Michael Rogers
Yorba Linda
Summary
Experienced data analyst with a background in higher education and finance. Specializes in SQL database management, data visualization, and automation to streamline operations and drive decision-making. Demonstrated success in enhancing processes, reducing errors, and improving compliance within regulated environments. Proficient in SQL, Tableau, Python, and Salesforce. Strong foundation in statistical analysis and predictive modeling. Currently expanding expertise in machine learning and advanced analytics to transition into data science roles. Passionate about uncovering insights and solving complex problems through data.
Overview
6
6
years of professional experience
Work History
Data Analyst
Los Angeles Pacific University
02.2024 - Current
- Prepared and remitted weekly student refunds, ensuring compliance with Department of Education (DOE) guidelines for non-profit higher education institutions.
- Maintained and enhanced the SQL database, developing queries and tools to optimize data accuracy and usability for the student accounts team.
- Collaborated with IT to resolve automation issues, including the Q-Assign process, reducing misassignments from 30+ to fewer than 1 per month.
- Spearheaded the development of an automated monthly student billing system, improving communication with students and significantly reducing outstanding AR balances.
- Led Salesforce CAB meetings to strategize and implement CRM improvements, driving efficiency in student services.
- Conducted statistical analyses (e.g., binary regression, chi-squared tests) to evaluate the impact of projects and recommend data-driven decisions.
- Assisted with API integration for payment providers, facilitating seamless data exchange and automation.
Reconciliations Analyst II
BSI Financial
04.2021 - 03.2024
- Engineered efficient cash reconciliation system and conducted internal account monitoring for investors; isolated and rectified discrepancies, resulting in improved financial transparency and audit readiness
- Reconciled and monitored P&I/T&I custodial accounts, ensuring accuracy and compliance with industry regulations; identified and resolved discrepancies, resulting in a 100% audit success rate
- Led cross-functional collaboration to prepare for SOC audits, ensuring data availability and adherence to audit requirements; achieved 100% compliance and received positive feedback from auditors
- Researched and processed outstanding reconciling items and facilitated in clearing these items on an account level
- Communicated regularly with IR to ensure reports reflected the daily deposit and withdrawal balances
- Led the training initiative for a group of 10 P&I analysts, equipping the team with advanced skills in cash flow analysis and improving accuracy by 15%, resulting in reduced errors and enhanced client communication
Investor Reporting Analyst
BSI Financial
06.2019 - 04.2021
- Compiled and processed monthly remittances to MSR partners in addition to generating financial and metric reports
- Analyzed financial data and key performance indicators to provide actionable insights, enabling stakeholders to make informed business decisions and drive profitability
- Maintained and analyzed AR balances, working closely with company executives to clear outstanding AR items
- Implemented approaches to address transaction errors in collaboration with the Corporate Advance team, resulting in the elimination of reporting variance
- Streamlined investor reporting operations by developing loan-level reporting tools and Excel macros, resulting in a 30% increase in team productivity and enhanced data accuracy for the investor reporting team
Education
Master of Arts - Economics
University of Missouri
Columbia, MO12-2025
Bachelor of Arts - Economics
University of Hawaii At Manoa
Honolulu, HI05-2019
Skills
- Python (Pandas, NumPy, Matplotlib/Seaborn)
- SQL (SMSS and MySQL)
- Tableau
- Apps Script
- API Integration
- Predictive Statistics
- Machine Learning (NLP project in progress)
Timeline
Data Analyst
Los Angeles Pacific University
02.2024 - Current
Reconciliations Analyst II
BSI Financial
04.2021 - 03.2024
Investor Reporting Analyst
BSI Financial
06.2019 - 04.2021
Master of Arts - Economics
University of Missouri
Bachelor of Arts - Economics
University of Hawaii At Manoa
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