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Sales Management

Location:
Allen, Texas, 75002, United States
Posted:
April 21, 2017

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******** Michael ******

* ******** ***** / ***** ** 75002 / (214) ***-**** / *************@*****.***

Objective: To obtain a challenging and diverse senior leadership position within a career oriented, integrity driven organization.

Technical Skills

•Database Management: Business Objects, Hyperion/BRIO, SQL Database, Microsoft Access and SharePoint, Tableau, Teradata, Qlikview

•Spreadsheets: Microsoft Excel

•Word Processing: Microsoft Word

•Presentation Software: Microsoft Power Point

•Other Software Knowledge: Jira, Version 1, Photoshop, Adobe Creative Suite, Microsoft Visio, Workday, Mainframe Systems

•Coding Knowledge: SQL, CSS, Javascript, HTML, VBA

Education

University of North Texas: Degree: Finance – BBA - Graduated Magna Cum Laude - August 2001

Work Experience

Capital One – Plano TX June 2016 to October 2016

Data Governance and Transformation Process Improvement Manager

•Provided governance oversight and process improvement recommendations driven by performance data as well new technology opportunity evaluations to optimize development

•Ensured centralized location of all process documentation was current and accurate

•Led analytic team of 6 to provide standard KPI and ad hoc metrics across agile performance of 100 development teams and 750 software developers

•Partnered with Agile coaching team to identify performance improvement, coaching, and consistent tool usage opportunities across a mixture of Scrum and Kanban Agile development teams

•Provided weekly department level dashboards for senior leadership including actionable highlights when applicable to identify potential process improvement opportunities

•Produced metrics surrounding the actual value add of software, app, and online product development efforts

•Maintain recurring governance reporting function for home loan and auto finance technology development groups including line of business performance and headcount forecasting

•Coordinate recurring product demonstrations for senior leadership team

•Provide product management for governance reporting development team leveraging SQL, Python, and Java to then create Tableau dashboards

•Establish standard technology development team setup across financial services technology development group

Fellowship Church – Grapevine TX August 2015 to June 2016

Communications Director

•Actively managed team of 15 individuals supporting web/app and social media content across multiple platforms including Fellowship Church, Creative Pastors, C3 Global and our Student Ministry

•Established Agile development framework to create more effective communication channels around workload progress and prioritization

•Evaluated current management/servicing and contribution platforms to established an entirely upgraded solution for both people and financial management

•Created analytics around contribution patterns to increase donor development

•Analyzed SEO as well as print and social marketing patterns to maximize promotion efforts

•Established consistent vendor relationships to leverage financial savings

• Provided attendance pattern analytics to identify ministry opportunities

Morgan Stanley Smith Barney – Dallas TX April 2007 to August 2015

Assistant Vice-President National New Accounts

•Successfully created standard online reporting platform across 900 branch offices including 20,000 plus financial advisors in support of targeted initiative to reduce rejected paperwork by 50% - actual reduction landed at over 70% equal to approximately 50,000 documents per month

•Regularly practiced engagement across retail and technology business partners to ensure competing goals were prioritized and communicated effectively

•Established efficient ad hoc reporting platform allowing team to quickly assess potential

operational anomalies including regular education around what type of alternative metrics were available to become standardized if valuable

•Partnered with IT development resources to enhance reporting opportunities, mitigate potential data inconsistencies, enhance reporting platforms and ensure consistent development across our IT service framework

•Served as liaison between Business leads and technical leads to ensure clear communication for making well informed and clearly understood business decisions

•Created and maintained all relevant process diagrams and definition documents

•Provided regular weekly, monthly, and quarterly insights for senior management across both operational and financial performance including identification of risks and process improvement opportunities

•Forecast and administer $8 million annual budget including quarterly forecasting and vendor management to ensure fiscal responsibility

•Provide expense management leadership, operational analysis, performance improvement and performance management tools across 40 employees leading to a 50% decrease in overall unit costs since FY07

•Provided oversight and analysis in support of the largest financial merger in history with Morgan Stanley and Smith Barney including identifying policy and system risks and opportunities

•Implement automated internal systems via VBA mainframe based coding to gain scale and efficiency mitigating approximately $18 million in direct risk to the firm in FY14 alone and over $80 million since FY07

•Monitor all internal processes, procedures, and technology usage to ensure auditory compliance and efficiency

•Maintain business continuity plans to provide disaster recovery efforts for operations

Intuit ProTax – Plano TX April 2005 to April 2007 Senior Sales and Marketing Analyst

•Provide analytics and reporting across multiple sales teams to support $80 million in annual revenue

•Support marketing to evaluate multiple software product lines from a compatibility perspective in order to drive higher sales

•Analyze geographic and demographic sales patterns to provide leadership for outside sales to be most effective

•Leverage Business Objects and Hyperion/BRIO to create automated analytics and reporting

Fidelity Investments – Westlake TX August 2000 to April 2005

Reporting Analyst/Project Manager

•Provide performance metrics and analysis in support of approximately 250 institutional clients for relationship/product management

•Utilize information technology to create automated programs via Hyperion/BRIO products to provide operational and individual performance measurements

•Design, develop, analyze, and implement operation workflows for process improvements including all necessary documentation and training

•Create and manage detailed project plans to meet organizational project objectives

Self Employed August 2011 to Current

Web Developer

•Developed custom websites for multiple clients across several industries including customized e-commerce contact solutions

•Partnered with clients to provide and then produce all graphic design elements

•Maintained front end changes and all backend upgrades

References furnished upon request



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