Stephen Robertson Email & Phone Number

Salt Lake City Metropolitan Area

Greater Salt Lake City Area

Greater Salt Lake City Area

• Selected as the primary analyst supporting company-wide strategy design initiative, working on multiple cross-functional design teams (e.g. New Product Development, Customer Success)• Performed market research, internal data analysis, and modeling for strategy design teams which led to key insights that directly supported new product launches with $20 million in first-year sales• Designed, built, administered and analyzed data from multiple Qualtrics surveys for event, product and CX research projects• Analyzed consumer/distributor behavior and satisfaction data using R, and provided recommendations to decision-makers which guided product and customer experience improvements• Defined and developed KPIs that are used by leaders across the company using SQL and Tableau• Advised C-level executives and their direct reports by analyzing trends and recommending data-supported actions to improve performance• Implemented and managed Tableau Server, including the design of multiple executive dashboards connecting data from SQL Server, Qualtrics, Oracle Hyperion, Google Analytics and other sources• Extracted, structured and analyzed data from various SQL tables with over 25 million rows• Assisted in designing the Data Warehouse and SSAS cube used across the company for reporting and high-level ad-hoc analysis, and provided a user manual and training for both

Greater Salt Lake City Area

• Investigated monthly variances for $30 million corporate budget, identified issues and trends, and discussed variances with 8 department heads in monthly meetings• Developed and maintained competitor financial reports for performance benchmarking used by CFO• Provided financial analysis and built modeling tools used by CFO to support a cost-cutting initiative that lowered global SG&A by $20 million• Automated reporting, reducing the month-end workload of several employees by approximately 30%, while increasing accuracy, quality and completeness of reporting• Helped implement and admin Oracle Hyperion reporting system and trained Finance team on usage

Provo, Utah Area

• Installed, maintained and replaced furniture systems for over 30 tenants in 14-building office complex• Led team of 3-7 workers with irregular and alternating work schedules

Provo, Utah Area

• Researched business model of India’s dairy cooperative Amul Milk• Reported on Amul model and how learnings could be applied to micro-franchising strategies in developing countries

Provo, Utah Area

• Provided a comprehensive analysis of million-dollar securities in Beneficial’s investment portfolio• Analyzed financial statements and provided future growth expectations• Presented recommendations that were accepted by the CFO and credit committee on whether to buy, sell, or hold each security

Veracruz Area, Mexico

• Strengthened church units and taught Christian principles • Managed 24 full-time volunteers, and motivated them to achieve personal and group goals• Maintained an 80+ hour work week schedule for two years

Masters, Applied Statistics

Ba, Economics

Activities and Societies: Economic Student Association, Ballard Center for Economic Self-RelianceMinors in Business Management.