Cody W. Email & Phone Number

United States

- Established new financial reporting measures for marketing production by using SQL and analyzing /identifying appropriate databases. Includes the ability to track overall value of customers gained by specific marketing tactics and provide analysis by specific customer segments. - Took over established forecasting and improved various aspects of the overall process and modeling. Provided forecasting plans that support our Direct new business, which gets approved at the Board and CEO level. Providing ongoing support around forecasting requests and presenting monthly updates in our Monthly Financial Reviews. - Completed and supported cross-departmental forecasting and finance projects for adjacent teams needing support and identified SQL query improvements for other teams and their toolsets. - Recognized databases and dashboards with inaccuracies or incorrect code and provided or helped with fixes. - Support the team with general automation of many workflows. Freeing resources and improving accuracy in reporting. - Led a team for our IDE recruiting efforts, where I helped implement training for hiring managers and identified possible ways to remove unconscious biases in hiring processes by performing analyses utilizing team resources and AI. - Help train and support new hires on our team, and document processes and instructions for new and established workflows.

- Subject matter expert in Workforce Management Alvaria / Aspect software, forecasting, scheduling, and general WFM operations. With extensive experience around the Genesys suite. Currently pursuing new skills and challenges under the business analyst team.- Forecasts and reports are consistently accurate and easy to understand. Compiling as many relevant data points as possible to determine trends for future projections. I encourage the use of communication between different roles and departments to provide as much insight as possible to help facilitate this.- Contributes to the success in meeting our goals by having identified, created, and implemented various formulas, forecasting models, and process improvements that help the overall accuracy of our reporting, efficiency, and ability to determine FTE needs. - Improved interdepartmental collaboration and cohesion. Working more efficiently and effectively by leading with positivity, clear communication, feedback, and training.- Forecasting responsibilities: volumes, claims, handling times, staffing needs, workloads, and billables. Onshore & Offshore - Various inbound and outbound/ back office groups.Was responsible for all onshore scheduling based on forecasted coverage needs (100+ employees). - Additionally, responsible for performance tracking, month-end billables, external client reports, general ticketing research, analytics, report generation, and SQL query creation.

*please see below

*please see below

*- Quickly became an Arizona Licensed Loan Originator (NMLS# 1391424) and a major contributor to multiple high-producing teams and branches.- Grasped and exceeded with technical proficiency in multiple LOS systems (IHM, Encompass & Calyx Point), including Desktop Underwriter (DU), Loan Prospector (LP), Optimal Blue (OB) as well as multiple marketing/ CRM systems in which I helped create, plan, implement, and manage campaigns through.- Created new systems and databases that enabled the team to better serve our clients, improve productivity, and increase closings.- Performed as an interdepartmental liaison, due to my ability to see through challenges while remaining composed and still communicate effectively.- Able to prequalify borrowers, gather and analyze documentation, research guidelines, apply critical thought to files, negotiate rates, and close on-time contracts - all while providing exceptional customer service.

- Created/ managed a new website allowing customers to contact the company and access valuable resources that are helpful to them and employees alike.- Able to quickly grasp product/industry knowledge and the ability to assemble/ work on products in-house or out in the field to become a valuable servicing asset.- Was selected by our biggest vendor to become our only certified analytical technician. Ex: Sensory equipment for pH, Turbidity, Conductivity, etc. Was responsible for calibrating most if not all of the City of Tucson and Epcor sites. Along with many more various pump/analytical sites around the valley, Scottsdale, Chandler, Gilbert, and more. - Safety certified to perform unsupervised service at multiple industrial sites including power plants, municipal water facilities, and general industrial sites. This service included working on customers' most critical systems.

- Continued to be a top performer by being recognized for my sales, customer service, focus, and ability to implement new company initiatives. - Experience as a team leader and mentor. Was selected to travel to different stores and provide insight on their performance to drive their individual results.- Quickly learned and adapted to exceed in the numerous new Apple initiatives and products. I was specifically recognized for driving our individual store to become #1 in the world with the Apple Store App and its ‘in-store payment option’.

-Consistently recognized for my positive attitude, focus, exceptional customer service, and top sales performance at a store and even district level.-Started within the Geek Squad my senior year of H.S. and utilized my technical background to excel there and then took on new challenges focusing on sales.-Fast to learn multiple departments and all facets of the store and retail environment. Consistently the top performer in sales across all 3 departments.

Bachelor Of Arts (B.A.), Finance/ Global Politics

Associate'S Degree, Finance