Eric P. Email & Phone Number

Denver, Co, Us

Englewood, Colorado, United States

• Collaborates with 31 analysts with institutional and sovereign credit ratings on the Financial Services team handling insurance and financial institutions• Verifies hundreds of ratings and analyses against current data; responds to inquiries with analytical teams for processes requirements, reviews intricate legal documents, complex data entry, issues press releases on S&P.com and CapIQ; attained highest overall productivity on my team Q3/Q4 2022 reaching 199% of average against team… Show more • Collaborates with 31 analysts with institutional and sovereign credit ratings on the Financial Services team handling insurance and financial institutions• Verifies hundreds of ratings and analyses against current data; responds to inquiries with analytical teams for processes requirements, reviews intricate legal documents, complex data entry, issues press releases on S&P.com and CapIQ; attained highest overall productivity on my team Q3/Q4 2022 reaching 199% of average against team metrics on top 4 measures of productivity• Rebuilt and developed strong relationships within a challenging environment where differing opinions and poor communication previously led to inefficiency, misunderstanding, and lack of trust within my department. Gained high praise from leadership for the turnaround while simultaneously increasing efficiency with less rework Show less

Littleton, Colorado, United States

• Managed a family friend’s small retail shop; customer service, product expertise; maintains operations; trains new staff, conducts auditing and cash balances • Redesigned the backstock operations for greatest efficiency and assisted owner with improving MS Office skills

Lone Tree, Co

• Managed 150 clients concurrently, high net worth, trusts, and executors through assets transfer process; developed trust to retain and attract new clients using sales methodologies adding over $35 million in new assets to Schwab (highest in dept.) • Developed strong understanding of investments, securities, strategies, trusts, and other legal documents attaining FINRA Series 7 and NASAA Series 63 licenses• Initiated trades and conducted journal transfers in client accounts according… Show more • Managed 150 clients concurrently, high net worth, trusts, and executors through assets transfer process; developed trust to retain and attract new clients using sales methodologies adding over $35 million in new assets to Schwab (highest in dept.) • Developed strong understanding of investments, securities, strategies, trusts, and other legal documents attaining FINRA Series 7 and NASAA Series 63 licenses• Initiated trades and conducted journal transfers in client accounts according to procedure and IRS guidelines Show less

Greater Omaha Area

• Analyzed and developed models for sales performance, trends; first in department to develop process using external data to analyze alignment with national trends and forecast outcomes; developed sales plans for new and existing stores• Advised 2 buyers of merchandise trends, developed sales plans, and monitored execution; Awarded Merchandising Team of the Year (2015) and Team of the Month (January 2016) for advising only team to beat profit expectations and attain sales growth by over 8%… Show more • Analyzed and developed models for sales performance, trends; first in department to develop process using external data to analyze alignment with national trends and forecast outcomes; developed sales plans for new and existing stores• Advised 2 buyers of merchandise trends, developed sales plans, and monitored execution; Awarded Merchandising Team of the Year (2015) and Team of the Month (January 2016) for advising only team to beat profit expectations and attain sales growth by over 8% • Reported weekly to executives, management, and buyers of performance for 107 Stores, 5 departments, 30 classes of merchandise worth over $50m; Investigated and recovered over $5 million in missing merchandise and initiated first collaboration between analysts and distribution center management Show less

Kiewit Business Services, Omaha

• Managed processors for projects ranging from $250 million - $1 billion across the US and Canada; directed 3 international processors and 37 projects, 10 energy district processors with over 70 projects running concurrently• Onboarded over 50 new projects and worked with project management for process collaboration; traveled to site location to meet with project management and collaborate on issues and represented the department to several district high-level meetings; developed the first… Show more • Managed processors for projects ranging from $250 million - $1 billion across the US and Canada; directed 3 international processors and 37 projects, 10 energy district processors with over 70 projects running concurrently• Onboarded over 50 new projects and worked with project management for process collaboration; traveled to site location to meet with project management and collaborate on issues and represented the department to several district high-level meetings; developed the first end-to-end process in AP with project management saving hundreds of hours of rework • Performed account auditing, quality control, developed and analyzed KPI for my processors; created 3 quality control and productivity reports to management; discovered over $1.2m of unnecessary tax payments to various state and local entities related to a project and initiated corrective measures • Elected as President and Vice President of Education of Kiewit’s Toastmasters Organization (public speaking organization to help engineers communicate with clients) Show less

Omaha, Ne

• Patient care, scheduling, resource planning, inventory, communication and pricing negotiation with over a dozen vendors, maintained the clinic's Joint Commission certificate eligibility• Developed the position, KPI's, and set-level the expectations of the role.

Certificate, Data Analysis And Visualization

A 24-week intensive program focused on gaining technical programming skills in Excel, VBA, Python, R, JavaScript, SQL Databases, Tableau.

Bachelor Of Science In Business Administration, Economics And French

Activities and Societies: Awards and Recognition: University of Nebraska, Omaha Department of Foreign Languages Outstanding Achievement.

French Immersion Program, French Studies

French Immersion, coursework for both the Université Laval and the University of Nebraska, Omaha. French immersion included cultural.