Cynthia S. Email & Phone Number

Texas, United States

Texas, United States

Carrollton, Texas, United States

• Led migration of BI platforms from DOMO to POWER BI, resulting in streamlined operations and cost savings of over $50,000 annually • Optimized server connections, Gateways, Extract Transform and Load (ETL) from various data sources, including ERP using SQL, setting up semantic models, recreating interactive reports, dashboards, apps, efficient workspace creation, scheduling data refreshes and scheduling subscriptions for distribution• Engineered fully automated Daily Sales Reports, leveraging paginated reports using SSRS and subscription features, resulting in a significant decrease in daily labor previously required for report generation and distribution to external users without requiring Enterprise licensing• Automated complex reports, cutting generation time by 70% and enhancing company-wide decision-making • Defined precise business requirements, conducted comprehensive user acceptance testing, and deployed BI solutions using Agile methodologies; increased data accuracy by 40% and diminished report generation time by 35%• Created a database solution to manage and calculate broker commissions, improving accurateness by 30% and dropping manual processing time by 50% • Engineered complex broker commission algorithms within the ERP system, streamlining workflows and enhancing commission accuracy, resulting in a 25% drop in manual errors and saving 40 hours per month in administrative tasks• Developed database to streamline the management of Accounts Receivable aging, collections, credit hold, and review processes, improving efficiency and accuracy by 40% and reducing overdue accounts by 25%

Riverside, California

• Increased client base and revenue by generating leads and nurturing relationships• Facilitated organizational growth by recruiting and training new agents• Provided tailored financial solutions to clients by conducting needs assessments and discussing existing coverage

Orange, California Area

• Managed a $70 million open receivables portfolio and led a team of 27 staff members, achieving a 25% increase in productivity• Developed Microsoft Access applications to streamline financial processes and reconciled ERP systems during a major upgrade, leading to significant cost savings• Provided detailed financial reports to the Executive Leadership Team and facilitated audit reviews for compliance and precision in financial operations, cutting audit time by 15%