Financial Analyst Resume Profile
PROFESSIONAL EXPERIENCE:
Confidential
Product Manager
Startup building a responsive social e-commerce website to help pregnant and new moms discover, find, and buy baby products.
Leadership
- Building a team with a UX, content/editor, creative, marketing and CTO full-stack developer to create an e-commerce site
- Execution, building a PHP/Drupal CMS content management system with Google analytics to understand user behavior
- Researching the competitive landscape, industry trends, and A/B testing to determine direction of company and product
- Communicating the product vision clearly, structuring a plan to reach it, and inspiring the team to execute
- Developing the product roadmap, user stories, scenarios, and product backlogs by conducting user research
Product Development
- Utilizing APIs Amazon, Etsy, and Pinterest and Viglink to increase conversion rate via Cost Per Action CPA and CPC
- Able to make a case that is impossible to refute or ignore using data and by tapping into other biases, beliefs, and triggers
- Knowing how to sequence projects Agile/Scrum environment . Balance quick wins vs. platform investments appropriately
- Understanding the technical complexity of the features put on the backlog, without any costing input from engineering
Confidential
Product Manager Consultant
Annalect is a global technology firm focused on big data , business intelligence, analytics, research and social media marketing.
Leadership
- Hired by the CFO and CTO to assist with product development, project management, IT procurement, and IT finance
- Managed the SDLC Agile of the SaaS Brand Social Analytics platform from initial scope, requirements, QA, and launch
- Gathered business requirements/user stories, prioritized features, built consensus, and coordinated schedules with UX, Design, Creatives, Engineering, and QA Teams
- Facilitated and participated in weekly project meetings with CTO and CSO, forecasting future resource needs, identifying possible risks, monitoring burndown Agile/Scrum , and reprioritizing projects based on new change requests
- Worked with Wipro to build an ETL Framework and Data Warehouse to replace Bluekai DMP Data Management Platform
- Worked with Data Warehouse team to ingest data feeds from Facebook, Twitter, YouTube, Pinterest, Google and others
Revenue Generation / Cost Management
- Managed project financials budgeting, tracking and reporting actual costs, as well as forecasting project spend
- Worked closely with Global DMO Delivery Management /PMO to manage monthly costs and SOWs of offshore team
- Negotiated and procured software licenses, hardware and data feeds for the CTO, CSO, Product and Tech Teams globally
- Created rate cards for the roles needed to build and service Relate SaaS Brand and Social Analytics product
Confidential
Finance/IT Project Manager Consultant
AXA Equitable is the US arm of AXA Group. AXA Equitable consists of AllianceBernstein, AXA Equitable Insurance.
Leadership
- Senior member of the Americas region Financial Planning and Analysis team managing a budget of 1.3 Billion
- Created performance metrics, key analytics and dashboards to better understand business operating expenses
- Reported cost allocation within Activity Based Costing system SAS , relating to the close of monthly P L forecasting
Revenue Generation / Cost Management
- Assisted with budgeting of productivity investments BPO, Finance and IT Offshoring
- Led Business Process Reengineering BPR initiatives to help improve efficiency and decrease operating costs
- Analyzed AXAs budgeting, planning, forecasting processes and the business levers that drive operating costs
Confidential
IT Finance Project Manager Consultant
WPP is a global conglomerate that owns a large portfolio of companies in Advertising, Digital Media, Brand Identity, and PR.
Leadership
- Hired by CEO and CFO of GTS to be liaison to Gartner, to help develop a Chargeback Model for IT Shared Services
- Developed service offerings with Gartner for a Shared Services Model. i.e.: Internet Connectivity, Storage, Redundancy
- Created financial models to analyze capacity, consumption, and growth for IT Shared Services to the CEO CFO of GTS
- Developed ABC Activity Based Costing models to maximize efficiency, cut costs, and better allocate resources
- oeveloped Human Capital Models to understand the utilization of staff on projects
- Analyzed BPO Business Process Outsourcing cost saving projections for subsidiary companies
Revenue Generation / Cost Management
- Developed workflows to manage the procurement of hardware, software, and licensing
- Implemented financial controls in the procurement process
Confidential
Financial Analyst / Project Manager
Berkley leverages technology, underwriting and claims expertise to deliver a cloud workers' compensation solution for businesses.
Leadership
- Created and analyzed financial portfolio metrics using Excel Hyperion for executive management
- Created month, quarter and year end financial earnings reports using SQL, Hyperion, and Excel for senior management
- Prepared monthly snap shots for senior management to display variances in trends and Key Performance Indicators KPIs
- Helped reorganize Claims and Underwriting into cross-functional teams with end-to-end responsibility for a process BPR
Revenue Generation / Cost Management
- Created Macros to help analyze 300k to 900k of earned premium per day Business Process Reengineering
- Performed complex human capital analysis and modeling to assess operational performance among internal departments
- Analyzed Macroeconomic variables to forecast trends in the Insurance market
Confidential
Project Manager
- Rose Events is an event planning, management and consulting company that caters to affluent clientele in the US.
- Worked with affluent clients with budgets ranging from 250k to five million dollars
- Planned, managed and executed events ranging from 100 to 1500 attendees
- Managed up to a staff of 15 at various events
- Established relationship with WE TV-Platinum Weddings to share some of our events with millions of viewers
TECHNICAL SKILLS:
- Operating Systems: Windows XP, Vista, 7, Linux, iOS, and Android
- Project Management Tools: Jira, Mavenlink, Sharepoint
- Software Development Life Cycle SDLC : Agile, Scrum, Kanban, Lean and Waterfall
- Software: Microsoft Suite Word, Visio, Excel, Power Point, Project, Outlook , SAP Business Objects , Nvision PeopleSoft, Oracle Hyperion Smart View, Hyperion Planning, Hyperion Financial Management HFM , IBM Cognos
- Market research: eMarketer, Forrester Research, Gartner, SNL Kagan, Kantar Media, Lexis Nexis,
- Cloud Infrastructure: VMWare, Amazon Web Services EC2, S3, RDS, Beanstalk
- CRM / Social Media Management: Salesforce Sales Cloud , Constant Contact, MailChimp, Hootsuite
- Social Analytics: Topsy, Simply Measured, Facebook Insights, Bit.ly, OpenSlate, Radian6, Crimson Hexagon
- Analytics: Google Analytics, Adobe Omniture , WebTrends, Coremetrics.
- Business Intelligence/Data Visualization: Qlikview, Crowdflower, GoodData, EdgeSpring
- Data Mining: Sysomos, Datasift
- IT Cost Optimization Software: Apptio, SAS
- Big Data Framework: Basic knowledge of Hadoop/Hive/Map Reduce
Programming Languages: Basic knowledge of Java Script, HTML5, PHP, SQL, and MySQL
