Brian Smith, Mba Email & Phone Number

Brentwood, Tennessee, United States

Westlake, Ohio, United States

Enterprise Reporting and Analytics - managing a team as well as contributing to ensure accuracy or reporting and provide analytics that can drive business decisionsAlteryx Advocacy - responsible for driving the expansion and usage of AlteryxSystem/Data Warehouse Support - Support the company's Location data and Data Governance and Strategy InitiativesTeam Development

Fairlawn, Ohio

Advanced Reporting, Dashboards, and Analytics - managing team to ensure proper reporting is in place to drive business insights and improve ability to make data driven decisionsStrategic Projects - advanced analytics to drive insights and and business decisionsSystem/Data Warehouse Support - subject matter expert/consultant to support the company’s Store Lifecycle Management SystemTeam Development

Fairlawn, Ohio

Real Estate/Store Planning/Data Analytics & SystemsKey member of the Data Management Team ensuring the completeness and accuracy of the system’s Database.Analyze and Report on various items within the Line of Business through the use of Alteryx and Tableau. Also, through the use of these tools, automate various reports and processes and perform analytics that help drive strategic decisions. Key member of the TANGO Implementation Team responsible for converting to the new system, identifying issues in the system, and working with the 3rd party to further develop the system to meet the business needs. Project Lead of the implementation of the Facilities Maintenance Module. Ad Hoc Reporting and Analysis.

Fairlawn, Ohio

Real Estate and Store Planning DepartmentKey member of the Data Management Team ensuring the completeness and accuracy of the systems Database.Analyze and Report on various items within the Line of Business through the use of Alteryx and Tableau. Also, through the use of these tools, automate various reports and processes.Key member of the TANGO Implementation Team responsible for converting to the new system, identifying issues in the system, and working with the 3rd party to further develop the system to meet the business needs. Ad Hoc Reporting and Analysis.

Cleveland/Akron, Ohio Area

Statistics and Analysis, Credit RiskEnsured accuracy of filings by financial institutions as well as analyzed those filings for insight.Member of the Analytics Development Team, responsible for the maintenance of current reporting tools and the development of new ones.Member of the Quest for Excellence Committee

Brooklyn, Ohio

Ensure the accuracy of fees established for new accounts and maintenance for existing accounts in the fee systemEnsure timeliness of the client billng process. Handle complex fee processing including large and/or sensitive client relationshipsControl Reporting for Payments, Fee Variances, Aged Receivables, and Account Setups and Maintenance.

Kent, Ohio

Analyzed students’ academic progressProvided academic advising, career counseling, and mid-term grade meetings to studentsPerformed recruitment duties; including providing information and explaining the College of Business program to students, parents, faculty, business partners, area high school guidance counselors and the publicWorked in collaboration with university constituentsCompleted special assignments and projects as necessary; compiled and analyzed student survey data, prepared reports, publications, memos, and presentations

Akron, Ohio

Ran forecasts and sensitivity analyses as well as developed functional Excel worksheets for clients in order to illustrate specific financial scenarios and make impactful decisionsAnalyzed progress towards financial goals and made adjustments when needed to get clients back on trackDetermined risks associated with outside factors and analyzed the impact they could have on the client’s specific situationAdvised in the areas of retirement, investment management, risk management, estate planning, tax planning, small business planning, and other wealth accumulation goalsEngaged in a partnership with another advisor in which we worked with 200+ clients Promoted towards a mentorship program to help new advisors with case work, meeting preparation, and meetings

Master Of Business Administration (Mba), Finance Concentration, 3.74

Activities and Societies: Participant in the ACG Cup Case Competition (2011)Recognized as being in the top 15% of the class (2011.

Bachelor Of Business Administration (Bba), Finance, General, 3.24

Dean's List (7 times). GPA of 3.24.

Education record