Banning, California, United States
I am an accomplished business and analytics professional with nearly a decade of experience bridging the worlds of finance and IT to drive strategic decision-making and operational efficiency. My expertise includes financial analysis, statistical modeling, predictive analytics, and team management. Throughout my career, I have led transformative projects, such as optimizing logistics operations to achieve multi-million dollar cost savings and designing advanced predictive models that enhance customer engagement and retention. With a strong focus on data-driven insights, I excel in translating complex datasets into actionable strategies that align with organizational goals. Recognized for my ability to lead cross-functional teams and foster data literacy, I thrive in dynamic environments that demand innovative problem-solving. Whether delivering rigorous reporting tools, streamlining operations, or championing stakeholder collaboration, I am committed to excellence and creating sustainable value for the organizations I serve.
• Translated complex data analyses into actionable recommendations, directly impacting business strategy and operational improvements. • Collaborated with executive leadership to deliver rigorous, insightful reporting tools and in-depth analyses that facilitated data-driven decisions. • Conducted in-depth analysis of operational initiatives, measuring their effectiveness and impact on key performance indicators (KPIs). • Leveraged advanced analytics modeling, including regression, forecasting, and segmentation, to provide significant business insights. • Served as a thought-partner and problem-solver, bridging technical and non-technical teams to cultivate a culture of data literacy and democratization. • Evaluated and refined processes to enhance customer acquisition, retention, and adoption, ensuring excellence in customer service and operational efficiency. • Navigated and utilized end-to-end data pipelines and ETL workflows integrating Salesforce, SQL Server, and Azure Data Factory, enabling consistent enterprise reporting and self-service analytics. • Championed data storytelling initiatives to simplify complex predictive models into clear business narratives, aligning analytics strategy with marketing, finance, and operations objectives.
• Modeled various logistical, financial, and strategic requirements utilizing Microsoft SQL Server, Python 3.x, and Microsoft Excel. Developed for wide audiences from operations to C-suite. • Lead prototype development of corporate reporting, including new data marts, utilizing industry leading data lake and data cube technology. • United various departments in ad-hoc requests and break-fix items to bring a speedy and reliable resolution to the identified issues. • Optimized shipping logistics by transitioning 40% of marketing order deliveries from 2-day air shipping to standard ground, saving approximately $30 per device. This adjustment resulted in annual savings of $840,000, considering the volume of 70,000 marketing orders per year. • Performed QA throughout various integrated data systems, including Salesforce, to ensure data validation/cleaning was robust. Outline methods to optimize data solutions which further prevent data integrity leaks. • Designed and implemented a Call-Based Routing strategy, leveraging predictive analytics to establish a 95% confidence level for deploying an Automatic Speech Recognition (ASR) model. This strategic shift saved the company over $100M in EBITDA by significantly reducing reliance on costlier live-agent interventions. • Defined various corporate KPI measures to provide standardization in calculation and data sources throughout corporate level reporting. • Collaborated with many business owners to ensure all business logic operates as expected with related reporting aligning to existing business rules. • Revolutionized the inside sales strategy by analyzing call data to reveal that 95% of sales were achieved within the first 8 calls. By cutting call efforts by 55% without affecting conversion rates, achieved a cost saving of roughly $2.5 million in annual headcount expenses. • Developed statistical modeling on customer behavior to determine optimal outreach programs to drive customer retention and adoption.
Spent two consecutive years as a contractor for the following companies: Paramount Residential Mortgage Group, Tire’s Warehouse, American Technical Services, & IE Utilities Agency • Performed budget variance analysis on all sectors of company revenue and costs. Validated requests for internal transfer of funds on ad-hoc basis. Developed methodology and SOP’s to complete complex budget analysis ensuring all revenue/cost centers were accounted for. • Collaborated with multiple departments and utilized data-mining techniques to identify new customer leads, price tracking, and gross margin across all locations & SKUs. • Developed internal reporting tools utilizing MS Access via back-end VBA development to autonomously produce updated reports on inventory levels, sales, and transfers. Managed freight invoicing from multiple vendors across thousands of product SKUs. • Created standardized procedures to manage 10,000+ IT assets, including more than ten brands across hundreds of locations and 2500+ employees. Leveraged SharePoint to track and control changes to datasets used for billing and inventory management. Modeled inventory needs using scaled linear forecasts to assist procurement decisions. • Collaborated with multiple departments and utilized data-mining techniques to identify new customer leads, price tracking, and gross margin across various locations & SKUs. Advanced pricing models to increase revenue generation through sales optimization design. • Performed data analysis using Python based on KPIs to support increased efficiency in product delivery. Developed EVM models to track & analyze production of engineering products by scope, time, and financial requirements. Produced deliverable work-flow items on time with exceptional quality.
Created, maintained, and utilized financing models for the business, using Google Analytics for data collection and Python for modeling and analysis. Produced budget, forecasting, and DCF financial models to increase overall business performance. Oversaw marketing strategy and collateral materials. Reconciled accounts payable and receivable; composed P&L statements. Oversaw all operational and administrative functions of the office, including client recordkeeping and website and social media presence. Key Accomplishments: • Initiated processes to reduce annual financial reporting time 30%
Managed executive leadership of 13 board members and over 300 members. Developed criteria for job descriptions and participated in the hiring and termination of board members. Facilitated weekly board meetings detailing actions to be taken by each board member driving continual progress toward mission objectives. Innovated new methods of fundraisers through B2B partnerships in the community. Served as single point of contact for more than 300 members to solve concerns and address the needs of the organization. Key Accomplishments: • Completed milestones required to achieve Founder’s List award for outstanding leadership.
Developed financial planning tools for the organization to provide live financial tracking for executive leadership. Organized events to raise funds for member activities and workshops. Created detailed spreadsheets utilizing Excel and Google Analytics to track all revenue sources and cost elements that streamlined executive leadership decision making. Key Accomplishments: • Raised $2,500 through social outreach in four months, increasing organization budget by more than 1,300%.