Seasoned Business Development professional with expertise in problem solving, analysis, report creation, database development, financial modeling and training. Particularly effective in streamlining and developing processes to increase efficiency and overall profitability. Highly proficient in Microsoft Access and Excel and possesses the ability to work with and analyze large and complex sets of data. Extensive experience with relational database structures and data warehouses. Highly adaptable and intuitive personality allowing for success across varied business models and industries.

OBJECTIVE

Microsoft – Access, Excel, Powerpoint and Word

Cognos, Salesforce.com

SQL, SAS

RSP ArchitectsMinneapolis, MNOctober 2014 to Present

Project Analyst

n     Create standard reporting and management dashboards to highlight and support National Design Team efforts

n     Designed and implemented Project Tracking System to provide key milestone information and reporting to National Design Team clients.

n     Review processes to create efficiencies and reduce overhead expenses, increasing profitability of the National Deisgn Team by 10%

n     Establish processes and documentation to ensure continuity and streamline work efforts

n     Financial review and analysis of project profitability

 

Jacqueline’s JewelryCitrus Heights, CA/Champlin, MNMar 2013 to Present

Owner

n     Handle sales, marketing, customer service, production, inventory management and financial reporting for a small business selling jewelry online and at shows

n     Grow sales to over $5k per month via online marketing efforts and customer retention programs

 

Mary “Marguerite” HooverCitrus Heights, CAFeb 2013 to May 2014

Caregiver/Advocate

n     Handle all financial, business and medical decisions, including Social Security, Medi-Cal, Medicare and IHSS as she has progressed into advanced dementia

n     Ensure nutritional and physical therapy needs are met, including coordinating care between multiple agencies

n     Represent interests in defining standard of care, POLST and advanced directives

 

VSP (Vision Insurance)Rancho Cordova, CAJan 2010 to Feb 2013

Reporting Specialist

n     Leveraged industry and provider specific information to provide information and intelligence to Senior Management and decision makers.

n     Ensured that data provided was in compliance with HIPAA regulations

n     Analyzed census data and provider demographics along with trends in diversity to provide intelligence for future strategy efforts.

n     Created standard and adhoc reporting using Access, SAS, SQL and Cognos queries.

n     Created and scheduled standard reporting using WebFOCUS, ReportCaster and Cognos.

n     Created a balanced network design that ensures provider coverage matching population.

n     Analyzed potential retail partners for affiliate tier, made recommendations and created detailed mapping illustrations.

n     Partnered with marketing staff to facilitate interim solution for email communication and campaigns.

n     Worked with a team of analysts to determine preferencing criteria for providers.

n     Served on divisional Continuous Quality Improvement committee.

 

Dey, LP (Pharmaceutical)Napa, CAJul 2005 to Aug 2009

Sales Analyst

n     Designed forecasts and predictive models using Excel to calculate commissions and awards for sales force as well as to track and measure product trends. Trained other staff on formula creation and design.

n     Produced standardized reports using Excel and Access and Cognos, as well as ad hoc reporting, of prescriber, physician and institutional prescription and purchase activity using multiple datasources.

n     Successfully trained and mentored Sales Coordinator into Jr. Sales Analyst role.

n     Created new processes to support the launch of new products and changing business strategies without adding additional FTE. Prepared comprehensive documentation, procedures and training on new processes.

n     Negotiated with various departments to create clear, systemic customer type definitions removing redundancy in reporting and allowing for more detailed analysis of changing business factors.

n     Reengineered List Management process using Access queries and macros, decreasing processing time and providing improved service to sales force. Created a savings of 1 FTE for the department.

n     Facilitated smooth transition from NDC datasource to IMS datasource for Institutional prescription/sales data including data mapping and testing.

n     Successfully managed, to completion, the Institutional account cleanup, a project that had been open for more than two years prior to my assignment.

Sydran Services/Strategic RestaurantsSan Ramon, CA              Jul 2000 to Jun 2005

Business Analyst Manager

n     Streamlined the budgeting process and created standardized annual budgets using Adaytum for 265 franchise restaurants.

n     Provided detailed analysis of financial and operational measures, including ROI on promotions, incentives and programs allowing  the company to focus on those programs providing the most financial benefit.

n     Created and facilitated online training classes to teach restaurant managers how to use and analyze information provided in the company’s standard reports. Developed curriculum that included how to identify and resolve issues and recognize trends.

n     Designed, presented and managed quarterly and annual employee incentive plans as well as interim employee motivation programs.

n     Supported Area Directors by attending quarterly area meetings and providing presentations on resolving area specific financial issues.

n     Hired, trained and supervised a staff of 1 FTE.