Ben Mora Email & Phone Number

Columbia, Sc, Us

• Responsible for the vision, direction and establishment of the new business intelligence department for the entire agency• Engaged with key business stakeholders to develop reports to support business insights into sales, product, and finance metrics• Led the creation of visuals for leadership visibility into their respective departments’ productivity and impact on revenue• Spearhead the business case, technology identification and business process for the transition of a mainly paper based organization onto digital platform• Led the development of consistent workflow processes for each department to be able to create internal and external applications to increase efficiency and decrease process time

● Acquired 800 prospective investment and insurance clients through natural marketing and word of mouth● Engaged with 167 prospective clients with unique and diverse backgrounds to discuss financial goals, targets and resources, to develop and deliver a detailed and fit for purpose financial plan● Developed long-lasting relationships with 80 clients and through maintenance of the CRM, continued to engage with 100% of clients to react to changing financial needs and adapt to the evolving financial climate● Conducted semi annual reviews with all clients on a timely basis● Worked with clients to find their risk profile in terms of investing to present quantitative analysis reports and share statistics to find the best products tailored to them

●Independently developed a web application using common programming languages to simplify performance management KPIs for US Advisory and US Internal Firm Services, resulting in simple to use and view visualizations and reducing time and effort for leadership decision making on performance outcomes for ~30,000 employees● Created a web application to increase visibility into staff learning and development hour compliance, allowing leadership to tailor communication to ensure appropriate digital upscaling of 30,000 employees● Regularly updated and maintained SQL server databases that contained data for 30,000 employees● Created and maintained over 80 automation processes using Python, SQL, Alteryx, and UIPath, required to update databases that fed into critical leadership reporting on a variety of distinct defined cadences ● Created data connections between in house developed Web application to SQL Server to input andautomatically refresh multiple BI reports● Researched industry technology solutions based on identified business needs and demonstrated the business case of Microsoft Power Apps to integrate with our Microsoft PowerBi environment. Delivered business case to leadership and obtained approval for use● Created, updated, and maintained multiple Power BI and Tableau dashboards for leadership team at PwC to have visibility into employee performance, group profitability, and employee availability to staff onto new projects● Created and maintained dashboards that provided insights into performance of market areas, repeat clients, and survey results of retrospectives with clients to find improvement areas and areas of success● Defined and led appropriate education and development path of new team members, focused on bestpractices for using and learning technologies

● Based on market testing, discovered a need for a change within the automotive industry, which identified a gap for development of new applications to help clients with marketing and customer satisfaction.● Led technical requirement gathering to develop an automotive framework application and utilizedrequirements to progress visualizations for sales pursuits● Utilized business requirements to create a proof of concept application for a Fortune 500 organization to manage their customer service agent interactions. During user acceptance testing managed the addressing of client system errors and led the identifying and troubleshooting the source of the errors, deploying the code fixes, testing the resolution and communicating the completion of tasks in a timely manner

● Worked with multiple FinTech startups as a market research analyst. Conducted market research for each of the startups, including, market analysis for demand, competitive landscape visualization, and talent demand to find employees● Created automated excel reports for leadership on a weekly basis that provided insights into current pursuits, projected revenue and actual revenue for each startup business relationship● Led and trained a team of three developers to gather requirements, design and implement a web application with an admin and user interface to record client asset information, resulting in enhanced security and visibility to IT organization● Drove project management operations to expand business relationships with financial technology clients, developing and maintaining automated solutions and dashboard visualizations to simplify strategy decisions for go to market campaigns and provide at a glance metrics for leadership● Progressed a web application using a SQL Server database to provide demand management insights to client’s leadership by capturing activities of employees, resulting in enhanced deployment to special projects and availability of real time information to assess performance● Independently developed an automated web scraping solution designed to collect data from client’s internal system, reducing workload by one FTE● Led SQL database support to a Fortune 500 client by reconciling multiple streams of information fromdifferent databases and conducted data quality and control tests, improving trust and usability of the data by leadership

Role involving both claims and underwriting for personal insurance. Underwriting rentals, homes, automobiles, and inland marine insurance policies. Shadowing adjusters on both property and automobile losses. This job gave me the opportunity to learn about the insurance industry. A key skill I had to use was communication. There was a lot of communication with me and clients to ensure mutual acceptance of any policy changes that needed to be made.

Bachelor Of Science (Bs), Finance, General

Bachelor Of Science (Bs), Human Resources Management/Personnel Administration, General