• Lead multiple software upgrades and product implementations that impacted entire organization, eliciting and defining requirements from stakeholders, working with cross-functional departments, building project roadmaps, and creating test plans for these large-scale projects• Analyzed test results, KPIs, and project specific metrics to build reporting for leadership distribution. Gathered requirements and customized automated reports to fit multiple stakeholder needs• Initiated our revamped Call for Projects within the PMO group. Created new intake questions, set up stakeholder interviews and requirement gathering sessions. Worked with multiple departments to help prioritize and budget their future projects for the next fiscal year• Upgraded our largest enterprise software. Set up feature selection, lead user testing, developed test cases across multiple departments. Worked with various business units to establish testing framework. Collected and communicated testing results to leadership and our third-party vendor• Created documentation, process mapping, and training material for improvements within the organization

• Work with multiple product teams to gather requirements and create user stories for new feature implementation on our digital applications• Call out bugs and other issues with product performance and work to validate all testing. Groom and prioritize issues as well as new feature releases across platforms for timely delivery• Create tagging requirements and implement JavaScript code on the front-end work to ensure proper data capture• Analyze and present data findings with multiple stakeholders including product for better insights on best practices within our feature apps. Knowledge share on how best to move forward with design based off gathered results• Develop daily, weekly, and monthly reporting for product teams utilizing real time dashboards and Tableau

• Create unique testing scenarios for software and IT teams, coordinating with my own team to get test accounts and equipment in place for the internal product team that I work with and ensure timely deliverables• Attend daily stand ups and weekly calls with that product team to ensure their testing needs and deadlines are met• Extend that work to multiple teams in the IT organization when prioritized testing comes up. Work with those teams to create a pathway to success hitting timed goals to ensure accurate delivery of testing needs• Participate in Agile SCRUM workshops to develop cross-functional solutions to problems with other IT teams• Input data results from the testing and create reporting in Tableau and PowerPoint for leadership reporting• Within the team, audit credit card and internal banking transactions with our internal partners and continue the management of these funds and transactions. • Utilize my strong experience with Excel to implement reporting using complex formulas, index match, pivots, etc.

• • Implemented product testing for nationwide launch. From requirements and planning to execution and reporting• Gathered test data results, compiled and analyzed data to produce dashboards and decks for stakeholders• Carried out test deployment in multiple test environments. Customized testing for legacy systems and billers• Analyzed gathered data using Pivot Tables, VLOOKUP, Index Match in Excel to create executive dashboards• Worked in agile framework across multiple teams to prepare technical and operational support for local testing• Conducted in market presentations with local leadership to give updates on testing status and future deployment• Lead telephone bridges working with cross functional IT teams and worked within JIRA to resolve dev issues• Took feedback from client on where to adjust the testing methods and implemented 48 hour turnarounds to field• Created weekly updated PowerPoint reports on the product launch’s status and send to key stakeholders

Took raw customer data from millions of subscribers, broke their plans down by rate and term, and based off the contractual agreements with our content partners, calculated the amount paid to our partners• These payments were millions of dollars each month and held to high scrutiny for accuracy by leadership• Tracked subscriber growth month over month with further analysis for any losses over the accepted delta change• Generated monthly and quarterly reports for executive leadership in Tableau, bringing in multiple tables to generate dashboards and trend reports. Also worked heavily with Excel, Microsoft Visio, Access, and Oracle systems• Increased payroll turnaround speed by 30% through improved efficiencies. Reduced team error rate by 22%• Analyze and understand contractual obligations to get the framing for the dollar calculations necessary each month • Experienced with writing basic SQL functions in Microsoft Access to better manage the large data sets. Would break down that data and input into Excel to better analyze specific data anomalies in the reporting using pivots/vlookup

• Through my work I was able to recapture over $17 million dollars in outstanding liabilities in the fiscal year• Read through MSAs and Service Agreements Contracts to calculate amounts of lost revenue on broken contracts• Managed medium and large enterprise accounts, analyzing the financial liabilities on existing contracts• Go through their accounts, marry the contract language to existing liability and package the financial amount and corresponding details into a presentation package for sales, legal, and the customer• Ran conference calls to work on resolutions for the outstanding liability owed to our company with all parties• Worked daily with Salesforce inputting information and modifying data and revenue projection models on clients• Developed custom databases on purchase and cancellation histories; managed team’s SharePoint to store info• Created procedural documentation and implementation with our European operations to create new ETL packages for overseas clients and generate new revenue streams that previously were not captured

• Performed financial analysis on commercial properties serviced under our care. Analysis included debt coverage ratio, net operating income, rent rolls, occupancy rate, and general market analysis• Managed escrow payments for clients on insurance and taxes. Communicated daily with clients to meet needs• Created reports using Access and Excel incorporating filters and pivot tables • Worked with Oracle CRM software and develop basic SQL knowledge and database management skills• Conducted insurance certifications reviews for managed properties, verifying policy conditions and coverage amounts with the lender's requirements• Develop and maintain relationships with agents and borrowers; complete quarterly investor certification reviews• Created new processes that enabled faster client engagement and better lender response times

• Utilized Morningstar and other software to compile financial data for clients• Prospected for new clients by setting appointments via telephone and generating leads• Implemented marketing strategies formulated by company and engaged with local partners to carry this out• Outside sales and appointment setting for 401K and ADP Payroll. Completed 100-150 calls a day, set 8-12 a week • Processed and calculated data from 10-K financial reports for company investments• Researched fund valued at more than $500,000 and presented formula results to the CEO • Operated a budget of $40,000 by completing cost analysis and purchase of new office equipment• Analyzed returns on multiple REIT’s to determine investment strategies

- Managed staff of 8 front-of-house employees- Coordinated dining room meal services for seating area of 150- Responsible for member and customer relations during service- Targeted qualified clients to deliver presentations on additional club services

Outbound telephone sales generating $15,000-$20,000 monthly* Initiated sales strategy and cultivation of new customers* Responsible for meeting monthly sales targets* Achieved top monthly departmental sales on four separate occasions