Darrell Holmes Email and Phone Number

 Lead a Reporting and Analytics team tasked with creating and implementing operational reporting and analytical model processes that leverage analytic findings to provide guidance and recommendations during the decision-making process to the business experience teams and product leaders at a renowned financial services provider. Valued member and key contributor to the Reporting and Analytics leadership team. Drive the efficient and profitable execution of strategies that are aligned with business objectives to achieve results. Translate business needs and requirements into defined deliverables and actionable activities to deliver data, reports, and analytical models in the required timeframe to meet business needs and achieve results. - Trusted Single Point of Contact for all Reporting and Analytics needs for all Advisor Experience business areas. Execute the development of end-to-end solutions for internal customers, which includes design, build, integrate and manage data from various sources, utilizing tools (such as Alteryx, Snowflake, Tableau, PowerBI, etc.) to ensure accessibility, ease of use, and optimized performance of the data ecosystem for the Reporting & Analytics team. - Built a ETL process to organize and store SalesForce data to use in the Advisor Experience reporting and analytics Manage a team of 5 -7 members providing support by offering guidance and removing roadblocks to accomplish goals. - Delegate projects and activities to maximize organizational strengths to achieve effective results. - Train and motivate team members where appropriate and provide challenging projects to help them grow.

 Key member of the Reporting and Analytics team tasked with creating and implementing operational reporting processes that leverage analytic findings to provide guidance and recommendations during the decision-making process to the business experience teams and product leaders at the renowned financial services provider. Serve as a vital member of the Lender Development Program (LDP) leadership team, managing the analytics and metrics reporting process to identify and meet the diverse needs of 75 LDP team members. - Prioritize IT improvement initiatives to support the LDP customer end-user reporting tool.  Lead the development of end-to-end solutions for internal customers, which includes design, build, integrate and manage data from various sources, utilizing tools (such as Alteryx and Tableau) to ensure accessibility, ease of use, and optimized performance of the data ecosystem for the Reporting & Analytics team.  Direct the ETLAP process (extract, transform, load, analyze and present) on top of data sets creating data warehouses and business models for use in reporting and analysis to share data and metrics to influence decisions. - Lead ETLAP projects that provide operational reporting to leadership and business areas. Create forecast models to identify the business impact of transformation projects and strategic initiatives. Collaborate with the Data Science team acting as business operations lead, Subject Matter Expert and data engineer. Devise and deploy data visualization dashboards to support operational reporting, performance reporting, territory management, transformation projects, strategic initiatives and leadership metrics reporting.

 Participated in and key contributor to the strategic review of a sales distribution channel evaluating profitably and sustainability, identified financial impacts of multiple alternatives and offered guidance on final recommendation to reduce annual operating costs by $4M. Delivered financial guidance and support to leaders within the Sales organization by conducting in-depth and impartial data analysis, providing recommendations and implementing solutions to drive efficiency. Worked with various business areas to understand market trends and new product details, utilizing results to create financial forecast models that supported planning, budgeting, and tactical decision making.  Revamped incentive compensation plan for sales teams and leadership to maximize rewards and boost engagement.

 Led the Reporting and Work Force Management team as the interim manager during a transition period, overseeing daily operations and ensuring employees remained compliant with all organizational policies. Consulted with functional leaders on operational metrics and provided expert advice to make quality business decisions to achieve business goals and objectives.  Facilitated the development and implementation of a Feedback Management process, gathering valuable consumer insights and implemented reporting solutions to improve customer satisfaction. Generated management dashboards to communicate strategic objectives and to evaluate individual and department performance along-side enhancements of metric reporting accuracy and efficiency.

 Evaluated the financial return, strategic benefits, and barriers to the success for business initiatives executed across 1,100 stores, providing expert recommendations of how to manage the $1.6B operations and gaining stakeholder support.  Led the implementation of financial dashboards to enable efficient management review processes. Reviewed existing Retail Operations, Marketing, and Ecommerce processes, suggesting improvements that reduced customer call activity and lowered Call Center hours.

 Oversaw the financial planning and analysis functions for non-regulated businesses, including budgeting, forecasting, and strategic planning.  Performed statistical modeling to create and lead the strategic risk assessment process for a leading utility company that services 1.4M customers across three states and had valued earning $3.3B in annual revenues. Built a standard financial model that reviewed spending for all projects throughout the organization. Lent expert financial advice while consulting on business initiatives and special projects, while simultaneously reviewing non-regulated financial business plans and capital project requests.

 Built and maintained a driver based financial budget / forecast model for the Internet product line. Led several cross-functional teams charged with enhancing existing Internet products. Influenced and managed the development and implementation of new Internet products. Formulated product and pricing strategies for both new and existing Internet products.

 Created financial forecasting models and screening tools for post acquisitions, customer profitability, vendor stability, and other strategic initiatives. Developed and implemented a resource allocation capital budgeting process. Consolidated, analyzed and interpreted budgets, forecasts and 5-year strategic plans.