Carolyn Gray
Rocky Mount
Summary
Dynamic Senior Analytic Consultant at Wells Fargo Bank with expertise in SQL and data visualization. Proven track record in streamlining processes and enhancing reporting accuracy, driving significant improvements in business performance. Adept at cross-functional collaboration and stakeholder engagement, ensuring alignment with compliance standards and business goals.
Overview
31
31
years of professional experience
Work History
Senior Analytic Consultant
Wells Fargo Bank
Roanoke
03.2020 - 09.2025
- Utilize extract, transform, and load (ETL) technologies such as Alteryx, Tableau, and TOAD to develop workflows to aid in dashboard development to support daily reporting (KPIs, KQIs & SLAs) and internal and government audit requirements
- Involved in Software Development Life Cycle (SDLC) process by analyzing business requirements and understanding the functional work flow of information from source system to destination systems
- Design and develop workflows to import and export data from MS Excel
- Design Business Intelligence (BI) packages to extract, transfer and load (ETL) data into valuable insights
- Write/modify complex, new or existing SQL queries to meet data and reporting demands
- Utilized visual query builder to pull additional data as required
- Creating views and prepare the Business Reports
- Utilize complex functions; array formulas, validation, and Visual Basic for coding and modification support for Excel-based reporting
- Skilled in relational database management systems such as MS SQL and ERP software such as Oracle
- Develops specific, customized reports, ad hoc analyses and/or data visualizations to make recommendations for alternatives
- Work with leaders and teams across different domains to ensure they adopt consistent approaches to driving business process improvements, leveraging the processes, tools, and capabilities available
- Identify and implement opportunities to streamline and optimize processes ensuring alignment with business goals and compliance standards
- Collaborate with cross-functional teams to define business requirements and ensure successful project implementation
- Testing of code functionality using testing environment
- Ensure adherence to data governance regulations and policies
Analytic Consultant 2
Wells Fargo Bank
Roanoke
08.2016 - 03.2020
- Utilize ETL technologies such as Alteryx, Tableau, and TOAD to develop workflows for data transformation and dashboard development to support daily reporting and internal and government audit requirements.
- Modify complex, existing SQL queries to meet data and reporting demands. Utilized visual query builder to pull additional data as required.
- Utilize complex functions; array formulas, validation, and Visual Basic for coding and modification support for Excel-based reporting.
- Skilled in relational database management systems such as MS SQL Server and ERP software such as Oracle.
- Ensures adherence to data governance regulations and policies.
Business System Consultant 4
Wells Fargo Bank
Roanoke
12.2009 - 09.2011
- Developed, maintained and enhanced 3 separate Microsoft Access databases for commercial operations team leadership producing reporting for volume, quality and performance tracking
- Thought logically and acted proactively to ensure the desired outcome for commercial operations reporting.
- Identify, prioritize and or create new processes
- Serve as a subject expert
Wholesale Operations Sr. Business System Analyst
Wachovia Bank
Roanoke
01.2007 - 12.2009
- Work with business units to identify and specify complex business requirements for production enhancements and ensure customer expectations are understood and met
- Assist in interpreting, analyzing and reporting relevant data based on customer requirements
- Gather and document business requirements, formulate logical statements of business requirements
- Research and evaluate alternative business solutions
- Analyze data in order to solve defects in the production environment
- Give guidance and direction to other System Analysts as needed
- Defining and documenting new or modified processes
- Seek process improvements
Business System Consultant: Commercial Solutions
Wachovia Bank
Roanoke
09.2004 - 01.2007
- Work with business units to identify and specify complex business requirements for production enhancements and ensure customer expectations are understood and met
- Assist in interpreting, analyzing and reporting relevant data based on customer requirements
- Gather and document business requirements, formulate logical statements of business requirements
- Research and evaluate alternative business solutions
- Analyze data in order to solve defects in the production environment
- Give guidance and direction to other System Analysts as needed
- Defining and documenting new or modified processes
- Seek process improvements
Business System Consultant: Commercial Loan Services
Wachovia Bank
Roanoke
02.2004 - 09.2004
- Provide analyst expertise, both technical and business, regarding servicing and complex applications
- Partnering effectively with multiple lines of business, Technology and related disciplines as appropriate
- Provide project support (Statement of Work review, Business Requirements creation, FSD Reviews, Test Plans, Test Scripts, execution, communications which include but not limited to releases, post implementation issues)
- Effectively mentor team members others as appropriate and consistently share knowledge and expertise
- Think logically and act proactively to ensure the desired outcome
- Provide consultation and guidance to partners, including business and technology, on production issues and proposed application changes
- Support customers as a first point of contact for customers experiencing issues with applications. Provide direction to resolve user issues
- Consult on Operations business processes
Project Manager I
Wachovia Bank
Roanoke
04.2002 - 02.2004
- Effectively participate in the development and implementation of business solutions (screen designing for ECLIPS in-house Autobooking (front-end) Project)
- Test scripting writing
- Perform User System Testing
- Interpreting exception messages/resolutions
- Accurately maintains all documentation; monitors and reports project status
- Gathers, analyzes and reports project research information
- Coordinate with project stakeholders to gather input and feedback
- Facilitate and participate in problem resolution
- Assumed the role of Testing Coordinator
Project Manager I
First Union National Bank
Roanoke
10.2000 - 04.2002
- Effectively participate in the development and implementation of business solutions
- Accurately maintains all documentation; monitors and reports project status
- Gathers, analyzes and reports project research information
- Coordinate with project stakeholders to gather input and feedback
- Facilitate and participate in problem resolution
Data Integrity Senior Analyst
First Union National Bank
Roanoke
10.1999 - 10.2000
- Compile analysis of data to enhance the quality of commercial loan operation processes and determine data integrity
- Ensure accurate and timely completion of reports for validation (loan setup/billing)
- Perform analysis to ensure process improvements and internal customer needs are being met
- Effectively partner with various groups across the banks to develop and establish guidelines for customer data verification and improvement: CMPI, Credit Risk, Capital Markets, International, SBBD, CES, Wholesale
- Write reports to assist with the analysis of data
- Review all CLAS codes (making recommendations to consolidate like codes, redefine/simplify definitions and delete obsolete codes)
CLAS Project Specialist
First Union National Bank
Roanoke
11.1998 - 10.1999
- Develop technical training for commercial teams
- Write clear and concise procedures for commercial team members (FASB fees and Derivative products)
- Utilize technology to enhance the efficiency
- Support various commercial projects: Letter of Credit, CoreStates manual conversion effort, CES
- Partner with the Research Liaison Team to identify and resolve issues
- Created productivity tracking spreadsheets for Capital Markets and Quality/CRE Support teams
Commercial Loan Lead Associate II
First Union National Bank
Roanoke
06.1997 - 11.1998
- Effectively lead a team with 15+ employees and completely separate job functions within the team
- Commercial Loan Documentation Preparation (Doc Prep)
- Commercial Loan Set-Up (Booking)
- Commercial Loan Post-Closing
- Commercial Loan Quality Control
- Work with the training team to provide team training or provide one-on-one training myself
Commercial Loan Operations Supervisor I: Loan Setup
First Union National Bank
Roanoke
01.1995 - 06.1997
- Support line of business partners
- Coach staff
- Ensure adequate team performance
- Identify new process improvements
- Ensure there are adequate procedures assist with the team’s performance
Education
Associate of Arts - Business Administration Business with Honors
American Inter Continental University
Hoffman Estates, IL11.2005
Some College (No Degree) - Principles of Banking I & II, Consumer Lending, Accounting I & II
Virginia Western Community College
Roanoke, VASkills
- Alteryx
- SQL
- Tableau
- Teradata
- TOAD
- VBA
- Microsoft Office Suite
- WORD
- Excel
- PowerPoint
- Outlook
- Project
- Access
- Visio
- CLAS - Commercial Loan Account System
- AFS - Automated Financial System
- TES - Tickler Exception System
- CBW - Credit Bridge Workflow
- CEO Wires
- Loan IQ
- SharePoint
- Workday
- User training
- Database creation
- GL and Loan processing guides
- Technical terminology translation
- Communication skills
- Interpersonal skills
- Banking systems knowledge
- Analytical skills
- Problem-solving skills
- Organizational skills
- Project management theory
- Business Requirements writing
- Functional Requirements writing
- Test Scripts writing
- Stakeholder partnership
- Service request management
- Defect management tools
- Process mapping
- Merger mapping
- Data extraction from SharePoint
- Inefficiency identification
- Process streamlining
- Change implementation
- Root cause analysis
- User Acceptance Testing (UAT)
- Process assessment
- Commercial Operations support
- SQL query development
- Flexibility
- Attention to detail
- Relational database experience
- Team management
- SQL query modification
- ETL technologies
- Data visualization
- Business intelligence design
- Dashboard development
- Data governance
- Process improvement
- Cross-functional collaboration
- Requirements analysis
- Problem solving
- Effective communication
- Project management
- Analytical thinking
- Stakeholder engagement
- Advanced Excel
- Report generation
- Dashboard creation
- SQL programming
- Tableau expertise
- Report writing
- Business intelligence tools
- Data analysis
- Software development life cycle (SDLC)
- Business performance analysis
- Defect tracking
- Relational databases
- Microsoft Access
- Visualization software
- Database maintenance
- Data cleaning
- Data collection
- Problem-solving
- Data validation
- Git
- Visual data representation
- Verbal and written communication
- SQL databases
- NoSQL databases
Awards
- STAR Awards
- 1996
- 2001
- 2002
- 2003
- 2004
- TQM Awards
- WOW Awards
- June
- August
- October
- November
- On the Spot WOW Award
Community Leadership
- Mentor, Andrew Lewis Middle School P.A.S.S program
- Coach, Franklin County Recreational Department
- Musician, Mount Hebron Church of Christ
- Member, Franklin County Public School Gifted and Talented Committee
Other
- Tableau Desktop II: Intermediate, Virtual Classroom
- SQL Fundamentals of Querying, New Horizons Computer Learning Center
- Designing Business Solutions Part I & II, Lynda.com
- HTML Programming 4.0: Introduction, Lynda.com
- Gathering and Analyzing Business Requirements, Lynda.com
Timeline
Senior Analytic Consultant
Wells Fargo Bank
03.2020 - 09.2025
Analytic Consultant 2
Wells Fargo Bank
08.2016 - 03.2020
Business System Consultant 4
Wells Fargo Bank
12.2009 - 09.2011
Wholesale Operations Sr. Business System Analyst
Wachovia Bank
01.2007 - 12.2009
Business System Consultant: Commercial Solutions
Wachovia Bank
09.2004 - 01.2007
Business System Consultant: Commercial Loan Services
Wachovia Bank
02.2004 - 09.2004
Project Manager I
Wachovia Bank
04.2002 - 02.2004
Project Manager I
First Union National Bank
10.2000 - 04.2002
Data Integrity Senior Analyst
First Union National Bank
10.1999 - 10.2000
CLAS Project Specialist
First Union National Bank
11.1998 - 10.1999
Commercial Loan Lead Associate II
First Union National Bank
06.1997 - 11.1998
Commercial Loan Operations Supervisor I: Loan Setup
First Union National Bank
01.1995 - 06.1997
Associate of Arts - Business Administration Business with Honors
American Inter Continental University
Some College (No Degree) - Principles of Banking I & II, Consumer Lending, Accounting I & II
Virginia Western Community College