SUMMARY:

15+ Years of Experience Analytical manager who leverages IT/systems background, business acumen, and financial analysis skills to drive superior results. Background includes delivering the tools, processes, and data insights to drive measurable improvements in sales, customer satisfaction, and operational efficiency. Experienced project manager skilled in building strategic partnerships and facilitating project plans to ensure cross - functional alignment of goals.

EXPERTISE AREA:

• Sales Operations
• Program & Project Management
• Business Planning
• Business Systems & Tools Development
• Business Case Documentation
• Annual Operations Planning
• Financial Analysis
• Team Leadership
• Campaign Management

TECHNICAL SKILLS SUMMARY:

Oracle EBS, R-11 and R-12 GL, SAP SD, FI/CO, BW, Hyperion Budgeting and Planning, Essbase, HFM (Administration) Workspace and Web Analysis Studio, Cognos, Micro Strategy, Salesforce.com, MS CRM Dynamics, Tableau, Database Reporting Services (SQL, MySQL, MS Access, Oracle), MS SQL Server, Excel (Data Analysis, Modeling, Macro, and Visual Basic)

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, CA

Senior Business Analyst (Sales Channel Manager)

Responsibilities:

• Supported initiative to reorganize wealth management division, which streamlined operations, increased revenues, and improved client satisfaction . Built partnerships with product, marketing, and finance groups to integrate systems and teams.
• Revamped systems to enable optimization and consolidation of sales territories. Worked with sales leaders to understand business needs and reconfigure systems to drive client onboarding and assets under management.
• Pioneered sales operations planning roadmaps to create a clear annual operating plan for management.
• Designed business cases for system enhancements and system integration projects to continue development lifecycle of CRM applications. Reviewed requirements and specifications and conducted testing to ensure system enhancements were in line with business objectives.
• Designed reporting foundation across business segments using Tableau, which led to creation of dynamic management reporting for referral, production, segmentation, client onboards, campaign management, and territory mapping.
• Worked with developers to build departmental data mart. Participated in data reporting/design discussions, assisted in UAT, and supported development of business cases and test case scenarios.

Confidential, San Francisco, CA

CRM Systems Analyst

Responsibilities:

• Brought on board to implement new Microsoft Dynamics CRM solution for the sales organization and strengthen the wealth management technology roadmap.
• Served as CRM System Administrator responsible for partnering with engineers, data analysts, and business analysts to translate business requirements into technical solutions.
• Participated in system development lifecycle from concept through testing, implementation, and support.
• Developed and introduced new features into CRM applications by analyzing information needs and functional requirements to deliver needed artifacts.
• Integrated acquired firms’ CRM platforms to MS Dynamics CRM (Salesforce, Red Hat etc.)-, delivering gap analysis, functional specifications, and data mapping solutions.
• Increased CRM adoption rate 3x by revamping program. Created manual, job guides, and product site to encourage greater communication with clients.
• Created a single data source to enable enterprise sales reporting for the first time in the bank’s history.
• Developed key insights into customer retention and sales opportunities.

Confidential, Fremont, CA

Business Process Manager

Responsibilities:

• Implemented sales system to over 180 + users that increased referrals to 8,000 and which resulted in $1.3 million in revenue in 2015. Consolidated disparate sales reporting processes to enable cohesive operations across business units.
• Functioned as Product Manager to drive the organization’s CRM platform from a divisional product pilot to an enterprise wide product platform, managing a $1M systems enhancement budget annually.
• Served as SME and champion for integrating key data systems, including CRM/analytics, campaign management, corporate website, and tracking/reporting.
• Boosted operational efficiency by creating financial models and dashboards to monitor product/department performance and continually analyze growth and engagement drivers.

Confidential, Bay Area, CA

Senior Financial Analyst

Responsibilities:

• Assisted senior leadership with financial analysis and reporting for 2 scientific product lines, each valued at $400+ million in annual revenue. Reduced budget production time 50% by streamlining functionality of revenue vs. budget modeling and increased team’s knowledge of SAP SD, FI, and ERP systems.
• Provided budgeting and sales forecasting, financial deal support, KPI development, and worldwide quarterly earnings package creation for the software consumer products division. Improved insight into financial performance by conducting variance analysis, customizing performance indicators, and sales team on reporting.
• Coordinated and matured the financial reporting and analysis function for a rapidly growing start-up. Improved recurring sales revenue actuals, actual to bookings, revenue flash, and sales reporting to provide greater insight into strategic opportunities.
• Supported merger with Roche by assisting manufacturing and R&D divisions with financial analysis and reporting.
• Worked closely with cost-center owners and finance managers to analyze manufacturing costs and deviations, gross margin, inventory cost variances, and balance sheet account variances.