David Alberts Email & Phone Number

Oakland, California, United States

San Francisco Bay Area

Senior Data Analyst• Design and implementation of information system upgrades for Accounting and FP&A teams using Snowflake and dbt• Ad-hoc analysis projects• SQL training program for Finance team members

San Francisco Bay Area

Analytics Consultant (2012 to 2018)• Developed predictive analysis and database processes to create content for the Priority Service Messages tool. This system delivered customer specific messages to contact center agents during calls, filling a service quality gap that existing bank systems could not address.• Performed sales effectiveness analysis to determine the relative contribution of phone sales to overall sales in the bank’s multi-channel environment.• Devised call volume forecasting method to support the bank’s fraud countermeasures. Marketing Database Decision Strategy Manager & Consultant (2006-2011) • Managed small team with responsibility for sales planning, forecasting and development of analytical databases.• Initiated, designed or managed over 10 test and learn pilot programs related to sales, customer retention, employee retention and service quality.• Lead designer for Customer Information Tracking database that translated call center event log files into relational database form. This database allowed analysts from all channels in the bank to include call events in their projects.Marketing Database Analyst (2001-2005) • Developed models to optimize customer call routing • Designed and developed automated sales reporting and sales offer effectiveness reporting for call center agents and staff. This process involved building ETLs from several systems of record and building dynamic online reports.• Built regression models to identify key drivers of call durations.Finance Consultant (2000-2001)• Developed annual and monthly budgets for 9 contact center locations.• Created online schedule bidding tool for call center agents.• Audited telecom bills covering 20 million calls per month.Technical Skills• Database analyst, designer and developer (Teradata and SQL Server databases).• Analytical software: R, Tableau.• Strong writing and presentation skills.