintenance of the fixed income securities.
    • Provided research and analysis of the accounting and trading databases, including the creation of a new client database, and the creation of a new proprietary system.
    • Developed and implemented a new security policy for the portfolio of over 100 insurance companies. These included the development of a new process to track and monitor the performance of the fund.
    • Developed a new process for calculating and recording the monthly commission and net asset values for the equities group. Also, created a VBA macro to automate the calculation of the client’s incentive fee.
    • Managed the database of all client information and provided support for the development of the new trading platform. Implemented a new system to increase the accuracy of the data.