Created retail boutique & meeting place specializing in yarn, knitting, crocheting, spinning, and fiber arts education. Devised seasonal marketing & financial plans, classes producing over $90k in annual sales. Recruited skilled, versed fiber arts instructors to expose customers to the latest techniques. Managed a team of two part time employees. Maintained relationships with numerous vendors to obtain & showcase the latest fiber arts products. Partnered with graphic & web developer to create content, layout, logos, color, look & feel for our website & overall marketing materials. Performed essential customer communications utilizing email & social media platforms. Engaged, interacted, assisted and aided customers visiting the boutique. Developed & taught curriculum to increase customers’ working knowledge of numerous fiber arts techniques. Gained working knowledge of web development in Wordpress & Wix platforms. Created & maintained marketing content for all client interfaces including the website, newsletter, print material, and news media. Collaborated with other area yarn boutique owners to plan, promote & execute a city-wide shop crawl event; chaired city-wide shop crawl event for two consecutive years. Designed & created printed marketing materials utilizing all facets of Adobe Creative Suite. Performed all accounting functions in QuickBooks including budgeting, planning, taxes, forecasting, P&L, and cash flow

Managed team of two, delivering financial reports to the Investment & Corporate Bank executive team, utilizing an advanced knowledge of Microsoft Access, VBA in Excel, and Microstrategy. Served as project manager, using Microsoft Project, with a budget of $1.0 million, for technology initiatives. Participated in working groups to standardize pipeline reports across multiple lines of business employing Crystal Reports business intelligence tools. Analyzed & validated reports, identified significant changes, researched & created detailed schedules of material impacts in revenue. Maintained compliance relationship to ensure protection of highly sensitive, nonpublic market data. Gathered, documented and effectively communicated business requirements to technology partners & monitored all aspects of the implementation process. Organized & led working requirements gathering sessions, visually mapped highly complex relational databases. Reconciled projection & pipeline data against profitability and general ledger systems. Directed offshore efforts achieving full utilization of 1 full time employee. Responded to questions & concerns from, and performed extensive ad-hoc analysis for senior management, and industry & product partners using Microsoft Access, Excel, VBA in Excel, SQL, Microstrategy & Crystal Reporting business intelligent tools. Created built-in automated processes to actively ensure data integrity of the raw data, but also the queries and the reports themselves.

Maintained & programmed an Oracle interfacing Microsoft Access database, and Visual Basic scripts in Excel, to create an automated reporting process to facilitate distribution of over 700 weekly reports. Created & produced sales projection and forecasting schedules for GIB in complex VBA Excel spreadsheets. Teamed with technology partners to define, validate, and test business requirements for production implementation. Devised testing processes, documentation & timelines providing seamless operation during periods of technological changes. Partnered with industry & product teammates to gather, document, validate, test, and implement requirements for enhancements to existing, and for the creation of new reports.

Performed monthly, quarterly & yearly mutual fund trade reporting by region, product and share class using Microsoft Access & Excel. Monitored & analyzed mutual fund trading data to validate regional, product & share class reporting. Sourced data from the core entity database & several systems to create monthly compensation reports. Addressed regional & product ad-hoc reporting using Microsoft Access & query builder tools for SQL. Drafted detailed process documentation for entire reporting production life cycle. Managed process of technological system updates, implementations, changes & improvements.

Utilized SQL interfacing Microsoft Access database & Excel to program, draft, and produce weekly & monthly pipeline, call activity, and summary reports for Sales, Institutional Client Service, and Consultant Relations Team. Administered, maintained & served as help-desk for client relationship management database (CRM) with over 90 users. Created, implemented & integrated the Institutional Client Servicing client growth process into CRM. Developed, tested & implemented methodology to import client assets, billing data into CRM. Improved CRM functionality, relinquished obsolete remote connectivity system. Facilitated data sharing from our CRM to various product partners’ systems. Served as liaison between line of business & technology to interpret business needs into technology requirements and managed change process. Conducted CRM training nationwide to improve user functionality. Developed assimilation plan to efficiently integrate new teammates.

Established user functionality and enhanced CRM database performance. Formatted and created PowerPoint presentations for investment management sales associates. Devised and implemented Investment Support Associate training program. Assisted business development with travel arrangements, meeting & event planning, and presentation implementation. Coordinated the completion of Request for Proposals.