Sarah A.
Operations Analyst @Morningstar
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WORK HISTORY
Operations Analyst @Morningstar
Chicago, IL, US
Lead operational functions required for Morningstar Retirement Manager using file reading software XML to increase console efficiency by 50%.Mined data from the SQL database and employed Python to complete account transactions for over 401K participants across over 10 providers.Managed the timely delivery of annual, quarter, and ad hoc reports, progressing deliverables and working with developers, project managers, and consultants as needed.Leveraged Excel extensively with tools such as V-LOOKUP, conditional formatting, and Pivot Tables to analyze large data sets quickly and decrease the error rate by 25%.Maintained timely workflows with the use of project management softwares, Asana and JIRA.
EDUCATION
Kenwood Academy High School
High School Diploma
City Colleges of Chicago-Harold Washington College
Associate's degree, Human Science
University of Illinois Urbana-Champaign
Bachelor of Science - BS, Psychology
ABOUT SARAH A.
At Morningstar, operational excellence and client satisfaction are the cornerstones of my approach. By leveraging advanced data analysis tools like XML and Python, team collaboration, and project management platforms Asana and JIRA, our team has significantly boosted efficiency and accuracy in our Retirement Manager operations, impacting over 401K participants.In parallel, I\'ve championed diversity, equity, and inclusion, leading projects for employee resource groups that have sharpened our organizational focus on these critical values. With a keen ability to navigate complex projects and a strong foundation in customer success management, I facilitate effective communication and problem-solving strategies that align with Morningstar\'s commitment to excellence and innovation.
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