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Skills

  • Product and service sales
  • Budgets
  • Project organization
  • Store opening and closing
  • Process equipment
  • Dashboard creation and data presentation
  • Merchandising expertise
  • Cash Handling
  • Business process re-engineering
  • Team management

Work Experiences

  • Greeted customers and offered assistance with merchandise selection, accessory selection, and purchase completion.
  • Boosted cross-sell opportunities by 53%.
  • Advised Meridian leadership on risk mitigation strategies based on historical data trends, saving $152,000 in potential compliance fines.
  • Collaborated with method on a major system migration, navigating technical challenges to ensure no service disruption for 13 clients.
  • Achieved a smooth go-live.
  • Oversaw the delivery of initiative project by method team, which resulted in initiative.
  • Achieved a 15% reduction in operational redundancies.
  • Achieved a 52% increase in client satisfaction.
  • Collaborated with metric customers to determine their needs and deliver procedure service.
  • Provided knowledgeable and friendly assistance to customers at every stage of the shopping and purchasing process.

Summaries

  • Accomplished Senior Client Analyst with a strong background in delivering tailored financial insights that enhance portfolio performance by 41%.
  • Manage all tasks with a high level of efficiency and precision.
  • Achieved a 57% success rate in client-oriented system implementations.
  • Senior Client Analyst with 17 years of successful risk assessment and stakeholder engagement experience.
  • Within Miscellaneous, senior Senior Client Analyst and outstanding performer in strategic planning and data analysis.
  • Boosted client outcomes through data-driven strategies.
  • Achieved a customer retention boost of 40%.
  • Connect with customers and recommend target offerings to effectively promote products and increase revenue.
  • Experienced Sales Assistant with 5 years in the retail industry.
  • Accomplished Senior Client Analyst.

Accomplishments

  • Developed and executed comprehensive onboarding workflows by analyzing client needs, reducing new client setup time by 12 days.
  • Formulated comprehensive client service strategies focused on retention, contributing to a 69% decrease in annual churn rate for Tier 1 clients.
  • Collaborated with cross-functional teams to design and implement a scalable reporting solution using Asana, improving decision-making efficiency for Harbor & Co..
  • Simplified complex financial insights into a digestible format, improving client decision-making agility and driving a 40% boost in investment returns.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led a successful client-focused initiative, growing portfolio value by 20% within several months.
  • Streamlined vendor management processes, leading to a 30% reduction in overall costs for high-priority accounts.
  • Presented quarterly financial and operational forecasts to C-level stakeholders, driving informed business decisions that led to 64% growth in the following fiscal year.
  • Devised and implemented successful cost-saving strategies for clients, lowering annual operational expenses by $141,000 while maintaining service quality.
  • Supported Harbor & Co. In business transformation efforts, resulting in a 2% increase in operational efficiency through data-driven insights.

Affiliations

  • Member of the Society for Human Resource Management (SHRM) - Contributor on Client Onboarding Process Discussions
  • Contributing Member, Financial Planning Association (FPA), category
  • Society of Human Resource Management
  • International Association of Administrative Professionals
  • International Council of Nurses
  • Association for Supply Chain Management (APICS)
  • Active Member, American Business Analytics Association
  • Active Membership and Participation in American Management Association (AMA)
  • Affiliation with the Association for Information Systems (AIS)
  • Affiliation with the Data Science Council of America (DASCA) - Senior Data Analyst Certified

Certifications

  • CompTIA Network+
  • Certified Analytics Professional (CAP) - INFORMS
  • Certified Information Privacy Professional (CIPP/US) - system
  • Advanced Customer Service & Quality Management - Summit Group
  • Certified Public Accountant (CPA)
  • Certified Public Accountant
  • SHRM Certified Professional (SHRM-CP)
  • Salesforce Certified Administrator
  • Certified Treasury Professional (CTP) - process
  • Certified Business Analysis Professional (CBAP)

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