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Theodore Houston

Theodore Houston

Data Analyst

University of South Florida

Technologies

My Portfolio Highlights

My New Project

Analyze International Debt Statistics

My New Course

Introduction to SQL

My New Project

Analyze International Debt Statistics

Insights artist, transforming data into visually stunning masterpieces of knowledge.

My Work

Take a look at my latest work.

course

Introduction to Power BI

course

Introduction to SQL

course

Intermediate SQL

course

Introduction to Power BI

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Salesforce Salesforce Associate

DataCamp Course Completion

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

Courses

Introduction to SQL
Introduction to Power BI
Intermediate SQL
Joining Data in SQL

My Work Experience

Where I've interned and worked during my career.

Concurrent Investment Advisors | Mar 2023 - Present

Data Reporting Analyst

• Transitioning 6 billion dollars of investments across financial platforms • Mass scrubbing of data to clean and massage approximately 25,000 financial accounts • Retrieving and documenting statements from IRA and investment accounts and prepping them for conversion • Agile collaboration with existing team members in a start-up environment • Extensive use of Excel with emphasis on LookUp and Query functionalities • Examining and grouping accounts throughout the firm’s Book of Business using SQL functions • Implementing slicers and visual charts within PowerBI to further breakdown financial accounts by value to the firm • Creating a template and method of delivery that improved on our estimated project completion date by 2 weeks • Presentation of project progress through visual timelines and tracking spreadsheets to internal stakeholders • Facilitation of weekly meetings with data team to prioritize workload
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Metlife, Inc. | Jun 2021 - Mar 2023

Client Service Consultant

• Actively engaged in training programdesigned to enrich consultation skills • Continuously established an effective communication channel with clients and brokers • Onboarded CFO’s and other Executive level contacts onto the company’s benefit services and systems • Managed a Book of Business that includes 30+ business entities through the SalesForce platform • Maintained monthly reconciliations of over 4 million dollars of annual premium, while conducting preventative practices to reduce due and unpaid balances • Distributed high-level implementation reports to the Southeast service region with visual references.

Technical Program | Jun 2022 - Feb 2023

Apprenticeship

Manage user access, adoption, security, permissions, data integrity, and forecasting accuracy in SalesForce Create and implement workflows rules to divvy up client base into wealth tiers Assign profile and license specifications to users to enhance their Salesforec experience Work with different business and technology teams to document use-cases and develop implementation specs Utilize SQL, Power BI, Tableau, and other dashboard/visualization tools to provide insight and analysis Practical use of data scrubbing to provide accurate representations of data

Operations Associate | Jul 2019 - Jul 2020

Florida Highway Patrol

Coordinated daily invoice processing including the accurate maintenance of all payment records, and related monthly reporting. Coordinated the operational processes for all vendors including all public facing activities. Served as a liaison for interdepartmental relationships within the Central Florida region. Consistently exceeded all present standards and accountability measurements within the Florida Highway Patrol.

My Education

Take a look at my formal education

Bachelors of Arts and Scienes in History in HistoryUniversity of South Florida | 2020

About Me

Theodore Houston

An analytics professional passionate about improving and optimizing business procedures in order to grow a company. Previous knowledge of using analytics platforms and languages such as Alteryx, SQL, and Tableau to pull and prioritize data into user

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