Sales Data

Michael Baker

*** ******** ***** ***** *******, FL 33071 - 954-***-**** – ***********@*****.***

PERSONAL SUMMARY

Analytical and performance-driven professional with diversified experience in SFDC system administration duties, financial analysis, data analysis, investment portfolio management, MDM processes, and effective technical skills. Exceptional background which involves utilizing and analyzing data from diverse financial and database management platforms. Strong experience in CRM administration and sales operations. Superior oral and written communications skills, as well as excellent presentation skills; ability to organize and lead. Overall possess keen understanding of business applications, financials, data analysis, and business & sales operations.

EXPERIENCE

Business Applications Analyst – Plantation, FL

Thales Group

Dec 2015 – Currently

Business Applications Analyst working under Worldwide Sales Systems and supporting sales operations duties. Currently working at Thales Group managing system admin duties across worldwide regions. Daily maintenance of data integrity, developing reports/dashboards, handling request of business application stakeholders and end users, while also supporting case management with sales reps. Oversee integration of Eloqua and Partner Community Portals tools.

Daily system administration duties and support of SFDC business needs such as: security rules, managing users, page layouts, validation rules, workflow rules, field/picklist changes, data management, roles, and profiles.

Support and evaluate ERP project involving integration of SAP and MDM application.

SME during key business issues and processes pertaining to Salesforce, Partner Community Portal, and ERP projects

Collaboration with internal and external customers to resolve issues, improving processes, and maintain Case Management throughout Americas, EMEA, and APAC regions.

Managing segmentation and territory assignment to reps

Building Ad-hoc reports and Ad-hoc queries for business users

Maintain the data integrity of Accounts, Leads, Opportunities, Contracts, and Contacts

Ad-hoc reports and dashboards for internal customers

(UAT) Test scenario documentation and support analysis

Sr. Data Quality Analyst – Ft. Lauderdale, FL

Citrix Systems, Inc.

Jan 2013 – Nov 2015

Sr. Data Analyst working under Sales and Services Operations. Working at Citrix Systems of Fort Lauderdale in Florida for 3 years. Managing Customer Intelligence Data covering Americas, EMEA, APAC, and Japan. Ensuring data integrity in supporting MDM applications, build ad-hoc reports and creating Ad-hoc queries that support MDM and ODS data quality. Analyze results to determine accuracy and completeness using Salesforce, SQL, 3rd party vendor data, and utilizing V-lookups and pivot tables. Upload new opportunity product. Create and manage Go-to-meetings with IT, territory managers, Operations, Systems, and Sku management.

Supporting sales systems & Data processes impacting Sales Metrics & Customer Intelligence Data

Help define Data stewardship efforts and support Master Data Management (MDM) applications and Data governance

Ad-hoc reporting and analysis to recognize data variance between MDM and ODS

Extract data and prepare reports from various internal systems for financial and operational purposes

Data Stewardship, Identifying, analyzing, and interpreting trends or patterns in complex data sets

Engage in research activities utilizing third party vendors and available public information to determine segmentation, and legal/hierarchical relationships

Acquire data from primary or secondary data sources and maintain databases/data systems

Utilizing Microsoft SQL Server 2012, Salesforce, and Excel to examine all relevant data assisting cross functional operations

Building Ad-hoc reports and Ad-hoc queries for business users

Ad-hoc SQL queries against CRM databases to extrapolate meaningful statistics for tracking sales and product data

Manage the data integrity in company hierarchy during extraction, manipulation, processing, analysis, and storage

Creating Reports & running Queries against multiple databases while maintaining system efficiency

UAT Testing, Providing Business requirements under the Software Development Lifecycle

Test scenarios and cases against complex software. Help create and test new reports for accuracy

Create new metrics/reports which influences new customer penetration, including providing necessary analysis and supporting the engagement with the sales management team

Financial Analyst I (Contractor) – Miami, FL

Laparkan Trading

July 2012- Nov 2012

Prepared weekly & monthly sales reports (trend analysis, forecasts, etc.) for senior management. Tracked the inventory levels to perform a re-order analysis and sales forecast. Worked along-side operations and accounting to ensure sales/inventory accuracy. Supported the controller with updating financial statements, building profit & loss spreadsheets, and budget & cost analysis using SAP, Excel (pivot tables, macros, links)

Prepare and distribute the monthly variance forecast for financial and rate impact

Work with operations, accounting, and inventory departments to compile metrics for KPI reports

Support preparing and publishing financial statements

Analyze and update company budget, variance, and Profit and Loss calculations.

Preparing weekly sales reports, profit & loss reports, budget reports, and calculation of revenue, budget, and cost of sales data.

Tracking Logistics data (cost & profit of shipments, delivery/on-hand data, airline/sea freight/trucking data, taxes)

Create financial spreadsheets for presentation using formula links, macros, and graphs

Sr. Financial Analyst (Private Equity) – Hoboken, NJ

Burgiss Group

July 2004 - Jan 2011

Worked in the private equity investment software industry handling client support of financial software products and providing financial statement analysis for private equity investors. Maintained the integrity and accuracy of financial statements in an intense deadline driven environment. Tracked the lifecycle of Investment Portfolio Holdings providing trend analysis. Heavy analysis on quarterly common stock, preferred stock, and bond changes. Calculation of realized gains/loss proceeds of portfolio holding investments. Analyzing market value and cost of holdings along with determining mergers & acquisitions, name changes, sold/written off investments. Also monitored company events, merge / acquisition transactions, and name changes.

Publish financial statements and internal reports for operations

Investment portfolio analysis, variance analysis on market/cost figures on fund assets

Financial Ratio analysis on Funds of Funds, / Endowment / Private Equity Investment Portfolios

Determining Mergers & Acquisitions, name changes, sold/written off portfolio holdings.

Tracking the lifecycle of private equity financial statements identifying trend & recommending actions

Support customers managing cases and managing presentations of our financial products to business users

Managed large amounts of data, interpret financial records, detect errors, and prepare financial reports

Experience with dealing with confidential information and maintaining a sense of integrity

ADDITIONAL INFORMATION

AREAS OF EXPERTISE

Financial Analysis • Strategic Planning • Statistical Analysis • Cost/Budget/Variance Analysis • Negotiations • Market Data Research • Customer Relationship Management • Analytical Problem Solving • Forecasting • Operations Management • Complex Data Interpretation • Certified Salesforce Admin in July 2016

TECHNICAL EXPERTISE

Microsoft Office Suite, SQL, SFDC, Cube Analysis, SAP, MDM Applications, Tableau, Hoovers, Informatica MDM, Purisma MDM, R, PowerPivot PowerPoint and Project, SDCL experience & testing, and Tableau.

EDUCATION

Saint Peters University

Master of Business Administration in Finance, December 2008

University of North Carolina at Pembroke, Bachelor of Science, Economics

Bachelor of Science in Economics May 2004

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