Max David Email & Phone Number

Littleton, Co, Us

* Build reports using SQL, Cognos, Excel, and Google Sheets * Automate tasks using Visual Studio, SSIS, Python* Manage day-to-day updates of BusinessPlus, an ERP system

Tustin, Ca, Us

• In an agile environment, manage four different products. Bridged the gap between the business, sales, and technology teams. Created roadmaps for the technology teams and presentations for senior leadership. Create Epics and Features, and work with Product Owners to break down Features into smaller items.• Closed 44 open features, a net decrease of 35%. Reprioritized workload based on WSJF scoring model.• Reduced time to onboard new vendors from 8 weeks to 4 weeks, increasing available leads in a down market.

Dallas, Tx, Us

• Led an 8-person cross functional team including Product Managers, Business Analysts, and BI developers. Promoted 2 internal employees, and trained them from the ground up on Excel, SQL, and our CRM. The team supported our entire sales organization, focusing on our lead, call and voice management systems. • Decreased ticket response time from 4 hours to less than 5 minutes, leading to a higher sales conversion rate with an estimated increase in revenue of $17,500,000 per year. • Decreased employee turnover from 70% to 20%, decreasing our expenses by $420,000 per year. Developed training programs to improve my direct report’s skills. Built customized career paths and project plans that fit the employee’s interests and strengths. Overall, employee satisfaction improved which decreased our turnover rate.

Au

• As an analytics consultant, I supported individual mortgage brokers, one of the largest home developers, manufacturers, and law firms. • Reduced marketing budget by 37%, reduced hours worked by 10%, and kept revenue flat by optimizing their marketing budget. Using Pyomo and Python, I evaluated each marketing channel based on both time and financial cost per sale, and recommended redistributing the customer's marketing budget. The result was, the customer could spend less money and spend less time without losing any revenue. A second recommendation was provided to keep the costs the same while increasing revenue. • Built a home pricing model that recommended advertised sales price for newly constructed homes using Python and advanced statistical analysis. The final recommendation was my model was inferior to the current, manual method and we should not pursue this. Given market research, my advice saved the company by preventing them from automating a task that should not be automated. Competitors who tried acting on similar formulas performed poorly while my client did not. • Enabled the business to generate $200,000 extra revenue per year by improving their work force management. Client had poorly visibility into how many billable hours their employees had planned for the next few months. Created a Power BI dashboard using DAX that clearly presented which consultants and what departments could bill more work. Immediate result was a 20 hour increase in billable hours. • Saved my small business client dozens of billable hours by cleaning data provided by opposing council. • Developed and improved our existing database and data lake structures in our Microsoft Azure environment.• Developed a training deck on Power BI for end users, identified key KPIs, and potential dashboards for a client’s Salesforce environment.Certifications gained: SQL Server 2016 (MPN14355)Azure Data Platform Competency (MPN14354)5 Power BI certifications

Dallas, Tx, Us

Sales Marketing Analyst II: Oct 2016-Jul 2019• Day to day included manually running reports, building automated reports, managing an IT inbox for our CRM (Velocify), CRM configuration, internal consulting, and project management. • Saved the company $600,000 per year in marketing costs by reducing dropped calls by 25%. Led a multi-divisional initiative improving customer experience which resulted in more sales leads without increasing spending. Identified odd results in my report and the root cause. Created and led a project to correct the underlying bad behavior. The results were fewer dropped calls leading to more leads and thus more sales. • Led project reducing operating cost by $1,000 per funded mortgage by implementing a Sales Assistant position. I identified business needs, the requirements for the program, created a project plan, and led said project.• Earned 13 internal awards for outstanding performance. These awards were earned for going above and beyond on projects, completing projects ahead of schedule, and volunteering for many projects.• Manage and update a CRM based off best business practices to increase sales production. I analyzed our call records, consulted with senior sales members, and worked with an outside vendor to determine the best practices. I developed a training deck and trained over 500 employees on said practices.• Recruit, train, and lead a team of 9 people consisting of interns, customer service representatives, and analysts. The team managed a help desk, fielded customer calls, and projects for our origination divisionMortgage Professional II: Sep 2014-Oct 2016 Funded over 250 loans in a call center environment.NMLS ID: 1234749Passed national exam with a 92% on my first attemptLicensed in: AZ, CA, GA, FL, MI, MN, MT, NV, NY, OH, NC, TX, VAEarned a certificate in Basic Mortgage Underwriting from the Mortgage Banking Association

Master Of Science - Ms, Business Analytics

Bachelor'S Degree, Animal Sciences

Minor, Chemistry