William B. MatthewsCharlotte, NC ▫ (H) 980.859.0603 ▫ (C) 404.964.8783 Matthewsw66@hotmail.com

Business Analyst with over 15 years of experience in the insurance and financial service industries. Proven achievement in financial analysis, product marketing and risk assessment. Experience in high-technology solutions. Worked closely with various project stakeholders, SMEs, and staff to understand and document business requirements, functional requirements, and design specifications for new applications.

Core StrengthsProject Management Risk AssessmentData Analysis Business Process and Improvement Competitive Intelligence Employee Education and TrainingAccess Database Programming Oracle Database Management Technical System Support Revenue and Cost Forecasting

Education

MBA - Masters of Business Administration, Finance, DePaul UniversityBS - Bachelors of Science, Marketing, University of Illinois

Skills

Tableau Data Visualization, SharePoint DevelopmentSAP Business Intelligence (BI), ECC, PPMMicrosoft Access, Excel, SQL Server, VBA, Macros, Pivot Tables, VLOOKUPOracle DBA, SQL, PL/SQL Technical: A+ Computer Technician Certification, Unix, Visual Basic, HTML. Reporting: Crystal Reports.

PROFESSIONAL SUMMARYWells Fargo, Charlotte, NC (2015 - Current)

Business Information Analyst (Contractor – Talent Bridge)

Provide business information, analytical advice and decision support for the property management, project management and sustainability teams in the Corporate Properties Group. Responsible for developing reports and conducting analyses on a wide variety of issues using various sources of business data and communicating findings and interpretations/observations to key stakeholders.

Gathered business requirements for operational reports and analysis by conducting detailed interviews with business users, stakeholders, and Subject Matter Experts (SME’s)

Develop/improve business information reports to help internal customers meet their goals. Assisted with data analysis, interpretation, correction and document presentation for internal customer of

the CPG. Prepared project progress report dashboards and resource allocation reports and analysis for management

on an ongoing basis using Tableau. Development of internal Microsoft SharePoint sites for the Corporate Properties Group Created, tested, various SharePoint websites including creating document libraries, lists, links to other web

sites and their content using SharePoint 2013.

Continued...

William B. MatthewsPage 2

Sedgwick, Charlotte, NC (2011 – 2015) Data Analyst

Responsible for data accuracy and integrity. Prepared and distributed reports to national retail client. Handled account worth $100 million.

Evaluated coding quality and developed criteria to reduce generalized liability claims for client, created savings to client. Completed ad hoc reports on schedule and provided data analysis prior to delivery to client’s management.

Experience with demand planning for mass retail accounts. Develop and deliver comprehensive metrics to report claims issues. Maintained data base, and created exception reports to identify fields of incorrect data.

ALLSTATE INSURANCE COMPANY, Atlanta, GA (2007- 2010)

Product Management Consultant

Price and product development implementation. Data Analysis and Risk Management of personal lines Automobile, Home, and all P&C Specialty lines insurance products. Develop and implement strategies that ensure profitable growth at the Agency, Market and State level.

Increase market share by using market competitive intelligence. Develop strategies to improve product performance and premium development.

MCKESSON PROVIDER TECHNOLOGIES, Alpharetta, GA (2002-2006)

Product Support Analyst

Front-line support for all incoming work orders and monitored critical patient support systems for major national hospitals. First point of contact for support incidents, as well as end-user instruction.

Analyzed problems with software applications to identify problem area(s) and recommend corrective action.

Investigated and resolved 90% of first-level inquiries utilizing technical knowledge and on-line knowledge base.

Assisted customers in the backup and restore process of critical systems to minimize downtime.

AETNA, INC., Alpharetta, Georgia (1997-2002)

Regional Trainer Developed, administered, and implemented the training program for the 100+ strong Financial Underwriting Department.

Instructed new hires and existing employees on the financial analysis, rating methodologies, risk assessment, claim development, and computer systems needed to perform their job functions. Instrumental in improving rating accuracy and profitability for the Underwriting Department. Used instructional technology to deliver presentations.

Financial Underwriting Consultant

Identified and evaluated the risks, finding acceptable means for managing these risks, explaining the risks and the control measures and developing customer specific premium rates, reserves and accounting reports.

Performed accurate financial analysis for group health insurance customers. Produced financial products, and provided service contributing to the profitability of the account, revenue

growth, member growth, and customer satisfaction.

William B. MatthewsPage 3

Monitored claims experience, estimate expenses, pooling, and provided revision quotes.