Glen Williams

Experience

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  B.I. Tech Support

  Nov 2011 - Apr 2013

  Business Analyst / SAP BW Consultant

  My duties included: • Analysis of user requirements from a financial and technical feasibility standpoint. • Creation of numerous performance measurement reports, costing reports and non-financial data reports. These reports were built in SAP Query Designer, BEx Analyzer or Excel as and when the client required the reports. • Investigation of monthly report variances for both financial (e.g. income/expenses) and non-financial (e.g. carbon emissions) indicators. Those investigations took place within the Business Warehouse module as issues often occurred within the cube. • Consolidation and transformation of information from various mining operations over three continents.• Provided advice, support and training on existing systems. Show less

• 

  Warwick

  Jul 2013 - Jun 2019

  My duties included: The complete management, development and oversight of Warwick’s information and reporting systems; creation of documentation thereof and the training of end users on these systems. Liaising with internal and external stakeholders from the various business units to gather user/departmental requirements for improving current processes and/or the development and deployment of new business processes. Notable systems: • IRESS – Xplan – CRM System used to house all client data and control and track business processes and flows between the various departments. • Microsoft Excel – currently the preferred database and reporting software within Warwick. Used extensively within every department. • Microsoft SQL Server Express Edition (SSMS & SSRS) – currently used on a small scale to consolidate and report on large amounts data from multiple sources. Responsible for designing and creating the various databases and tables, as well as populating the tables with data via Visual Studio (SSDT). • Microsoft Power BI – I self-taught myself Power BI and, as a result, had this project green-lit by the Executive Committee for use within Warwick. I am responsible for the entire solution from end-to-end. This entails loading tables, creating the relationships between them, creating appropriate measures and calculated columns, creating the final reports for users and controlling user access rights. The sources of the data are from the three above-mentioned systems. Reporting Duties:• Performance Measurement - preparation and dissemination of a daily Dashboard with accompanying underlying breakdown of data for the month-to-date figures. • Activity – creation of weekly executive reports reflecting the various staff and department activity levels for the week as well as month-to-date. • Board/Executive – creation of monthly, annual and bi-annual reports used by the company’s Executive Committee. Show less My duties included:• Reconciliation monthly billing fee schedules for Voluntary and Compulsory investments. • Preparation and reconciliation of billing schedules for Upfronts (initial investment fees). • Management and maintenance of a consolidated Funds Under Management (FUM) Book for every invest client across multiple investment platforms.• Preparation of Executive Reports for senior management that explained notable movements on the FUM Book.• Preparation and calculation of the monthly Fee Sheets and Commission Statements for the various advisers and brokers.• Assistance to the Financial Director with the company budget by supplying current and forecast figures as well as identifying annual periods of growth and decline. Show less

  • Head of Business Intelligence

    Apr 2014 - Jun 2019

  • Financial Manager

    Jul 2013 - Mar 2014
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  JUMO.WORLD

  Jul 2019 - now

  Business Intelligence Analyst