Ingrid Johnson Email & Phone Number

Waltham, Massachusetts, United States

• Standardized business unit operational reporting with a series of dashboards for financial, operational, customer and product data. Dashboards were used by executive leadership, including the President, to operate the.
• Reconciled disparate data into a unified view of critical customer lists, integrating information across acquisitions, normalizing data, and providing the first holistic view post-transaction of the business
• Engaged cross-functionally with Finance, Customer Success, Product Management and Sales Operations to ensure consistency of data and accurate forecasting
• Worked directly with business unit President and Vice Presidents to communicate results, garner feedback and ensure analytical utility

Boston, Massachusetts, United States

• Acted as Data Steward within FP&A to aggregate, align, and normalize financial reporting data across a $650B asset manager.
• Performed and refined data integrity checks developed through joint ventures with business experts and management. Research,document, and revise anomalous data back to original sources to ensure consistency throughout.
• Designed and produced reporting to support Executive leadership and regulatory submissions.
• Managed offshore resources within FP&A responsible for data collection and consolidation and provide templates for appropriatepopulation of information for downstream use.
• Served as a primary representative in Enterprise projects for Finance and Reporting.

Boston, Massachusetts, United States

• Interpreted business requirements to determine optimum business-intelligence solutions.
• Business owner/stakeholder in IT initiatives to develop customized databases and reporting.
• Prepared and analyzed data for a wide range of internal clients, including C-level management and Distribution division; extracted andblended data from multiple systems such as SalesForce, Eagle accounting system.
• Company representative on BNY Mellon’s CRM team.
• Designed and delivered CRM user training, in addition to developing subsequent compliant procedures.
• Developed requirements for RFP outcome tracking, recommended and implemented novel data capturing procedures, delivered reportingfor use by managers to evaluate resources.

Boston, Massachusetts, United States

• Managed all regular and ad-hoc sales reporting related to opportunities, sales activity, client retention, cross-sales, and others.
• Developed a suite of continuously evolving reports to assist Global Head of Distribution evaluate the efficacy of the firm’s sales, consultantrelations, and relationship management. Helped develop reliable and accurate.
• As the company’s Subject Matter Expert for SalesForce, advised Business Development and Distribution Support groups in thedevelopment of procedures to increase efficiency and accuracy. Created training materials and.
• Collaborated with corporate CRM team, Operations, Technology, and others to increase available data and to promote data integrity.
• Supported Client Service, Business Development, and Marketing managers by developing productivity reports to assist in planning.