Direct the company’s data analytics strategy. Manage the strategy, planning, implementation and operational processes for all platforms within the analytics technology stack: Tableau, Alteryx, Salesforce, AWS, Amazon Athena, Splunk and Google Analytics. Lead a team of analysts and operations specialists. Administer Tableau Cloud site for delivery of recurring/self-service BI reporting. Own all published content – including workbooks, dashboards, reports and data sources. Develop and optimize data source connections to numerous non-integrated platforms. Establish, implement and maintain financial and operating metrics (KPI’s) for the company’s Executive Leadership team, Board of Directors and investors. Own the data definitions and methodology as “single source of truth”. Management consulting: ad hoc reporting and analytical projects. Providing clear, deep and actionable insights with strategic recommendations to Executive Leadership and project stakeholders. Support all business groups as the subject matter expert for business analytics, data, data integrity and insights. Provide BI tool and metric training to all end users.Previous roles with AppointmentPlus:• Manager, Business Insights & Analytics — Apr 2014-Jan 2016• Marketing Research Analyst — Jun 2013-Apr 2014Platforms & expertise:• Tableau Desktop• Tableau Server / Cloud• Alteryx• Salesforce• Zuora• AWS• Amazon Athena• MS SQL• Pardot• QuickBooks• HubSpot• Leadspace• Google Analytics• KissMetrics• Splunk• Zendesk• GoodData• Zapier• Power Automate• Power BI• Access• Visual Website Optimizer

Onsite consultant and analyst for Henkel, North America. Managed all aspects of content delivery and data integrity for the client’s 5 custom databases of syndicated retail POS scan data.Provide direct support to Henkel’s Consumer & Market Insights, Brand & Trade marketing, Category Management, and Sales groups. Project management – planning, coordinating, and executing recurring and ad hoc analytical projects. Produce reports and presentations.

Directed the strategic planning process and brand creation process. Develop the pricing, package design, distribution and promotional tactics for the company’s consumer branded format of its global mobile telecommunications products & services. Coordinate the design process of a consumer website and e-commerce portal. Created business operational plans, financial forecasts and channel P&L’s.

Researched, analyzed and prepared comprehensive economic reports for use in commercial real estate appraisals. Identified and analyzed market conditions/trends at the national, regional and local levels to accurately portray the forces/conditions influencing our opinion of the property’s value. Performed financial analysis of businesses’ operating statements; applied a variety of valuation methods (i.e. Direct Capitalization).

Planned, developed and managed the execution of international marketing strategies, with P&L accountability, for all product lines within the company’s direct-import brand portfolio. Implemented annual pricing strategy resulting in 18% increase in Operating Income, 13% increase in Gross Margin.Directed and coordinated the company’s contracted sales force covering North America and Europe (U.K. & Germany). Developed promotional marketing plans and collateral for national buying presentations.

Managed the retail pricing, promotion, distribution, and shelf-placement of all products within an assigned brand portfolio for a retail grocery customer account. Delivered $12.5–$18 MM of sales revenue annually for the Albertsons (Phoenix) and Bashas customer accounts.Created and managed the execution of Category Business Plans and customized consumer marketing programs, with regional scope, to locally support national brand strategies. Forecasted, budgeted and reconciled up to $2.1 MM of annual trade marketing funds. Negotiated contractual agreements customers headquarter buyers and category man agent for all promotional activities; audited performance to ensure compliance with the company’s financial policies.Analyzed syndicated POS data (AC Nielsen, IRI) to measure promotional effectiveness and define trends in market conditions and consumer purchase patterns. Analyzed demographics and household-panel data to identify growth opportunities and create “Category Insight” presentations for customer accounts in support of company/brand initiatives.Grew sales revenue by $2.3 MM (+29.8%) over 3 years while on the Bashas Customer Business Team. Accountable for 63.3% of the team’s total revenue growth ($3.7 MM) with only a 32% share of its revenue under my management. Exceeded revenue plan and growth targets 12 consecutive quarters, and 17 of 20 quarters overall.Awards Received: Rookie of the Year (2000), Customer Business Team of the Year (2000), Kraft Foods Sales Leadership Ring (2000-2004)* Promoted from Retail Sales Representative to Customer Category Manager - April 2000