Andrew Mitchell Email & Phone Number

Castro Valley, Ca, Us

Castro Valley, Ca, Us

As a Postdoctoral in ESG targeting research-project resources to advance strategy in corporate behavior analysis’s predictive capabilities by integrating artificial intelligence (AI) models for AI ESG data analysis with AI models for Regulatory Compliance. AI ESG data analysis models are customized by training on ESG-specific datasets that can evaluate the authenticity and materiality of corporate ESG disclosures by comparing reported data against independent sources and benchmarks. Also, this model expects to predict the impact of ESG factors on corporate reputation, investor sentiment, and financial performance, aiding in identifying sustainable investment opportunities. For regulatory compliance, digital taxonomies and an AI model specialized in monitoring and analyzing regulatory changes and compliance requirements globally used to predict their impact on corporate strategies and disclosures. In addition, this model will automate extracting relevant information from complex regulatory documents, aiding corporations in maintaining compliance with evolving sustainability standards. Using more technology to build on the findings of my dissertation, Predicting Corporate Behaviors: Utilizing Portfolio Volatility Measured by Valuation Multiples during Sustainability Business and Industry-Specific Issues, which highlighted the role of market risk in influencing corporate behaviors and the potential of sustainable investing, this research seeks to leverage AI to refine the predictability of corporate actions in response to market volatility and sustainability challenges. Given attainable resources to leverage an AI enterprise platform providing an inference microservice designed to facilitate automated data collection and training with digital taxonomies to produce research on 'Predicting Corporate Behaviors: Integrating Artificial Intelligence through AI Models for Enhanced Forecasting.'

Moraga, Ca, Us

Dedicated full-time to completing my Executive DBA (EDBA) coursework in September 2022 and published my dissertation in December 2023, demonstrating resilience and commitment to finding innovative solutions during the challenges of the COVID-19 pandemic. Excelled in courses on Qualitative Research Methods (Frameworks), Quantitative Research Methods and Statistical Analysis, Integrative Research Design (Applied Framework), Strategy and Business Models for a Global Market Place, Marketing: Applied Theory and Practice, Corporate Finance Seminar, Innovation Theory and Practice, Operations and Supply Chain Management including Blockchain Technology applied theory, Accounting Theory & Application, Knowledge Dissemination: From Theory to Practice, and Research Practicums. Courses resulted in business and economic research on related topics using research designs, frameworks, content-coding techniques, pitch research, and proposal development for creating journal-level articles and presentations. Graduated in May 2023, and published on ProQuest in December 2023 to complete the program. Thesis was successfully defended titled: Predicting Corporate Behaviors: Utilizing Portfolio Volatility Measured by Valuation Multiples during Sustainability Business and Industry-Specific Issues. The final stage was registering and publishing the research study on ProQuest.Explored behavioral corporate finance after examining market volatility affecting relative valuation performance in sustainable investing with Energy Market Sector stock portfolios using ESG Rank collected with GHG Emissions Insight, Momentum, and Spotlight event data.

Took charge of family property business administration, managing business and financial planning to control monthly income, capital expenditures, spending, and fixed estate property costs. This role involved transitioning the legacy business administration to Quicken, Excel, and Sheets to organize financial position for tax preparation, consolidating and creating profit and loss statements for tax preparation and improvement loans, planning and reporting capital expenditures and annual forecasting of operational expenses using historical data, creating reports to analyze key cost drivers and resources for budget planning, including tax allocation and settlement, insurance review, and restoration costs. The role also involved providing caregiving and personal finance reorganization, creating paperless management, and electronic invoicing and bill payment processes. Involved in a family agreement for leasing 146.848 acres in Harrison County, Texas, for oil, gas, and mineral exploration, managing operational and legal aspects, including royalties, pooling clauses, and surface damage management.

Mountain View, Ca, Us

As a contracted employee, followed the hardware product development process after Engineering approvals, monitored operational controls by building product-based component level models applying a business strategy for Nest Product Operation. This involved comparing contract manufacturer stated cost and parts supplier costs to the bill of material target costs and calculating margin variances that could uncover a cost strategy, monitoring end-of-lifecycle products in the product portfolio. The role also included using Google's business intelligence tool (Agile) to track Bill of Material attributes such as quantity, unit cost, lead times, and supplier allocation to determine blended costs confirming optimal allocation, surface discrepancies for Cost of Goods Sold (COGS) gap analysis, and collaborate pricing with global business managers. Additionally, this role involved liaising between stakeholders and development teams to communicate cost structures and reconcile monthly invoices. Finally, this role involved using reliable data modeling for contract manufacturer and part supplier data to reconcile with Agile and RACs data systems.

San Francisco, California, Us

As a primary contact for goal setting and performance measurement across various business lines, transitioning into a strategic internal data analyst position. My focus was on supporting sectors like home equity, credit cards, mortgages, and balance transfers. I developed a deep understanding of key performance indicators and value metrics, collaborated with different business lines and committees, and generated insightful reports and analyses from diverse data sources. Additionally, I created driver-based forecast models to boost marketing-driven sales and played a key role in developing the Marketing Effectiveness Dashboard, integrating KPI insights for effective market measurement.

San Francisco, California, Us

Contracted to assess monthly marketing campaigns, providing detailed reports and presentations on campaign performance to inform market strategy decisions. I applied business intelligence tools for campaign analytics, transforming marketing data into actionable insights. Utilizing a range of tools such as SAS, Tableau, and SQL, I conducted in-depth analyses for Credit Card marketing campaigns. My role included data mining for predictive modeling, customer profiling, and profitability analysis, ensuring compliance with regulations. I identified opportunities for additional statistical modeling, creating complex computer models to analyze customer behavior and demographics, and presented findings to management. My focus was on diagnosing and reporting on multi-channel marketing campaigns, including forecasting outcomes and program performance.

San Francisco, California, Us

In my contracted role in Financial Risk Management, reporting to the Vice President and Analytics Manager of Financial Crimes Analytics, I either worked independently or collaborated with a team of consultants. My responsibilities included leveraging my expertise in Tableau Desktop, Tableau Server, MS SQL 2016, and MS Excel Enterprise to design rich visualizations and improve existing dashboards. I validated data from Teradata implementations using SQL queries, provided complex data analysis, and managed specialized reporting. Additionally, I administered, monitored, and tuned the performance of the Tableau Server extract method for a large-scale, 2 billion record data solution.

Dublin, Ie

As the senior financial analyst reporting to the Head of Infrastructure, I provided crucial support in project cost management, value metrics, and accounting, with a focus on enhancing business operations reporting using Microsoft Office 365 Pro Plus Enterprise, Power Query, Power Pivot, and Power BI. My expertise in data analysis with Microsoft SQL and M language led to effective global project payment reconciliations. I tracked Operational Expenses (OpEx) and Capital Expenditure (CapEx), producing detailed weekly reconciliation reports, and collaborated with IT, FP&A, and Accounting teams for budget variance and forecasting. Additionally, I developed analytical reports to support business strategy, involving reconciliation activities, tracking project expenditures, and creating organized content for operational presentations.

Oakland, California, Us

Contracted to enhance the Human Resources Academy Operation Systems & Metrics, my role involved generating ad hoc reports from enterprise resource planning systems using PG&E's business intelligence analytics. I was responsible for tracking report request activities in Remedy and creating comprehensive reports from SAP Business Warehouse (BW) for Excel, utilizing advanced functions like pivot tables, vlookups, countifs, and conditional statements. These tools helped me manage large data sets and produce tabular models, graphs, charts, and other visual aids.I meticulously documented the data capture, modeling, auditing, and validation processes, aligning system records with value metrics defined by Finance to produce weekly chargeback reports for Academy Training activities. This involved working with various software, including SAP R4 Release 730, SAP Business Objects 3.1, SAP Web Intelligence 4.0, Metrics That Matter 12.10, and Questionmark.Furthermore, I developed a biannual quarterly report in Tableau Desktop (Eval) to monitor Academy compliance, analyzing data for over 24,000 employees and 3,500 courses across different delivery methods. This allowed for a detailed comparison of course attrition and delivery evolution, juxtaposing findings from Excel, SAP Business Objects, and Tableau Desktop.Additionally, I provided qualitative reports and administered other enterprise tools like Metrics that Matter and Questionmark, assessing participant knowledge and generating value metrics. This was crucial for evaluating the programming performance and training effectiveness of various formats like instructor-led, virtual, and web-based training delivered by the academy operations to ensure compliance.

Newtown, Pennsylvania, Us

Utilized training resources to specialize in building cash-based and comps-based valuations for both private and public target companies, utilizing a multiples strategy underpinned by extensive research. This included analyzing income statements, balance sheets, financial statements, SEC filings, press reports, and investor information sheets. My approach involved modeling operations for relative valuations, considering behavioral corporate finance factors.Using Office 365, I applied business intelligence to create sophisticated investment models. This process started with determining buyer criteria and involved building comprehensive financial models for valuations. My research extended to scrutinizing SEC filings, investor information, and news reports, with a particular focus on cash management and financial statement analysis. This helped in understanding various business models, their momentum drivers, efficiencies, and capital structures for developing comparables.I designed waterfall models to forecast revenue, expenses, and other operating items, identifying key financial drivers. My expertise also included building cash-based or comps-based valuations for initial or target companies, calculating enterprise value, and identifying strategic opportunities for leveraged buyouts or mergers and acquisitions.This role leveraged advanced Excel functions, including conditional statements and lookup functions, to drive projected economic models over financial periods. I also enhanced my skills in Bloomberg Sales in San Francisco, improving my proficiency in researching using Bloomberg Terminal, Investment Banking, and Portfolio & Risk Analytics. My financial modeling experience covers an array of companies including Chipotle, Michael Kors, OpenTable, KickStarter, Dell, WorkDay, Salesforce, Hewlett Packard, and SAP.

London, United Kingdom, Gb

Interpreted research data to establish sustainability accounting standards for investment banking/ brokerage, exchanges, and telecommunications industries. Evaluated key performance indicators for inclusion. Used Thompson One, Reuters, Wall Street Journal, Standard & Poor’s, and other analytical platforms and business news and research to evaluate framework and SASB industry reports. Qualify key performance indicators for inclusion as value metrics for non-financial performance. For example, use Environmental, Social, and Governance information found in future 10K SEC filings for public companies.SASB’s mission is to develop and disseminate industry-specific accounting standards for material sustainability issues for use by U.S. publicly-listed corporations and their investors, such that sustainability performance can be evaluated alongside financial performance.

New York, Ny, Us

Developed and implemented business plan for selling financial investment solutions and services to high-net-worth individual investors. Applied data collection techniques for investment objective and policy statement development for individual portfolios that use investment strategies based on risk, return, and tax objectives. Learned valuation and analysis on fixed income, equity, and derivatives. Forward looking of applying accounting standards for material sustainability issues such that sustainability performance which can be evaluated alongside financial performance.

Moraga, Ca, Us

Engaged in research and presentations on best management practices as part of a comprehensive curriculum covering Portfolio Management, Financial Engineering and Risk Management, Derivatives Market Analysis, Investment & Equity Analysis, Financial Statement Analysis, Fixed Income Analysis, Corporate Finance, Quantitative Methods for Financial Analysis, Economics Analysis, Accounting Concepts & Principles, and Ethics, Professional Standards, and Compliance. Gathered current events data and news content for inclusion in investment advisory write-ups. Utilized Thompson One, Standard & Poor’s Vantage analytical platforms for research, and Reuters, Wall Street Journal, Morningstar, and other business news platforms. Prepared for CFA Level 1, 2, and 3 Examinations throughout the program.

San Francisco, California, Us

Volunteered to direct cross-functional team financial and marketing analysis of nonprofit organizations. Discussed findings with senior leadership and created value metrics strategy based on future vision and ideal financial ratios. Delivered financial statement analysis and composed metrics strategy for performance efficiency. Modeled financial statements and presented strategy from quantitative data analysis to various stakeholders. Received multiple awards for developing invaluable financial analysis tools.➢ Junior Statesman Foundation and Prescott-Joseph for Community Enhancement Inc. created financial statements according to FASB and GAAP guidelines in MS-Excel from QuickBooks reports contributing to the annual report. Influence Management Discussion and Analysis development.➢ Received Dr. Edith Meyers Award in 2010 as member of the Taproot Team for developing invaluable financial analysis tools.➢ Recognized with Girls Incorporated of the Island City award in 2009, as Taproot Team member for providing invaluable service in creating Girls, Inc.’s new financial analysis model.

Houston, Tx, Us

At CP Bannon, a Wilson Financial Group subsidiary, reported for local area black mortuaries leveraging broad competencies in operations, finance, and business analysis to increase performance, operational expansion, and overall organizational growth.● Developed value metrics to match strategy and direction for performance efficiency, including stating the future vision, including associated metrics and analysis approaches.● Supported Sales Management from extensive HMIS SQL database; collected contract data for revenue tracking cash and A/R, evaluated performance using quantitative methods, and updated weekly business performance in an integrated PowerPoint and Excel report comparing sales variance using pivot tables and charts to identify trends and seasonality for forecasting.● Reconciled daily A/R reports with payments of current and insurance-backed future contracts for goods and services. Adhered to GAAP, SOX, and Federal Trade Commission policies.● Report trends in staff and service of contract performance. Provided daily ad hoc business analyses and reports to include revenue performance, account receivables (A/R), and inventory utilizing Microsoft Excel and HMIS.● Administered SOX guidelines for current goods reconciled with supplier invoices in system accounts, pricing adjustments, and forecasted future sales for new inventory. In addition, presented seasonality from historical data, reviewing the operating statement, accounts receivables, sales, and earnings quality.➢ Presented $4.5M for a single location in monthly revenue report, forecasting, and operating statement analysis providing interpretation to leadership, including Controller, GM, and Operations SVP.➢ Supported national locations on pre-need future contract model and modeled cash and A/R for three other sites in Excel using pivot tables, graphs, and charts to evaluate the business, operating, and market risks to compare year-to-year results, revenues, and sales performance.

Irvine, Ca, Us

Provided prospectus analyses of Mortgage Backed Securities (MBS), filtering relevant data from publicly filed MBS prospectus from EDGAR, imputing data in Excel, applying valid data to relational database using SQL commands to apply data, track, and evaluate mortgage credit market for Mortgage Lenders. Filtered specifics for database entry and client retrieval process for software development of credit analysis and risk intelligence tool.

New York, Ny, Us

Leveraged academic experience and developed client introduction techniques for building relationships that lead to a position in financial investment solutions, products, and services to high-net-worth individual investors. Utilized additional Security Training Corporation (STC) in addition to provided general securities training to prepare for the General Securities Representation examination. Coached junior workforce on relationship development for value selling and determining required return and risk for individual investors. Determined institutional investment versus retail client investment.

Managed Parks and Recreation Marketing and Promotions staff and established strategic business plans and budget. Led strategic marketing initiative with partners and suppliers. Participated in troubled teen community program utilizing recreation facilities. Delivered 90% in 2.5 months on 6 month marketing plan.

Us

Taught Small Business management with focus on strategic business planning, budgeting, and financial reporting. Created, prepared, and presented online curriculum for small business management course.

Houston, Texas, Us

Managed Programs and Products – High Availability, Manageability, Itanium and Soft Bundled Solutions, RX26XX, RX57XX, RP56XX, RP24XX● Led as a product manager on cross-functional teams within the strategic alliance as program or product subject matter expert for solutions, articulating competitive advantage, positioning, and product forecasting for regional sales production and system inventory management guided by corporate strategy.● Partner with Sales on field assignments and trained national sales force on programs, products, competitive marketing pieces, and solutions to support market strategy.● Partnered with Strategic Initiative teams, coordinated and presented at promotional activities, industry trade shows, worked with developers, advertisers, and production managers, to market solutions, products, and services.● Accelerated goods and service sales, analyzed business developments, monitored market trends and competitor publications. Used Microsoft Excel, Business Objects, SAP BW, and Oracle database reports. Apply Account-Based Marketing (ABM), communicate effectively, collaborate, and coordinate activities in a matrix environment across multiple IT functions, stakeholders, and priorities.➢ Launched and managed High Availability programs (Assured Availability, MC Service Guard, Continental Clusters), Manageability program (Top Tools, OpenView), and Itanium Solution programs. Managed server product lines with cross-functional teams.➢ Created go-to-market plans and budget for inbound/outbound collateral development with advertising companies. Secondly, created technology presentation deliverables with competitive analyses for customers that defined relationships among multiple interrelated systems to fulfill their market strategy.➢ Assembled, coordinated, and led “technology factory visit in the field” with division and alliance senior leadership to close a critical account in initial $20 million contracts, with a 5-year expansion to $100 million.

Houston, Texas, Us

Translated business system configurations and applied concepts as a working member of project teams in Independent Software Vendor (ISV) partner relationships with World Wide Marketing Teams and North American Product Manager as Technical Sales Specialist for commercial and enterprise server solutions. Presented using PowerPoint best practice business/technical solutions for key accounts and potential customers. Led Engineering Service Specialists to complete proposals that defined solutions using commercial and enterprise server product lines and programs into data center environment.➢ Helped reduce technical support costs for key HP partner by $50 million in annualized operating costs, and enhanced customer satisfaction levels by incorporating previous standard implementation experience for client’s common desktop operating environment with consulting, product training, and introductions.

San Francisco, Ca, Us

Restructured and streamlined desktop operations to increase service delivery satisfaction and lower labor costs through reengineering processes and reorganization. Managed 16 people including 2 supervisors in operations group, promoted to manage project management group, and asset management department. Performed industry research and financial analysis for capital budget ($1.2M), managed operating budget, and research other software industry companies. Developed and presented revolutionary IT desktop strategy to management. Commissioned desktop standards using Steering Committee and managed cross-functional project teams. Created project plan and operations budget including pull/push vendor to desktop purchasing program. Managed project team to deliver strategy through 37 direct and matrix-managed projects. Used Software Development Life Cycle (SDLC) Methodologies, Agile – SCRUM, to create software development for desktop computer systems.➢ Recognized in June 15, 1996 edition of CIO Magazine for SAP deployment.Summary :➢ Ten Direct Managed Projects➢ Eight Matrix Managed Projects➢ Ten Budgeted Projects➢ Nine Not Budgeted ProjectsProjects Concurrently Implemented [Non/Budgeted, Matrix Managed, Completed]• Headquarter Move and Campus Consolidation • Migrate MS Office 3.0 → 4.2 Upgrade • Anti-Virus Implementation (Budgeted • Deploy Microsoft Enterprise Licensing • Clear Case Server Design and Hardware Implementation• Norton Administrator Infrastructure Deployment • Desktop Remote Connectivity Project (Shiva)• Domestic Scopus Software Development Desktop Rollout• Automated Remedy Install Script for asset management program• Magellan 2.1 Case Tool Upgrade• SAP 2.1 Desktop Script Implementation• Common Desktop Operating Environment Plan• 32- Bit Operating System Evaluation• Remote Desktop Capabilities Project• PC Remote Control• Automated Install Scripting & Process (CCMail, Win95, SAP, Magellan, Infosys, NT, Architecture & Process)

Fort Mill, Sc, Us

Led Pre-Sales Technical planning , design, and demonstration in Fortune 1000 Accounts including top Telco companies such as Sprint, and Pacific Bell. Successfully obtained customer satisfaction in accounts by analyzing and relating to client resolution management for complex system integration. Provided consulting services and project management for migration and new installations. Provided classroom-training services to network administrators and operation managers.

Phoenix, Az, Us

Supported, deployed, and provided service for CAD Desktop/network systems for reputable engineering firms. Customers were Bechtel, and Bay Area Transit Consultants which were Autodesk Customers. Introduced Services by performing installation and de-installation demonstrations at customer sites, including different types of printers and external peripherals. Provided support services at large technology promotional exhibitions. Configured network systems using Novell Netware with Compaq High-End Servers, 3Com 3+ software and 511 servers. Also deployed Apple Talk networks. Performed 3Com server installation and optimization.Worked with sales force to maintain vendor product positioning and potential possibilities for product upgrade, future integration, or service issues for major accounts.Presented and consulted with major accounts on maintenance agreements, service and networking.Provided Technical Services to major accounts on Teir-1 supplied Computer equipment and peripherals. (e.g., Compaq, IBM, Hewlett Packard, AST Research, Apple Macintosh, NEC personal computers.)Researched and developed integration plan for different computer operating environments that include, single tasking, multitasking, and workstation operating systems that support AutoCad R.10-11.

At Conam Nuclear, supervised Electronics Service department of six, and certified as non-destructive testing (NDT) Operator Level I, II, III. Mentored new service engineers to travel and perform field service on computer controlled robotics and NDT equipment. Traveled for 3-6 weeks to be responsible for achieving maximum NDT testing- uptime for nuclear generator testing equipment during service power outage period. Succeeded in repairing at component level, and provided system design and troubleshooting of A/D and D/A conversion designs, digital motor control systems, stepper motor control systems, encoder and decoding equipment for robotic systems. Assisted with Quality Assurance program by writing Quality Control procedures for repair and calibration of electromagnetic NDT systems and Ultrasonic test equipment. Engineered an end-user CCD TV monitoring system and designed a camera light power system. Constructed an electronic control system for the mechanical transition of eddy current probe technology for testing nuclear steam generators. Maintain highest-level security clearance for Government/Public Utilities and Nuclear Power Facilities. Improved overall efficiencies for achieving increased profits and reducing direct expenses.

Oakland, Ca, Us

A summer job as Water Conservation Representative, my goal was monitoring community water consumption in assigned areas; achieving the best daily contact activity for conservation engagements. Responsible for informal problem investigations, inspections, and follow-up inspections.

Doctorate In Business Administration, Business Management, Corporate Finance And Investment Management

Master Of Science, Financial Analysis And Investment Managment

Master Of Business Administration (Mba), Business Administration, Advanced Finance, And Entrepreneurship

Bachelor Of Science, Engineering Technology In Electronics (Usv Formerly Known As Cogswell College)

High School, Mathematics