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Document Specialist Consultant / Project Coordinator Resume

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ConnecticuT

SUMMARY:

  • Excellent oral and written communication skills
  • Expert Level skills in Microsoft Excel, Access, Word, PowerPoint, and Outlook
  • Strong interpersonal skills
  • Ability to handle confidential and sensitive information with discretion
  • Absorb new concepts into business processes quickly
  • Ability to semi - automate analytics tools
  • Bilingual - English and Portuguese
  • Skilled Communicator MS Office Suite Expert Project Coordination
  • Detail Oriented Process Improvement Technically Savvy Presentation Development Confidentiality and discretion Data Compilation/Analysis

TECHNICAL SKILLS:

Microsoft Applications: Word, Excel, PowerPoint, Project, Outlook, Publisher, Access

Database Skills: Microsoft Access, SQL queries, ODBC

Analytics/Reporting: Tableau, GoodData, Crystal Reports

CRM applications: Salesforce.com administration

Financial and pricing tools: Quicken and QuickBooks Pro, Zilliant (Pricing tool)

Other Applications: Remedyforce, Questionmark Perception, Business Objects, Informatica, Visio

Data Integration: Plan, build, and execute data integration projects

PROFESSIONAL EXPERIENCE:

Document Specialist Consultant / Project Coordinator

Confidential, Connecticut

Responsibilities:

  • Provided transparency to management via various reports
  • Provided support to Senior Operations Supervisor tracking department deliverables
  • Coordinated ad hoc projects as necessary
  • Analyzed processes and ensure they are achieving the set goals and evaluated for efficiency
  • Document Specialist consultant
  • Developed Semi-automated processes/tools while adhering to company’s strict policies: Success measured by adoption of one of the processes by 2 sub-departments
  • Demonstrated and trained legal teams on use of the newly created tools
  • Worked with legal team to ensure document execution and document management processes were followed properly and timely

Confidential, Connecticut

Business Analyst

Responsibilities:

  • Development of business tools for forecasting and reporting.
  • Managed contracts, legal agreements and correspondence with clients, buyers, sellers, brokers and vendors
  • Designed marketing materials, managed mailing lists, and managed listings on various published websites

Confidential, Ridgefield, Connecticut

Responsibilities:

  • Computed and automated analytics of sales associates goals for compensation and bonus payments, as accounts often were transferred between sales agents, the goals needed to be re-calculated often to maintain fair compensation.
  • Worked as a liaison between users, management and developers, captured project deliverables, determine project goals, and evaluate necessity vs desired functionality.
  • Managed Salesforce.com administration, GoodData integration troubleshooting and customer contracts.
  • Developed data migration process for corporate acquisitions, collaborated with data migration teams and converted data into required specifications. Success Measured by process being noted and applied as standard for acquisitions.
  • Contributed in design, implementation and/or training of Salesforce.com, GoodData and Zilliant (pricing tool) projects, impacting companywide processes and business methods.
  • Incorporated disparate data sources into CRM from initial data loads to automated synchronization

Sales and Marketing Coordinator

Confidential, Connecticut

Responsibilities:

  • Developed a training management system.
  • Increased ISO training compliance from 25% to 99 % in three locations.
  • Elimination of un-necessary re-training due to unverified training completion.
  • Formulated new procedure to prevent non-conformances due to improperly written work instructions
  • Participated in external training and compliance audits. Assisted with development and execution of internal audits
  • Trained employees on Microsoft Office on a one to one basis
  • Acted as liaison for management during complex projects.
  • Assisted in coordination of domestic and international tradeshows and marketing materials.
  • Managed outside marketing vendor on website re-development production and testing of added features

Office Manager

Confidential, Connecticut

Responsibilities:

  • Responsible for office management, including all human resources, payroll, employee review and benefits management.
  • Developed and conducted computer software training classroom sessions for corporate employees
  • Provide new hire training as necessary
  • Create financial statements for operations such as budgeting, AP/AR, inventory, payroll, cash flow projections.
  • Scheduled best technician for each job by matching skills, availability, budget among other factors.
  • Managed a multi-industry service company for small business clients in the annuity/settlement services, medical, technical services, custom integration, and manufacturing industries. Increasing revenues by 200% and decreasing operating costs by 15% for one customer (Technical services field)
  • Provided Confidential for software implementation and training.
  • Managed IRS on tax audits and department of labor audits for clients.

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