Marcy Kaplan Email and Phone Number

• A consulting company that translates data points into actionable intelligence. Partner with small businesses to optimize profit models, process automation, customized AI reporting, and training/tutoring MS Excel. Design and implement AI reporting tools for most recent client using Power BI that merges historic financial data and forecasts.• Consult with local small business Professional Restoration Services for various projects. Create customer and operational databases to simplify end user data entry and automate assignments for project managers. Perform accounting duties such as processing invoices, audit contractor certifications, and reconcile accounting discrepancies. Develop reporting for president and project managers to isolate process bottlenecks. Collaborate with others in the organization to improve reports and databases as needed. • Designed and conducted a survey to for Comfort Zone enhance participation and overall experience of their annual fund-raising Gala.• Conducted and presented findings to local HOA of a survey to identify funds appropriation as prioritized by homeowners to include location analysis and comment analysis.

• Provided strategy and analysis that lead staff and team members to achieve process improvement, new business development, and increases in sales and profit margins for multiple Merchandising teams. • Performed price and sensitivity analysis for accessories and bundled products.• Responsible for budget creation and tracking sales of merchandise categories to include inventory management.• Designed and implemented tests for business development projects and marketing to quantify improvements for sales and offer final recommendations based on statistical analysis, like ANOVA.

• Provided management team with reporting and analysis to support business decisions for established product lines, as well as new business, for Warranty Administration, Portfolio Management, Direct Mail, and National Service.• Initiated price changes that brought over $15 million to the bottom line, utilizing demand curves and cost data.• Managed risk relationship with vendors to ensure appropriate reserves for two programs totaling over $140 million.• Served as financial lead for all P&L activity of business unit.• Conducted tests for business development projects and marketing initiatives.

• Established prices for warranty policies nationwide through profit optimization techniques that encompassed demand curves, elasticity, and cost data for over 100 product types.• Developed reports to track sales performance, historical trends, and seasonality.• Prepared break-even and sensitivity analysis. • Budgeted store warranty sales to each product category, incorporating historic trends and seasonality for over 600 stores.

• Designed and implemented tests for various marketing and pricing initiatives for direct marketing campaigns. • Performed cluster analysis to identify market segments used in operations research.• Refined data collection queries for efficiency.

• Estimated cost of the Personal Property Tax Relief Act to the Commonwealth for over 400 localities. Awarded “Outstanding Team of the Year 1998”• Modeled and forecasted $1.6 billion of transportation revenues for DMV and VDOT within a two percent variance.• Conducted studies analyzing market and population trends for facility placement.• Utilized statistical methods to assess economic and revenue effects to state and federal law initiatives and prepared legislative impact statements.• Presented research findings to Secretary of Transportation and panel of Economists for approval.• Maintained contact with senior management concerning data discrepancies, trends, and budget changes.

• Researched underlying economic and revenue trends and provided ad hoc analysis for executive staff.• Modeled and forecasted $225 million of revenue sources for DMV.• Authored monthly publications detailing budget variances and trends for a general audience.

• Facilitated operational efficiencies and counseled locations undergoing bank consolidation throughout the east coast. • Analyzed and monitored cash flow of Virginia ATMs to reduce excess cash inventory. • Tracked employee productivity and workflow.• Provided transaction research, dispute resolution, and training.

Audited deposits made through ATM, researched discrepancies.