Don Kim Email and Phone Number

Managing and developing the Reporting and Analytics division within Retreat Capital Management on both internal and external initiatives as well as providing direct advisory services to a top US financial services firm ranging from forecasting, business intelligence, reporting, and analytics.

Analytics manager to multiple product and state expansion initiatives including our Installment and Title Installment products with full credit and risk adjusted margin models to appropriately price, monitor and evaluate competitively.Revamped the credit underwriting policy to appropriately stratify and model the different levels of risk segmented by all available data points (where applicable).Worked to recalibrate the automated originations underwriting policy for both new and returning customers that resulted in over a 200% lift.

Managed the framework and code that was implemented to gauge the various loss mitigation positions / options of our various portfolios and to drive executive decisions such as when and if to foreclose along with charge off recommendations. This process included incorporating such variables as Case Shiller indices, avg. REO haircuts, commission costs, balances, and avg. foreclosure costs / timelines. Analytical subject matter expert (SME) to infer, translate, produce, and delegate the production of informative adhoc and repeatable analysis for other analysts and end users that not only satisfies the original request but to also provide additional insight that may or may not have not been previously considered.

Created / analyzed / enhanced / and automated reports and reporting standards utilizing all available resources including but not limited to Visual Basic, Stored Procedures, DTS Packages, T-SQL, Macros, Microsoft Access & SQL, Oracle, and Hyperion, which assisted in the recovery of lost revenues in excess of $1.4 million in 2007, $1 million in 2008, and ~$1.1 million in 2009.Team lead in producing the analytics and automation procedures to detect and reduce data inconsistencies along with integrating / altering current processes and procedures to adhere to new compliance standards.Project Manager for the initiation, planning, executing, monitoring, and transitioning of a new internal (web based) Business Intelligence (BI) application that crosses multiple departments including Sales, Finance, Marketing, and Internal Reporting with over 250 users and 2,500+ reports / executed queries per month. This includes enhancements, modifications, user analysis, system reporting, and training documentations.

Internal liaison and analytical resource to assist in many cross departmental initiatives including but not limited to the Marketing, Finance, National Expansion, Customer Retention, and IT.Data lead in the proof of concept for several outside vendors in an attempt to integrate business intelligence products into the company.Created, analyzed, and monitored subsets / contact lists to further the Marketing Departments Customer Relationship Management (CRM) initiative.