Andrew W.

About Andrew W.

Experienced Senior Analyst with expertise in data integration, financial analysis, and business intelligence. Proven track record of optimizing processes, enhancing reporting accuracy, and delivering strategic insights for business growth-Versed in data integration, database development, regression analysis and time series forecasting, financial engineering and options writing, GL accounting & GAAP principles, financial analysis & reporting, and credit risk analysisJoined RxBenefits in 2020 as a Data Integration Analyst focusing on ETL processes, ingestion validation rules, and the setup of EDI file feeds for new account implementations and benefit plans. Worked in Data Operations as an Eligibility Analyst focusing on complex eligibility issues resulting from the automated merging & processing of many different EDI file types. Since October 2022, worked in Accounting designing and utilizing automated methods to extract, load, transform, calculate, and group broker commissions from a CRM system to a production database to an accounting system for bank payment-Prior experience working as derivatives trader (primary focus: equities in energy and technology) and as a loan portfolio / credit risk analyst (primary focus: residential mortgage)Educational background-Double major in Economics and Accounting with a focus on Econometrics and Forecasting-Putnam Scholar-Beta Gamma Sigma and Phi Theta Kappa-Tools-Advanced SQL: Recursive CTEs, set-based logic, normalization, referential integrity, complex joins, unions, window functions, case logic, error handling, aggregation, iterative queries, dynamic filtering, performance tuning-Power Query: Designed and automated ETL pipelines by preprocessing multi-source datasets from database connector, accounting systems, and SFDC REST API; streamlined reporting with real-time refreshable dashboards and custom objects constructed from > data tables-DAX: Developed performant measures to analyze combined data sets; optimized model relationships for fast aggregation-Power BI: Built interactive, insight-driven dashboards; applied design principles of Gestalt theory using custom themes to improve usability and visual coherence-Atlassian Suite: Built custom Jira dashboards using JQL for workflow visibility; designed Confluence pages for cross-team communication

Experience

1. Senior Commissions Analyst

   RxBenefits, Inc.

   Aug 2023 — Present · Birmingham, AL, US

   Responsible for configuration, calculation, payment, reporting, and servicing of broker commissions-Wrote advanced SQL queries (recursive CTEs, window functions, dynamic filters) to build reusable reporting assets across Accounting and Finance-Architected automated commission processing pipeline, integrating Salesforce CRM, SQL database, and Intacct to streamline monthly payments and eliminate manual reconciliation-Collaborated cross-functionally with IT and Data Operations to ensure accuracy of upstream eligibility and transactional data-Developed custom Salesforce reporting objects via REST API integration, enabling real-time broker insights tied to financial activity-Atlassian Suite: Tailored Jira dashboards with custom JQL filters; maintained Confluence-based documentation hubs for internal reporting and cross-functional processes.

Education

• St. Edward High School

  High School Diploma

• The University of Alabama

  Bachelor of Science - BS

• The Ohio State University

  Bachelor of Science - BS

• Jefferson State Community College

  Associate of Science - AS