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 business, inform product decisions, drive growth and mitigate churn.● 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 multiple reporting environments.● 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, proprietary Client Deliverable Management 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.● Explored sales data to discover patterns, meaningful relationships, anomalies, and trends for executive management decision-making.● Produced monthly and quarterly finance reporting for CFO, tracking actual revenue flows against plan and forecast.

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 key performance indicators.● 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 provided one-on-one and group trainings.Provided first tier technical support and escalated issues to corporate CRM team.● 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.