Michael Lupo Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

Greater Denver Area

Our Business Intelligence team is a group of 4 analysts tasked with being the data analysis experts for the nationwide enterprise. We utilize our advanced knowledge of various data systems to create and analyze both cadence based and ad-hoc reporting used to gather insights for strategic decisions. Provided ad-hoc reporting and analysis to senior leadership  Ex. Created and analyzed reporting to facilitate ask from Chief Revenue Officer to understand how sales executives are performing by market sector Partnered with Enterprise BI team to create and launch Enterprise-wide Tableau Dashboards Partnered with Marketing and HR departments to automate, improve processes and deliver analytical insights Led Enterprise-Wide training's on multiple reporting tools Created and maintained enterprise wide Excel reporting to track and analyze ~$2B in annual revenue  Reported on and analyzed account executive’s KPIs to evaluate effectiveness of current sales strategies Created and performed processes to audit data to ensure data is clean and actionable Used self-taught Macro-VBA programming to automate daily enterprise-wide report updates Tasked with organizing/visualizing expense data to assist with COVID related Expense reduction projects

Syracuse, New York Area

• Used Excel to develop a comprehensive commissions calculator to determine adviser commission earnings on a per trade basis• Input data for new accounts and updated existing account information• Assisted with various administrative tasks• Shadowed equity and fixed income brokers