Jen Lipschitz Email & Phone Number

Greater Boston Area

Process and organize millions of scanned medical records, court documents and other insurance claim files in order to determine and systematically gather relevant data for modeling potential insurer liability.Create and support dynamic client-ready Excel models for allocating complex policy variables across thousands of claimants, using VBA macros to systematically generate various scenarios for comparison.Partner with SMEs to develop appropriate data gathering forms and create the SQL back end for a custom-built claim audit website. Provide ongoing auditor support, data analysis, and reporting.Advise clients on potential uses and extrapolation of data based on findings and reliability of sources.Manage and mentor junior analysts, ensuring consistency and value of their work.

Greater Boston Area

Business Mission: To provide analytic reporting solutions for small organizations using readily available software.Social Mission: To improve individuals' (particularly women's) confidence and competence with technology.Recent Excel consulting projects include:- Course evaluation data entry and reporting system (my specialty!)- Project management dashboard- Data entry system with error alerting- Financial tracking system with integrated financial statements- General troubleshooting and bugfindingOther consulting projects include:- Kickstarter backer "survey" to collect the specific mix of add-on requests from backers and calculate additional pledge dollars required; also included reports for inventory management and order fulfillment organization- Cross analysis of customer observations with POS data to determine customer types and purchasing patterns- Consumer electronics advisement, setup, and maintenance- Home network setup and maintenanceRecent tutoring engagements include:- Excel proficiency for incoming Simmons School of Management students (ongoing)- Statistics for Business and Psychology (undergrad and grad levels)- Financial Accounting (undergrad)- General MS Office and computer skills

Greater Boston Area

- Fostered a data-positive culture, improving both technical and analytical skills across all levels of staff.- Implemented numerous new objects and fields in Salesforce to better track student performance data.- Developed new teacher and volunteer end-of-year surveys to better align with program and impact goals.

Greater Boston Area

- Provided macro-based automation and data modeling support for various insurance allocation projects.- Created a dynamic model for a complex insurance allocation problem with over 20,000 claimants.

Boston, Ma

Design, develop, and implement new workshop materials and data presentation formats in collaboration with colleagues to address bespoke project requirements for clients. Manage client expectations for deliverables, ensuring requirements and deadlines are met. Supervise multiple co-op students from initial hiring and interview process through final term evaluation. Formerly oversaw planning, coordination, and delivery of all workshops.- Analyzed client data against extensive research to draft assessment reports explaining data matches, discrepancies, and the potential interactions, effects, and business outcomes thereof.- Increased accuracy, alerted users to potential errors, and significantly reduced production time of numerous complex reporting templates in Excel, utilizing formulas, macros, and conditional formatting.- Improved efficiency by creating dashboard project tracking systems in Excel to highlight next steps and approaching deadlines at a glance and produce clear PivotTable status reports for both clients and affiliates.

Newton, Ma

Compiled aggregate survey reports and systematically corrected errors in automated graphs and templates. Supervised and trained new and temporary employees in data entry process. Provided basic technical and computer support.- Implemented more efficient processes for survey entry, reporting, and mailing. Tracked cycle progress.

New York, Ny

Supervised and trained team of interns in collection and entry of evaluation data. Wrote extensive training manual detailing new evaluation and report process. Provided technical support including security, networking, and software.- Created new system to collect and analyze data from existing paper evaluation forms, resulting in improved program statistics for use in grants. Ex: "90% rated Excellent" instead of "100% rated Good or better."- Devised a program delivery location coding system to provide easier manipulation of evaluation data which evolved into the basis of a new company-wide database and project management platform.

Mba

Activities and Societies: Forte Fellow

Bachelor Of Science Degree, Psychology

Activities and Societies: Dean’s Merit Scholarship, Dean's List, Psi Chi, Sigma Alpha Lambda, Golden Key Society