SUMMARY:

Twelve years experience in a variety of analytical roles with MBA in statistical analysis. Skilled with analyzing business intelligence data for executive management and implementing recommendations into highly successful actionable items, which resulted in $4.6B in incremental revenues and cost savings.

SOFTWARE KNOWLEDGE:

Reporting: Crystal Xcelsius, Tableau, Visio, Business Intelligence, Crystal Reports, Salesforce.com, Oracle, PeopleSoft Enterprise One, PowerPoint, MS Word, MS Publisher, Symphony

Database: MS Access, SQL, VBA, Visual Basic, BusinessObjects, Salesforce.com, AS400, CNPIMS, COGNOS, Dell Data Warehouse (D3), Oracle, ODBC, OLAP, TOAD

Statistical/Forecasting: SPSS, SAS, Forecast Pro, GEAC, Group Wise, MicroStrategy, MPower

Financial: MS Excel, Essbase, Hyperion Essbase, Brio, Impromptu, Lotus 1 - 2-3

Platforms: Oracle, SAP, MS Office, PeopleSoft Enterprise One, Salesforce.com, Macintosh, Microsoft, Lotus Notes

Project Management: MS Project, Green Belt Professional Project Management (PPM) Six Sigma Certification

AREAS OF EXPERTISE:

Financial Analysis - A/P, A/R, Balance Sheet, Benchmarking, Business Process Re-Engineering, Process Improvement, Benefits Administration, Bonus Compensation, Budget Management, Business Valuations, Cash Flow Management, Cash Flow Statements, Break-Even Analysis, Complex Financial Analysis, Compensation Analysis, Expense Analysis, IRR, Inventory Analysis, Inventory Level Optimization, Key Performance Indicators (KPI), Liquidity Analysis, Production Optimization Modeling, NPV, Financial Indicators, Financial Projections, Financial Planning, Financial Statements, Financial Diagnosis, GAAP, Headcount Analysis, Payroll, Portfolio Management, P&L Management, Profitability, Microeconomics, Macroeconomics, Measurement of Productivity & Processes, Corporate Finance, Operating Capital, Operational Analysis, Portfolio Management, Pricing Analysis, ROI Analysis, Risk Management, Risk Assessment, Relevant Cost Analysis, Cost-Benefit Analysis, Cost Evaluation, Acquisition Analysis, Ratio Analysis, Rebates, Root Cause Analysis, Critical Path Analysis, Sales & Operations Planning (S&OP), Solvency Analysis, Spreadsheets, Stability Management, Strategic Planning, Technical Analysis, Trial Balance, What-If Analysis, Working Capital, Value Added Analysis

Pricing - Pricing Analysis, Price Elasticity Ratios, Price Skimming, Psychological Pricing, Price Point Analysis, Discount Pricing, Discrete Pricing, Differential Pricing, Variable Pricing, Competitor Price Indexing, Cost-plus Pricing, Rebates, Odd-Even Pricing, Opportunity Cost, Loyalty Cards, Logistical Costs, Penetration Pricing, Price Bundling, Promotional Pricing, Price Elasticity of Demand, Rate of Return Pricing, Transfer Pricing, Unit Pricing, Umbrella Pricing, Value Pricing, Voucher, Zone Pricing

Forecasting - Linear Forecasting, Summing Formulas, Seasonality Adjustment, Sensitivity Analysis, Incremental Analysis, Differential Analysis, Economic Indicators, Multiple Linear Regression, Statistical Forecasting, Sales Forecasting, Scatter plot, Normal Distribution, Random Variable Testing, Predictive Variable Testing, Event Analysis, Hazard Rate, Autocorrelation, Seasonal Variation, Trend Estimation, Autoregressive Moving Average (ARMA), ARIMA, Box-Jenkins, Kaplan-Meier, Composite Forecasting, Delphi Method, Econometrics, Predictive Modeling, MAE, MAPE, MSE, RMSE, Vector Autoregression Models (VAR), Predictability, Predictive Analytics, Confidence Interval, Moving Average, Gap Analysis, Product Forecasting, Risk Analysis, Benchmarking, Bottom-up Sales Forecasting, Top-down Sales Forecasting, Customer Demand Planning, Survival Analysis, Trend Analysis, Growth Curves, Cross-Sectional Data, Longitudinal Data, Time Series Models

Marketing - Key Performance Indicators (KPI), Sales & Operations Planning (S&OP) Activities, Business Intelligence, Master Planning & Scheduling (MPS), Mass Marketing, Purchase Orders (PO), Sales Performance, Bonus Compensation, Sales Awards, Advertising, Return on Advertising (ROA), Sales Promotions, Rebates, Incentives, Retention, Acquisition & Development, Consumer Behavior, Customer Segmentation, Market Segmentation, Balanced Scorecard, Marketing Mix Optimization, Click Stream Analysis, Strategic Marketing, Strategic Management, B2B, B2C, Customer Relationship Management (CRM), E-CRM, Customer Experience Management, Customer Life Time Value (CLV), Life Time Customer Value (LCV), Lifetime Value (LTV), E-Commerce, Web-Analytics, Web-based Customer Tracking, Internet Research, Social Marketing, Social Media, Competitive Analysis, Direct Marketing, Attrition Minimization, Churn Rate Analysis, Banner Ads, Marketing Communication (MARCOM), Branding, Loyalty Programs, Event Planning, Product Life Cycle Management (PLCM), Perceptual Mapping, Predictive Analytics, Consumer Behavior, Customer Value Analysis, Outbounding, Outbound Telemarketing, Cross-Selling Optimization, Sales Intelligence, Supplier Relationship Management, Marketing Performance Measurement and Management (MPM), Vendor Analysis, Vertical Marketing

Statistical - Qualitative Analysis, Quantitative Analysis, Descriptive Statistics, Chi-square Test, Moving Averages, Confidence Interval Testing, Mean, Median, Mode, Standard Error, Normal Distribution, Frequency Analysis, Correlation Analysis, Rank Correlation, Generalized Linear Model, Analysis of Variance (ANOVA), Multiple Linear Regression Analysis, Delphi Method, Decision Tree Diagram, What-If Analysis, Multivariate Regression, Time Series Modeling, Logistic Formulas, Poisson Distributions, Binomial Distributions, Descriptive Models, Exponential Smoothing, Logit Analysis, R-Squared, Multidimensional Scaling, Discriminate Analysis, Factor Analysis, Conjoint Analysis, Cluster Analysis

Marketing Research - Qualitative Analysis, Quantitative Analysis, Population Compositing, Sampling, Customer Profiling, Demographic Profiling, Focus Groups, Retention, Acquisition, and Development Modeling (RAD), Brand Perception, Customer Loyalty, Hypothesis Testing, Frequency Distributions, Primary Research, Secondary Research, Descriptive Models, Decision Models, Predictive Modeling, Perceptual Mapping, Predictive Analytics, Exponential Smoothing, A/B Testing, Customer Satisfaction Surveys, Questionnaire Design, Likert Scales, Semantic Differential Scales, Random Sampling, Cluster Sampling, Nonprobability sampling, Descriptive Research, Causal Research, Exploratory Research, Validity Testing, Value Added Analysis

Reporting - Concatenation Formulas, Mega Formulas, Array Formulas, VLOOKUP, Exponential Smoothing, Conditional Formatting, Goal Seek, If-Then Formulas, Nested Formulas, Links, Pivot Tables, Scatter plot Charts, Gantt Charts, Customized Reporting, Ad-Hoc Reporting, Metric Reporting, On-line Reports, Cross-tabs, Metadata, Data Cubes, Template Creation & Procedures, Perceptual Mapping, Project Planning, Project Management, Project Summary Reports, Executive Presentations, Local Reporting, Area Reporting, Regional Reporting, National Reporting, Ranking, Scorecards, Dashboards, Executive Presentations, SKU, SWOT, BCG Diagram, Contingency Tables, Box Plot, Histogram, Flowchart, Cluster Diagram, Venn Diagram

Database - Data Analysis, Data Collection, Data Mining, Data Validation, Data Warehouse, Database Analysis, Database Marketing, Data Management, OLAP, ODBC Connections, Database Design, Data Conversion, Data Migration, Array Formulas, Data Security, Data Privacy, Data Dictionary, Data Mart, Data Warehousing, Data Formatting, Data Validation, Outer Joins, Inner Joins, Field Design, Neural Networks, Customer Database Design, Row Selection, Null Values, Filtering Records, Sorting Records, Data Integration

Project Management - DMAICR, DMADVR, Kaizan Events, GoDoIt Projects, Business Excellence, Lean Business Process Improvement, Lean BPI, Fundamental Skills for Business Excellence, Advanced Skills for Business Excellence, Hoshin Planning Process, DAO Lean Initiative, Voice of the Customer (VOC), Lean Optimization, Strategy Planning, Target Setting, Benchmarking, End to End Improvements, Flow Process Improvement, Variation Reduction, Continuous Improvements, Business Plan Deployment, Current State Identification, Future State Conception, Value Stream Mapping, Root Cause Analysis, Risk Analysis, Cost Business Analysis (CBA), Strategic Alignment, Process Excellence, COPIS, Process Mapping, Pareto Chart, Affinity Diagrams, Cause and Effect Diagram, SMART Goals, Input / Output Diagram, Linear Process Map, Cross Functional Process Map, Swim Lanes, Brainstorming, Critical Scope, Bottleneck Reduction, Decision Tree Diagram, Process Variation Reduction, Quality Improvement, Inventory Reduction, Performance Measurement, Project Tracking Tools, Business Champion

WORK EXPERIENCE:

Confidential, Austin, Texas

Business Process Improvement Analyst

Responsibilities:

• Developed and implemented effective strategic business solutions through research and analysis of data and business processes
• Analyzed complex business improvement projects through identifying gaps and designing effective business solutions across multiple platforms
• Developed customer insights, campaign test design strategies, and campaign performance metrics in support of end-to-end data driven cross-channel marketing campaigns.
• Planned, conducted and directed the analysis of complex business issues to be solved with process changes and information systems.
• Managed the development and validation of customer segmentation’s, the derivation of customer value metrics, the analysis and interpretation of data trends, and the support of all ad-hoc modeling / analysis requests.
• Identified and validated purchase triggers and indicators using predictive data modeling and supported the implementation of predictive forward-looking marketing campaigns.
• Conducted root cause analysis in support of process improvements and project management initiatives.
• Created visually appealing presentations with recommendations for executive level management decisions.

Confidential, Austin, Texas

Senior Reporting Analyst

Responsibilities:

• Prepared management reports and provided recommendations regarding key operational metrics of the service line, including customer and site level reporting, regional reporting and overall service line reporting
• Created sales and finance MS excel charts through, Cube Based Queries, Pivot Tables, Conditional Formatting Statements, Data Formatting, Data Validation, Exponential Smoothing, Seasonality Adjustment, Goal Seek, If-Then Statements, VLOOKUP, HLOOKUP, Concatenation, and Array Formulas (Unions, Joins, etc..)
• Created Key Performance Indicator (KPI’s) which assessed, new customer acquisitions, retention, development, status of current customers, attrition, turnover, churn, delinquency, profitability, approvals, rejections, and pending statuses.
• Created executive management interactive dashboards that identified and corrected trends, measured inefficiencies, allowed business intelligence decisions to be made, aligned strategies and goals, and gained total visibility of all systems instantly.

Confidential, Austin, Texas

Senior Business Analyst / Project Portfolio Manager

Responsibilities:

• Planned, executed and delivered multiple, overlapping, projects on time and within budget.
• Managed multiple, million dollar projects, each with their associated schedules, resources, contracts, changes, costs, and risks
• Planned, organized and managed resources to bring about the successful completion of specific project goals and objectives, while honoring the project constraints of scope, time and budget, and optimizing the allocation and integration of inputs necessary to meet pre-defined objectives.
• Managed project financials, human resources, supply chain, business intelligence, and infrastructure software
• Calculated and identified project portfolios with highest risk-adjusted returns
• Identified customer’s variations in their behavior, desires, and responsiveness and created personalized marketing messages through mass customization and managed differentiated relationships with all customers on an individual basis.
• Enabled Sales Force Automation (SFA), to gather data and analyze customer information, to manage customer relationships by using the Internet, web browsers or other electronic touch points to offer communication and information on the right topic, in the right amount, and at the right time that fits the customer’s specific needs.
• Created personalized Web Pages where customers are recognized and their preferences are shown with Dell customized products and services.
• Designed and executed targeted CRM campaigns, e.g. customer acquisition, cross-selling, up-selling, add on-selling, product positioning, coupon offers, and merchandising strategies based on statistical market research models.
• Analyzed customer behavior data to form decisions relating to customer profitability analysis, low and high value customers, brand loyal customers, acquisition, retention, and development customers; new, existing, sustaining and declining customers.
• Established CRM out bound call center team of 24 sales reps which was the largest revenue generating initiative of the quarter.
• Created 6 high purchase propensity lists for sales force to call to which targeted specific customer segments and increased close rates by 260%.
• Served as a business liaison for CRM, Marketing and Sales teams, to assess feasibility, complexity, and scope of new capabilities and solutions.
• Designed campaign-related material special offers to selected recipients using various MARCOM channels (e.g. e-mail, telephone, SMS, direct mail, and catalog).
• Tracked, stored, and analyzed campaign statistics, analyzed trends, and determined Return on Advertising.
• Ensured global contact routing works in conjunction with sites ACDs; ensure consistency of hold announcements and call prompting.
• Directed call center resources during emergency situations and ensure all sites and customers have an up-to-date Disaster Recovery Plan for all contact routing.
• Coordinated crisis management responses in situations impacting multiple business units and/or contact centers.
• Developed and maintained crisis management and disaster recovery plans for all Customer Service facilities.
• Coordinated response between business units and locations to ensure minimal downtime of centers, minimize customer and financial impact.
• Ensured consistency of messaging and the complementary use of media through integrating all marketing tools, approaches, and resources to maximize the impact on consumers mind’s by maximizing profits at minimum cost through a Marketing Mix Model.
• Prepared thousands of sales and financial conditions by analyzing daily, weekly, monthly, and quarterly operating information and identifying trends, recommended actions to senior management, conducted research, provided and implemented recommendations.
• Prepared and analyzed management reports and benchmarked key operational metrics of the service line, including customer and site level reporting, regional reporting and overall service line reporting
• Created Key Performance Indicators (KPI’s) which assessed, new customer acquisitions, retention, development, status of current customers, attrition, turnover, churn, delinquency, profitability, approvals, rejections, and pending statuses.
• Increased productivity by developing automated applications, eliminating duplications, and coordinating information requirements.
• Provided management planning and control information by assembling and analyzing historical sales and financial data, and explained processes and techniques.
• Trained subordinates on how to create ad hoc and customized reports using DIS, D3 and other internal reporting tool applications
• Provided mentoring, and training to team members on how to effectively use and maneuver in the Lead Share, Share Point and DIS application tools
• Received Green Belt Professional Project Management (PPM) training through attending multiple courses and implementing projects that lead to the largest initiatives of the year
• Combined data residing in different sources and provided users with a unified reporting view that matched financial information from both systems
• Merged information from disparate sources with differing conceptual, contextual and typographical representations from unstructured and semi-structured resources
• Ensured that information in multiple systems was kept consistent and matched
• Extracted business policies or rules from Share Point application and implemented them into the EAI system, in the event that one of the business applications is replaced with a different vendor's application, the business rules do not have to be re-implemented.

Confidential, Austin, Texas

Manager - Data Analysis & Strategy

Responsibilities:

• Analyzed price trends, finance revenues, and sales performance and presented recommendations to change the product mix, and average selling prices (ASP’s) of field sales representatives, managers, and directors to sell specific products to targeted customers in national, regional, and locally defined markets Results: Increased revenue by $268M per year.
• Redesigned, created, and automated over 12,000 interactive, dynamic, 3D Crystal Xcelsius financial charts, which provided historical sales performance, future sales forecast, sales potential, ASP, and Product Mix for 870 sales representatives, managers and directors. Results: Reduced turnaround time from 10 days to 1 day.
• Dramatically improved the accuracy of the company's sales and financial relational database through implementing cost saving, automated methods Results: Saved the company over $2.5M.
• Facilitated team charged with the improvement of inventory record accuracy: team results included improved on-time reporting from 10 to 1 day. Results: increased financial reporting savings of $200,000 per year, and improved record accuracy by 83%.
• Developed a financial modeling system to evaluate multiple "what-if" scenarios; Results: reduced financial forecast and budget preparation time by 80%, increased process accuracy, and improved staff's awareness of actions needed to reach production and financial goals.
• Implemented automated financial reporting process to download data, Results: reduced annual overtime by $25,000 and enhanced financial accuracy and timeliness.
• Utilized several financial reporting tools to analyze data including; Brio, Essbase, MS Excel, Hyperion Essbase, Impromptu, and Lotus 1-2-3
• Maintained 1,280 staffing and headcount records, and developed hiring plans for long and short range financial planning efforts Results: reduced headcount by 17% and increased revenues by 32%.
• Administrated and calculated commission/bonus payments for sales compensation and bonus plans per Sales Rep related employee agreements.
• Assigned projects based on core financial competencies of personal and departmental expertise to handle work load for business critical projects.
• Performed periodic audits of commission / bonus payments, made recommendations for improvements, and resolved discrepancies.
• Supported the development, implementation, execution and payment offinancial compensation plans.
• Analyzed, interpreted and implemented sales commission compensation plans and related employee agreements.
• Converted to new payroll and accounting systems that reduced and improved tax reporting and corporate financial consolidations
• Assisted with the software transitions as the company’s data infrastructure requirements changed. Results: directed 12 Business Objects and SAP conversion finance projects to increase accuracy and reduce time for financial recording and reporting.
• Incorporated different financial application tools into analysis and recommendations, including; Brio, Essbase, MS Excel, Hyperion Essbase, Impromptu, and Lotus 1-2-3.
• Developed and maintained financial models/metrics/analysis to determine financial impact of business decisions.
• Monitored sales and financial performance by preparing and analyzing sales and financial reports, improving reporting and analyzing processes.
• Achieved financial reporting operational objectives by contributing information and analysis to strategic plans and reviews, preparing and completing action plans, implementing production, productivity, quality, and customer-service standards.
• Created long-term, interim, and short-term financial forecasts from a system and process perspective for sales, finance, and operations for daily, weekly, monthly, and yearly forecasts across multiple platforms Results: developed 870 field sales forecasts by preparing models, and advising field sales force on their market potential sales.
• Incorporated several financial forecasting methods to determine the optimal forecast; such as Causal and Econometric Models (multiple linear regression, Autoregressive Integrated Moving Average - ARIMA, and Box Jenkins) and Judgmental Methods (Delphi Method, Scenario Building, Bottom-Up and Top-Down Forecasting Methods) Results: Developed 23 corporate sales forecasts by consolidating field forecasts, and applying forecasting models.
• Performed scheduling expenditures, analyzing variances, and initiating corrective actions Results: achieved financial objectives by monitoring annual budget of $80M.
• Defined short and long-term financial projections across multiple platforms based on customer requirements, historical and future trends.
• Planned, tracked and monitored field daily, weekly, monthly, and yearly financial data and sales revenue.
• Analyzed actual sales to projected sales by studying variances from forecasted sales volume, determining financial factors that influenced market share, and recommending adjustments to marketing plans.
• Determined market potential by conducting research studies, analyzing economic factors such as costs of sales and distribution, anticipated volume, and competitive products.
• Maintained and analyzed financial records of actual volumes compared to financial forecast and recommended changes to enhance productivity and customer satisfaction.
• Performed Marketing/Business Analytics/Market Research duties to develop and report on prospective and retrospective tactical ROI(s).
• Communicated with managers and coordinated the financial reporting of 15 locations to consolidate financial data.
• Facilitated numerous learning programs on new financial reporting systems.
• Identified ASP as a key financial strategy to drive process improvements.
• Enhanced staff accomplishments and competence by planning delivery of solutions, answering financial technical and procedural questions for less experienced finance team members, teaching improved processes, and monitoring team members.
• Met financial objectives by estimating financial requirements, prepared quarterly and annually quantitative, multiple linear regression financial forecasts, analyzed variances, and initiated corrective actions.
• Created sales and finance charts such as; Pivot Tables, Conditional Formatting Statements, Data Formatting, Data Validation, Exponential Smoothing, Seasonality Adjustment, Linear Forecasting Charts, Scatter plot Charts, and Gantt Charts.
• Monitored monthly expenses against financial budget and produced finance reports for business leaders.
• Provided financial oversight and reviews, analysis, calculations and accounting entries
• Led several cross-functional TQC teams and coached team members, as appropriate, to develop skills and confidence in their ability to examine work processes, create solutions, and measure improvements.
• Participated in financial management team process to develop vision and mission statements.
• Recognized for ability to develop consensus for strategic planning among all stakeholders.
• Analyzed and collectively managed a group of projects to determine the optimal mix and sequencing of proposed projects that best achieved the organization's overall economic, strategy and technical goals while honoring constraints imposed by management or external factors
• Analyzed each project's total expected cost, consumption of scarce resources (money, time, people, capacity, etc…) expected timeline and schedule of investment, expected nature, magnitude and timing of benefits to be realized, and relationship and inter-dependencies with other projects in the portfolio.
• Reviewed financial analysis results with executive management and made specific recommendations on business process changes.
• Interacted with project management team on financial reporting requirements for ongoing projects.
• Reset priorities when necessary and ensured execution of financial projects on-time.
• Established a chain of command, cross functional teams, and assigned responsibility of specific tasks and processes to specific financial analysts and groups
• Allocated and managed sufficient resources (financial, personnel, operational support, time, technology support)

Confidential, Austin, Texas

Senior Data Analyst / Database Manager

Responsibilities:

• Created advanced relational database Visual Basic and MS Access formulas such as; Joins, Unions, and ODBC.
• Maintained, reviewed, imported, exported, cleaned, and created sales and financial relational databases
• Developed data requirements to support business finance needs with I/T to defined changes.
• Utilized several financial reporting tools to analyze data and present reports and recommendations including; Brio, Essbase, MS Excel, Hyperion Essbase, and Impromptu
• Built financial relational database by identifying sources of information, assembling, verifying, and backing up finance and sales data.
• Uncovered patterns in data samples through the use of representative and non-representative samples indicative of the domain and of the whole population by verifying and validating patterns of other samples of financial and sales data.
• Identified trends within financial data through the use of sophisticated algorithms, to identify key attributes of processes and target opportunities.
• Extracted hidden patterns of financial data used in a wide range of profiling practices, such as marketing, surveillance, fraud detection and scientific discovery.
• Performed Data Clustering to automatically discover the segments or groups within a customer data set.
• Developed and managed dashboard metrics for the company to improve management decision-making and performance.
• Identified and resolved problems, determined system improvements, and implemented change.
• Diagnosed financial condition through analyzing statistical information, creating financial reports, informing others, developing best business practices, and increased process improvement and product enhancement.
• Performed Sensitivity Analysis, Incremental Analysis, Differential Analysis to assess data validity, accuracy, load, modeling, and processing speeds, to increase data report production and automation.
• Develop and prepares reports on operational performance in terms of client and product profitability.
• Create automated reports and conduct ad hoc analysis as needed.
• Provide ad hoc data pulls and reporting as requested to fulfill business needs translates business requirements into functional specifications and manages changes to such specifications documenting business processes, advanced planning documentation, and proposal evaluations and business related policies and procedures as they relate to systems automation functions.

Confidential, Austin, Texas

Manager - Data Analysis & Reporting

Responsibilities:

• Interpreted and evaluated research/business/financial data, and developed integrated analysis and projections for in corporation into strategic financial decision-making.
• Provided 63 financial reports for seasonal programs designed to target specific demographic target market segments to appropriate state and federal organizations.
• Presented 85 executive reports to senior management regarding both financial and market implications of implementing seasonal programs.
• Created and updated a financial database with over 12,700 records, which tracked 236 specific marketing variables related to business level analysis.
• Prepared cost, revenue, expenditure analysis and provided recommendations on which financial decisions were based.
• Implemented a continuous process improvement program for all financial reports and analysis provided to organizations.
• Gathered, modeled, and transformed financial data by highlighting useful information, suggesting conclusions, and supporting decision making.
• Prepared and collected financial data for obtaining information to keep on record, to make decisions about important issues, to pass information on to others and presented findings from sorting, analysis and presentation.
• Ensured that a relational database programs operated on clean, correct and useful financial data with routines, of validation rules and check routines that check for correctness, meaningfulness, and security of data as they are inputted to the system.
• Encouraged employee engagement practices through increasing and establishing empowerment, involvement, and commitment activities which increased productivity, moral, and quality of working relationships.
• Improved communication, made workplace more enjoyable, motivated team and individuals, established goal setting, taught self-regulation strategies, identified financial strengths and weaknesses, practiced effective collaboration and improved team productivity.
• Responsible for updating, optimizing and maintaining reports.
• Assisted global stakeholders to develop, analyze and present complex data more efficiently.
• Updated reports and troubleshoot report failures.
• Gathered and documented requirements for new data collection processes, enhancement requests and process improvements
• Presented actionable findings to stakeholders
• Assisted global stakeholders to develop, analyze and present complex data more efficiently
• Measured, managed, and analyzed financial performance to maximize effectiveness and optimize the return of investment (ROI) of business through managing performance with data, analytics, and metrics.
• Improved the efficiency and effectiveness of finance by focusing on the alignment of business activities, strategies, and metrics with business goals by developing, and utilizing metrics, scorecards, and dashboards.
• Established metrics to describe impact on share of preference, rate of customer acquisition, average order value, rate of new product and service adoptions, growth in customer buying frequency, volume and share of business, net advocacy and loyalty, rate of growth compared to competition and the market, margin, and customer engagement and to measure the monitoring of operational efficiency and external financial performance.

Confidential, Austin, Texas

Director - Financial Reporting & Analysis

Responsibilities:

• Assisted with creating the 2nd largest, fastest growing condo conversion company grew team from 10 to 257 employees in less than 22 months and from $0 to $1.98B in revenue.
• Conducted financial analysis and presented recommendations to Founder & CEO, and Senior Partners, regarding IRR's, CAP Rates, Net Operating Incomes, and Profit Margins, etc.. for over 115 real estate properties.
• Created a financial plan that quantified 25 desirable finance variables, in order to, assess the marketing potential of real estate properties to acquire.
• Provided economic and financial underwriting analysis for over 35 real estate properties for the properties we acquired.
• Reported sales and financial status by preparing and analyzing financial plans, forecasts, and reports.
• Enhanced staff accomplishments and competence by planning delivery of solutions, answering technical and procedural questions for less experienced financial team members, teaching improved financial processes, and monitoring team members.
• Improved sales and financial status by analyzing results and variances, identified trends, and recommended actions.
• Supported the business thorough calculation and analysis of budgets, finances and financial forecasts.
• Assisted sales and finance team in the development of policies and procedures.
• Recommend budget adjustments, and other cost improvement measures.
• Updated sales plan, production plan, inventory plan, customer lead time (backlog) plan, new product development plan, strategic initiative plan and resulting financial plan, which enabled effective supply chain management.
• Routinely reviewed customer demand and supply resources and re-planed quantitatively across agreed rolling horizon of 12-months to monitor the execution of the company’s strategies.
• Satisfied the current planned levels of sales plan and financial forecasts, while meeting general business objectives of profitability, productivity, and competitive customer lead times as expressed in the overall business plan.
• Established production rates that achieved management’s objective of maintaining, raising, and lowering inventories or backlogs, while keeping the workforce relatively stable.
• Planned the labor, equipment, facilities, material, and finances required to accomplish the production plan with information from marketing, manufacturing, engineering, finance, and materials.
• Established a set of decision-making processes to balance demand and supply, to integrate financial planning and operational planning, and linked high level strategic plans with day-to-day operations.
• Evaluated optional financial plans by identifying outcomes and potential returns.
• Protected the regular and planned course of production against the random disturbance of running out of materials and goods.
• Identified available physical space for inventory, implemented quality management, and established replenishment, returns and defective goods procedures.
• Acquired and maintained a proper merchandise assortment while ordering, shipping, handling, and related financial costs were kept in check.
• Created financial systems and processes that identified inventory requirements, set targets, provided replenishment techniques and reported actual and projected inventory status.
• Reduced lead times, carrying costs of inventory, increased asset management, established inventory forecasting, inventory valuation and future inventory price forecasting and demand forecasting.
• Handled all functions related to the tracking and management of materials, including the monitoring of material moved into and out of stockroom locations and the reconciling of the inventory balances through conducting ABC analysis, lot tracking, cycle counting support etc.
• Determined controlling stock levels within the physical distribution function to balance the need for product availability against the need for minimizing stock holding and handling costs.
• Valued financial risk potential by appraising current condition and assessing potential.
• Evaluated optional financial plans by identifying outcomes and potential returns.
• Identified, assessed, and prioritized financial risks and coordinated an economical application of resources to minimize, monitor, and control the probability and/or impact of unfortunate events.
• Minimized risks stemming from uncertainty in financial markets, project failures, legal liabilities, credit risk, accidents, natural causes and disasters and competitive risks.
• Provided information to management by assembling, formatting and summarizing financial data, preparing financial reports, making presentations of findings, analyses, and recommendations.
• Responded to inquiries for financial information by collecting, interpreting, and summarizing finance data.
• Worked with all department managers, external business partners, vendors, corporate sales, finance and accounting to develop, prepare and analyze all required financial reporting in a timely manner
• Performed analysis and assisted in recommendations on various treasury activities such as internal investment activity, external investments, banking relationships, cash management and investor relations.
• Prepared materials for external security analysts, conducted lease versus buy analyses and monitored company’s financial cost of capital.
• Assessed acquisition properties through multiple financial valuation methods including, net present value (NPV), discounted cash flow, net asset value, income approach methods and market approach methods.
• Provided venture capitalist income approach methods for financial valuations of properties, which included; fair market value (based on the risk free rate and the premium), present value (discounted rates and capitalization rates), capital asset pricing model (CAPM) with the weighted average cost of capital (WACC) methods.
• Analyzed asset based approaches for real estate appraisal of acquisition valuations based on comparable sales, customer demographics, property features, and location.
• Monitored financial performance by preparing and analyzing financial reports, improving reporting and analyzing processes, and managing staff.
• Provided management planning and control information by assembling and analyzing historical financial data, explained processes and techniques and recommending actions.
• Improved financial reporting process by studying, evaluating and re-designing processes and implementing changes.
• Provided information to management by assembling, formatting and summarizing finance data, preparing financial reports, making presentations of findings, analyses, and recommendations.
• Valued financial potential by appraising current condition and assessing potential.
• Prepared and analyzed financial reports and benchmarked key operational metrics of the service line, including customer and site level reporting, regional reporting and overall service line reporting.
• Monitored monthly expenses against budget and produced financial reports for business leaders
• Worked with all department managers, external business partners and corporate finance and accounting to develop, prepare and analyze all required financial reporting in a timely manner
• Maintained professional and technical knowledge by tracking and understanding emerging financial reporting practices and standards, participated in educational opportunities, reviewed professional publications, established personal networks, and benchmarked state-of-the-art practices.
• Maintained relational database by entering verifying and backing up financial data.
• Increased productivity by developing automated applications, eliminating duplications, and coordinating financial information requirements.
• Responded to inquiries for financial information by collecting, interpreting, and summarizing data.
• Used various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate and format data and reports.
• Reviewed financial costs and performed cost benefit analysis related to projects and programs.
• Performed complex statistical, cost, and financial analysis of data reported in the various financial systems.
• Monitored and analyzed company’s financial cash position to cover cash commitments and cash forecasting.
• Collected and studied financial data to determine costs of business activities.
• Prepared, reviewed and presented financials (including base case analysis and pricing) for new business prospects.
• Improved financial status by analyzing results and variances, identifying trends, and recommending actions.
• Supported the business through thorough calculation and analysis of budgets, finances and forecasts
• Analyzed financial data and extracted and defined relevant information; interpreted financial data for the purpose of determining past financial performance and to project a financial probability.
• Developed financial reports for forecasting, trending, and results analysis.
• Completed detailed financial analysis, developed financial models, assisted in identifying options and recommended action plans for change
• Recorded, classified, and summarized financial transactions and events in accordance with generally accepted accounting principles.
• Evaluated optional financial plans by identifying outcomes and potential returns.

Confidential, Dallas, Texas

Senior Pricing Analyst

Responsibilities:

• Provided timely, accurate delivery of analysis, summaries and recommendations for financial pricing data.
• Performed technical financial pricing analysis through conducting Variable Pricing Analysis, Sensitivity Analysis, Profit Margin Analysis, What-If Analysis, and assessed Price Elasticity Ratios, Pricing Indexes, and Profitability Ratios.
• Determined financial pricing trends by applying economic and industry indicators, and surveying sales and product managers.
• Influenced product profitability by tracking pricing issues and recommending new pricing structures.
• Utilized several forecasting and financial software tools including; Forecast Pro, GEAC, SPSS, MS Excel, and Essbase
• Monitored competitive pricing by tracking advertising and price schedules, and updating financial pricing database.
• Recommended new financial pricing by reviewing new product potential, evaluating competitive pricing, costs, pricing trends, and company revenue and profit objectives.
• Communicated pricing by publishing price schedules internally and externally
• Achieved financial pricing objectives through establishing profit maximization pricing for high quality products, zone pricing for geographical differences, and offered quantity discounts for large-scale distributors.
• Offered price skimming and penetration pricing for new products
• Actively engaged in a financial price war to promote a low priced economical product and reinforced the prestige image of a quality product with price considerations for high quality products.
• Established psychological pricing perceptual price points through odd-number pricing of $0.99 price points.
• Analyzed the financial price-elasticity-of demand through measuring the sensitivity of quantity demanded to changes in product price and measured the responsiveness in the quantity demanded for products as a result of changes in price for competitive products.
• Monitored costs by updating cost-analysis model, tracking manufacturing, distribution, and sales costs, and promotional allowances.
• Presented weekly executive level financial operations' presentations regarding sales, market share, mix, product performance, inventory position, rebates, and market trends.
• Assigned financial monetary values to less tangible effects such as the various risks which could contribute to partial or total project failure; loss of reputation, market penetration, and long-term enterprise strategy alignments.
• Established financial price points with price elasticity, and real-time pricing, through defined price floors and price ceilings, and production factors based on variable costs, marginal costs, economies of scale, and degree of operating leverage.

Confidential, Dallas, Texas

Senior Database Analyst

Responsibilities:

• Built financial relational database by identifying sources of information, assembling, verifying, and backing up data.
• Maintained data storage and access by designing physical financial relational databases.
• Confirmed project requirements by studying user requirements.
• Maintained financial data dictionary by revising and entering definitions.
• Studied business requirements, technical schema, and documentation.
• Developed financial data warehouse enhancements by conferring with users, examining business requirements, proposing process solutions for data acquisition, visualization methods, and application reports, and organizing requests.
• Implemented financial enhancements by coordinating requirements and actions between applications and operating area staff, monitored project status, and documenting enhancements.
• Maintained knowledge of procedures and business rules related to the functional business groups involved with financial data strategy, storage and usage
• Recognized and influenced the upstream and downstream impacts of logic and system changes
• Ensured data quality by re-defining data integrity processes, quality standards, monitoring systems, and audit and reconciliation processes, and modifying financial documentation.
• Constructed and built interactive, web-enabled relational finance databases, conducted data mining, created in-house tools to access ad hoc, customized financial reports, created tables, queries, and records to update data and provide enriching information.
• Maintained reliable, recoverable finance database with applications through procedural, repeatable processes by entering, verifying and backing up financial data
• Documented and classified financial enterprise data strategy for data stored in file servers, source systems and archiving systems
• Uncovered opportunities for standardizing data descriptions, integration and archiving, elimination of unnecessary redundancy, and establishing controls and verifications
• Supported assigned projects via solid working knowledge of capabilities and direction of technology, coupled with an in-depth knowledge of the business needs and lead business project efforts and provided critical analysis to implement future financial data enhancements

Confidential, Austin, Texas

Sr. Pricing Analyst & Sr. Forecasting Analyst

Responsibilities:

• Met financial objectives by estimating requirements, prepared quarterly and annual forecasts, analyzing variances, and initiating corrective actions.
• Evaluated financial condition by analyzing daily, weekly, monthly, and quarterly operating information and identifying trends, recommended action to senior management, conducted research, provided recommendations, and revised financial forecast.
• Reported financial status by preparing and analyzing financial plans, forecasts, and reports and monitoring variances from plan.
• Maintained and analyzed records of actual volumes compared to forecast and recommend changes to enhance productivity and customer satisfaction.
• Determined financial pricing trends by applying economic and industry indicators, and surveying sales and product managers.
• Performed technical financial pricing analysis through conducting Variable Pricing Analysis, Sensitivity Analysis, Profit Margin Analysis, What-If Analysis, and assessed Price Elasticity Ratios, Pricing Indexes, and Profitability Ratios.
• Influenced product profitability by tracking pricing issues and recommending new pricing structures.
• Communicated pricing by publishing price schedules internally and externally
• Recommended new financial pricing by reviewing new product potential, evaluating competitive pricing, costs, pricing trends, and company revenue and profit objectives.
• Monitored competitive pricing by tracking advertising and price schedules, and updating financial pricing database.
• Set the base price for products through cost-plus pricing, demand based value-based pricing, and competitor pricing for multiple financial pricing strategies.
• Offered price skimming and penetration pricing for new products
• Actively engaged in a financial price war to promote a low priced economical product and reinforced the prestige image of a quality product with price considerations for high quality products.
• Achieved financial pricing objectives through establishing profit maximization pricing for high quality products, zone pricing for geographical differences, and offered quantity discounts for large-scale distributors.
• Analyzed the financial price-elasticity-of demand through measuring the sensitivity of quantity demanded to changes in product price and measured the responsiveness in the quantity demanded for products as a result of changes in price for competitive products.
• Assigned financial monetary values to less tangible effects such as the various risks which could contribute to partial or total project failure; loss of reputation, market penetration, and long-term enterprise strategy alignments.
• Established financial price points with price elasticity, and real-time pricing, through defined price floors and price ceilings, and production factors based on variable costs, marginal costs, economies of scale, and degree of operating leverage.
• Monitored financial costs by updating cost-analysis model, tracking manufacturing, distribution, and sales costs, and promotional allowances.