Robert O'Hara
CAPM
Southlake, TX *6092
*********@*****.***
www.linkedin.com/in/robertohara445
BUSINESS ANALYST
SUMMARY (using my top 5 Strengths Finder results)
* ********** *d trends and report on KPI progression
2 Relator liaison between Upper Management and IT, I help translate ideas into workable processes
3 Deliberative creating commission and contest reports
4 Responsibility continuous process improvement, how can I make it better
5 Context combining data from different sources into a snapshot of a picture of the situation using MS Access or Business Objects
EXPERIENCE
Moet Hennessy via Accounting Principles, Dallas Texas (Contract) May 2017 - Present
Sales Analyst
Review and Adjust the Price Tool, Fixing Pricing Anomalies, Review by Geographic and Discount history.
Compare Actuals vs Budget using the reports Tracking progress against KPI’s, MH BIZ (Business Objects)
Variance Id Trends, using MS Access, Anaplan and Qlik Sense
Baylor Research Institute, Dallas, Texas Apr 2014 - May 2016
Research Financial Analyst II (Business Analyst)
●Reduced invoices greater than $50k due by 73% by building MS Access database to gather information from accounting software and compare it to the research software, highlighted unpaid amounts due from Sponsor
●Reducing the time by more than 50% using MS Access to Track Attestation of hours for a set of activities
●65% increase the average monthly deposits in a 24 month period in our A/R payment pipeline
AAA – Texas, Houston and Irving Texas Jul 1995 - Dec 2013
Senior Sales Analyst (Business Analyst)
●Budgeted, extract current actual data, to update actual/forecast vs budget for up to 30 cost centers and respond to Bud/Fin department on monthly variances
●Calculated commissions, refunds, and adjustments for more than 100 agents two pay periods per month
●Developed, documented and revised system design procedures, test procedures, User Acceptance Testing (UAT) and quality standards to ensure specifications are met according to project scope
●Harvested, stored, and manipulated data for analysis, both for historical purposes and ongoing reporting purposes
●Interviewed, hired and trained new employees, or oversee those personnel processes
●Kronos Administrator for Texas and New Mexico Insurance Sales, over 200 employees, third tier problem solver
●Modified existing software to correct errors or features, or to improve performance
●Obtained and evaluated information on factors such as reporting formats required to determine hardware configuration and source data needed
●Planned and directed activities such as sales promotions, coordinating with other department as required, monitored on inter division KPI's
SKILLS
MS Access SQL Macros Create KPI reports Business Objects
MS Excel Vlookup Pivot Tables Advanced Formulas Qlik Sense
Project Mgt MS Project Scope Budget Schedule Sharepoint
MS Office MS Word Outlook Data Watch Monarch SAP
Lean Six Sigma 5 whys Visio Kronos Anaplan
EDUCATION
Bachelor of Business Administration – Finance, Lamar University, Beaumont, Texas
CAPM Project Management
Lean Six Sigma Yellow Belt. In college President – Financial Management Association
Certificate General Insurance, with Insurance 21, 22, 23, and current PnC license
VOLUNTEER WORK
Tarrant Area Food Bank
Southlake Focus Group Leadership Team
Southlake Focus Group Marshal
Fort Worth Career Solutions Network Director of Logistics