Erin Worley

Erin Worley Email and Phone Number

Senior Financial Analyst @ VitalSource
Raleigh, NC, US
Erin Worley's Location
Raleigh, North Carolina, United States, United States
Erin Worley's Contact Details

Erin Worley work email

Erin Worley personal email

n/a
About Erin Worley

Dynamic team-building and leadership skills with expertise to execute multiple projects and cultivate strong client relationships. Analytically oriented professional with an ability to implement processes and metrics to drive productivity and ensure service goals. Ability to develop, define and execute department plans, schedules, budgets and deliverables. Strong leadership skills to inspire employees to maintain peak performance and productivity levels while maintaining high morale. Effective communicator, influential and able to interact with all types of customers, vendors and co-workers. Highly motivated with ability to create strong partnerships across the business. MBA, BS Business. Second major Spanish. • Customer Success and Support• Training Creation & Education• Account Management• Data Analysis• Team Building & Leadership • Product Knowledge • Finance Acumen• Performance Management • Cross-Functional Management • Coaching and Development • Process Improvement • Verbal & Written Communication

Erin Worley's Current Company Details
VitalSource

Vitalsource

View
Senior Financial Analyst
Raleigh, NC, US
Website:
vitalsource.com
Employees:
440
Erin Worley Work Experience Details
  • Vitalsource
    Senior Financial Analyst
    Vitalsource
    Raleigh, Nc, Us
  • Wakemed
    Business Analyst Financial Planning
    Wakemed Aug 2024 - Present
    Raleigh, Nc, Us
  • Vitalsource
    Senior Financial Systems Analyst
    Vitalsource Nov 2021 - Aug 2024
    Raleigh, Nc, Us
    Analyze and forecast financial, economic, and other data and trends to provide accurate and timely information for strategic and operational decision making. -Partner with Sales, Customer Success, and Legal to ensure business terms are correctly interpreted via in-house governance program. -Engage with cross-functional project owners on business issues and provide summary analysis, and recommendations to senior leadership in summary form. -Provide basic decision support for contemplated pricing actions by simulating the effect of changes in pricing on customer profitability and providing recommendations. -Prepare monthly performance reporting of financial and operational results, while conducting periodic audits of VitalSource internal financial systems to ensure alignment with requirements to correctly transact and evaluate business. -Work with Product and Development teams to create functionality, perform UAT, and improve efficiency of in-house financial systems.-Perform month-end closing and other FP&A processes.
  • Vitalsource
    Financial Systems Analyst
    Vitalsource Jul 2019 - Nov 2021
    Raleigh, Nc, Us
    Provided decision support and financial and operational analysis reporting to leadership team and internal customers. -Owned entry and maintenance of VitalSource contractual terms (AR and AP) into required internal systems including Oracle Financials and ensures all internal systems are in sync.-Prepared presentations and tracked quarterly key performance indicators for Executive Leadership for internal operational review meetings, board meetings and external stakeholders.-Created and lead Finance Acumen training for Sales and Customer Success teams in all markets.
  • Vitalsource
    Customer Success Manager
    Vitalsource Mar 2018 - Jun 2019
    Raleigh, Nc, Us
    Primary day-to-day point of communication between Corporate clients and Intrepid by VitalSource; communicated and advocated individual client needs to internal stakeholdersWas the primary day-to-day point of communication between Corporate clients and Intrepid by VitalSource; communicated and advocated individual client needs to internal stakeholders. -Coordinated resources within Intrepid by VitalSource as appropriate to meet the client’s needs; worked productively across functions with all internal stakeholders including Sales, Marketing, Finance, and Product. -Ensured all aspects of client engagement and contractual obligations were executed successfully. -Worked with all product teams to become an expert in the company’s product offerings and to train the customer on how to use them efficiently. -Onboarded each client and strategically planned the rollout of utilizing the product platforms the customer purchased. -Evaluated and monitored the overall client health and success and shared this information and customer insights with internal stakeholders.
  • Varonis
    Technical Support Manager
    Varonis Mar 2015 - Feb 2018
    New York, Ny, Us
    Centered on building and implementing Quality Monitoring and Customer Service department in a Technical Support center for a fast growing software company-Created a quality monitoring program.-Lead quality improvement initiatives by ensuring that customer requirements and expectations are identified and that the organization is exceeding those expectations.-Supported the development and maintenance of a customer-focused culture within the organization by building and implementing training around various Customer Service topics and soft skills.-Provided continual feedback to support staff on their customer interactions. - Led technical training for multiple classes in multiple locations (nationally, globally, remotely).-Created a role play program to prepare employees for tickets, calls, and remote sessions with customers. -Consistently engaged with customers to obtain feedback and to utilize it in order to improve customer service experience and retention. Customer retention greater than 90%.-Involved in recruiting and interviewing of staff. -Assisted in Performance Management process through evaluation of employees and providing development coaching. -Handled the customer satisfaction survey process. Analyzed the results for trends, provided feedback to leadership, and created plans of action. Customer satisfaction greater than 90%.-Varonis Tech Support became an SC finalist for Best Customer Service for 2018.
  • Biogen Idec
    Associate Program Lead
    Biogen Idec Sep 2012 - Nov 2014
    Cambridge, Ma, Us
  • Biogen Idec
    Workforce Management Associate
    Biogen Idec Jul 2011 - Aug 2012
    Cambridge, Ma, Us
    Provided workforce optimization solutions through precision forecasting, efficient scheduling, and analytics to deliver a better customer experience.-Redesigned WFM curriculum through cross-departmental partnerships with Training and Instructional Design to assist new hires in their learning development. Helped to develop e-modules for agents to take which helped to lessen the amount of face to face training time needed. Managed a SharePoint site that housed all training documents, training presentations, and links to e-modules.-Performed intraday management of scheduling, analysis of real time workload requirements, and call routing to meet service level requirements by maximizing efficiency and occupancy.
  • Biogen Idec
    Case Manager
    Biogen Idec Jul 2009 - Jul 2011
    Cambridge, Ma, Us
    Assisted patients in obtaining therapy through procurement, nursing, and financial assistance services. Provided educational information regarding chronic diseases and therapies. Engaged in projects that assisted in increasing new starts to therapy.
  • Biogen Idec
    Patient Services Coordinator
    Biogen Idec Oct 2008 - Jul 2009
    Cambridge, Ma, Us
    Provided excellent customer service in an inbound role by engaging patients, caregivers, and health care professionals regarding their questions and concerns. Assisted patients with product information and navigating the process of new therapy initiation.
  • Food Lion
    Customer Service Manager
    Food Lion Dec 2007 - May 2008
    Salisbury, North Carolina, Us
    Responsible for all front-end operations and customer service. Performed all finance activities dealing with daily, weekly, monthly, and yearly close. Monitored store compliance with corporate policies, security measures, and food safety regulation. Maximized sales through customer service, properly training, and maintaining high staff morale.-Performed team-building tasks such as organizing associate and new hire training, evaluating potential hires through performing reference checks and administering interviews, and providing ongoing performance evaluation and feedback to associates.-This was a temporary role reassignment so that I could pursue my MBA studies.
  • Food Lion
    Store Manager
    Food Lion May 2005 - Dec 2007
    Salisbury, North Carolina, Us
    Developed strategic plans for achieving and exceeding budgeted financial and operating results for a Food Lion store. Managed store with annual sales volume of $11.4 million.-Improved profitability and consistently grew sales beyond forecasted projections by developing strategies to improve customer experience and reduce shrinkage through analysis of monthly profit and loss statements and creation of departmental budgets within full store budget. -Managed staff of 40-50 people and increased sales by 8-9% above budget.
  • Food Lion
    Retail Management Trainee
    Food Lion May 2004 - May 2005
    Salisbury, North Carolina, Us
    Participated in extensive training program identifying future leaders within the supermarket and retail industry. Became proficient in each department of the store in order to run a successful grocery business. Did special projects and presentations in a variety of functional areas; such as Human Resources, Loss Prevention, and Category Merchandising.
  • Food Lion
    Sales Assistant
    Food Lion Sep 2002 - May 2004
    Salisbury, North Carolina, Us
    Managed front-end associates and service clerks. Provided customer service and handled customer complaints and comments. Used standard accounting procedures within store computer system, including performing daily close.
  • Food Lion
    Sales Associate
    Food Lion Oct 1998 - Sep 2002
    Salisbury, North Carolina, Us
    Provided customer service, handled financial transactions, organized displays, and assisted vendors. Achieved high rings-per-minute and efficiency ratings.

Erin Worley Skills

Leadership Management Training Process Improvement Customer Service Project Management Strategy Microsoft Office Sales Public Speaking Data Analysis Strategic Planning Cross Functional Team Leadership Team Building Biotechnology Research Business Process Forecasting Analysis Human Resources Pharmaceutical Industry Microsoft Excel Team Leadership Coaching Accounting Retail Business Process Improvement Quality Assurance Change Management Program Management Crm Customer Relationship Management Microsoft Word Microsoft Outlook Microsoft Sql Server Microsoft Powerpoint Apple Pages Apple Numbers Jive Aspect Acd Varonis Webex Salesforce.com Axis Seibel Nice Call Recording

Erin Worley Education Details

  • Meredith College
    Meredith College
    Master Of Business Administration (M.B.A.)
  • Meredith College
    Meredith College
    Spanish

Frequently Asked Questions about Erin Worley

What company does Erin Worley work for?

Erin Worley works for Vitalsource

What is Erin Worley's role at the current company?

Erin Worley's current role is Senior Financial Analyst.

What is Erin Worley's email address?

Erin Worley's email address is er****@****rce.com

What schools did Erin Worley attend?

Erin Worley attended Meredith College, Meredith College.

What skills is Erin Worley known for?

Erin Worley has skills like Leadership, Management, Training, Process Improvement, Customer Service, Project Management, Strategy, Microsoft Office, Sales, Public Speaking, Data Analysis, Strategic Planning.

Who are Erin Worley's colleagues?

Erin Worley's colleagues are Samantha Messer Richardson, Joe Russ, Madeleine H., Tom Hirtzel, Anna Logemann, Ken Breen, Crystal Kinsey Low-A-Chee, Mba.

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