Lance Copeland M.B.A. Email & Phone Number

San Antonio, Texas Metropolitan Area

Independently analyze and document business needs, translating them into systems solutions.Support software development efforts, manage timelines, and contribute to system design.Define current and future operational scenarios.Conduct post-implementation analysis and validate requirements through test scenarios.Troubleshoot system issues and maintain accuracy in accounting software.

San Antonio, Texas Metropolitan Area

• Spearhead cross-functional collaboration with business teams to meticulously analyze and assess automation feasibility, while seamlessly transforming intricate business requirements into precise RPA technical design documents.• Exhibit expertise in crafting and maintaining sophisticated dashboards, skillfully presenting key metrics to senior leadership, ensuring effective communication of results, and facilitating data-driven decision-making.• Build, deploy, and maintain reports for BSC teams using multiple ERPs/CRMs and accounting systems such as Workday, Salesforce, Sharepoint, Quattro, and Pipefy• Demonstrate leadership by overseeing our offshore team of developers, ensuring the precise and timely development of automated processes.• Led a seamless go-live transition from Automation Anywhere v11 to cloud-based Automation Anywhere A360, resulting in improved scalability, enhanced accessibility, and real-time monitoring capabilities, leading to greatly increased efficiency and productivity.

Tampa/St. Petersburg, Florida Area

• Assumed a critical role in data analysis and reporting, collaborating closely with Compliance to guarantee the suitability of products for clients, thereby upholding the highest standards of service.• Fostered sales opportunities by forging strong connections and generating effective referrals to other lines of business, contributing to enhanced revenue growth.• Honored with the designation of Diversity Inclusion Committee Representative for the Investment Services business unit, actively promoting an inclusive and equitable work environment.• Led volunteer coordination efforts within the Investment Services business unit, demonstrating exceptional organizational skills and a passion for making a positive impact within the community.

San Antonio, Texas Area

• Cultivated strong relationships with prospective clients through the strategic utilization of marketing techniques, resulting in a notable year-over-year growth in the client base. • Employed a data-driven approach, meticulously analyzing client data and competitor insights to devise innovative strategies and unlock potential business opportunities.• Demonstrated exceptional financial acumen by effectively managing the operational budget and payroll of the employed team, ensuring optimal resource allocation and cost efficiency.

Lubbock, Texas Area

• Collaborated closely with the Vice President of Strategic Planning, taking a pivotal role in crafting an organization-wide, 5-year strategic business and financial plan.• Orchestrated critical fiscal projects spanning the organization, demonstrating adeptness in the development and successful implementation of new programs aimed at enhancing overall operational efficiency.• Analyzed internal and external healthcare data, identifying prominent healthcare trends among regional population base. This insight was instrumental in targeting key health sectors and expanding the organization's patient base to foster sustainable growth.

M.B.A, 3.411

Bachelor Of Science - Bs, Biology, General, 3.246