Ryan Peddycord

Bachelor's

Economics

TIAA

Financial Systems and Analysis Intern

- Charlotte, NC - June 2020 - August 2020 - Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and government fields - Financial Systems and Analysis Intern - Created Tableau visuals for enterprise wide key metrics including: Revenue, Operating Expense, Operating Margin, AUM/A, and Flows - Aided in data governance by running cross validations between Financial Scorecards from Excel and Tableau. Created a reconciliation workbook in Excel to search for variations on a monthly basis, also included a content guide so future employees can run the same process - Performed Tableau Dashboard testing of functionality of reportss, giving feedback while also ensuring data credibility - Updated the TIAA Financial Solutions SharePoint site. Updated all links to route to separate folders for employees to drop reports. Site was specifically made to be a landing page for the new CFO to learn the various functions and reporting of TIAA Financial Solutions - Aided in the development of our FAREH training guide (Flows, Assets, Revenue, Expenses, Headcount). Used guide to train myself, then went to my manager with notes to improve the learning process for future employees - Received two awards recongnizing the work I had done for our SharePoint site, as well as my diligence in developing the Key Metric visuals