• As AVP of Client Insights, my primary responsibility is to increase client value for the company by identifying opportunities for growth through new projects and services with existing clients.• Review data, interpret results and utilize information to assist clients in meeting their goals and objectives within budget parameters. Analyze client data to discover actionable insights and provide recommendations to further engage client in additional company products.• Collaborate with project management team and outside venders to optimize client engagement methods to assure client retention which includes developing test and learn strategies, in-depth data mining to unearth insights, and actionable recommendations.• Create and customize client focused program result presentations though various delivery methods including Power BI dashboards, PowerPoint presentations and/or Excel spreadsheets.• Assist in developing financially viable products and services to further grow the revenue of the company.

• As Data Analyst, I managed the company’s entire process of evaluating success of direct mail target marketing strategies. This process includes data intake and extraction from clients’ MCIF using Microsoft Excel, PowerQuery, Access, and SQL and creating and improving analytic reports through multiple reporting channels.• Perform analyses on complex data sets to provide meaningful information of clients’ direct mail marketing strategy results. • Provide insights including trends, anomalies, customer acquisition costs, and ROI to highlight a campaign’s success and/or make campaign adjustment recommendations utilizing Microsoft Power BI dashboards. • Craft multi-level criteria for prospective customer selection process based on client footprint and demographic contributors. • Create geo-maps and descriptive infographics through Maptitude (GIS) software used in communications and presentations to visualize clients’ direct mail marketing strategy opportunities and results.

• Provided research, writing, editing, and project management services for the premier publisher of bankruptcy and distressed securities that serves the bankruptcy news and financial investment market. • Worked independently on the weekly Distressed Company Alert publication, including writing and final production utilizing Microsoft SQL Server database.• Analyzed and wrote detailed reports of Chapter 11 Bankruptcy Plans of Reorganization for The Bankruptcy Datasource publication to boost subscriber sales.

• Analytical team leader of systems design team that coordinated software development requests for added functionality, systems analysis, database maintenance, and reporting capabilities.• Ensured data quality and integrity through accurate data uploads and systematic audits in both Microsoft Excel and Access of client mailing lists, and claim and balloting information. • Served as liaison between the data management and IT departments coordinating systems development and hardware procurement to optimize cost saving for clients.

• Partnered with owner to successfully grow start-up into a stable company increasing client engagement to over 400+ clients. Incorporated risk management and financial analysis into the development of a marketing and growth strategy.• Worked with clients and attorneys to manage entire administrative life-cycle ensuring compliance with, and understanding of, budget, technical knowledge, operations and reporting requirements.• Directed new business development, billing, cash flow, resource management, and budgeting earning consistent client retention rate in highly competitive market.