Arize Okafor

Business analysis and financial data professional with 7 years of experience across financial services, investment operations, data governance, reporting, and analytical process improvement. Experienced in investigating data issues, identifying discrepancies, translating business requirements into actionable analytical solutions, and partnering with cross-functional stakeholders to improve data quality and operational controls. Skilled in developing reporting workflows, dashboards, and data pipelines using SQL, Python, Excel, and Tableau.

Strong background in financial data analysis, anomaly detection, root-cause investigation, documentation, and regulatory-aware environments. Brings transferable experience relevant to enterprise fraud detection platforms, data defect management, reporting infrastructure, and business stakeholder engagement.

Analyst at S&P GLOBAL (2022-05 – Present)

Perform business and data analysis across large-scale financial datasets, investigating data inconsistencies, operational exceptions, and reporting issues to support business and operational requirements.

• Analyze and evaluate information associated with 25,000 bonds and securities, validating data accuracy, security attributes, pricing information, and index-related inputs.
• Partner with cross-functional teams, including Operations, Finance, Risk, Data, and Technology, to understand business needs and support issue resolution.
• Investigate data defects and discrepancies by performing root-cause analysis, tracing source information, and identifying potential impacts on downstream reporting and analytical processes.
• Develop and improve reporting workflows using SQL, Python, and Excel, helping automate recurring analysis, reduce manual effort, and improve reporting consistency.
• Organize and synthesize complex data into actionable insights for stakeholders through analytical reports, summaries, and operational monitoring.
• Support data preparation, validation, and transformation activities required for analytical reporting and business decision-making.
• Document analytical processes, data-quality findings, and workflow procedures to improve transparency, repeatability, and governance.
• Communicate project updates, issue status, analytical findings, and process improvement opportunities to relevant stakeholders.
• Support process optimization initiatives involving automation, data controls, and improved operational workflows.

Data Steward at S&P GLOBAL (2021-09 – 2022-05)

• Monitored enterprise datasets to identify data-quality issues, inconsistent records, anomalies, and potential operational risks.
• Investigated reported data issues by reviewing business context, analyzing source records, and identifying patterns contributing to data defects.
• Used SQL and analytical techniques to validate data, identify missing or duplicate records, and support data-quality remediation.
• Collaborated with business and technical stakeholders to clarify data requirements and improve the accuracy and reliability of enterprise datasets.
• Automated recurring monitoring and reporting activities to improve consistency, efficiency, and issue visibility.
• Prepared exception reports and analytical summaries to support stakeholder review and prioritization of data-quality concerns.
• Maintained documentation related to data governance, validation procedures, monitoring activities, and operational controls.
• Applied structured problem-solving and analytical reasoning to support enterprise data integrity and business reporting needs.

Relationship Manager at CHARLES SCHWAB (2018-07 – 2021-08)

Served as a business-facing resource supporting brokerage transactions, managed accounts, client requests, and investment-related operational processes.

• Gathered information from clients and internal teams to understand business requirements, investigate account issues, and coordinate appropriate resolutions.
• Reviewed account activity, transaction information, cost basis, and financial data to identify discrepancies and potential operational defects.
• Collaborated with Trading, Operations, Investment, and Compliance teams to resolve complex account and transaction-related issues.
• Translated complex financial and operational information into clear explanations for business users and stakeholders.
• Maintained detailed records and documentation supporting account servicing, issue resolution, and regulatory-aware operational procedures.
• Monitored account activity and financial information to support accuracy, risk awareness, and consistent service delivery.
• Developed strong stakeholder communication skills through frequent interaction with clients and internal business partners.

Financial Representative at TD AMERITRADE (2017-07 – 2018-07)

Supported brokerage operations involving equities, options, fixed income, and other investment products in a regulated financial-services environment.

• Investigated transaction and account-related issues by reviewing available information and coordinating with internal operational teams.
• Assisted clients and internal stakeholders with business requirements related to transactions, account activity, and investment services.
• Reviewed financial and operational information to identify inconsistencies and support accurate issue resolution.
• Maintained documentation and followed established procedures designed to support operational accuracy and regulatory compliance.
• Communicated technical and financial concepts in a clear, user-focused manner to support effective decision-making.

Bachelor of Business Administration in Finance – University of North Texas (2017)