Seasoned Leader – Business Analyst – Problem Solver

Professional Experience

Heidtman Steel Products June 2019 – Present

Finance Business Analyst

●Successfully transitioned from archaic SSRS reports to Power BI Online reports.

oReplaced tabular SSRS reports with Excel Pivot tables linked to Power BI datasets.

oFaster and less costly than SSRS maintenance and development

●Leading Accounts Receivable team to verify and send invoices to customers.

oCompleted daily accounting tasks during covid-19 crisis and workforce reduction period.

oDeveloped new procedures for accounts receivable to speed up daily review of invoicing. Average task reduced from 6 hours to 45 minutes.

oSubject Matter Expert on Inventory Costing, Valuation and Control

●Modernized the daily sales reports to distribute across the whole enterprise

oPrevious versions were Excel files with a workbook dedicated to data storage. Files were extremely large for a limited subset with no historical data.

oDesigned and built Power BI reports running from new tables with historical data, SQL views for intermediate consumption and database diagrams for advanced users.

oLinked Excel pivot table to Power BI data source to allow for custom analysis outside of the Power BI Summary for intermediate users.

oInstant commission reporting to speed up month end and quarterly commission payouts.

●Developed new Quality/Customer Service process and application for rejected materials.

oDesigned and built PowerApps workflow to capture quality and pricing discrepancies

oApplication contains send form to HTML/PDF functionality custom built into PowerApps.

●Validated reporting structure and data integrity through test groups using the ERP system.

oWorked with applications team to validate data and code through integration with 3rd party.

oTranslated business needs into audience specific language to ensure accuracy in system and reporting. Updated reports with new costing algorithm.

●Refined process for non-contract sales and built customized solution aligned with business needs

oDesigned and built PowerApps applications to capture non-contract sales from Sales Team

oMulti-approval application to replace an ineffective and expensive business process. Business process has cut average response time from over a day to 47 minutes.

oHistorical data captured by PowerApps and sent to the server using Power Automate and analyzed in Power BI. Monthly analysis to improve non-contract sales opportunities.

●Leadership Team Inventory Control

oDeveloped Aged Inventory Process using Power BI reports and Microsoft Flow to decrease the average age of inventory which has increased revenue from invoiced products.

●Built Forecast Tools for Sales Division

oPrevious process was an Excel document shared by more than 30 members of the Sales team with no version control or validation.

oPower BI tool integrated with R and PowerApps to capture input from users to forecast 2020 sales as well as contract obligations from suppliers and facility capacities.

●Integration of new division system into current Power BI reporting.

oNew database for an acquired division with no reporting, no database diagrams and lack of data validation. Designed database diagrams and Power BI reports to mirror current reporting

oSubject Matter Expert for new database – inventory valuation, production, invoicing, and sales.

●Developed Production reporting

oMet with stakeholders to define business needs

oRevamped KPIs and metrics to include only relevant information

Professional Experience (continued)

Buckeye Broadband October 2018 – May 2019

Sales and Operations Business Analyst

●Led BI team by writing project charters and managing projects from start to finish to rebuild all Sales reporting tools using VBA, Excel, and Power BI from a new data warehouse with a blank mandate – Sales files accuracy above 99%. Subject Matter Expert for all Sales and Business questions.

●Drove Sales Division metrics, sales percent to goal rose from 75% to over 105% by ease of access of sales metrics for Sales Channels. Created KPIs and constructed reports to track and analyze Sales Division processes, changed Outbound contact campaigns to save over 500 subscribers a month.

●Successfully led Call Center for 3 months after the departure of the previous manager by focusing on metrics and controllable statistics. Improved several KPIs including Service Level, Close Rate, Customer Availability and Sell-In. Monthly department turnover dropped to the lowest level in a decade.

●Executed strategic vision of Customer Retention – Increased SLA (Service Level) from 45% to 80%. Developed a retention tool and metrics for accountability – Save Rate improved from 10% to 42%. Close Rate rocketed up from 20% to 58% with increased focus on metrics through daily reports and scorecards.

●Assisted Marketing department with rebranding the current retail experience to the new “Buckeye Tech Hub”. Developed proof of concept and marketing campaigns to double door swings and promote in-person experience to supplement business with the Call Center.

●Slashed 30% of Sales budget in excess spending. Sales Division was $450,000 under projected budget from January to May 2019.

●Analyzed and developed customer segment driven scripts for both the Call Center and Retail experiences. Sales success rate improved from 35% to 62%.

Tenneco Automotive December 2017 - October 2018

Integrated Supply Chain Process Analyst

●Vendor Maintenance Administrator SAP ERP. TITAN SRM Administrator.

●Developed reporting from SAP and Lotus Notes to help illustrate KPIs and metrics.

●Conflict Minerals Corporate Social Responsibility – managed compliance projects, built an Access database for supplier declarations regarding REACH and RoHS legislation.

Education

Bowling Green State University Graduated May 2017

Bachelor of Science, Actuarial Science - Mathematics GPA 3.25

Microsoft Certified: Data Analyst Associate In progress – Est 2021

Exam DA100

Languages / Software Proficiencies

SQL, DAX, M, R, VBA, SAS, SAP, HTML, PowerApps, Power BI, Power Automate, Microsoft Excel, SSRS, SSMS, Matlab, MiniTab, Tableau, Google Data Studio, Microsoft Office

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