Research Analyst/ project manager/coordinator

***** ********** ** *******, ** ***** 713-***-**** ************@*******.***

Kelly Carson

Summary of Qualifications

Extensive office management, financial computing, and research analyst experience coupled with great communication and organizational skills. Proven ability to multi-task and exceed all goals, including personal and sales. Productively uses all Microsoft Office, QuickBooks, Salesforce, Ed and other CRM software. Always performs job with precision. Strong analytical and planning skills, combined with the ability to coordinate the efforts of many to meet goals. Productive and efficient work habits without supervision. Self-motivator with high energy and Quick Learner.

Experience

February 2023- Present

Industrial Info Resources - Energy

Power Market Research Analyst: in Sugarland, TX

-Conduct surveys and extract new market data using methods such as phone interviews, questionnaires, market analysis surveys, and internet search techniques.

- Review, and record market data in preparation for client usage.

- Perform data entry into company database and other duties required for task completion.

- Verify the accuracy and validity of data in database; correct any errors.

- Collaborate with other researchers while conducting market research.

- Compose short reports or news alerts summarizing completed research with emphasis on adding value to existing records in the database.

- Prepare and present summaries of survey data that include tables, graphs, written text, and fact sheets that describe research results.

- Monitor relevant industry and follow trends in trade literature; maintain strong command of industry terminology which includes numerous heavy equipment and industry process details.

- Respond to request from clients received via hotline, instant message and emails with highly efficient process

February 2022- February 2023

Industrial Info Resources

Pharmaceutical Market Research Analyst: in Sugarland, TX

-Conduct surveys and extract new market data using methods such as phone interviews, questionnaires, market analysis surveys, and internet search techniques.

- Review, and record market data in preparation for client usage.

- Perform data entry into company database and other duties required for task completion.

- Verify the accuracy and validity of data in database; correct any errors.

- Collaborate with other researchers while conducting market research.

- Compose short reports or news alerts summarizing completed research with emphasis on adding value to existing records in the database.

- Prepare and present summaries of survey data that include tables, graphs, written text, and fact sheets that describe research results.

- Monitor relevant industry and follow trends in trade literature; maintain strong command of industry terminology which includes numerous heavy equipment and industry process details.

- Respond to request from clients received via hotline, instant message and emails with highly efficient process

July 2021- February 2022

Pinnacle Pools

Designer, Project Management, Sales Consultant: in Houston, TX

- Meet with Client to discuss project, Take Measurements, Review Survey for any obstacles, discuss design options, Make a follow-up appointment, take pictures of utilities and boundaries.

- Use Pool Studio 3d Rendering Software to import Plat survey and design with specs their backyard, pool/spa, and any other features, and use to price project base price, before material selections.

- Deliver Backyard Design to Client, including custom pricing for thier project, and negotiate contract. Collect Funding for phase one and proceed with material selections.

-Apply for permitting from their city and HOA approval with Construction Plans and Follow up with pre- construction manager for Project Details. Stay involved until client has water in their pool.

September 2020- July 2021

United Healthcare, Ableto, Inc

Engagement Specialist II: in Houston, TX

-Reach out to members to extend mental health care, most of the time at no cost to them, and find out what they may need help with.

-Listen to their issues and explain how talking with a virtural mental health care provider can help improve thier daily life and health.

-Record and Schedule their initial appointment with a mental health care provider in their area and follow up with them to verify they made their virtual appointment and how they are liking the therapy sessions with in Salesforce, and other programs.

-Met and exceeded all goals and was promoted with in first three months, was at the top tier in my pay grade, was looked to train other new employees.

-High Outbound Calling, High Salesforce Usage, Customer Service, Work from home enviroment.

December 2013- September 2020

Sam the Plumber:

CFO, Office Manager, HR, Bookkeeper: in Friendswood, TX

All office duties including HR, A/P, A/R, Payroll, Accounting, Bookkeeping, keeping payables current, as well as tripling receivables in less than 6 months.

Creating financial reports, Payroll, Payables, and Receivables. Assigning PO’s and Job numbers to all projects.

Responsible for all employee daily assignments, jobs, and paperwork for billing.

Responsible for all samples sent to lab, billed and appropriately charged to clients. Forwarding results to PM’s in the field so work can be completed.

Creating and maintaining contracts with all local plants. Making sure all my clients are kept happy, keeping a good relationship, and maintaining all expense accounts for client entertainment.

Maintaining and updating all safety requirements for employees, including scheduling them for classes at Safety Council, as well as scheduling and creating licensing through our in-house training through the State of Texas, for employees and outside contractors. Keeping safety our main goal, as asbestos is very dangerous to work around.

Hiring and training an assistant with no experience in the industry, to help with daily functions in the office, maintain records for labs, and after her data entry of billing, payables and receivables were completed, she was to forward the information to the report writer.

Maintaining records for all reports for each job and making sure a copy of all reports were forwarded to the correct client, PM, and digital and hard copies for in-house record keeping.

Meeting all financial goals, meeting all personal goals, and keeping both owners on track, assisting them in any way necessary.

Responsible for all petty cash, credit cards, bank reconciliation, maintaining all company vehicles insurance, payments, and keeping all assets managed. This includes equipment, laptops, microscopes, and all office assets.

Holding team meetings with all owners, managers, and employees so everyone had an opportunity to insert their ideas, also keeping everyone on the same page for projects, upcoming projects, keeping schedules straight and classes organized and scheduled with my team.

Education

Texas A&M Corpus Christi, TX- General Studies, Pre-Med, Accounting- Associates

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