Boris Karan Email and Phone Number
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Boris Karan personal email
I am an architect and designer of automation solutions and a seasoned expert in delivering value, with a strong ability to simplify processes and increase efficiency. My 18 years of professional experience in automation and investment banking, including a proven track record as the founder of two companies, enables me to understand and solve complex problems for my clients. As the founder and CEO of Minimum Clicks, an automation agency, I bring valuable insights and a wealth of experience to my clients. I help streamline processes and achieve goals through the implementation of automated solutions.As Senior Director of Data & Analytics at Zentist, I am responsible for automating claims processing in the US dental insurance industry and building robust and automated reporting systems. My portfolio also includes the seamless integration of diverse data streams into the BigQuery pipeline and the strategic enhancement of claims processing frameworks.At Clever Digital Marketing, I take on the role of Automation & Operations, where I leverage my expertise in automation and analytics to optimize digital advertising campaigns and streamline internal operations. I build and maintain automation infrastructure for Facebook and Google Ads lead campaigns and oversee CRM reporting for vital company KPIs.As a top-rated freelancer on Upwork, I provide expert services in Google Sheets automation, Google Data Studio & BigQuery reporting systems, and VBA automation. I have a proven track record of delivering successful projects and a high level of client satisfaction.My expertise in the financial market and experience in investment banking, allows me to bring a unique perspective and valuable insights to financial services industry and deliver successful results to my clients.
Minimum Clicks
View- Website:
- minimumclicks.com
- Employees:
- 3
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Founder, CeoMinimum ClicksLas Palmas De Gran Canaria, Cn, Es
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Head Of Automation & OperationsClever Digital Marketing Oct 2022 - PresentVaughan, Ontario, CaAt Clever Digital Marketing, I leverage my extensive experience in automation and analytics to optimize ad campaigns and streamline internal processes. I am responsible for building and maintaining automation infrastructure, implementing process improvements, and organizing CRM reporting to track essential company KPIs.Key Responsibilities and Achievements:- Developed automation infrastructure for Facebook and Google Ads lead campaigns, resulting in increased efficiency and performance of ad delivery- Streamlined company-wide processes using advanced automation techniques, driving improvements in productivity and cost-effectiveness- Oversaw CRM organization and reporting, ensuring accurate tracking and analysis of essential company KPIs to inform data-driven decision making- Collaborated with cross-functional teams to design and implement tailored digital marketing strategies, maximizing ROI for clients across Home Renovation and eCommerce industries- Continuously researched and implemented innovative automation tools and best practices, positioning Clever Digital Marketing at the forefront of industry advancements -
Founder, CeoMinimum Clicks Mar 2020 - PresentNovi Sad, Vojvodina, RsAs CEO and founder of Minimum Clicks, I deliver valuable automation solutions to clients across various industries, utilizing 18 years of professional experience in automation and financial services. As a strategic thinker, I bring valuable insights to help clients streamline their processes and achieve their goals.Key Responsibilities and Achievements:- Specialized in simplifying complex processes and tasks for clients across various industries, resulting in increased efficiency and cost-effectiveness- Utilized expertise in Google Sheets automation and BigQuery to deliver valuable solutions for clients- Provided strategic insights to help clients streamline processes and achieve goals, resulting in increased success for clients- 18 years of professional experience in automation and investment banking with a impeccable record of delivering successful projects
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External Data AdvisorZentist Mar 2024 - Present -
Senior Director Of Data & AnalyticsZentist Dec 2019 - Feb 2024As Senior Director of Data & Analytics at Zentist, I am responsible for automating claims processing in US dental insurance with data-driven strategies, building robust and automated reporting systems, integrating different data into the BigQuery pipeline, and developing strategies for improving claims processing.Key Responsibilities and Achievements:- Led the automation of claims processing in US dental insurance with data-driven strategies resulting in increased efficiency and cost-effectiveness- Built robust and automated reporting systems for improved data analysis and decision making- Successfully integrated different data sources into the BigQuery pipeline for streamlined data management- Developed and implemented strategies for improving claims processing, resulting in increased customer satisfaction.
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Google Sheets Automation | Excel Expert | Financial SpecialistUpwork Apr 2016 - Oct 2020San Francisco, California, UsGoogle Sheets Automation | Excel Expert | Financial Specialist @Upwork freelancing platformupwork.com/fl/boriskaran----Accomplishments: • 5.00 stars client feedback after >200 projects • 100% job success rate • Top rated plus badge • Top rated Agency ownerFields of expertise: • Google Sheets automated reporting • Google Data Studio & BigQuery reporting systems • Complex Excel solutions and dashboards • VBA automation and custom functions • Data visualization in Excel and Tableau • Automated reporting systems -
Co-Founder & Chief BrokerBroker-Dealer Company Momentum Securities Ad Novi Sad Sep 2007 - Jun 2015Novi Sad, Vojvodina, RsCo-founder and co-owner. ----A broad range of responsibilities (trading, financial analysis, information system, relations with institutions and important clients, the creation of reporting templates and excel applications, etc).Leader in implementation of new services (cash settlement, omnibus, and custodyaccounts, trading systems).Covered almost all IT related issues. Design of company’s web-site - www.momentum.rsExpert in Serbian financial market with thorough knowledge of relevant legislation.Impeccable record in servicing clients and order execution.----Experience related to financial instruments: Managing front office and back office for trading, integration of different e-trade systems, creation and implementation of omnibus cash accounts and custody accounts, settlement in international trading, issuance of shares, ISIN number and CFI code assignment, securities lending, and securities pledgeExperience related to investment banking: M&A negotiations, takeover bid procedures, squeeze-out procedures, debt to equity swaps, repurchase, and cancellation of treasury shares, dividend payouts, preparation of municipal bond issuance, protection of minority shareholders rights, consultancy to management of listed companies, relevant litigation, taxation -
Chief DealerVojvodjanska Banka A.D. Nbg Group Jun 2005 - Jun 2007Novi Sad, RsStarted as Fixed income dealer. Advanced to a position of Chief Dealer responsible for managing Fixed income and Equity portfolio as well on portfolio management for important clients.Executed large transactions in fixed income and stocks regularly at OTC and BELEX market.Market outperforming results with flawless order execution recordDaily reporting to banks' CEO and top managementActive involvement in development of software applications for Investment banking -
Sql ProgrammerZastava Specialized Vehicles, Sombor Jun 2004 - Jun 2005Member of team for implementation of new tax legislation into Information System.Creation of various reports in Oracle 6 environment.Network administration and maintenance of hardware equipment
Boris Karan Skills
Boris Karan Education Details
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Prague University Of Economics And BusinessFinance And Accounting -
Univerzitet U Novom SaduInformation Systems
Frequently Asked Questions about Boris Karan
What company does Boris Karan work for?
Boris Karan works for Minimum Clicks
What is Boris Karan's role at the current company?
Boris Karan's current role is Founder, CEO.
What is Boris Karan's email address?
Boris Karan's email address is bo****@****ntum.rs
What schools did Boris Karan attend?
Boris Karan attended Prague University Of Economics And Business, Univerzitet U Novom Sadu.
What skills is Boris Karan known for?
Boris Karan has skills like Portfolio Management, Investment Banking, Equities, Investments, Corporate Finance, Trading, Securities, Fixed Income, Capital Markets, Business Strategy, Risk Management, Financial Markets.
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