Derek Leach Email & Phone Number

Overland Park, Kansas, Us

Designed and implemented a large-scale data warehouse and managed team deliverables using OLAP cubes and Tableau dashboards, enabling Finance and other internal partners to make data-driven decisions with ease.Developed a single source of truth for the business's most important KPIs, which all aspects of the organization have access to, resulting in improved visibility and increased efficiency.Led the project to build an automated revenue tracking system for brand new products, leveraging operational data points, ETL processes, and carrier data matching.Championed process improvements by developing an RPA bot using UIpath/Selenium, streamlining and automating agent workflows, and increasing revenue by $5-$6 million annually.Implemented a new pipeline for daily data refresh using a combination of SQL Server agent and SSIS, providing a more sophisticated framework to handle dependencies and improve data availability.Acted as a strategic partner to the marketing organization, providing insights that helped refine the lead sourcing process and optimize lead quality, ultimately contributing to increased sales and revenue.

Overland Park, Kansas, Us

Created and updated Selenium automation scripts using selenium-based WebDriver IO and JavaScript to meet enhanced requirements, resulting in increased testing efficiency and accuracy.Contributed to the definition of the Test strategy and implementation of necessary infrastructure to support Test Documentation, resulting in improved testing processes and more efficient deployment cycles.Developed new and updated existing Automation test cases following Data Driven Testing principles for a JavaScript-based web application, ensuring that the application meets functional and performance requirements.Utilized Git and Bitbucket as VCS and Jenkins to create and run deployment jobs, streamlining the development and testing process.Automated daily build deployments, reducing manual testing time by 10 hours per week and enabling faster release cycles, resulting in improved productivity and faster time-to-market.

Overland Park, Kansas, Us

Developed queries and visualizations of Ad Hoc Reporting to provide insights into changes in core business drivers, allowing leadership to make informed decisions and identify areas for improvement.Designed carrier rates modeling to more accurately forecast revenues, improving financial forecasting accuracy and increasing revenue potential.Standardized financial reporting to prep the business for IPO, improving the accuracy and efficiency of financial reporting and ensuring compliance with regulatory requirements.Facilitated partnerships with Business Intelligence developers to create usable data and reporting, enhancing the organization's data-driven decision-making capabilities.Assisted in the budgeting and forecasting process by refining financial models, resulting in more accurate financial projections and improved resource allocation decisions.Constructed automated processes and models to calculate variable compensation for 1000+ individuals on a variety of compensation plans, streamlining the compensation process and ensuring fairness and accuracy in compensation calculations.Constructed Persistency and Provision for Loss analysis to predict the impact to EBITDA, improving risk management and allowing leadership to make informed decisions about resource allocation and strategic planning.Created prep materials for board meetings/earnings calls to clearly communicate trends, ensuring that stakeholders have a clear understanding of the company's financial performance and future prospects.

Boston, Massachusetts, Us

Processed cash and trade activity, ensuring accurate and timely execution of financial transactions and minimizing errors or discrepancies.Tracked and reported cash movement, providing accurate and up-to-date information on the organization's financial position and supporting strategic decision-making.Researched wire transfers, capstock, and corporate actions, ensuring compliance with regulatory requirements and minimizing financial risk.

Us

Created a new position at the company, providing leadership and expertise in financial planning and analysis.Assessed and improved financial systems, identifying areas for improvement and implementing new processes and tools to increase efficiency and accuracy.Improved bidding process by implementing proper financial standards to utilize accounting software, streamlining the bidding process and improving accuracy in financial forecasting and reporting.Developed Monte Carlo simulation models for evaluating new business activities, providing leadership with a powerful tool to evaluate and optimize financial risk.