Victoria Roberts Email and Phone Number
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Experienced analyst and project manager with a demonstrated history working in the finance industry. Highly skilled at writing SQL queries and creating data visualizations in Tableau and Power BI. Strong internal stakeholder and strategist with an MBA focused in technology management and finance from RIT.
Canandaigua National Bank & Trust
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Marketing Data Insights AnalystCanandaigua National Bank & Trust Feb 2023 - PresentCanandaigua, Ny, Us -
Contract - Financial Reporting & Data AnalystGreenlight Networks Oct 2022 - Feb 2023Rochester, New York, Us- Set up and configured a SFDC instance for the Business Development team. - Used Power BI to create and update dashboards used internally by the finance, marketing, and executive teams.- Worked cross-functionally on a project with the accounting team to uncover and correct discrepancies in inventory balances and payments recorded on the general ledger. - Revamp the cost approval process by designing and building a model considering time to recoup costs + expected market penetration curve. -
Sr. Business Operations Data AssociateMural Jan 2022 - Jul 2022San Francisco, California, Us• Revamped reporting for the Business Operations organization by validating data, redesigning existing dashboards, and creating new dashboards to provide insight into company financial state.• Did a deep dive analysis into net dollar retention (NDR) which involved working with BI to pull new data into our database, writing queries to pull relevant historic fields, creating dashboards in Tableau, and presenting insights & ideas for next steps to management.• Collaborated with the RevOps team on a project to define our ideal customer profile. Contributed an analysis on how customers use our product, their revenue, & retention; compared this with customer attributes to zero in on the ideal profile. -
Senior Decision ScientistVenmo Nov 2020 - Dec 2021New York, Ny, Us• Owned risk strategy and automation for the Pay with Venmo product. • Revamped all loss and payment decline monitoring for Pay with Venmo + acted as the subject matter expert on Tableau supporting the whole commerce team. • Worked closely with the Fraud Investigation team to react to flash fraud attacks by quickly pushing new automation rules and implementing daily manual review protocols. • Helped plan and implement strategy around allowing gambling merchants onto Pay with Venmo. • Participated in the skillxchange initiative and worked on a project where I performed deep dive analysis into the internal “WoW points” usage data. We were able to gather insights to steer the future of its use + we present findings to Innovation team. -
Product Operations Analyst IiiGoogle Feb 2020 - Oct 2020Mountain View, Ca, Us• Technical admin for Google’s internal case management tool (Cases 2.0) supporting the entire Google Local Services organization.• Coordinated between the customer support & review QC vender teams, product managers, and engineering to escalate product bugs and advocate for new features.• Worked with customer support management to create and maintain SLA tracking dashboards using Google’s internal dashboard tool (Pulse).• Designed, executed, and maintained the billing modification process for all lead disputes and worked with engineering to automate the process. -
Senior Business Operations AnalystBluevine Apr 2018 - Feb 2020Jersey City, New Jersey, Us• Developed and optimized go-to-market processes used by our revenue and business teams to achieve growth targets.• Designed, built, and executed incentive plans to promote revenue-driving behaviors for the client facing teams. • Owned insights and analytics for the revenue organization to drive strategic decisions. • Lead cross-functional projects partnering with risk, product, data science, and finance organizations to drive growth, address specific business needs, and deep dive into areas for improvement.• Implemented and managed systems and third-party Salesforce integrations: Zendesk, Yesware, InsideSales, Five9, and our proprietary lead router (python code on a server) -
Senior Risk AnalystBluevine Jan 2018 - Apr 2018Jersey City, New Jersey, Us -
Risk AnalystBluevine Sep 2015 - Dec 2017Jersey City, New Jersey, Us• Review financial statements and credit reports to underwrite factoring loans + lines of credit• Create dashboards using SQL and excel to be used by our revenue team to up-sell and cross-sell• Create processes for monitoring analyst performance on our team• Provide technical advice and assistance to other teams and analysts within my team -
Graduate AssistantSaunders College Of Business At Rit Sep 2013 - May 2015Rochester, Ny, Us• Work closely with a senior professor doing research and analyzing data• Edit academic papers for grammar and content• Research topics include: R&D globalization, reshoring, open innovation, and correlation between dreams & innovation -
Student ConsultantRit Venture Creations May 2014 - Aug 2014• Worked on projects for local businesses doing market opportunity analyses, customer research, and competitive analysis• Worked both independently and as part of a team to meet deadlines and present results in a professional manner
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Accounts Payable ClerkGenesee & Wyoming Inc. May 2013 - Aug 2013Darien, Connecticut, Us• Processed invoices using OnBase and Microsoft Great Plains Software• Communicated with venders and local railroad contacts to balance accounts and resolve overpayments• Maintained accounting ledgers by posting account transactions, using Microsoft GP Software -
Recovery RepresentativePaychex May 2012 - May 2013Rochester, Ny, Us• Collaborated with a team to contact clients by phone and email to collect overdue balances• Answered an average of 25 client and branch phone calls per day to collect funds owed to Paychex• Worked with Microsoft Access and Oracle to track and note balances due• Assisted with the creation of new processes for handling Sure Payroll clients (a newly acquired subsidiary of Paychex)• Mitigated over $2,500,000 in bad debt owed from clients at Sure Payroll• Oversaw all debt notices and following up with clients through email -
Teaching AssistantIthaca College Sep 2011 - May 2012Ithaca, Ny, Us• TA for Physics 101 and 102• Answered student questions about material during class and assisted the professor presenting labs and demonstrations• Held review sessions for exams and weekly homework help sessions• Worked one on one with students in physics and math classes who required extra help -
Academic Services TutorIthaca College Sep 2011 - May 2012Ithaca, Ny, Us• Worked closely with students in physics and math classes• Tutored for Math for Decision Making, Fundamentals of Applied Calculus, and Introduction to Physics I and II -
Research InternIthaca College May 2010 - Aug 2010Ithaca, Ny, UsI did research in physics education based on surveys of students at Ithaca College. We worked with the MPEX survey to compare students in different classes. I used Microsoft Excel and Word every day and prepared a final report on my research.
Victoria Roberts Skills
Victoria Roberts Education Details
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Rochester Institute Of TechnologyTechnology Management And Finance -
Ithaca CollegeMathematics-Physics
Frequently Asked Questions about Victoria Roberts
What company does Victoria Roberts work for?
Victoria Roberts works for Canandaigua National Bank & Trust
What is Victoria Roberts's role at the current company?
Victoria Roberts's current role is Finance | Business Operations | SQL | Analyst + Project Manager | MBA.
What is Victoria Roberts's email address?
Victoria Roberts's email address is vr****@****rks.com
What is Victoria Roberts's direct phone number?
Victoria Roberts's direct phone number is +171733*****
What schools did Victoria Roberts attend?
Victoria Roberts attended Rochester Institute Of Technology, Ithaca College.
What are some of Victoria Roberts's interests?
Victoria Roberts has interest in Human Rights, Science And Technology, Environment, Health.
What skills is Victoria Roberts known for?
Victoria Roberts has skills like Physics, Data Analysis, Microsoft Excel, Matlab, Microsoft Word, Sql, Time Management, Powerpoint, Customer Service, Editing, Microsoft Access, Cake Decorating.
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