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Senior Data Analyst

Data Analyst

Annie's Analytics

Data Analytics Consultant specializing in Tableau providing freelance consulting services, creating interesting conversations around data, and educating others.

Freelance Data Consultant

Zuar

Tableau Consultant 

Advanced Radio Mapping - a Tech Open Partnership company

Dominican College

Helped mentor a class of 30 students in the cohort below me as they took the first of two research courses in my graduate program- hosting review sessions, and meeting with individuals and groups to discuss research concepts and their research studies.
Led a group of 4 peers over the course of one year in creating a research study exploring the sensory preferences of undergraduate students and their impact on GPA. Our manuscript is currently under review for publication, and in April of 2022 we presented a poster based on our work at the American Occupational Therapy Association's annual conference. 
Mentored a group of 4 students as they completed a research study investigating the normative data about sensory preferences of college students and their relationship with individual mindfulness. This manuscript is currently under review for publication.

Research General Assistant (unpaid)

I worked with several families at different times as a professional nanny over several years while I completed my full-time master's degree in occupational therapy.

Nanny

New Canaan Nature Center

Preschool Teacher / Summer Camp Field Director

Data Analyst | Tableau Consultant | Author of How to Become a Data Analyst

If you're reading this you probably either:
1. Want a job in data. 
2. Want a friend in data.
3. Need a data analyst. 

If you're #1, I was you, just one year ago! I've shared how I went from beginner to experienced data professional since the beginning.

Its my goal to create the kind of content a younger version of me would have wanted to consume!

#2, thanks for being here! Feel free to give me a wave. Lets be social!

#3's, hello 👋. If you haven't yet, check out my portfolio site, or my Annie's Analytics company page on here where I offer consulting services.

Heres my story. 

In February of 2022, I decided to learn data analytics for fun. I created a Tik Tok account, and started documenting my journey to learn this new hobby (@anniesanalytics). 

Very soon, I realized that every day I was waking up and just wanting to write SQL, build visualizations, learn Python.... Work with data! So, I decided that once I finished graduate school (in Healthcare) in July, I was going to become a data analyst. 

Along the way, I have shared here and on Tik Tok everything I can about what it's like to learn data analytics, and how you can do it for free or at least very cheaply. I've shared about the ups and downs of job searching. I've even shared about how I have built a portfolio, and set myself up as a real analyst. 

Now I also do YouTube videos, especially my series where I invite other data analysts to have a coffee chat with me, but we live stream it! We talk about our journeys into data and what our jobs look like now. https://youtube.com/playlist?list=PL3wIL0Blsv2vf8aAjTQXo017YntAXqrZc


Want to see my Portfolio as it was when I got my first job in analytics? I left it here in exactly the same state that it was when I got my job in July of 2022 to serve as an example to you, if you are a job seeker now! https://anniesanalytics.wixsite.com/annie-nelson/projects-6 

Want to see my current portfolio I am using now that I have gained some more skills? https://anniesanalytics.carrd.co/

Or the LinkedIn group here: https://www.linkedin.com/groups/12635532

Discord here! https://discord.com/invite/m9vZKtReFM

Annie Nelson

*Make prudent credit decisions on complex mortgage files exceeding $3.75 million, ensuring compliance with underwriting policies and guidelines.

*Adhere to privacy, anti-money laundering, and anti-fraud policies, filing Unusual Transaction Reports as needed to detect financial crimes activity.

*Provide consistent, objective risk assessments, negotiating loan terms to align with client interests and RBC's risk tolerance.

*Conduct meticulous reviews of mortgage files, recommending deals for final approval and maintaining detailed notes for accurate decision-making.

*Manage end-to-end mortgage process efficiently, issuing conditional commitments within defined timelines. Collaborate with internal partners for quality transactions and stay updated on industry trends for a competitive edge.

Adjudication Associate/Credit Analyst (Mortgage)

• Surpassed performance expectations by achieving a remarkable 110% overall target in FY2022 and maintaining an impressive 121% year-to-date achievement in FY2023 at RBC.

• Orchestrated structured lending deals and formulated credit recommendations grounded in robust lending principles.

• Effectively managed risk exposure, implementing strict adherence to policy and audit requirements, thereby preventing bank losses.

• Upheld data integrity and meticulous documentation standards across all lending files to ensure compliance and transparency.

• Demonstrated agility by providing swift responses to time-sensitive files without compromising accuracy and thoroughness in the application process.

• Delivered high-caliber investment advice based on sound investing principles and an extensive understanding of mutual fund and term investment options.

• Provide personalized support to small and medium-sized businesses at RBC, specializing in commercial banking.

• Supported our business advice partners in managing a varied client base, including corporations, trusts, sole proprietors, partnerships, cooperatives.

• Provides referrals to treasury, merchant services, small business account managers, mid-market commercial and commercial real estate when beneficial.

Senior Account Manager

Account Manager

Scotiabank

Universal Banker

Customer Service Representative

EazyDiner

Business Analyst

Bloomberg News

Research Assistant Intern

I am a mortgage adjudicator and credit analyst with over four years of experience in the banking industry. I work at RBC, one of the largest and most reputable financial institutions in Canada, where I apply my knowledge and skills in data analysis and risk management to evaluate and approve mortgage applications. 

I hold three professional credentials from the Canadian Securities Institute: the Investment Funds in Canada (IFC), the Professional Financial Services Advice (PFSA), and the Financial Planning 1 (FP1), which demonstrate my competence and commitment to the financial industry. I also completed a data analysis certificate and I am proficient in data analytics tools such as Excel, SQL, and Tableau. I am passionate about finding insights and solutions from data and using them to improve customer service and business performance. My goal is to pursue data-driven roles in the financial industry that challenge me and allow me to grow professionally.

taplio

The Battle

Annie Nelson

Nehal Pareek

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