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Chad Brooks

Chad Brooks


Business Analyst

Excellus BCBS | Rochester, NY


My Portfolio Highlights

My New Certification

Professional Data Analyst

My New Course

Introduction to Python

Data virtuoso, orchestrating symphonies of information.

My Work

Take a look at my latest work.


Competition - HR Analytics in Tableau


Bee Haven Revealed


Driving Growth and Efficiency: Business Insights and Supply Chain Analysis


My Certifications

These are the industry credentials that I’ve earned.

Professional Data Analyst

Professional Data Analyst

Other Certificates

Coursera Google Data Analytics

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.

Excellus BCBS | Sep 2022 - Present

Business Operations Analyst

Collect and communicate accurate requirements for projects and processes, which includes, but not limited to facilitate walkthroughs of detailed business requirements and use cases. Collaborates with other business units to identify, define, and implement improvement opportunities related to the support system(s). Collect and analyze data to develop and modify business processes and procedures. Work closely with the Product Portfolio Design Team & the Technical Administration Team as it relates to new and ongoing system projects, i.e., requirement gathering, validation, etc. Manages escalated triage activities in support of the end-to-end processes. Conduct continuous evaluations of end-to-end processes to identify opportunities for improvement, utilizing methodologies and principles that align with Health Plan goals. Facilitates team meetings and participate in departmental work groups. Ensures business practices comply with federal and state laws and corporate personnel policies. Support Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and Leading to the Lifetime Way values and beliefs. Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. Act as team SME when it comes to Office 365 systems, such as SharePoint, Excel, Microsoft Lists, Teams, and Power Platform. Leverage current resources (Office 365) to enhance and improve inventory management and collaboration amongst teams.
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Paychex | Mar 2021 - Oct 2021

HRS Field Manager Support Representative

Maintains response time withing expected service levels to email and project inquires to Sales, Financial Advisors and Paychex Clients to ensure accurate and timely resolution. Partner with necessary departments to resolve escalated issues. Maintain and update client and financial advisor information with various fund managers, broker dealers and all trading partners. Develops and maintains high level of Paychex 401(k) product knowledge to ensure that consistent, quality service is provided. Develops and maintains high level of expertise in all Paychex Recordkeeping and Proposal systems and software including, but not limited to, HRIS, SunGard, Flex Soft, Access Databases and Excel to ensure consistent, quality service is provided. Consults with Sales Representatives and Financial Advisors to ensure they are educated on Paychex product options, set up and ongoing plan administration. Reports on and analyzes incoming call/email volume in order to identify trends and efficiencies. Initiates and foster process improvement through partnership with Paychex Sales and Operations as well as Financial Advisors and Broker Dealer back offices. Acts as rep on various initiatives and projects within Paychex Service, Sales and Operations to ensure that department needs are met, and actions of the team are in line with departmental goals. Acts as a resource and subject matter expert for team members to ensure that all questions can be answered accurately.  Acts as resource for user acceptance and user interface testing of new applications to ensure new applications function as expected

Paychex | Nov 2018 - Mar 2021

401(k) Financial Advisor Support Specialist

Provides the broker community with answers to questions regarding plan set up and provisions, Paychex policy and procedures, necessary resources, and other plan administrative inquires to ensure that the 401(k) product is administered appropriately. Provides email support to HRS sales and broker community as well as HRS Service and HRS Operations. Coordinates escalated issue resolution for clients and/or brokers with HRS operations and fund managers and/or trading partners to ensure issues are seen through to resolution. Initiates and fosters process improvement through partnership with HRS sales and operations as well as other teams within HRS Service. Maintains updated client and/or broker information with various fund managers/ trading partners. Provides notification to broker representatives regarding various fund changes and Paychex product offerings to ensure they have the most up to date information. Act as representative on various initiatives and projects within HRS service, sales and operations. Develops and maintains high level of Paychex 401(k), Section 125 product knowledge to ensure quality service is delivered consistently. Develops and maintain high level industry pension and retirement services knowledge to ensure quality service is delivered consistently.

Paychex | Aug 2016 - Nov 2018

New Case Setup Specialist I

Responsible for the timely and accurate set up of 401(k)'s, FSA and POP to Paychex. Provides advanced client service and ensures timely and accurate problem resolution. -Verifies that the documentation submitted meets compliance requirements by type of plan and plan design, that the clients plan does not have any inconsistencies for controlled ownership, also that all billing and commission is calculated correctly. -Notifies the sales group of any inconsistencies or corrections associated with the submission of new client paperwork ,receives the corrections and revalidates the submission. -Receives specific processing or exception requests from HRS Sales and approves or denies the request by utilizing multiple computer software packages including HRIS, ORS and Imaging. -Works with the sales group, commissions, billing, sales support, compliance, and the Client Change team to handle the set up of new Fixed Fund 401(k), Premier, FSA and POP clients to ensure the plans are set up timely and accurately. -Verifies that the first payroll for the clients runs accurately. Communicates to clients, branch or hub personnel and HRS sales, and performs system setup changes to ensure all parties involved are aware of the situation and that all issues are corrected to ensure that an accurate next payroll is attained. Monitors the GIANT/TITAN connection and troubleshoots Premier and PBS accounting reconciliation reports. -Manages incoming calls and provides second level support for service partners and clients through an internal phone queue. -Logs and documents conversations/issues in an effort to minimize repeat callers and provide optimal service. -Prioritizes and resolves critical or time-sensitive issues to ensure they are resolved in a timely manner.  -Work with clients to explain complicated concepts in a way that can be easily understood. 

Woods Oviatt Gilman LLP | Jun 2014 - Aug 2016

Foreclosure Clerk


Relin, Goldstein & Crane LLP | Jul 2013 - Jun 2014

Payoff/Reinstatement-legal assistant


My Education

Take a look at my formal education

B.S. Business Administration, Financial ServicesEdinboro University | 2011

About Me

Chad Brooks

I'm a (Big) Data Professional who has a strong passion developing Reports, Performance Related Insights, Dashboards, and Data Models. I can extract and map business requirements as a Business Analyst and as a Data Analyst/Business Intelligence Specialist.

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