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Adrien Michael

Adrien Michael

Certified

Data Visualization Technical Consultant

Fidelity Investments | Texas

Technologies

My Portfolio Highlights

My New Track

Python Fundamentals

My New Course

Introduction to Python

Data ninja, stealthily extracting insights from complex datasets.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Introduction to Python

DataLab

Project: Analyzing Unicorn Companies

My Certifications

These are the industry credentials that I’ve earned.

SQL Associate

SQL Associate

AI Fundamentals

AI Fundamentals

Data Literacy

Data Literacy

Other Certificates

Alteryx Alteryx Foundational Micro- Credential

Alteryx Designer Core Certification

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

Fidelity Investments | Feb 2024 - Present

Data Visualization Technical Consultant

The Data Consulting Workplace Intelligence Team is part of the Workplace Consulting group within Fidelity’s Workplace Investing business unit. We serve and partner with many of Fidelity’s largest corporate clients to provide customized data and reporting solutions. As part of this team, I build and deliver custom insights dashboards to our clients - including data analysis, data modeling, data workflow creation, design and creation of visualizations, and automated delivery of reports.
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Fidelity | Jan 2023 - Present

Audit BI Manager - Strategy, Planning and Tools

Business intelligence, data transformation and reporting are at the heart of this role. In this role, I partner Business Intelligence & Audit Tools team members as well as Audit leaders and practitioners to understand the current state, identify problems and solution options, and accelerate the delivery of enhanced Business Intelligence / Reporting capabilities and insights to audit value delivery, performance trends, and improvement opportunities. You will also contribute to Audit Tools continuous improvement and support activities. - Understand Audit team's strategy and drive decisions about what to present and visualize information in ways that bring stories to life - Define metrics, KPIs, strategy, and data standards to improve efficiency in Fidelity's Audit, Risk and Compliance teams (using Tableau / Power BI, Alteryx, SQL) - Work with IT & data warehousing teams, establishing standard methodologies to improve data quality and perform ETL - Identify processes for automation, facilitate process improvement workshops, and build automation using Alteryx and other RPA tools like UI path - Ensure the quality and accuracy of data results and analytic methods through testing, validation, and following standard methodologies - Contribute to current state analysis and documentation of Audit data, reporting, & tool solutions, environments, support processes, opportunities analysis, and backlog management - Contribute to technical support model design and implementation. Support releases and triage issues in partnership with Fidelity and vendor support teams, as required - Provide backup support for Audit Tools & Process and Professional Practices teams

Fidelity | Jan 2023 - Feb 2024

Audit Business Intelligence Manager

Business intelligence, data transformation and reporting are at the heart of this role. In this role, I partner Business Intelligence & Audit Tools team members as well as Audit leaders and practitioners to understand the current state, identify problems and solution options, and accelerate the delivery of enhanced Business Intelligence / Reporting capabilities and insights to audit value delivery, performance trends, and improvement opportunities. You will also contribute to Audit Tools continuous improvement and support activities. - Understand Audit team's strategy and drive decisions about what to present and visualize information in ways that bring stories to life - Define metrics, KPIs, strategy, and data standards to improve efficiency in Fidelity's Audit, Risk and Compliance teams (using Tableau / Power BI, Alteryx, SQL) - Work with IT & data warehousing teams, establishing standard methodologies to improve data quality and perform ETL - Identify processes for automation, facilitate process improvement workshops, and build automation using Alteryx and other RPA tools like UI path - Ensure the quality and accuracy of data results and analytic methods through testing, validation, and following standard methodologies - Contribute to current state analysis and documentation of Audit data, reporting, & tool solutions, environments, support processes, opportunities analysis, and backlog management - Contribute to technical support model design and implementation. Support releases and triage issues in partnership with Fidelity and vendor support teams, as required - Provide backup support for Audit Tools & Process and Professional Practices teamsBusiness intelligence, data transformation and reporting are at the heart of this role. In this role, I partner Business Intelligence & Audit Tools team members as well as Audit leaders and practitioners to understand the current state, identify problems and solution options, and accelerate the delivery of enhanced Business Intelligence / Reporting capabilities and insights to audit value delivery, performance trends, and improvement opportunities. You will also contribute to Audit Tools continuous improvement and support activities. - Understand Audit team's strategy and drive decisions about what to present and visualize information in ways that bring stories to life - Define metrics, KPIs, strategy, and data standards to improve efficiency in Fidelity's Audit, Risk and Compliance teams (using Tableau / Power BI, Alteryx, SQL) - Work with IT & data warehousing teams, establishing standard methodologies to improve data quality and perform ETL - Identify processes for automation, facilitate process improvement workshops, and build automation using Alteryx and other RPA tools like UI path - Ensure the quality and accuracy of data results and analytic methods through testing, validation, and following standard methodologies - Contribute to current state analysis and documentation of Audit data, reporting, & tool solutions, environments, support processes, opportunities analysis, and backlog management - Contribute to technical support model design and implementation. Support releases and triage issues in partnership with Fidelity and vendor support teams, as required - Provide backup support for Audit Tools & Process and Professional Practices teams Skills: Alteryx BI + Visualization Solutions · Python (Programming Language) · Snowflake Cloud · Tableau

Fidelity Investments | Jan 2022 - Jan 2023

Senior Audit Analyst

As a Senior Analyst on the Audit Operations Team, I lead many of the operational aspects of the audit department, including developing and producing management reporting, coordinating, and developing content for the Audit Committees, Boards, and Executive Management, oversight of Audit’s technology systems and tools, establishing audit methodologies and polices, and leadership of the quality assurance program. Our primary motivation is to drive positive change throughout the firm. Fidelity Corporate Audit provides independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. This mission is accomplished through: • Assessing the adequacy and efficiency of controls, risk management, compliance, and governance processes • Reporting on issues and solutions that improve Fidelity’s control environment • Responding to change through continuous risk assessment and prioritization • Providing audit advisory services on new and changing products and systems • Developing hardworking professionals for audit and leadership positions

Thomson Reuters | Aug 2020 - Dec 2021

Senior Tax Analyst

Regular requirements include: *Communicating with other internal teams to stay abreast of tax law changes per jurisdiction *Constant monitoring of IRS and state taxing agency tax law changes by review of Checkpoint and other sources to stay current on impending tax law changes *Implementing changes to existing software *Designing the client interface for the tax planning software *Writing/and or communicating design changes for software engineers *Testing software products *Writing help documentation *Training supporting help and answer questions Aside from the regular requirements, I am also the coordinator for our printed organizer program. This program requires working closely with cross- functional teams, the advisory board, and customers, to create a product that customers can send to their clients, in order to get necessary data for the upcoming tax year, to facilitate the rollover and updating of basic information. As coordinator of this project, it is also necessary to constantly try to rethink the processes used, and find ways to update the software used, or innovate new methods and tools, to keep the product up to date with changes occurring in the technology available and tax law requirements.

Thomson Reuters | Mar 2016 - Aug 2020

Tax Business Systems Analyst

*Collecting, analyzing, and prioritizing requirements from taxing authorities, marketing, support, customers, and other sources all in an effort to enhance the most reliable tax software in the industry. *Sharing expertise by assisting in the training of entry level tax accountants. *Developing and maintain an understanding of the following: Complex tax concepts, GoSystem products, GoSystem development platforms, PC operating systems and user interface guidelines. *Defining complex projects including but not limited to: State & Federal projects *Writing applicable online help Coordinate work with other departments *Ensuring and implement consistency standards *Assisting in the design and development of new projects outside the core application *Ensuring quality products by providing the following: Test programs for technical accuracy and cosmetic appearance *Developing and maintaining testing documentation books *Creating program change requests, updating control sheets and resolving issues with Systems Engineers *Reviewing and correcting projects to ensure they are accurate, clear and concise *Suggesting and implementing product enhancements *Providing technical assistance and client support including but not limited to: -Answering technical questions -Responding to client requests and inquiries -Responding to project escalations *Communicating with other employees, clients and supervisor related to the following: Errors, program problems, status reports, changes and enhancements *Dealing with all factors which might delay deadlines or completion of a project *Attending periodic seminars and training classes to stay abreast of industry products; maintain skill levels and/or certifications

Thomson Reuters | Oct 2014 - Mar 2016

Call Center Operations Coordinator

required to ensure meeting our standard of a 3.5 minute ASA and our goals. - Customer Call Abandon rate of 10% or less - Kana email support responses within 24 hours - Escalated calls routed within 1 hour - Pink Slips and Callbacks handled within 4 hours • Monitor staffing levels and allocate time for non-phone activities as needed, and as business volume allows • Direct flow of customer escalations to ensure the customer’s needs are met in an effective and efficient manner. This also includes taking customer calls related to their experience and concerns, where a supervisor is requested • Perform schedule maintenance to ensure all agent schedules reflect the activities they are assigned, allowing the Command Center and management to accurately track what our agents are doing in a real time setting. • Educate staff on policies and procedures as necessary • Share feedback with employee supervisors as necessary • Maintain lines of communication with other departments in the organization and act as a liaison, facilitating customer communication and support that result in increased or new sales and assist in customer training

My Education

Take a look at my formal education

Master of Science - MS, Business AnalyticsPurdue University Krannert School of Management | 2024
Postgraduate Degree, Business AnalysisPurdue University | 2022
Bachelor of Science, Technology ManagementEastern Michigan University | 2012
Transferred, Business Administration and Management, GeneralUniversity of Phoenix | 2009
Lean Sensei Certificate, Lean Six SigmaVillanova University | 2008

About Me

Adrien Michael

I am passionate about data, and helping discover and provide insights through my role that will help the leadership of the organization make decisions that will ultimately improve the performance of the organization overall.

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