Yvette Lester
Atlanta, GA
ad3ovo@r.postjobfree.com
Results-driven Business Analyst with a proven record in expanding profitability by 55% in the retail industry. Confident carrying out data-focused analysis that provides key insights and recommendations for growth strategies. Strong interpersonal and team building skills, innovative approach to problem-solving, and resolute commitment to efficiency and productivity.
Work Experience
Salesforce CRM Analyst - Data Cloud
06/2004 to 01/2024
Morneau Shepell
Atlanta, GA
Work within a team that provides quality client-focused administrative services clients. Liaises with consultants, trust companies and investment manager representatives concerning clients DC plans. Performs reconciliations on a monthly basis.
Processes interfund transfers, contributions, withdrawals and terminations for clients. Provides regular and ad hoc reports for clients.
Receives and responds to plan member and client inquiries and requests. Enters, updates and audits information; performs and proofs transactions on in-house software. Keeps apprised of applicable new and existing pension, tax and securities legislation; shares knowledge with the team.
Attends internal training sessions to build knowledge of industry topics and trends. Ensures that quality control and service standards are attained with every transaction. Understands the client s perspective and priorities. Acts as a back-up, responding to in-bound calls from members and clients. Participates on special projects as required.
Skills
Business Analyst - 25+ years
Business - 25+ years
Analyst - 25+ years
Typing - 25+ years
Microsoft Office - 25+ years
Customer Service - 25+ years
Data Entry - 25+ years
Accounting - 25+ years
Administrative - 25+ years
Account Executive - 25+ years
Education
Georgia State University
Bachelor's
Business Analytics
Atlanta, GA
06/ 2007 to 05/ 2014
Walker High School
High school or equivalent
Diploma
Atlanta, GA