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Billy Stockum

Billy Stockum

Lead BI Developer

Vitamix | Columbus Ohio

Technologies

My Portfolio Highlights

My New Project

Introduction to Notebook Projects

My New Track

Data Analyst

My New Course

Introduction to Python

My New Project

Introduction to Notebook Projects

Quantitative magician, conjuring valuable knowledge from data spells.

My Work

Take a look at my latest work.

course

Understanding Data Science

course

Introduction to SQL

course

Introduction to Python

course

Understanding Data Science

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Tableau Tableau Desktop Specialist

Alteryx Alteryx Designer Core Certification

Alteryx Alteryx Designer Advanced Certification

DataCamp Course Completion

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

Courses

Introduction to Python
Introduction to SQL
Understanding Data Science
Intermediate SQL

My Work Experience

Where I've interned and worked during my career.

Vitamix | Apr 2022 - Present

Lead BI Developer

N/A

Bridgestone Americas | Oct 2021 - Apr 2022

Lead Business Intelligence Developer

• Led the design, development, and maintenance of BI processes for multiple businesses and partnered with internal stakeholders on the data platform. • Identified critical data sources necessary to achieve desired business outcomes and collaborates with others across the organization to integrate data into a consistent and usable format. • Developed solutions for multiple businesses using Alteryx and Tableau to drive revenues and provide accurate reporting. • Led user training and held office hours for Alteryx and Tableau increasing adoption of analytical tools for multiple business units.
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Cardinal Health | May 2021 - Oct 2021

Senior Advisor, Data Analytics

• Actively support business analytics engagements contributing to a total of $4M in type-1 benefit annually across various stakeholder groups. • Automate business processes using Alteryx, Google Big Query, Python, and SQL resulting in 600 manual labor hours saved in FY21. • Design and implement data visualization and reporting tools using Tableau and Microsoft SQL Reporting Services to track KPIs and identify future business growth opportunities. • Drive stakeholder adoption of tools through consistent end-user training sessions. • Lead Google Cloud migration efforts enterprise wide and directly contribute to the resolution of data ingestion and quality challenges.

Cardinal Health | Jan 2020 - May 2021

Advisor, Data Analytics

• Redesigned and deployed premium data services package offering resulting in $1.4M Type-1 benefit in FY21. • Pioneered the use of SQL Reporting Services within current department amplifying automation capabilities for several key reporting initiatives. • Increased supply chain tracking and transparency using Alteryx and Tableau to support best-in-class supply efforts, mitigate supply chain risks, and provide feedback loop for sales initiatives. • Consistently led department-wide trainings on best practices within Google Cloud Platform, Alteryx, Tableau, Python, and SQL Reporting Services.

JPMorgan Chase & Co. | Apr 2017 - Jan 2020

Data Analyst

•Analyze and eliminate manual processes through automation via Alteryx and Tableau, resulting in a 90% decrease in processing time. •Work with product owners to develop reports for new reporting environment which functions as a self-serving reporting tool for end-users. Completed over 50 new report queries utilizing SQL and Business Objects and provide ongoing support for existing and new report requests. •Create stress test models for the Front Office to analyze and assess risk due to pricing shifts and market events for clients’ portfolios. •Interpret collateral and stock data, analyze reliance, risk ratings and provide ongoing reports, including live dashboards and ad-hoc requests using Tableau and SSRS for senior management and monthly reporting decks/presentations. •Collaborate with business, program, and technology teams to implement a global collateral management platform to remedy risk and liquidity issues. Owned the project from the data side and assisted with schema layout/design and flattening of tables. •Cross train team members and serve as subject matter expert of firm’s new self-service reporting tool. •Responsible for testing various reporting software in order to recommend the most efficient software for implementation; Alteryx, Qlik Sense and Tableau. •Complete ad-hoc analysis for key business partners throughout Asset Management and Finance Departments to assist in decision making with new policies; recent projects include collateral analysis of all loans with certain types of collateral to be excluded from reserve requirements.

J.P. Morgan | May 2015 - Apr 2017

CLT Analyst

•Provided guidance to bankers, investors and clients regarding optimal credit structures and most efficient manner of meeting liquidity needs. •Served as primary contact for all complex analysis such as ways to raise capital without causing taxable events and cushion analysis based on market conditions. •Underwrote new money requests, completed annual reviews and modifications for securities backed lines of credit, term loans and letters of credit.

Delaware County Bank | Sep 2014 - May 2015

Credit Analyst

•Underwrote new money requests along with annual renewals of commercial credit loans. •Analyzed and spread personal and business financials, tested loan covenants and updated loan agreements. •Responsible for creating and generating monthly and quarterly reports in support of the Credit department. •Assisted in creating new risk grade model to streamline risk grading.

Morgan Stanley Wealth Management | Jul 2013 - Sep 2014

Banking and Lending Specialist

N/A

Morgan Stanley Wealth Management | Feb 2013 - Jul 2013

Service Professional

• Provided World Class Service to both internal and external customers • Fielded solutions to complex financial and legal inquiries • Provided extensive technical support related to Morgan Stanley ClientServ websites • Executed various money movement related transactions. • Assisted clients with various tax related inquiries, determining cost basis • Escalated complex problems to specialists for resolution and followed up with the clients

Bank of America | Aug 2012 - Nov 2012

Case Management Process Support

• Support a portfolio of loans in default, imminent default loans with a focus on loan modifications, document validation, Net Present Value model running • Work as part of a team to ensure loans are serviced in a timely manner • Support the Customer Relationship Manager model that is the end-to-end Single Point of Contact relationship between the customer and the employee • Document loan history • Respond to customer and 3rd party inquiries • Research and/or prepare documentation • Analyze requests in accordance with established guidelines to determine the appropriate course of action • Retrieve notice of signed modification documents, ensure quality control review of documents and new loan terms, and submit modification update requests • Deliver high-quality, error-free work that is exact and complete by paying close attention to detail • Focus on servicing the customer by demonstrating a sense of urgency, dedication, courtesy, accuracy and efficiency • Foster strong collaboration with team member and business partners by contributing ideas, opinions and skills toward the achievement of a common goal • Clearly convey information and ideas through a variety of channels to the customer • Ensure quality service and effective, efficient operational support for the assigned area's internal business partners and/or external customers/clients

One Write Company | Nov 2007 - Jan 2012

Customer Service Representative

• Handled customer service requests • Received telephone orders for Sunnyland Farms • Gained experience working with customers and on communication and computer skills

WesBanco | Jun 2011 - Sep 2011

Summer Floating Teller

• Verified cash in vault and registers • Learned banking rules and regulations. • Sharpened people skills

Lancaster Parks and Recreation | May 2006 - Aug 2009

Cashier

• Cashier at front desk and concession stand • Counted and checked cash at end of business day • Took inventory and completed daily ledger • Learned cash handling skills and communication skills

My Education

Take a look at my formal education

Bachelor of Specialized Studies, Finance & EconomicsOhio University | 2012

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