Benjamin J. Holman Email & Phone Number

Conshohocken, Pa, Us

• Evaluated and enhanced financial software and systems to ensure precise data collection, processing, and reporting, aligning with business information requirements.• Optimized data flows, system integration, and overall functionality within the SAP network, resulting in improved operational efficiency.• Leveraged Power Automate to automate routine tasks, leading to a remarkable 20% increase in productivity.• Generated advanced accounting reports, providing stakeholders with data-driven insights for well-informed decision-making.• Collaborated with cross-functional teams to identify opportunities for process optimization, resulting in a notable 15% reduction in processing time.• Proactively addressed and resolved system issues, demonstrating a commitment to minimizing downtime and ensuring smooth operations.• Oversaw the seamless import and export of data files, ensuring impeccable data exchange and synchronization.• Fostered enduring collaborative relationships with peers, managers, and clients, establishing a foundation for effective teamwork.• Harnessed Power BI to publish internal dashboards, enhancing the visualization of key metrics and creating high-impact presentations for Corporate Partners and Clients.• Possessed high-level proficiency and experience in Microsoft Office tools, including SQL, Word, Excel, PowerPoint, Outlook, Project, Visio, Dynamics, Tableau, and Power BI.• Demonstrated a working knowledge of SQL and an ability to adapt quickly to proprietary software and work in cloud-based technology environments.• Streamlined existing processes and integrate them into new, improved systems.• Exhibited exceptional organizational skills, time management, initiative, attention to detail, accuracy, and follow-through to completion.• Utilized strong decision-making, analytical, and critical thinking skills.• Possessed excellent communication and customer service skills, with an ability to explain complex situations in simple terms.

San Francisco, California, Us

• Collaborated with internal teams to collect, process, and analyze large data sets on internal customer accounts.• Built and maintained customer relationships while utilizing data analytics to identify and mitigate risks, ensure compliance, and improve overall customer experience.• Utilized advanced SQL queries to complete internal inquiries and obtain financial reports for fraud detection and prevention, and to perform data cleaning, aggregation, and transformation for analysis.• Conducted complex research across multiple database systems using statistical methods and machine learning algorithms to identify regulatory and non-regulatory flags, classify risks, and optimize case management strategies for compliance.• Created customized data visualizations, reports, and dashboards using tools such as Tableau, Power BI, or Excel to monitor KPIs, identify trends and anomalies, and support data-driven business decisions.• Managed a pipeline of data analytics projects, prioritized tasks, and implemented agile methodologies to ensure timely delivery of high-quality results in a dynamic and fast-paced environment.• Demonstrated excellent communication, problem-solving, and leadership skills to promote team engagement, foster cross functional collaboration, and drive continuous improvement in a remote work setting.

San Francisco, California, Us

• Engaged with business owners to assess needs, deliver action plans, oversee finances, process payments, prepare cash flow and trend analyses, and support current and future fiscal planning. Maintain a book of business for clients with revenue up to $7,000,000.• Expanded book of business 260% within eighteen months. Worked one on one with business customers to fully understand their business model and identified opportunity to automate their business processes.• Spearheaded collaborations with vendors and other third parties to help client's business thrive.• Reviewed and analyzed account data looking to determine what the best way to help customer's businesses grow.• Created and presented visual presentations to customer to explain the analyzed data and provide pertinent products Spearheaded a team-wide community outreach initiative to enhance individual and business engagement and grow brand awareness.• Received the prestigious Golden Spokes Award granted only to the top 2.5% producing individuals within the company.

San Francisco, California, Us

Processed cash, responded to and resolved customer questions, and consistently recommended additional products and services to meet the varying and growing needs of banking clients. Translated and interpreted on behalf of Spanish-speaking clientele. Connected with customers and encouraged at least 15% of clients to explore additional services with a personal banker.  Nominated for the selective Golden Spokes Award for exceptional service.

Atlanta, Ga, Us

• Managed a team of 75 employees.• Led daily operations for a food and dining facility, including store performance, health and safety compliance, and building maintenance.• Recruited, hired, trained, and evaluated over two hundred team members.• Increased store sales by 75% in only three years by building a cohesive team, increasing store advertising, promotions, and social media presence, and identifying and implementing effective national strategies.• Awarded the Symbol of Success two consecutive years for growing sales by at least 20% within one year.

Associate Of Science - As, Computer Software Engineering

Associate Of Arts - Aa, Bible/Biblical Studies