Nick Hoffman Email & Phone Number

Houston, Texas, United States

Conducting analysis using internal and external data to obtain insights that will promote strategic decisions and enhance the organization’s ability to go-to-market effectively, such as customer segmentation, targeting, analysis of historical sales, market research, etc.• Working with Product, Marketing, and Sales leadership to identify growth levers & KPIs, complete analyses, and implement tracking infrastructure and visualization.• Working with cross-functional partners in Marketing, Partnerships, Finance, Product, and more to promote Sales growth and profitability.• Working closely with Head of Growth to develop financial models for partnerships, acquisitions that will help propel the company’s growth.• Assisting in various efforts to commercialize product & service offerings including price modeling, thinking through various processes, competitive forces, etc.• Researching, compiling, analyzing, and synthesizing any market data that will help drive regional go-to-market strategies.

Houston, Texas, United States

Houston, Texas Area

Houston, Texas Area

Business Planning Process: • Project management of the Business Planning Process for assigned category to include maintenance of master documents, tracking of all important dates and reporting delays or issues to appropriate stakeholders • Compiling data from multiple sources through the Business Planning process • Interpreting spreadsheets while analyzing and providing summaries specifically utilizing Excel, Power Point and EmailCoordinating project management and effective communication of program, product andprivate label details • Assisting with the creation and design of marketing pieces • Participating in weekly product evaluations including specification and labeling review • Product knowledge and expertise; research and report unknowns • Category analytics • Assisting with the collection of past due fees and paymentsCommunicating all business issues/obstacles directly with suppliers: • Price changes • Matrix question concerns (negotiating terms) • Item specification changes/mistakesManagement of assigned processes and supporting management of supplier programs including: • Managing the IMA Supplier Database in Access to include proper documentation of Certificates of Insurance, Hold Harmless Agreements, Kosher Certificates, Confidentiality Agreements, and Trademark Licensing Agreements • Management of Microsoft SharePoint for assigned categories

Houston, Texas Area

Offering the sale of products regarding performance enhancement, general wellness, weight loss, energy and skin improvementRecruiting repeat customers or anyone interested in making a business opportunity for themselves by hiring them as a distributor. Allowed to do so due to status of Sales Advisor (selling $3000 in product).Building, maintaining and budgeting my own business during college as a full-time student and now while working a full-time job.

Ames, Ia

Fulfilling all responsibilities of a teller including: deposits, withdrawals, transfers, cash advances, money orders, cashier's checks, shared branching, etc.Staying at pace with company cross-sales quotas by offering products and services to enhance the experience of the membersRemained at company pace in a busy work environment while learning a new POS system and handling thousands of dollars in cash at a time

Ames, Ia

Conduct research and complete data entry on corporations and investment vehicles, using defined procedures to identify relationships and provide validated and credible data. Continue to enhance data quality over time on new and existing data through continual data clean-up efforts. Perform work according to the data quality and production standards as defined in policies and procedures. Participate in projects, as assigned, to assist the management team with improving automation, efficiency, effectiveness of solutions, and training.

Des Moines, Iowa Area

Daily Tasks:-->Managing average assets under management-->Updating average asset detail, exchange traded fund assets and net assetsMonthly Tasks:-->Creating and uploading journal entries while reconciling all accounts-->Rolling forward retail distribution file with new figures, -->Updating and refreshing monthly aging file-->Rolling forward SRA and compensation splits-->Managing three summary files-->Uploading Transaction Detail to update summaries of Actuals filesTook over tasks of leader for two weeks while they were away while maintaining own tasksDiscovered new method of automation for Business Objects reports to reduce process by many hoursWon 1st place in both categories for First Annual BizJam Competition (more below)Gave presentation to leaders/CAO's/interns with three teammates about our experience as an intern

Des Moines, Iowa Area

Analyzed and updated spreadsheet figures of Fixed Income & Aligned Investors boutiques for the current month while displaying these data along with trend variances to executives Created and incorporated mathematical and statistical formulas into FI & AI board and control packets by utilizing numbers from our data centers to assess the risk of client accountsReduced time required to post BU/BRU journal entries from one hour to under one minute by creating excel macro which is now used by corporate.Software/Excel programs used daily: NetSuite, Dodeca, PeopleSoft, Visual Basic, Smartview, Essbase, Developer

Pleasant Hill, Ia

Executed all tasks of a bank teller including: Deposits, Withdrawals, Money Orders, Cashier's Checks, Wire Transfers, Temp Checks, etc.Persuaded customers to open new accounts by offering them the remarkable benefits they would receive by doing so.Remained at pace in a busy work environment while learning a new POS system and handling thousands of dollars in cash at a time.

Ankeny, Ia

Attained knowledge of company POS system while gaining an understanding of how the store operates.Worked/assisted in ten different departments of the store while treating every customer with respect and a smile.Worked at pace while executing manager-level tasks to help meet deadlines for the store in those various departments.