Heidi Jackson Email and Phone Number
As a Sr. Value Experience Data Analyst at SAP Concur, I provide cross-functional reporting support to various internal teams and customers, using data to solve business challenges and drive adoption and conversions. I have over 6 years of experience in the financial and software industry, with a Master's degree in Applied Business Analytics and a Bachelor's degree in Consumer Studies and Financial Planning.I am proficient in Cognos, Salesforce, AWS, PowerBI, and other business intelligence tools, and I have a proven track record of creating effective reports and dashboards that deliver insights and value. I am also a strategic project manager, with extensive knowledge of converting business requirements into technical specifications, designing solutions, and optimizing processes. I am passionate about customer management, coaching, ROI, KPI, and audit strategies, and I strive to enhance the service and performance of SAP Concur and its clients.
Sap Concur
View- Website:
- concur.com
- Employees:
- 7781
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Sr. Value Experience Data AnalystSap Concur Jul 2021 - PresentProviding cross-functional reporting support to sales, marketing, client engagement, and additional internal teams. Data expert for SAP concur travel, expense, and invoice platforms to use the information to solve business challenges for our customers. Leveraging Cognos, salesforce, AWS, powerBI, and other business reporting tools to drive adoption and conversions by developing global reports. -
Reporting ConsultantSap Concur Jan 2018 - Jul 2021Direct reporting consultant contact for a large portfolio of clients. Hands on engagement with each client contact to identify opportunities for process improvements or issue resolutions unique to their situation. Report creating completed leveraging Cognos and other business intelligence tools.
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Global Cards Center AnalystAllsource Consulting Group, Llc 2017 - 2018Albuquerque, New Mexico AreaContractor at Silicon Valley Bank• Analyze key performance factors for the service center utilizing data analytic tools to identify problems and enhancement opportunities.• Project manager for identified process improvements including team-specific contact email conversion, outreach initiatives, team site development, and new hire training documents.• Draft improvement proposals, including detailed reports that outline the findings and recommendations for process… Show more Contractor at Silicon Valley Bank• Analyze key performance factors for the service center utilizing data analytic tools to identify problems and enhancement opportunities.• Project manager for identified process improvements including team-specific contact email conversion, outreach initiatives, team site development, and new hire training documents.• Draft improvement proposals, including detailed reports that outline the findings and recommendations for process improvement.• Design solutions and hardware/software specifications by creating detailed documents based on analyzed results.• Optimize director level reporting for the Call Center and Collections team utilizing advanced excel and other business intelligence software.• Work closely with Client Services Management, Sr. Level Directors, Product Managers, and Marketing Team to align the cards team with company initiatives. Show less -
Sanctions AnalystSilicon Valley Bank 2016 - 2017Silicon Valley Bank supports clients domestically and globally with a wide range of services. As a Sanctions Analyst, I completed investigations and analyzed alerted items from the interdiction software in relation to regulations preventing terrorist activity, money laundry, and other criminal funding.Investigation is completed using strong internet skills, online databases, vendors, public records, and other proprietary resources. While in this role I assisted in new software testing… Show more Silicon Valley Bank supports clients domestically and globally with a wide range of services. As a Sanctions Analyst, I completed investigations and analyzed alerted items from the interdiction software in relation to regulations preventing terrorist activity, money laundry, and other criminal funding.Investigation is completed using strong internet skills, online databases, vendors, public records, and other proprietary resources. While in this role I assisted in new software testing, process creation and documentation, and assisted with defining productivity measures for the team. Show less -
Global Cards Advisor IiSilicon Valley Bank 2014 - 2016Tempe, AzSVB provides startup companies with world wide banking and card services. As a Global Cards Advisor II, I provided project management for SharePoint customization and CRM process integration. Completed team and new hire training. Provided Director level reports for call center statistics. While in this role I was a Subject Matter Expert (SME) providing resolution to CEO, V.P., and Director level management within startup companies regarding card products, payment processing services… Show more SVB provides startup companies with world wide banking and card services. As a Global Cards Advisor II, I provided project management for SharePoint customization and CRM process integration. Completed team and new hire training. Provided Director level reports for call center statistics. While in this role I was a Subject Matter Expert (SME) providing resolution to CEO, V.P., and Director level management within startup companies regarding card products, payment processing services, and integrated accounting systems. Show less -
Compliance AnalystThe Castle Law Group 2013 - 2014Phoenix, Arizona AreaThe Castle Law Group specializes in Lending Default Law. The Compliance Analyst responsibilities included project management and implementation for all used software. Created and maintained SQL reporting for CEO and Director level review. Implemented improvements for compliance to statute changes in Arizona, Utah, Nevada, Colorado, New Mexico, and Wyoming.
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Default Legal AssistantThe Cooper Castle Law Firm 2011 - 2013The Cooper Castle Law Firm specializes in Lending Default Law. Default legal assistant responsibilities included processing foreclosure and evictions from start to finish with compliance to state and client guidelines. -
Student Enrollment AdvisorStevens-Henager College 2010 - 2011Stevens-Henager College is a private for-profit college. The responsibilities as an Enrollment Advisor included specialized in the knowledge of all academic offerings and programs, admission requirements, and applicable policies and procedures. -
Escalation Specialist- DepositsDiscover Financial Services 2009 - 2011Discover Financial Services offers a variety of lending and cash management products. As an Escalation Specialist, I was responsible for proper handling of escalated customer calls, legal related calls, tracking of issues, and issue resolution.
Heidi Jackson Education Details
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Applied Business Analystics -
G.E. Banking On Women ProgramSmall Business Program -
Consumer And Community Studies, Emphasis In Financial Planning -
Business/Commerce, General
Frequently Asked Questions about Heidi Jackson
What company does Heidi Jackson work for?
Heidi Jackson works for Sap Concur
What is Heidi Jackson's role at the current company?
Heidi Jackson's current role is Sr. Data Analyst @ SAP Concur | Master's in Business Analytics.
What schools did Heidi Jackson attend?
Heidi Jackson attended American Military University, G.e. Banking On Women Program, University Of Utah, Salt Lake Community College.
Who are Heidi Jackson's colleagues?
Heidi Jackson's colleagues are Nicolas Hamilton, Daniel Cristiano Menzen, Tobias Kusch, Andrea Barcello, Carole Hernanz, Audrey Tinsley O'hare, Marta Napieralska.
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