Yong Kim

Pinellas Park, FL 33781

SUMMARY
• 10+ years of professional experience including 6 -7 years of experience as a Data and Project Analyst.
• Companies worked for include Aon-Hewitt, Meridian Asset Services, Citi Group, JP Morgan Chase, etc.
• Experience liaising between technology and business partners, providing support for complex projects,
manipulating and organizing large data sets, extracting and analyzing large data sets in various forms through
multiple channels, creating and modifying moderate and complex SQL queries, responding to urgent data
analysis requests from clients,
• Bachelor of Science degree in Management Information Systems from the University of South Florida.

AREAS OF EXPERTISE
• SQL • Securities Processing
• UAT Testing • OFAC Screening
• Reconciliations • Funds Transfer Processing

PROFESSIONAL EXPERIENCE
AON-Hewitt
Data Analyst
Tampa, FL (October 2019-Present)
Responsibilities:
• Manipulate and organize large data sets to identify KPIs to identify trends.
• Create moderate and complex SQL queries to efficiently provide desired results.
• Generate and distribute client reports and visuals to reflect data analysis to managers and internal teams.
• Develop and automate end user testing and reports.
• Modify data analysis output based on client expectations and market trends.
• Respond to urgent data analysis requests from clients and internal teams.
• Learn new data analysis techniques and introduce workflows into company production.
• Provide support to senior level consultants and senior management teams to meet client expectations.

Meridian Asset Services

Data Analyst
St. Petersburg, FL (Aug 2017-July2019)
Responsibilities:
• Extracted and analyzed large data sets in various forms through multiple channels.
• Consolidated critical data and summarized relevant information for management teams.
• Diagnosed and resolved data quality issues to ensure problematical data is cleansed and modified to
appropriate standards.
• Performed complex analysis, research and reconciliation of varied data discrepancies.
• Finalized internal billing by internal managers for approval prior to compiling billing work book.
• Investigated and resolved data integrity issues under complex scopes for end users.
• Identified new workflows, data processing, analysis, and reporting to improve processes.
• Responsible for data change requests and implementati on of new data collection and data source feeds.
• Ensured adherence to procedural standards through regulatory performance and quality control reviews.
• Created and troubleshooted reports in Reporting Services and SQL for internal teams and clients.
• Prepared and reviewed manifests and databases for completeness and data accuracy.

Sr. Collateral Review Analyst – Sr. Associate

St. Petersburg, FL (April 2015- Aug 2017)
Responsibilities:
• Performed asset reconciliations between multiple investors to identify risk and maintain compliance.
• Developed and maintained reporting for senior management and external clients.
• Demonstrated strong reporting and analytical capabilities with an intense focus on accuracy and quality.
• Completed forensic analysis on collateral loan documentation per state and client guidelines.
• Identified critical exceptions to determine client risk with supporting analysis and evaluation.
• Resolved collateral exceptions identified by clients and third-parties through research from available
sources, including custodian reporting, servicer data, and county records.
• Identified portfolio risk pursuant to criteria and original acquisition guidelines from external clients.
• Researched and reconciled tax, Home Owner Association (HOA), and any other loan related expenses.
 Citi Group
Project Analyst - Associate
Tampa, FL (Feb 2011- April2015)
Responsibilities:
• Developed and executed User Acceptance Testing (UAT) Project Plans.
• Conducted user acceptance testing for new technology implementations, system enhancem ents and/or
new program launches.
• Designed process workflows using swim lane designs for systemic and operational processes.
• Reported findings and test results of potential defects to all responsible parties.
• Reported and escalated issues related to test execution to internal teams and management.
• Managed and supported internal parties on the status of issues and action plans.
• Provided support to internal teams for complex business projects and p resentations.
• Liaison between technology and business partners.

Securities Processing Analyst - Associate

Responsibilities:
• Managed monthly GL activities and e-Recon for executive level management.
• Conducted monthly internal audits for multiple business units.
• On-boarded new clients to the ProtoColl application through testing and finalization of CSA agreements.
• Determined counterparty exposure, issued necessary margin calls , and validated received margin calls.
• Provided systematic reporting on position valuations (MTM), counterparty exposures, trends and other
operational metrics.
• Performed proactive portfolio reconciliations to reduce disputed margin calls.
• Coordinated corporate actions for collateral issues while supporting coupon settlements.
• Identified opportunities and overnight investment options for enhanced returns for external clients.
• Monitored eligibility of proposed collateral receipts .
• Researched and identified collateral eligibility with internal and external clients.
• Reduced overall risk by maintaining concentration limits.
• Provided security and derivative trade valuations using business pricing resources.
• Minimized costs through rehypothecation of collateral received by other counterparties.

JPMorgan Chase
Identity Management Service Delivery - Associate
Tampa, FL (April 2007- Feb 2011)
Responsibilities:
• Conducted UAT testing for Identity Support Toolkit (IST) applications.
• Validated data contacts and information owners for applications for certification.
• Updated IST with certification release date, current Information Owners (IO) and current information R isk
Managements (IRM).
• Published weekly metric packages and submitted packages to executive management for review.
• Assisted internal auditors with related inquiries and resolutions.

Senior Operations Processing Associate

Responsibilities:
• Verified payment instruction received through SWIFT, telex, CCAP, MTCM, Epi, chips and fed wire.
• Contacted outside banks on incomplete or incorrect wire instructions received.
• Authenticated/Amended SWIFT codes and resolved related issues and discrepancies.

RELEVANT SKILLS
Microsoft Office: Access, Excel, Word, PowerPoint, MS Visio, SQL, and Business Objects.
Trainings: Anti Money Laundering (AML), Know Your Customer (KYC), Suspicious Activity Reporting
requirements (SAR), Bank Secrecy Act of 1970, USA Patriot Act 2001, and Office of Foreign Asse ts Control
requirements (OFAC).

EDUCATION
Bachelors of Science - MIS University of South Florida