This document is a resume for Melissa Carter. She has over 10 years of experience as a financial data analyst and management/operations analyst. Her skills include financial data analysis, business intelligence reporting, project management, and process improvement. She holds a Bachelor's degree in Business Management and is proficient in various business software.

1. MM E L I S S AE L I S S A CC A R T E RA R T E R
312.925.2205  Chicago, Illinois 60616  melissacarter025@gmail.com
PROFILE: SPROFILE: S RR . F. FINANCIALINANCIAL DDATAATA AANALYSTNALYST ~ M~ MANAGEMENTANAGEMENT /O/OPERATIONSPERATIONS
AANALYSTNALYST
~Over 10 years of success driving strategic roadmaps, regulatory compliance, and
operational/financial enhancements through accurate and insightful data analysis, research, and
reporting~
• Successful in analyzing and translating multi-source data and statistics into high impact, actionable business
intelligence (BI) reports and recommendations.
• Organized, take-charge professional with exceptional follow-through abilities and perfectionist’s eye for detail;
able to plan and oversee complex projects from conception to successful conclusion in fast-paced, deadline-
driven environments.
• Solid knowledge and expertise in financial service industry regulations and reporting requirements as well as a
full range of business intelligence software and tools such as Business Objects, PeopleSoft, CRM, pivot tables and
VLookup.
• Exceptional verbal and written communication skills; interface effectively with senior executives, stakeholders,
regulators, and individuals on all levels.
AAREASREAS OFOF EEXPERTISEXPERTISE INCLUDEINCLUDE ::
 Financial Data Analysis & Research  Reporting & Analytics  Project Lifecycle Management
 Business Intelligence  Requirements Gathering & Analysis  Process Improvement
 Data Manipulation & Translation  Internal/External Relationship Building  Datamart Design
 Database Administration  Statistical Analysis & Reporting  Matrixed Environments
 Regulatory Reporting & Compliance  Qualitative/Quantitative Analysis  Data Mining & Mapping
PPROFESSIONALROFESSIONAL EEXPERIENCEXPERIENCE
CNA INSURANCE CO. – Chicago, Illinois 2008-
Present
Sr. Financial Data Analyst / Financial Data Analyst
Generate a full range of highly complex, business critical annual, quarterly, and ad hoc reports to meet requirements
and requests of state insurance regulators and reporting bureaus. Prioritize and complete up to 194 reportable hours
each month, continuously meeting strict deadlines and regulatory requirements. Create queries in Business Objects
system; build pivot tables and verify data reconciliation to annual statements. Conduct Vlookups and utilize Excel
functions. Proactively review all queries; make necessary adjustments and ensure accuracy of all algorithms, formulas
and metrics. Perform general and cost accounting functions including account reconciliation, monthly statements, and
verification of supporting entries. Document data sourcing, retrieval, and reporting processes. Access and target
appropriate MERLIN reporting universe as viable data-reporting source. Leverage advanced skills in Business Objects
and data analysis tools including CNA Coding Guide, ISO Statistical Plans, NCCI manuals, claim and policy operational
procedures, NAIC financial reporting guidelines and practices. Interface extensively with legal counsel, compliance
managers, and state regulators.
Highlights:
• Acknowledged for taking on and managing a substantially larger workload than any other team member, with no
reduction in quality, accuracy, or on-time delivery.
• Commended for achieving and maintaining impressive record of zero missed deadlines during all 7 years of
employment.
• Took over and revamped report that previously cost company $350,000 in fines; resulted in no further fines to
date. Received Company Care Award for successful efforts.
Melissa Carter

2. • Assumed additional responsibilities of 2 co-workers due to corporate downsizing; praised for maintaining the same
high levels of accuracy, quality, and productivity. Produced 6-figure savings in labor costs.
• Received fast-track promotion from Financial Analyst to Sr. Financial Analyst after only 2 years of employment.
• Saved $300,000+ in fines annually by developing and delivering over 200 detailed statistical, financial, and
regulatory reports in full compliance with state insurance department specifications.
• Guarded data integrity by instilling quality stewardship, implementing best-practices, and proactively identifying
and resolving critical source data errors.
• Noted for skillfully mapping data flows and employing technical tools to drive business analytics with detailed drill-
down capabilities.
• Imported, analyzed, and translated static and live data from numerous internal and external sources.
• Recognized as subject matter expert and ‘go-to’ resource for high level data analysis and reporting.
LASALLE BANK NA / COMMERCIAL BANK – Chicago, Illinois 2005-
2008
Lead Financial Systems Specialist / Sr. Financial Systems Analyst / Financial Systems Analyst
Administered and optimized 16.75 GB legal entity aggregation and cross reference database housing 208,000+ records,
ensuring timely and efficient response to all system requests. Carried out extensive qualitative/quantitative financial
analysis, research, and reporting for loan officers and credit analysts via industry-leading systems such as Bloomberg,
Moody’s, Lexis Nexis, Edgar Pro, S&P, Dun & Bradstreet, One Source and Trans Union. Monitored and maintained
highest levels of data accuracy, quality, and information security. Defined and deployed best practice research
methodologies and plans in alignment with business objectives, budget requirements and knowledge gaps. Sourced,
extracted, and interpreted objective data from multiple sources, delivering key insights and customer/business
intelligence.
Highlights:
• Credited with triggering $100 million cost savings by designing and running critical Business Objects financial
reports.
• Integral member of bank-wide steering committee charged with integrating and aggregating 8 banking systems into
a data mart.
• Coordinated contract developers in functional design and detailed testing; achieved all project deliverables on
time under aggressive deadlines.
• Produced immediate and measurable improvements in efficiency, productivity, and accuracy.
• Key contributor to seamless integration of new nationally mandated procedures to electronically verify financial
information for loans.
• Successfully completed large-scale initiative to audit Loan Committee Presentations and update relevant financial
information for 20,000+ customers.
• Effectively managed ~$100 billion in customer exposures within Counterparty System.
• Performed in-depth research, documentation, and reporting on strategies and solutions for identifying all potential
areas of customer exposure across all divisions.
• Designed and delivered comprehensive Counterparty System Training Program to colleagues and staff.
• Conducted user acceptance testing to meet auditing and compliance requirements for Financial Reporting
Warehouse and Basel; supported and managed Market Manager System.
• Analyzed, interpreted, and reported key data and statistics vital to performance monitoring and improvement.
• Generated actionable reports enabling reasoned, data-driven decision-making by executive leaders and
stakeholders.
• Captured 2 promotions in 3 years based upon consistently exhibiting ‘above and beyond’ performance and work
ethic while surpassing executive leadership expectations for productivity and on time delivery of business critical
reports and analyses.
EEDUCATIONDUCATION & C& CREDENTIALSREDENTIALS
Bachelor of Science, Business Management
Major: Management Minors: Finance & Management Information Systems
Purdue University, School of Management, West Lafayette, Indiana
Technical Background
Melissa Carter

3. Microsoft Office, Business Objects: Business Intelligence Reporting System
Counterparty: Legal Entity Aggregation & Cross Reference System (used to comply with Basel reporting)
Market Manager/CRM: Customer Relationship Management & Credit Administration Data Mart
Eagle: Loan Origination System
Basel Capital Requirements: Compliance Standards
PeopleSoft: Financial Management System
Essbase/Smartview: Financial Reporting Tool