Terri A. Homan

Advanced Excel Analyst - Document & Project Coordinator

Princeton, NJ

ad3ylh@r.postjobfree.com - 609-***-****

100% Remote or Hybrid (Princeton, NJ Area)

LinkedIn: linkedin.com/in/tahoman

Experienced professional supporting Project/Product Managers on various size projects in a variety of industries and an Excel aficionado (Pivot Tables, Data Cleansing & Validation, Deconstruct Complex Formulas, Pivot Tables, Formulas (Nesting), Index/Match, vLookup, Macros, & basic VBA) who is adept at manipulating and managing absurd amounts of data from various sources. Familiar with Power BI and Tableau.

SKILLS

Excel (Pivot Tables, Formulas, Macros, Power Query, Index, VLookup, VBA)

Data Cleansing / Validation

Data Visualization

Spreadsheet Streamline

Large Data Aggregation & Manipulation

Power Bi / Tableau

SQL

SharePoint / PowerPoint

User Guideline Documentation

Task Process Improvement

Complex Incident Billing ($26M )

Financial Reconciliation ($26M )

Ability to Master Specialty Programs

Sarbanes-Oxley (Sox)

Visio / OrgPlus

Notepad ++ / Access

WordPress (Web Site Creation)

EXPERIENCE

Bank of America July 2022 - January 2023

Analyst II Tech Delivery - Enterprise Risk & Finance Technology Contract - Remote

Reviewed, interpreted, and deconstructed current version of large and intricate financial spreadsheet used for tracking division resources and improved upon current process working across different platforms.

Developed new and upgraded all necessary macros and formulas using advance Excel (Vlookup, Index/Match, SUMIFS, Pivot Tables, Power Pivot) to perform the same functions for optimal and uninterrupted use.

Collected, interpreted and analyzed results using Excel (advanced formulas, initialized automatic checks) and provided ongoing results in a comprehensive manner.

Located and defined new process improvements and automation opportunities within Excel and corporate reporting systems.

Facilitate meetings with SMEs to implement and manage new processes, to improve methods and procedures.

Created User’s Guide of updated and newly developed formulas, macros, pivot tables and other solutions.

Project Management Institute (PMI) July 2020 - March 2022

Project Coordinator - Disciplined Agile Certification Team Contract - Remote

In partnership with Product Manager, oversaw and owned the day-to-day operation, as well as any needed improvements, of the initial delivery, ongoing operation, and necessary maintenance of Disciplined Agile certification products. Tracked all aspects using Excel.

Managed the operational daily activities related to the Disciplined Agile (DA) certification processes.

Management of exam candidate rosters. Received from Authorized Training Partners (ATP) and Self Study and validated candidate’s compliance with exam requirements and regulations for submission to testing facility.

Point of Contact. Solely managed all escalations and appeals from Authorized Training Partners (ATP) and exam candidates via email and supported to resolution.

Communications. Orchestrated all communications with Authorized Training Partners (ATP), and exam candidates on current and new exam processes and requirements via email and PowerPoint.

Reported/resolved any issues within internal testing system with the JIRA team and Pearson testing center.

Analyzed and made recommendations to improve communications to ATPs and candidates of submission and exam guidelines. Reduced mailbox receipt of duplicate queries by 50%.

Input/register students PM Ready Demo/Courseware in Certiport and tracked. Reduced Demo registration from 30min to 5min by automating procedure using Excel macros and formulas.

Verified all military applications for PMP and maintained mailboxes.

Integra LifeSciences December 2019 - June 2020

Project Coordinator - Global Strategic Initiatives Contract - Remote

Documented and verified each End-of-Life Milestone were completed according to Global Standard Operating Procedures to remove 3,500 discontinued items, involved in multiple plant closures in US and Mexico, from corporate system for each Product Family that were to be obsoleted and inactivated from system.

Contacted and worked closely with each department manager for required data (Sales, Contract (Domestic and International), Quality and Regulatory, Inventory Status, Plant Impact (Scrap (RAW/WIP)), Financial Analysis and Accounting for each item being obsoleted for each milestone of GSOP and document.

Updated and simplified PowerPoint presentation for weekly meetings.

ISPOR (International Society for Pharmacoeconomics and Outcomes Research) October 2018 - September 2019

Exhibitor & Registration Support Coordinator Contract - Lawrenceville, NJ

Supported Meeting Manager by tracking exhibitor booth and meeting room purchases, registration of attendees and assignment/distribution of complimentary passes, issued invoices.

Tracked and compiled reports weekly and communicated accordingly.

Communicated exhibitor guidelines and confirmation of booth and room assignments.

Fielded inquires, sent reminders, and tracked receipt of information.

Streamlined Conference Timeline to automatically calculate calendar dates from Key dates. Eliminated 80% of manual input.

Cenlar November 2017 - September 2018

Excel Data Administrator (Advanced Excel Formulas, Macros, Pivot Tables) Contract - Hopewell, NJ

In-depth Tracking. Created extensive detailed reporting spreadsheet using intricate formulas and macros to track document status for each account. Continued improvement. Reduced input time from 12 to 3 mins.

Matrix Reports. Masterminded singular tracking report for matrix of Exception Reporting Procedures to verify vendor resolution and compliance. Matrix consisted of 8 Exception Reporting Procedures with a total of 30 fixed and variable SLAs and multiple processes between Business Analysis, Vendor Liaison and Vendor.

Ellucian February 2017 - October 2017

Excel Data Administrator (Advanced Excel Formulas, Macros, Pivot Tables) Contract - Remote

Banner 9 Upgrade. Review of Excel spreadsheets to eliminate anomalies via a multitude of detailed specific criteria. Created methods that accelerated processing speed and efficiency.

SME. Mastered Qualtrics Survey software. Devised a multi-faceted formula driven Excel template for creating surveys and then to upload same into system.

Bristol-Myers Squibb July 2016 - January 2017

Project Coordinator - Occupancy Planning Contract - Mobile

Redesigned data delivery and verification processes. Determined which techniques were appropriate, standardized content and formats, eliminated discrepancies, and ensured data consistency for the relocation of 1,000+ employees to various locations.

Implemented Excel templates to automatically clean raw data dumps. Eliminated 80% of manual checking.

Janssen Pharmaceuticals January 2015 - May 2015

Project Coordinator - Safety Management Team Contract - Titusville, New Jersey

Metrics - Streamlined. Updated existing report with multiple formulas to pull in data from various reports to eliminate manual counting and breakout. This reduced extra work and shortened reporting time by 95%.

Created and updated existing PowerPoint presentations for Safety Management Teams and Products.

Designed, developed, and implemented Metrics documentation procedure and data entry form.

Maintained and organized all documents in SharePoint folders according to Products.

Audit Ready. Maintained inspection readiness of all document filings in SharePoint and metrics for all products.

International Business Machines (IBM) Oct 2007 - May 2014

Project Management Coordinator - Global Technology Services Contract - Remote

Primarily responsible for the overall management support, delivery of metrics and analysis with respect to all Service Levels, procurement of hardware and software, document management, and project financial reconciliation for accounts with Total Contract Value > $26M.

Metrics Reporting. Extracted, aggregated, and deciphered system data, using Excel, and articulated SLA findings to client. Redesigned Excel performance reports. Reduced reporting time by 50%.

Project Financial Reconciliation. Ledger vs. reported. Investigated discrepancies.

Complex Special Incident Billing ($450K monthly). Streamlined, and reduced client invoice entry by 50% and reduced errors by 97%.

Procurement Management (IBM System). Coordinated with shipping and warehouse to expedite and avert unforeseen obstacles. Procured $1.5M.

Asset Reports. Generated and maintained detailed client asset inventory lists of hardware/software.

Document Management. Re-organized & maintained 3,000 project documents. Defined repository guidelines that avoided misfiling, reduced search time, and updated security.

Labor Claim. Reported Planned vs. Actual. Reduced task time by 50%.

Continuous Improvement. Actively identified opportunities to enhance project efficiencies and developed recommended solutions. Documented and communicated to stakeholders.

Acted as Project Manager. When necessary, escalated tasks to maintain project timeframe.

PROFESSIONAL CERTIFICATION - CAPM/#1411088 - Expired 2016

EDUCATION - Strayer University - Associates - Computer Science

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