William Taggart Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Scottsdale, Arizona, United States

Helping organizations of all sizes unlock the full potential of Microsoft Power BI and related technologies by:- Leveraging Power BI's "Analyze in Excel" feature for process optimization and workflow automation.- Implementing Master Data Management (MDM) strategies in order to consolidate views of data across multiple systems reducing inefficiencies and data errors.- Creating a single centralized Microsoft Power BI data source to align metrics and eliminate conflicting data across the organization- Provide decision-makers with the power to gain real-time reporting with on-demand report refreshes- Developing stunning visuals to help digest complex data quickly

Phoenix, Arizona

Phoenix, Arizona

Phoenix, Arizona Area

Phoenix, Az

-Manage all on ground operations for the Phoenix Metro area.-Oversee day-to-day activities and perform quality control issues for a fleet of 2,000+ couriers.-Build relationships and communicate with couriers to identify improvements to the courier, partner, and customer applications.-Negotiate local digital, print, event, and media marketing campaigns.-Develop data-driven methods to target potential growth opportunities and areas of improvement for courier activity.-Lead weekly courier training sessions with up to 150 attendees.

Tempe, Az

-Built and maintained weekly, monthly, and quarterly reporting to on-site field representatives and clients.-Utilized advanced Excel functionality such as Powerpivot and VBA to develop reports critical to the client’s comprehension of vendor performance.-Analyzed trends in data and provided recommendations for process improvements and cost savings.-Built data models to quickly provide ad-hoc analysis and optimize recurring reporting for clients.-Worked with field representatives to develop metrics to better identify trends in the client’s workforce.-Improved report data visualization and formatting.

Tempe, Az

-Act as project lead and perform user-acceptance testing for PeopleSoft ERP system integration-Create new process maps for PeopleSoft functionality and update outdated processes-Serve as a liaison between front-end users and developers to identify and resolve system inefficiencies-Develop and implement New Hire Orientation and Training curriculum-Deliver training presentations on system updates and changes•Organize stakeholders and deliver project resolutions by assigned deadlines

-Function as a liaison between account executives, field offices, and customer service centers to become the Subject Matter Expert (SME) on assigned departments. -Collaborate with other branches, sales and administrative teams to work through complex client related issues to find expedient resolutions and to better serve our clients.-Project lead on an internal IT project to integrate new Enterprise Resource Planning (ERP) system; test, initiate, and train on new system. -Transfer and maintain correct project information between Oracle based software programs in ERP system in order to produce correct client billing. -Compile detailed customer financial and business related information for Underwriter review, as well as generate reports to manage client credit, invoices, and payroll.-Train and mentor new client service representatives

Tempe, Az

•Project manager for high profile Inter-Faith conferences at Yale University and Georgetown University.•Managed conference and event budgets upwards of $250,000; saving 50% or more on budgeted items.•Organized event logistics, including: venue contract negotiation and arrangements, conference material production, registration database management, and on-site project management, volunteer staff assignments to ensure a successful conference.

Tempe, Az

•Managed, tracked and audited daily financial activity and inventory for the business.•Created financial reports for owner/operator, to include: employee activity, internal financial performance reports on merchandise, month-end financial reports to be used by accounting for external report preparation.•Trained new employees.

Phoenix, Az

•In the top 18% of brokers nationwide. Selected to be part of the Client Experience Response Team to handle complex and sensitive customer service issues.•Educated and guided clients on balancing their portfolios to establish financial fitness. Provided information on products in the financial marketplace as well as internal products and procedures.•Managed customer inquiries regarding brokerage and retirement accounts by performing general account maintenance and technical support for website issues, as well as, assist with quotes, research and data analysis on individual securities.

Lynchburg, Va

• Handle customer inquiries regarding personal and commercial insurance in office and by phone,including, changing and customizing home and auto policies, submitting claims, and problemsolving billing and payments issues.• Prepare and present proposals and close sales.• Organized office administration including proper entries into management system software, proper record keeping, and preparation of sales collateral for mailing.

Lynchburg, Va

• Completed 8 week training program which included preparation for the Virginia Personal Lines insurance license.• Sales and support advising to exclusive as well as independent agents on all aspects of policiesincluding, interpretation of coverage, policy changes, and customization.• Problem solved billing issues.• Applied persuasive communication to retain clients.• Cross selling and up selling clients on additional coverage and policies.

Lynchburg, Va

• Interned for one of the largest volume stores in the Wal-Mart chain.• Supervised department associates in store presentation, inventory management, and point of purchase display.• Supervised and maintained the schedule of 15-20 temporary associates in a major Remodeling, including tear down and rebuild of racking and re-stocking according to home office planogram to ensure proper facing and sku allocation; to initiate and maintain proper inventory processes and overall store compliance.• Asked to troubleshoot and assist other Wal-Mart stores in nearby market.• Trained to instill the culture, operation processes, and policies at store level.

Bachelor Of Arts (B.A.), Finance, General

Bachelors of Science in Business Finance

Full Stack Web Development