Derek

Cash and Trade Processing Associate Analyst II

Citi • Tiempo completo

Jul 2025 - Present • 1 yr 4 mos

Develop semi-automated workflows, analytical tools, and reporting solutions to ameliorate risks, improve data quality, and inform management decision-making. Expand team’s analytical and reporting capabilities using SQL, Excel, Tableau, Access, R, and Python. Key Contributions: • Produced recurring performance reports for senior executives. Used VBA, Power Query, and Excel Data Models to semi-automate cleaning data, updating data, and refreshing visualizations. Expanded Tableau proficiency by replicating existing dashboards. • Conducted cohort analysis in R to estimate productivity ramp-up time across sites and recruitment agencies. Summarized findings in PowerPoint. • Developed a production database for 60+ users to support service-level agreement monitoring and track errors. Created a reusable Microsoft Access application framework for future databases, including automated updates, role-based user authentication, form permissions, telemetry logging, and user- and time-stamped audit trails. • Developed and deployed separate, lightweight production database in two days to address an immediate operational need. Reused components from the application framework.

Product Analyst

Liberty Mutual Insurance • Tiempo completo

Nov 2022 - Oct 2023 • 11 mos

Provided economic data analysis to support underwriters via Financial Benchmarking and Customized Macroeconomic Reports. Used SQL to retrieve data and Excel and PowerPoint to create visualizations. Collaborated with underwriters to tailor analyses and reports to business needs. Key Contributions: • Analyzed national and local labor market and construction-spending trends to create customized macroeconomic analyses for Surety clients. Synthesized data from the BLS, Dodge Data and Analytics, S&P Global, and the Federal Reserve Bank of St. Louis (FRED). • Produced Financial Benchmarking Reports by creating client peer groups based on annual revenue and construction-industry segment, supporting client acquisition and retention.

Economist

U.S. Department of Housing and Urban Development • Tiempo completo

Aug 2019 - Nov 2022 • 3 yrs 3 mos

Published reports on housing markets throughout the Mid-Atlantic region to inform decision-making by developers, policymakers, and financial institutions. Built and validated spreadsheet models to forecast housing demand based on regional economic trends, demographics, and construction activity. Designed templates to improve analytical workflows and reporting efficiency. Key Contributions: • Conducted extensive research to gather, clean, validate, compare, and synthesize data from a myriad of sources, including IPEDS, Zonda, CoreLogic, SOCDS, LexisNexis, Reis, RealPage, Co-Star, the Census Bureau, and the BLS. Used IPEDS to incorporate estimates of college-resident populations on the demand for housing. • Documented methodologies, data sources, assumptions, and primary research findings in Master Notes and Construction List files. • Created supplemental rental housing model, increasing the precision of housing unit and vacancy rate estimates. Enhanced Construction List template and streamlined data cleaning process. Improvements contributed to a 50% reduction in median forecast error compared to peer benchmarks.