Sales Process Improvement
Resume:
Lewis Puoplo
**** ***** ****** ( Seaford, New York 11783
H 516-***-**** ( C 516-***-**** ( **********@***.***
Business Analyst
Deadline Driven ( Process Improvement ( Detail Oriented
Highly accomplished, dedicated Analyst with extensive finance and
accounting experience. Resourceful, hands-on management style combines with
technical background to optimize performance and productivity and achieve
targeted goals. Extensive record of success in cost benefit analysis, ad
hoc analysis, and process improvement. Thrive in dynamic, high-pressure
environments requiring focused leadership and customer care. Adept at
developing innovative solutions that improve efficiency.
CORE COMPETENCIES INCLUDE:
ADVANCED EXCEL SKILLS Project Management Auditing and Compliance
Attention to Detail Cash Flow Analysis Strong Analytical Skills
Trend Analysis Process Improvement Forecasting & Budgeting
Professional Experience
HENRY SCHEIN 10/09 - PRESENT
Business Intelligence Analyst
Responsible for designing reports, as required by various Sales and
Marketing Management using Data warehouse and AS/400 data, and evaluating
the accuracy of these reports.
> Determine if market conditions and sales division specific
transactions, are creating a trend.
> Business Configuration lead for the organization's margin enhancement
tool implementation.
> Created automated charts and commentary for the monthly Management
report.
> Currently involved in the creation of charts and forecast for the
daily dashboard.
> Prepare daily, monthly and quarterly reports.
New York Stock Exchange 8/01 - 6/09
Market Data Analyst
8/03 - 6/09
Provide analytical and operational support to the Market Data group.
Managed the daily, weekly, and monthly activities of the department.
> Responsible for management of vendor relations.
> Created an entitlement report matrix to reconcile vendor reported
quantities with the Reuters DACS report which resulted in the recovery
of 2 million dollars of uncollected revenue.
> Implemented programs to support strategic objectives and operational
performance.
> Produced management reports by extracting, manipulating and combining
data from Oracle, SAP and PeopleSoft.
Senior Examiner
8/01 - 7/03
Conducted in-depth examinations of Member firms financial and operational
procedures. Ensured that Member firms complied with NYSE and Federal
Security Regulations.
> Performed timely reviews of trading NYSE listed securities.
> Assessed member firms' financial and operational conditions.
> Analyzed sales practices.
> Produced reports and verified work papers and other related documents.
Neuberger Berman 5/99 - 7/01
Senior Accountant
Assisted in the preparation of the computation of the weekly and month-end
reserve formula (SEC Rule 15c3-3), calculation of capital charges (SEC Rule
15c3-1). Designed and implemented solutions to correct deficiencies in
process and work-flow.
> Automated the SEC reporting process which reduced preparation time by
one week.
> Prepared monthly expense analysis and ensured that expense accruals
were properly recorded.
> Developed reports for management and compliance purposes.
> Created ad hoc reports for special projects, as requested.
> Utilized downloads and macro's to dramatically improve the
productivity and efficiency of the department.
Nikko Securities 3/97 - 4/99
Senior Accountant
Assisted in the preparation of the computation of the weekly and month-end
reserve formula (SEC Rule 15c3-3), calculation of capital charges (SEC Rule
15c3-1).
> Prepared daily profit and loss statements.
> Responsible for complete, accurate and timely preparation of monthly
journal entries.
> Prepared monthly and quarterly balance sheet analysis.
Education
MBA IN FINANCE ( ST. JOHN'S UNIVERSITY - QUEENS, NY
Bachelor of Science in Accounting ( Queens College - Queens, NY
Extensive knowledge of Microsoft Excel, Access, Word, PowerPoint
Knoledge of Oracle, SAP, Microstrategy, Pro's Price Optimization, 1010Data
Successfully completed the Series 7, Series 27 and Series 63 exams
Contact this candidate