SUMMARY

• Professional experienced in CRM management, data mining, validation & hygiene, and data modeling & analytis seeking new challenges to make a positive impact in a dynamic organization.

• Perform Salesforce data hygiene/control and Salesforce administration functions
• Proficient in the use of SAS & SQL to mine merge and analyze data from multiple sources wif variable data types
• Advanced Excel level III and Access level IV trained at Element K
• Fully conversant wif the integrated use of MS Office, Visual Basic and SQL
• Proficient at Statistical and Econometric modeling using PC based modeling software

TECHNICAL SKILLS

Software: Salesforce, SAS, Demand Tools, SQL, Visual Basic, Word, Excel, Access, PowerPoint, Eviews, Panorama, PAM, Cognos, Insight

Other: Bloomberg, Lexus/Nexus, Ibbotson Financial, Marketscope

Certifications: Excel certified by Microsoft

PROFESSIONAL EXPERIENCE

Confidential, Charlotte, NC

DATA AND REPORTING ANALYST

Responsibilities:

• Performed data hygiene analyses on the production Salesforce instance and loaded data corrections
• Designed process dat enabled a major COVID - 19 program for school systems to be implemented which bills several hundred thousand dollars per month
• Write Salesforce reports for Sales Management for various functions
• Created method to identify Salesforce dynamic dashboards dat are no longer used and once confirmed, delete them
• Worked cross functionally on major deduplication projects for the Salesforce instance
• Evaluation of software looking at functionalities needed by multiple users, identificationf candidate software and writing a detailed summary including pricing for Sr Management to use in budgeting process for the top 3 contenders
• Identified major data updates required, pulled and loaded corrected data to salesforce
• Identified over 5,000 fiber lit buildings incorrectly flagged by tracing construction job reports and fiber core product billings
• Identified over 13,000 actively billing service locations for a major hospitality Master Service Agreement including their special government contract sites and franchises
• Mass created 600 service locations for the Healthcare team to facilitate 3 large sales
• Identified all Mercedes dealers in the US for a special program
• Special projects to match 3rd parties to build and track campaigns
• Approached on a regular basis by various teams & Sr Management to serve as a subject matter expert on navigating and finding problem solution in our Salesforce instance
• Serving as a member on one of the Data Governance teams to halp manage data between Salesforce & other systems

SR DATA ANALTYICS & REPORTING ANALYST

Responsibilities:

• Performed data hygiene analyses on the production Salesforce instance and loaded data corrections
• Wrote Salesforce reports for Sales Management for various functions
• Matched and loaded Monthly Recurring Revenue to customer accounts from billing system reports to Salesforce
• Designed specialty reporting for Sales Management to allowing accurate account reassignment and portfolio balancing using data from multiple platforms
• Mine data from multiple sources and mass load new sales leads and firmographic data into Salesforce
• Perform comparative analyses utilizing SAS & SQL to validate data across platforms to allow systems to be synched to the system of record by adding, removing and consolidating data
• Assist IT department on projects to build consolidated table to bridge data between systems
• Research special issues for Sales Management to aid in decision making processes
• Analyzed 2 years’ worth of client disconnect data from the billing systems (ICOMS & CSG) and matched it to the correct Salesforce account enabling ex-clients to be flagged for win back campaigns

MARKETING DATA ANALYST

Responsibilities:

• Discovered dataset of an additional 70,000 clients not being marketed to dat are currently being tested for marketed for quality. When accepted this will increase target market clients by 26%.
• Serve on Data Redesign committee identifying business requirements for major data system redesign
• Evaluation, testing and recommendation of software packages for purchase
• Mining data from multiple sources to produce marketing campaign lists for mail, email and tele-sales campaigns
• Interface wif marketing managers to scope out data needs for campaigns and schedule deliverables
• Model datasets to explain anomalies and find untapped marketing opportunities
• Research special projects focused on data integrity issues

Confidential, Charlotte, NC

BUSINESS ANALYST

Responsibilities:

• Increased efficiency of the client account verification process by over 90% by designing automated
• Built an Access based executive reporting system to track daily progress of activities on critical accounts pulled data from back office systems
• Independently discovered and coordinated the correction of a data integrity issue
• Designed management tool for parsing account data for tracking status and making team assignments for the pricing team
• Designed and built a client cash flow variance tracking tool comparing actual results of efforts to make transition billing neutral versus billing projections
• Constructed a database for pre-emptive evaluation of client projected billing under the multiple scenarios, suggest both global & client specific price changes, and track changes to ensure a billing neutrality
• Designed a tracking report wif forward projections to track project completion benchmarks and project completion date

Confidential, Charlotte, NC

DATA ANALYST

Responsibilities:

• Designed data collection forms to collect system meta data for BASEL II compliance initiative Involved wif the conversion from GMAC (a finance company) to Confidential Bank
• Construction of an Access database to manage collected data and produce various metric and completeness reports for management to monitor progress of the collection of data required for the BASEL II calculator

Confidential, Charlotte, NC

BUSINESS ANALYST

• Continued to perform many of the duties listed below under Business Analyst
• Analysis of the new sales category taxonomy keywords to determine appropriate price points.
• Building sales representative performance monitoring tool for VP of National Sales
• Perform analysis of test accounts to determine effectiveness in generating sales and recommend the Optimal design to facilitate sales
• Design cash flow model to project and track cash flows from sales of display/banner ad products
• Produce presentation materials from analyses for use by VP of national Sales and the East Coast Director of Sales
• Work directly wif ad agencies to deploy new programs and modify existing programs to improve performance
• Assist Sales Managers in managing relationships wif agency clients
• Prepare reporting of results for client ad agencies down to ROI level in some cases

BUSINESS ANALYST

Responsibilities:

• Followed Sr. Vice President from Confidential .com
• Oversight of client campaign implementations & negotiation of operational issues for large
• Design and preparation of performance analyses for Senior Management for all sales groups
• Work on multi-departmental teams to improve back-office integration and performance
• Coordinate wif cross divisional partners to address and correct issues arising from
• Design of new integrated sales contract and data collection forms for sales groups
• Worked wif team members from Insider Pages to insure a smooth transition after the Insider
• Design of database to manage tracking and reporting of sales using both a calendar month and
• Design & preparation of performance reports on 196-member sales team for regional directors
• Reporting of daily net sales position wif detailed breakouts and exception reports for EVP of Sales
• Performing fit analysis for Mergers & Acquisitions to identify synergies of acquisition targets
• Preparation of presentations for Vice President and Managers to present to President

Confidential, Charlotte, NC

BUSINESS ANALYST

Responsibilities:

• Prepared monthly and quarterly performance reporting for clients including ROI for advertising campaigns
• Analyzed past performance and current conditions to make forecasts used in setting the annual budget
• Set up payout schedules for the contracts for the sales team for annual bonuses
• Performed monthly revenue performance reporting and sales consolidations for senior management
• Prepared analytic materials for National Sales team for use in sales presentations to clients
• Created product mix models to optimize client campaign performance
• Designed numerous reporting and analytic tools to assist management
• Designed and maintained the book of business database for National Sales

Confidential, Charlotte, NC

PROJECT ANALYST

Responsibilities:

• Prepare performance, holdings and transaction activity reports for Portfolio Managers and Traders
• Monitor and prepare Federal Reserve reporting data for weekly regulatory compliance reports.
• Reconcile general ledger to securities tracking/portfolio management system
• Fund margin accounts to meet holding requirements at Chicago Board of Trade and The NYSE
• Post data to general ledger to adjust for bad trades and changes to portfolio holdings and structure
• Create new investment and trading portfolios for new products and securities transferred in the MBNA merger
• Analyze systems and files for compliance wif Confidential Sarbanes-Oxley guidelines for
• Maintain and repair complex Access database reporting tools utilizing auto macros and SQL

Confidential, Charlotte, NC

OWNER/PRESIDENT

Responsibilities:

• Managed all operational, financial, marketing and personnel functions
• Trained sales staff in the Case sales methodology and in the Case PC based estimating system

Confidential, Rochester, NY

SENIOR FINANCIAL ANALYST

Responsibilities:

• Designed and constructed numerous analytic tools detailed below utilizing advanced Excel, Access and SQL bridges to mine data from external banking and investment databases such as Portia
• Designed and implemented real time analytic modeling systems to predict highly volatile cash flows of up to +/- $1.5 billion per day & track actual variances for the Portfolio Managers
• Self-directed formulation of investment mix models for Senior Management and Corporate

Confidential, Chicago, IL

MONEY MANAGEMENT GRADUATE INTERN

Responsibilities:

• Analyzed portfolios’ performance, allocation, volatility and risk characteristics and prepared client presentations for use by Money Managers, resulting in $1.9 million in additional business
• Prepared growth estimates on portfolios of securities for use in planning by money managers
• Evaluated startup firm and designed presentation for Money Managers to present to venture capital office
• Designed real time analytical spreadsheets for security valuation to aid in purchase/sale decisions
• Independently designed and implemented data mining system for identifying potential new clients

Confidential, Raleigh, NC

ESCROW ANALYST

Responsibilities:

• Monitored and analyzed 6,000+ mortgage escrow accounts for the U.S. Dept. of Housing & Urban Development (HUD)
• Identified and outlined to management a major computer system weakness dat could enable large scale embezzlement leading to security upgrades by management