Robert Mcfarlane

Robert Mcfarlane Email and Phone Number

Senior Manager of Sales Operation and Enablement @ OFX
Toronto, ON, CA
Robert Mcfarlane's Location
Toronto, Ontario, Canada, Canada
Robert Mcfarlane's Contact Details

Robert Mcfarlane work email

Robert Mcfarlane personal email

n/a
About Robert Mcfarlane

I have a passion for finding the story within the data. Through my academic, professional and personal experiences I have built a skill set that allows me to translate raw data into meaningful insights. Developing and presenting data visualizations that have guided key strategic decisions at a senior management level. Utilizing my technical skills, I have been able to streamline processes, increase productivity and improve efficiencies. Working as part of several multi-national teams, I have also developed the ability to be a key part of high functioning remote teams, overcoming language and location challenges. My flexibility, willingness and effective communication always helping me to adapt to new environments and make a positive impact.IT Skills:SAP, Business Warehouse, Microsoft Office including Advanced Excel and VBA, PostgreSQL, MYSQL, Salesforce, Microsoft SharePoint, Microsoft Power BI, Oracle OPERA; as well as several bespoke ERP systems.

Robert Mcfarlane's Current Company Details
OFX

Ofx

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Senior Manager of Sales Operation and Enablement
Toronto, ON, CA
Website:
ofx.com
Employees:
704
Robert Mcfarlane Work Experience Details
  • Ofx
    Senior Manager Of Sales Operation And Enablement
    Ofx
    Toronto, On, Ca
  • Ofx
    Manager Of Sales Operations And Enablement
    Ofx Dec 2023 - Present
    Toronto, Ontario, Canada
  • Firma
    Supervisor Performance Analyst
    Firma Aug 2022 - Dec 2023
    Toronto, Ontario, Canada
  • Firma Foreign Exchange
    Senior Sales Performance Analyst
    Firma Foreign Exchange Aug 2021 - Aug 2022
    Toronto, Ontario, Canada
  • Firma Foreign Exchange
    Sales Performance Analyst
    Firma Foreign Exchange Dec 2020 - Aug 2021
    Toronto, Ontario, Canada
  • Canadian Stewardship Services Alliance (Cssa) Inc.
    Program Administrator
    Canadian Stewardship Services Alliance (Cssa) Inc. Feb 2020 - Dec 2020
    Toronto, Canada Area
  • Radisson Hotel Group
    Data Analyst
    Radisson Hotel Group Oct 2019 - Dec 2019
    Toronto, Canada Area
    Returned on a short term contract to support the sales team with a number of revenue generation projects.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Analysing existing unmanaged accounts within our CRM system for potential revenue generation.★ Identifying and collating over 3000 potential leads from external databases, reviewing and advising on highest potential leads for current marketing campaigns.★ Performing Feeder Market analysis for… Show more Returned on a short term contract to support the sales team with a number of revenue generation projects.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Analysing existing unmanaged accounts within our CRM system for potential revenue generation.★ Identifying and collating over 3000 potential leads from external databases, reviewing and advising on highest potential leads for current marketing campaigns.★ Performing Feeder Market analysis for 21 hotels across UK & Ireland. Show less
  • Radisson Hotel Group
    Data Analyst
    Radisson Hotel Group Nov 2017 - Jul 2019
    Manchester, United Kingdom
    Responsible for the analysis of sales data, with a focus on meetings & events reporting, for the United Kingdom, Ireland and Western Europe. Covering 5 countries and over 30 hotels, as well as the clustered sales teams.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Created, updated and distributed standard and ad hoc sales reporting. Allowing senior management to make informed strategic decisions.★ Developed a suite of tools for hotel Meeting & Events… Show more Responsible for the analysis of sales data, with a focus on meetings & events reporting, for the United Kingdom, Ireland and Western Europe. Covering 5 countries and over 30 hotels, as well as the clustered sales teams.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Created, updated and distributed standard and ad hoc sales reporting. Allowing senior management to make informed strategic decisions.★ Developed a suite of tools for hotel Meeting & Events teams, covering areas such as pricing, forecasting, and lost business analysis. Automating manual processes to cut task times down from hours to minutes and increasing scope of analysis available.★ Trained and supported hotel teams with the use of centrally developed tools, via webinar, phone and in person. Increasing hotel users input and engagement with the Area support team.★ As a Master Trainer, supported the launch of Salesforce Lightning across all UK & Ireland sales users.★ Tested and launched a bespoke internal microsite to 30 users, across 2 regions.★ Recognised as Area Support Team member of the Year for the region in 2018. Show less
  • Ecclesiastical Insurance
    National Data Support Team Analyst
    Ecclesiastical Insurance Nov 2016 - Jun 2017
    Toronto, Canada Area
    Responsible for the Processing of Renewals and Endorsements for Central Region Non-Programs. Worked closely with Regional Underwriters and Business Analysts to identify best approach to coding large and complex policies. Supported Business Solutions Team with systems testing when needed.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Processed Renewals and Endorsements for Central Region Non-Programs.★ Maintained New Business opportunities in CRM system.★… Show more Responsible for the Processing of Renewals and Endorsements for Central Region Non-Programs. Worked closely with Regional Underwriters and Business Analysts to identify best approach to coding large and complex policies. Supported Business Solutions Team with systems testing when needed.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Processed Renewals and Endorsements for Central Region Non-Programs.★ Maintained New Business opportunities in CRM system.★ Performed Root Cause analysis to help identify causes of discrepancies and errors in data. ★ Trained new users on bespoke ERP System.★ Developed test matrixes and undertook testing of new system features in development region prior to release to all users. Show less
  • Ecclesiastical Insurance
    Data Support Assistant, Enterprise Implementation Team
    Ecclesiastical Insurance Sep 2015 - Nov 2016
    Toronto, Canada Area
    Acting as first touch on insurance policies converted over to a new bespoke Enterprise database, to ensure consistency with legacy system data. As well as supporting the National Data Support Team for the Central Region.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Prepare converted policies for renewal in the new Enterprise System.★ Analyse system errors and identify workarounds for issues arising from the conversion process.★ Process Renewals and… Show more Acting as first touch on insurance policies converted over to a new bespoke Enterprise database, to ensure consistency with legacy system data. As well as supporting the National Data Support Team for the Central Region.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Prepare converted policies for renewal in the new Enterprise System.★ Analyse system errors and identify workarounds for issues arising from the conversion process.★ Process Renewals and Endorsements for all Central Region Programs.★ Work with Underwriters to identify potential coding issues and notify the Business Support team. Show less
  • University Of Central Lancashire
    Business Systems Intern
    University Of Central Lancashire Jan 2015 - Mar 2015
    Preston, United Kingdom
    Undertook a 12 week placement assisting the LIS Timetabling Team as they migrate to a new timetabling software, focusing on the Car Park Booking Process.Key Roles Include:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Working with stakeholders to map the current process★ Producing As-Is Documentation★ Working with stakeholders to map the future process ★ Producing To-Be Documentation★ Testing functionality of the new process
  • Cooper Safety Limited
    Divisional Sourcing & Supply Chain Intern
    Cooper Safety Limited Jul 2012 - Sep 2013
    Leamington Spa
    Supported the Divisional Sourcing Manager and Operations team on day-to-day tasks, as well as a variety of projects.The role allowed me to work closely with sites across UK, Europe, US, China and Dubai. Building experience of working effectively and professionally, in a fast paced, multinational team.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Reporting of Key Sourcing Metrics, Commodity Tracking and Spend Analysis.★ Review and Improvement of Key… Show more Supported the Divisional Sourcing Manager and Operations team on day-to-day tasks, as well as a variety of projects.The role allowed me to work closely with sites across UK, Europe, US, China and Dubai. Building experience of working effectively and professionally, in a fast paced, multinational team.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬★ Reporting of Key Sourcing Metrics, Commodity Tracking and Spend Analysis.★ Review and Improvement of Key Sourcing Metric Reporting Processes.★ Assisted the Coordination of Energy Contracts for Cooper Industries sites, within the UK.★ Performed Root Cause Analysis to highlight potential areas of performance improvement.★ Developed skills in systems such as Business Warehouse and SAP. Show less
  • Bank Of Montreal
    Anti-Money Laundering Adjudication Analyst
    Bank Of Montreal Apr 2009 - Nov 2009
    Toronto, Canada
    Worked as part of the Retro AML team,of roughly 100 staff. Dealing with a Government Generated Designated Individuals/Entities list and Sanction Laws to identify persons or entities that may be laundering money or funding terrorism, in regulation. Originally as an I1 Level Adjudicator but later promoted to an I2 Level Adjudicator.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I1 Level: ★Analysed initial alerts generated matches by potential… Show more Worked as part of the Retro AML team,of roughly 100 staff. Dealing with a Government Generated Designated Individuals/Entities list and Sanction Laws to identify persons or entities that may be laundering money or funding terrorism, in regulation. Originally as an I1 Level Adjudicator but later promoted to an I2 Level Adjudicator.Key Roles Included:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬I1 Level: ★Analysed initial alerts generated matches by potential matches.★Either excluded or escalated alerts for further investigation, based on analysis undertaken.★Used various AML systems, Databases, Internet research and additional tools.I2 Level:★Dealt with alerts escalated at I1 level, due to inability to clear.★Used additional resources to either exclude alerts or report for Enhanced Due Diligence ★All duties were performed in conjunction with defined processes and legislation. Show less

Robert Mcfarlane Skills

Problem Solving Microsoft Office Teamwork Time Management Internet Research Customer Relations Reliability Drive Customer Service Project Management Operations Management Accounting Sap Logistics Supply Chain Management Event Management Social Media Management Retail Communication Analysis Research Leadership Team Leadership

Robert Mcfarlane Education Details

Frequently Asked Questions about Robert Mcfarlane

What company does Robert Mcfarlane work for?

Robert Mcfarlane works for Ofx

What is Robert Mcfarlane's role at the current company?

Robert Mcfarlane's current role is Senior Manager of Sales Operation and Enablement.

What is Robert Mcfarlane's email address?

Robert Mcfarlane's email address is ro****@****l.co.uk

What schools did Robert Mcfarlane attend?

Robert Mcfarlane attended University Of Central Lancashire, University Of Central Lancashire, Xaverian Sixth Form College.

What are some of Robert Mcfarlane's interests?

Robert Mcfarlane has interest in Civil Rights And Social Action.

What skills is Robert Mcfarlane known for?

Robert Mcfarlane has skills like Problem Solving, Microsoft Office, Teamwork, Time Management, Internet Research, Customer Relations, Reliability, Drive, Customer Service, Project Management, Operations Management, Accounting.

Who are Robert Mcfarlane's colleagues?

Robert Mcfarlane's colleagues are John Wood, Anna Macfarlane, Tsewang Lhundup, Amarjit Singh, Marcia Barbosa, Justin Kapadia, Ravi Swaminathan.

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