David Motta Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

Greater Boston Area

Norwalk, Ct

•Built customer email renewal model; email retention increased by 5%•Coordinated development of Door to Door (D2D) channel commissions model; reduced weekly processing time by 66%•Managed D2D enrollment app by updating rates, onboarding new vendors and agents, and troubleshooting vendor issues•Key decision maker for the development of the Verde Energy Refer-A-Friend app; contributed to design, content, and UAT•Marketing team project coordinator, ensuring key projects were on schedule, published, and updated quarterly•Served as key knowledge holder for strategic operational decisions, worked closely with VP of Customer Engagement and CMO

Norwalk, Ct

•Managed Rate Changes and Customer Regulatory Notifications for over 350,000 customers in 7 states and 27 utilities•Initiated and Coordinated development of rate expiration database with IT team; savings of $300,000 annually•Constructed Rate Management and Customer Notification models; savings of $200,000 annually•Researched utility business logic resulting in more efficient enrollment, rate management, and trading operations•Trained Customer Service team of 8 on rate and term best practices in EC Infosystems Utilibill system

New York, Ny

•Prepared and analyzed daily and monthly calculations of net capital pursuant to SEC rule 15c3-1/CSE•Drafted and analyzed reports filed with SEC, FINRA, and other regulatory agencies•Calculated haircuts and created regulatory capital deduction schedules to support the computation of net capital•Addressed questions from Business Unit Controllers, Regulators, and other members of the firm•Analyzed firm positions in Bloomberg and properly classed with Regulus net capital reporting software

Hartford, Connecticut Area

•Assisted in creating internal financial reports•Tested internal report changes in UAT to ensure accurate reports could be developed in production software•Created a matrix of financial performance metrics in Excel; used in analyzing the success of operations in various departments

Winston-Salem, Nc

•Created business plan; presented idea to Seed Grant Committee, awarded $1,000 New Venture Entrepreneurial Seed Grant•Negotiated partnership with Dewey’s Bakery; agreed upon a 10% discount for all products supplied •Process, place, and deliver 40-50 orders monthly; design and distribute marketing flyers each month•Awarded Excellence in Entrepreneurship Award for best on-campus venture 2009-2010

•Collected and reviewed customer utility billing data utilizing Excel to determine energy usage profile.•Created and analyzed pro-forma Excel reports using company financials to determine if proposed project returns would meet company internal rate of return requirements.•Helped clients identify most cost effective energy conservation projects based on internal rate of return criteria.

•Designed and distributed new bond inventory marketing brochure.•Developed complementary tax season marketing package to maintain and strengthen CPA client base.•Managed informational seminar focused on IRA account conversion; acquired speaker, issued invitations, secured location and caterer; seminar led to the addition of 3 new clients.

•Assisted students and faculty with technological issues (computers, phones, etc) while located overseas.•Information Technology liaison between 14 house residents and Wake Forest Information Systems Department.

•Operated large and small format state of the art printing equipment and related activities including digital file management, scanning, printing, and binding.•Accommodated 15-30 customers during each 8 hour shift.