Sales Financial Analyst
Resume:
DONALD PARKER
Levittown, PA 19054 ***********@*****.***
DETAIL-ORIENTED OPERATIONS ANALYST
Assist operations to achieve goals by providing accurate reporting and problem resolution strategies.
Comprehensive background in data collection and analysis, expense planning, billing, and operations support. Demonstrated pragmatic analytical abilities and success determining more cost-effective ways to operate. Known as an effective oral and written communicator, able to convey technical issues to technical as well as non-technical individuals. Dependable and loyal team member who is comfortable working in fast-paced, deadline-driven environments.
Expertise includes:
Collecting and analyzing data from multiple sources to develop accurate reporting, spending projections, and key performance insights
Advanced knowledge and experience with Microsoft Excel and Microsoft Access
Excellent written and verbal communication skills PROFESSIONAL EXPERIENCE
MPlan, LLC, Bala Cynwyd, PA 2009-Present
Specializing in energy expense management for small to medium-sized businesses and institutions. Senior Operations Analyst
Critical role in Operations, Finance, and Customer Acquisition. Responsibilities include: o Budgeting and Forecasting: Employ tariff, market, weather, and facility research to project expenses for a diverse portfolio of clients across the de-regulated portion of the United States. o Pipeline Management and Reporting: Track client pipeline, find and correct reporting errors, and ensure integrity of pipeline statistics. Read and monitor client notes and histories. Notify management of issues preventing progression through the pipeline, and create ad hoc reports in response to management inquiries.
o Contract Analysis and Negotiation: Read and analyze third party purchasing agreements. Negotiate and secure commodity contracts utilizing portfolio leverage and load optimization. o Bill Processing and Issue Resolution: Process incoming provider invoices, verify bill accuracy, ensure contract compliance, and generate expense reports for management. Flag existing billing errors and obtain resolution directly with providers. o Database Maintenance and Statistical Modeling: Create and maintain databases and models necessary to perform above listed functions. Research and develop new ways to utilize collected data and uncover more effective ways to operate.
CELEREN CORPORATION, Bala Cynwyd, PA 2005-2008
Provided businesses and institutions with a guaranteed, total fixed cost for energy Manager, Structuring Department, 2006-2008
Selected by executive team to oversee all day-to-day operations of department charged with full control over new client pricing. Supervised staff of 5 Data Analysts and ensured accurate prediction of future energy expenses for prospective members.
Grew business by developing proposals, assisting sales department in obtaining new customers: o Celeren growing from $7M company in 2005 to $75M company in 2008. o Client base increased from 30 to up to 400.
DONALD PARKER PAGE TWO
CELEREN CORPORATION (continued)
Ensured customer satisfaction and company profitability by approving outgoing proposals. Responsible for confirming each one as priced competitively enough to save new clients money but high enough so company did not incur losses on the back end.
Established department as most expert group in evaluating and forecasting energy costs and market trends. Recognized for accurately pricing new clients as well as aiding operations in serving existing base, becoming resource that operations counted on to provide data and market research upon request. Data Services Analyst, 2005-2006
Worked within Sales Department, generating proposals for Sales Directors.
Collected all necessary information, accurately predicting client’s future energy expenses. Combined that information with critical pricing input from Operations Department to create client proposals, including customer’s pricing, fixed monthly payment to cover all electricity and natural gas expenses. EDUCATION
Bachelor of Arts (BA), English, 2005
Temple University, Philadelphia, PA
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