Strategy Insights & Planning, Business Analyst, Management Consultant

K. N. FLOYD, M.B.A., D.B.A.

***** ****** ****, # *** ****** Park, IL 60477

312-***-**** 708-***-**** *******@*******.***

Strategy Insights and Planning Business Analyst Management Consulting Associate

SUMMARY OF QUALIFICATIONS

Educator, business analyst, and strategy consultant fulfills professional services contracts and teaching engagements. Manages end-to-end across project portfolio. Communicates diverse stakeholder interests, business and technical requirements. Defines key performance indicators. Mentors staff. Cultivates compliance. Operates with the expertise of a senior executive. Creative, strategic, and a flexible team leader with key communication, analysis, planning and problem-solving skills. Reliably oriented to IT Project Management and AGILE systems development. Quickly adapts organizational objectives and brand knowledge.

SKILLS LIST

• Budgeting and Forecasting

• Process Optimization

• Data Analysis

• Compliance Analysis

• Project Management

• Stakeholder Engagement

Proficient across the MS Office productivity suite; diverse statistical and database applications; general ledger accounting and project management titles—supporting documentation, automation, and data informed decision making. Continuing Professional Development: (creative production/software development) IT PMP, SDLC Management, Coding for Designers, Responsive Design, HTML 5; (marketing strategy) Lead Generation and Content Development.

PROFESSIONAL EXPERIENCE

Founding Board Advisory – Marketing and IT Product Development Strategy Fund for Urban Ministry, Chicago and Tinley Park, IL (6/2018 – 12/2018) Challenge: Strategy planning for portfolio of development projects with non-profit and education-based missions. Scope: Direct development efforts towards fund growth and brand recognition. Draft and manage fund operations budget. Plan and report fund distribution. Draft and manage marketing budget. Report returns on marketing spend. Contribute to planning and promotions strategy for fundraising events. Coordinate integrated promotions, digital campaign and the production of marketing driven creative collateral. Solution(s): Develop management systems, tools, and process protocols for engaging program partners and constituents. Coordinate compliance regimen for event advertising sales and sponsorships. Recruit and liaison with program partners and constituents. Implement asset management system for tracking and monitoring performance outcomes and investment returns. Impact(s):

•Translating life-cycle stage strategies to actionable business level tasks formulating fiscal projections and forecasts.

•Asset management system is providing easy access to media for repurposing and new channel placement.

•Process protocols and other assurance measures induce accountability and compliance.

•Weighted content distribution for audience targets will help meet benchmark goals.

Pro-Bono Marketing Strategy and Development Consulting Taproot Foundation Taproot plus, Chicago, IL (1/2007 – ongoing/intermittent) Fulfilling project-based engagements for business modeling, strategic planning, coaching and training solutions. Staff service grant teams in the Marketing Manager function, fulfilling project-based engagements for local non-profit organizations. Conduct discovery and analysis, defining requirements, key messages, branding/content strategy and design features, guiding the direction of collateral materials development programs and marketing communications. Client example(s): Not-for-profit Education Services; Scope: program service expansion; Deliverables: business strategy development and implementation coaching; proposal plan summary to aid grant writing and soliciting major gift(s) Impact(s):

•Program space planning for site development valued at $1 million.

•Surpassed grass roots funding goal of $100,000.

Other Client example(s) and Deliverable(s): Chicago Urban League – ‘Empower’ Brochure/Report; Holy Trinity High School – Key Messages and Branding Strategy; Catalyst (for Education) – Engaging small format direct mailer; Gads Hill – Requirements for Website Development

K. N. FLOYD, M.B.A., D.B.A. 16715 Gentry Lane, #202 Tinley Park, IL 60477 312-***-**** *******@*******.*** p. 2

PROFESSIONAL EXPERIENCE (continued)

Contract-based Professional Business Service Engagements Chicago, IL (1/2002 – 12/2004) Proprietor, Business Analyst/Strategist and Marketing Communications Specialist Business modeling for small non-profits, business start-ups and microenterprise ventures. Client example(s): consult for social service not-for-profit groups and small start-up venture in medical billing. Scope: program service expansion; site scouting and review for zoning compliance; marketing collateral development. Deliverables: business strategy and development funding proposal; implementation coaching for soliciting major gift(s). Impact(s):

•Proposal to change housing model increased service capacity.

•Marketing collateral aided execution of funding campaign.

•Strategic planning and proposal literature aided client activities in securing three (3) key investors.

OTHER PROJECT-BASED ENGAGEMENTS

Assessment Coordinator Field Data Collection Chicago, IL (11/2016 – current) WESTAT National Assessment for Educational Progress and Trends in International Math and Science Study

•Managed and administered portfolio of school assessments for National and International studies.

•Liaised with school representatives in planning digital and paper-based assessments.

•Trained and managed teams of Assessment Administrators for conducting federally funded studies in education.

•Evaluated worker performance for integrity and consistency with data collection processes. Accomplishment(s):

•Optimized room and equipment set up processes

•Improved training regimen by integrating simulated campus visits

•Implemented programmatic assurances for operational compliance and efficiency.

Financial Services Chicago, IL (11/2003 – 11/2006)

Russell Investment Group, Chicago, IL Associate

•Produced quarterly investment review books, financial reports, and presentations for C-level executives.

Dearborn Financial Services, a Kaplan professional company, Chicago, IL Editorial Product Development

•Coordinate and train temporary personnel to staff data entry projects and produce media assets.

•Lead documentation of key processes, build and maintain product database, and test enterprise software.

•Reconcile and summarize activity on shared account, conduct title audit, report ledger balances. Accomplishment(s):

•Integrated a template of compliance verbiage for securities portfolio performance reports.

•Enterprise systems and documented processes facilitated cyclical reporting automation and controls.

EDUCATION

Leadership (post-graduate program through 2024) DePaul University, Chicago, IL International Business (D.B.A. 2011 3.91/4.0 GPA) Argosy University, Chicago, IL International Accounting and Corporate Governance; Accounting in a Global Financial Community—GAAP, IFRS, SOX; International Business Law and Practice—Arbitrage, Maritime, and Contract Law M.B.A. Loyola University—Graduate School of Business, Chicago, IL e-Commerce Strategy, Marketing Management, Business-to-Business Marketing, Firm Valuation (Options Modeling), Microenterprise Consulting, Microeconomics, Managerial Statistics, Accounting, and Finance B.A. DePaul University, Chicago, IL (external degree) Communications, Media Studies, Macroeconomics, Post-secondary Math, Research Methods, Organizational Behavior Digital Media Production The School of the Art Institute of Chicago (A.C.E. Smith Scholar)

AFFILIATIONS, ASSOCIATIONS, COMMITTEES, AND HONORS Institute of Management Consultants U.S.A. (IMCUSA) (Professional Affiliate Member – 2016) American Institute of Certified Public Accountants (AICPA) (Student Affiliate Member – 2009) American Marketing Association - Chicago AMA (Planning Committee Volunteer 2005 – 2008)

Published Academic (dissertation/journal articles); National / International Conferences (2008-2009 and 2011).

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