yFinancial Services Consulting Case Studies

Led Data Accuracy team in validating customer sample data to mainframe systems for a large regional bank. Developed BlueZone macros to automate screen print process. Mapped data lineage to source systems. Designed and implemented SAS programs to pull random account extracts for validation. Accessed five mainframe systems and one web system for validation. The total scope included five asset classes/lines of businesses and eight source systems.
Modeled ATM supply and demand to optimize armor car servicing for one of the largest national banks. This saved the bank over $5 million annually.
Developed data flow diagrams and data lineage workbooks for six real-time and online products for a large national bank.
Rapidly built marketing datamart using SAS for the U.S. subsidiary of a large multi-national bank. Investigated available data sources and performed ETL operations to load data into the datamart.
Advised world's largest insurer on how to productionalize risk and other models.
Developed, administered, and analyzed ongoing customer surveys for a super community bank in conjunction with the ABA. Provided reports by branch and region that resulted in improved branch and bank performance.
Assisted other data validation team members by designing SAS macros to validate five years of data. Additionally automated various Excel components to eliminate cut-and-paste tasks.
Conceptualized, designed, and validated data quality rules for Pillar III for various asset classes.
Analyzed the cost of ATM outages that led to the reduction of ATM downtime for a national bank.
Created reporting system for a leading credit card processor. The reporting system enabled the company to monitor and improve performance of a customer loyalty program.
Migrated call reports from one computer system to another.