SUMMARY:

• Experienced Business Analyst and Confidential Administrator with demonstrated ability to achieve organizational efficiency, cost reductions, and competitive advantage through process improvements and business technology solutions.
• Strong leadership, management, team - building and interpersonal skills; adept at working with and managing employees, peers, managers, clients, and business partners.
• Worked on multiple implementations with successful CRM and related integration projects.
• Strong organizational skills, written and verbal communications, combined with presentation preparation, data statistical analysis, and financial analytical skills.

PROFESSIONAL EXPERIENCE:

Confidential

Consultant Govplace

• Completed project to move into new org with ‘Lightning’ enabled.
• Provide Confidential configuration services.
• Review and translate business requirements into functional requirements.
• Provide data validations to meet requirements.
• Extract, transform, and update data into new org.
• Creation of Workflows, process builder, and Flows for Organizations.

Confidential, Silver Spring, MD

Independent Contractor

• Updated Confidential Non-Profit Service Pack to latest release.
• Cleaned data maintained in Excel spreadsheets and in Mail Chimp
• Extracted, transformed, and updated Contacts, Households, and Accounts in Confidential
• Imported donations from year-end giving into Opportunity (Donations) object.
• Moved Confidential Org to the Household Accounts structure, from previous Individual Account structure.
• Update page views, fields, and list view to reflect the above changes.
• Provided presentation to board members on how campaign management is implemented in Confidential .
• Train users to use the system.

Confidential, VA

Confidential Salesforce Administrator

• Automated case submission process, with Confidential Service Cloud and provided end-user support for 2,000 users.
• Collaborated with technical team members to ensure the solution design satisfies project objectives and business requirements.
• Define and develop test scripts to be utilized during UAT, and play an active role testing.
• Created case enhancement process, which included an APP with related objects for release plans, user stories, test scripts, and defect tracking.
• Produced documentation outlining the user support process. Additionally, produced documentation clearly defining the security model with definitions of Profiles, Permission Sets, Roles and the Sharing model for distribution to auditors.

Confidential

Management Analyst

• Performed business analysis for the implementation of numerous enhancements to Confidential system, providing Business Requirements Documentation, and ensuring the root requirements are discovered and strategic goals are both captured as well as understood.
• Provided end-user support for 3,000 users.
• Collaborated with technical team members to ensure the solution design satisfies project objectives and business requirements.
• Responsible for carrying out business, testing, and gathering training requirements.
• Improved data quality and integrity through importing hundreds of thousands of lines of data creating and/or updating records, while ensuring data were backed up and restorable.
• Designed process to identify and archive accounts.
• Define and develop test scripts to be utilized during UAT, and play an active role testing.
• Interact with users and project sponsors, at all levels of the organization, to establish priorities. Determined project boundaries, as well as the development of business requirements.
• Produced documentation to support project delivery, which included technical requirements, functional specifications, data flow diagrams, test cases, and requirements traceability matrices, detailed specifications requiring swim lanes, and flow charts.

Confidential, Herndon, VA

Manager Sales Operations, Business Functional Analyst

• Provided process analysis and requirements specification support across CRM, telephony, and integrations with other systems
• Responsible for supporting up to 400 users, $1B+ sales organization.
• Provide Sales Quota Model’s for distribution to teams and sales employees.
• Develop reports for forecast and identification of areas of concern.
• Part of the team responsible for successful Confidential implementation, supporting Sales, Customer Service, Professional Services, Proposals, and other departments.
• Collaborated with technical consultants to ensure the solution design satisfies project objectives and business requirements.
• Implemented numerous enhancements to Confidential system, including but not limited to workflows, process automation, data validation, content management, and integrations with Just-In-Time billing system.
• Developed sales tools, reports, and analysis that allowed Sales Managers to effectively and proactively manage their accounts.
• Accountable for both classroom and online training of Confidential implementation.
• Led and participated in cross-departmental committees tasked with improving business processes and communications.

Confidential, Herndon, VA

Marketing Operations Analyst, Marketing Operations Manager

• Worked cross functionally to develop account profitability analysis, allowing for marketing plans to be developed for profitable accounts.
• Developed ability to classify loyalty of customers on basis of how recent and frequently they purchased combining the customer’s age.
• Combined profitability and loyalty metrics allowing for identification of customers which were valuable and/or potentially at risk, tailoring the segmentation for the development of appropriate marketing plans.
• Provide targeted leads, and contacts for Campaigns involving email, direct mail, and telemarketing.
• Integrate SilverPop lead tracking into Confidential
• Standardized methodology for vendor reporting of ROI for shows and events, and for reporting of sales numbers based on Manufacturer. Automated the capture of date for use in Vendor Report Card.
• Part of the team responsible for Siebel to CRM On-Demand implementation, supporting Sales and Customer Service.

Confidential, Herndon, VA

Special Projects Manager, Finance Department

• Led the development of Hyperion technology team.
• Responsible for projects requiring analysis of large amounts of data, and complexity. Provided for the reconciliation of every asset account.
• Authored quarterly industry competitive, financial ratio analysis for executives.
• Assisted department heads and executives on the development of departmental budgets and metrics.
• Collaborated with stakeholders to elicit, prioritize, validate, and document developer-ready business requirements.

Confidential, Capitol Heights, MD

Financial Analyst

• Responsible for Co-Op billings to vendors and tracking of Marketing Development Funds.
• Worked with a billing system originally created by the controller using Microsoft Access. I learned and improved system’s form and reporting capabilities.
• Developed control systems to ensure all billings were accurate and approved in a timely manner.
• Expedited billings resulting that bills were sent as soon as processed. Improved the company’s cash flow.