Summary
Overview
Work History
Education
Skills
Websites
Certification
References
Timeline
Generic

Chappell Reeves

Chattanooga

Summary

Lead Financial Analyst skilled at transforming complex data into actionable business strategies using advanced tools like Tableau and Power BI. Known for effectively driving strategic decisions and crafting integrated marketing plans that optimize business outcomes. Demonstrates a collaborative leadership style, enabling teams to translate insights into impactful results. Aims to harness expertise in data analysis to enhance business performance and customer experience as a Data Analyst, Financial Analyst, Business Analyst.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Analyst

Smile Fund
McCallie
01.2021 - 05.2024
  • Authored targeted updates and stock reports for the Energy and Material sector, keeping executives informed with timely news to drive optimal fund performance.
  • Led a team of 13 analysts to produce impactful research in the Industrial, Materials, Energy, and Utility sectors, worked closely with a Senior Analyst to inform successful trade decisions, and authored a key Exxon Mobil report enhancing our investment strategies.
  • Developed and implemented integrated marketing strategies for small businesses using Microsoft Office Access and BI tools, increasing customer engagement by 30%, and boosting their market presence.
  • Enhanced efficiency and understanding of daily workflows by collaborating with teams across departments to analyze data using Python and BI tools, which streamlined processes significantly.
  • Enhanced business profitability by utilizing R Studio and Tableau to conduct modeling and analytics, guiding informed, and strategic decision-making.
  • Conducted regular reviews of operations using Microsoft Office Access, leading to process improvements that boosted team efficiency by 20%.
  • Enhanced data modeling skills and market trend analysis by attending targeted workshops and presentations, leading to a 25% improvement in market forecast accuracy.
  • Identified patterns and trends in large data sets, and provided actionable insights.

Scholar Internship Program

Unum
Chattanooga
01.2021 - 01.2022
  • Participated in workshops on leadership, financial literacy, and professional development.
  • Collaborated with peers and mentors on real-world business challenges, and presented actionable solutions to UNUM professionals.
  • Engaged in community service projects, and learned principles of corporate social responsibility, and servant leadership.
  • Completed mentorship sessions with UNUM executives to explore pathways in business, technology, and public service sectors.
  • Selected for a competitive leadership and career development program hosted by UNUM, focusing on professional growth, corporate leadership, and diversity in the workplace.
  • Evaluated business processes for improvement opportunities through automation or streamlining.

Education

BS - Business Administration: Business Analytic

The University of Tennessee Chattanooga
Chattanooga, TN
05.2025

BS - Business and Managerial Economic

The University of Tennessee Chattanooga
Chattanooga, TN
05.2025

Skills

  • Data modeling
  • Microsoft Office Access
  • Research and analysis
  • Database management
  • MySQL expertise
  • Financial modeling
  • Data analysis
  • Data visualization
  • Programming and automation
  • Python expertise
  • R Studio expertise
  • Business intelligence (BI) tools
  • Tableau expertise
  • Power BI expertise
  • Excel expertise
  • Problem solving
  • Forecasting and planning
  • Verbal and written communication
  • Market research and competitive analysis
  • Data gathering
  • Statistical analysis
  • SQL and databases
  • Financial and operational reporting
  • Financial statement analysis
  • Requirements gathering
  • Operational reporting

Certification

  • Dashboard in Tableau, Creating Dashboards in Tableau Focuses on building interactive dashboards to present key business insights. Covers best practices for dashboard design, storytelling with data, and optimizing performance for end-users. Essential for roles that involve data visualization and reporting.
  • Statistical Techniques in Tableau, Teaches how to apply statistical functions like trend lines, forecasting, and regression analysis. Useful for conducting data-driven decision-making and business analytics. Ideal for professionals analyzing business performance, financial trends, or customer behavior.
  • Time Series Analysis in Tableau, Covers forecasting models, moving averages, and trend analysis using time-series data. Helps in financial analysis, sales predictions, and operational planning. Essential for industries like finance, supply chain, and marketing analytics.
  • Data Visualization in Tableau, Provides expertise in designing effective and engaging visualizations for better storytelling. Focuses on choosing the right chart types, using colors effectively, and audience engagement. Useful for creating executive-level reports and presentations.
  • Bloomberg Market Concepts (BMC) Certificate, Industry-recognized certification focused on financial markets, trading, and economic indicators. Covers equities, fixed income, foreign exchange, and commodities. Valuable for finance, investment banking, and economic analysis roles. Demonstrates knowledge of Bloomberg Terminal, a widely used tool in financial institutions.
  • Microsoft Excel Certification, Demonstrates advanced Excel skills such as PivotTables, Macros, VLOOKUP, and Data Analysis Tools. Essential for business analysts, financial analysts, and data professionals. Useful for automation and improving efficiency in business operations.
  • Microsoft Word Certification, Focuses on professional document creation, formatting, and collaboration tools. Useful for roles that involve report writing, business documentation, and corporate communication. Helps in creating polished reports, proposals, and presentations.

References

References available upon request.

Timeline

Analyst

Smile Fund
01.2021 - 05.2024

Scholar Internship Program

Unum
01.2021 - 01.2022

BS - Business Administration: Business Analytic

The University of Tennessee Chattanooga

BS - Business and Managerial Economic

The University of Tennessee Chattanooga
Chappell Reeves
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