Business Analytics Customer Service

JEROME J. EVANS

Philadelphia, PA ************@*****.***

SUMMARY OF QUALIFICATIONS

Multi-Functional Leader - Army Veteran with a Secret Security Clearance and over a decade of experience in leadership. Experienced in managing Business Analytics segments, building Business Intelligence programs, and educating business leaders as a university professor. Expertise in data analytics, financial data, report automation, data mining, data strategy, building Dashboards and SharePoint sites. Direct experience building technical teams, leading large projects, and strategic analytics implementation. Knowledgeable in Business (BRD), Technical (SRD) and SDLC. Project Lead of Multi-level Salesforce ECM implementation and integration. Built and maintained large databases in Oracle, Hadoop, SQL, Access, and Excel. Performs advanced statistical analysis and data mining modeling using advance analytical tools such as JMP, SAS, R, and Python. Generates business analysis and presentations for senior management and regulatory agencies using, SAS, Tableau, Qlik, R, Python Cognos, and Salesforce. Managed organizational asset projects, financial instrument governance and personnel. Designed and documented workflow reports for appropriate recommendations that positively impacted operational effectiveness. Performed software updates to web asset management software and digital media circuits. Skilled and experienced building applications and business dashboards with R Shiny, Tableau, and Qlik. Skilled in statistical modeling and analyzing Financial, Marketing, Quality data. Advanced in Generally Accepted Accounting Principles (GAAP). Audited work examinations and appraisals of financial records and statements for completeness and internal accuracy in accordance with GAAP and FDA Regulations daily. Exceptional communication skills; experienced in client services, presenting operational information, and communicating with regulators. Over 15 years’ experience in MS office to include Word, Excel (VBA) and PowerPoint, Access, and SharePoint. Advanced at building statistical models in SAS, SQL, R, Excel, R, Python, VBA, Tableau, and Qlik. Career is supported by a Bachelor of Science in Economics with a Concentration in Managerial Economics and Finance from Oregon State University, Master of Arts in Legal Studies from UCLA, and Executive Master of Business Administration Saint Joseph University.

Core Competencies:

Business Analytics Analyzing Production Data Strategic Business Planning

Financial Analysis Analyzing Financial Statements Tax Law / Tax Accounting Statistical Analysis and Reporting Preparing Business Documents SAP / STATA / SAS Software

PROFESSIONAL EXPERIENCE

Adjunct Professor Business Analytics

Saint Joseph University, Philadelphia PA Aug 2019 – Current

Conducts graduate studies to students in Business Analytics and Decision-Making Techniques

Creates Business Analytics course material and test evaluations

Developed new Analytics academia framework and implemented new DSS software

Sr Manager Advanced Analytics

Johnson & Johnson DePuy Synthes, West Chester PA Oct 2015 – Nov 2021

Directly led advance analytics initiatives and project teams in the areas of Business Intelligence, Post Marketing Activities, Finance, Quality Assurance, and Regulatory Reporting (Global Health Organizations)

Managed internal auditing project and metrics for Global Regulatory Compliance to lift an FDA Warning Letter for Medical Device Company

Project Analytics Lead for full Salesforce ECM Implementation and Integration for all Business Units. Developed all Metrics and Reporting features, Phase Tracking, and Database cloud structure.

Performs advance statistical modeling and analytics using R, Python, SAS, JMP, and Tableau to produce business intel and metrics for Medical Device segment such as compliance, sales, Post Market Surveillance, R&D, FDA audits and employee performance

Analyzes complaint data from Medical Devices Segment to perform Product and Manufacture trending analysis for customer safety in Post Market Surveillance segment and analysis of reportability to FDA and global regulators

Analyzes internal regulatory processes and implements effective methods with senior management in accordance with FDA and J&J policy

Conducts FDA internal and external audits by producing product complaint data from ECM database with ad hoc reporting, using custom SQL and R functions

Creates ad hoc reports, SharePoint Development Integrations, Tableau dashboard metrics, quarterly and yearly reviews, trending reports, sales analysis, quality analysis, risk analysis, and FDA audit reports

Performs data validation, data analysis, R functions, statistical methodology (Poisson), Post Market Surveillance, R&D analysis, and business operation analysis

ERP and ECM Site Administrative Manager granting users permission and updating ECM system options

Sr Financial Analyst/Paralegal Aug 2014 – Aug 2015

Securities Exchange Commission (SEC), Los Angeles CA

Analyzed financial statements and performed financial analysis and provided analytics on financial institutions to determine relevance for civil investigation using SQL, SAS and Excel

Led investigation team of 8, conducting financial audits and tracked performance of public funds in accordance with GAAP and SEC regulations

Created ad hoc reports, macros, and built descriptive databases for E-Discovery and civil ligation

Knowledgeable in SEC Filings (10K,10Q,8K), Civil Procedure, Regulations and Legal Research (Westlaw)

Made recommendations to Attorneys and CPA’s based on statistical and financial analysis of opposing counsels discovery

Attended Depositions of defendants, witnesses, and made recommendations to ligation team

Worked with Attorneys and CPA’s to produce Pleadings, E Discovery Litigation, deposition questions and Exhibits

Business Strategy Analyst July 2013- Jun 2014

John Hancock Financial, New York, New York

Partnered with National Marketing Director and company Stakeholders to develop the 3-5 project roadmap and Project Management process for Manulife IT financial software update for inter control as project lead

Managed the monthly governance process to prioritize investment, monitor project execution and ensure the overall plan execution

Worked directly with Finance Director as project lead to develop asset management process, benefits management framework, with focus on ensuring cross-project benefits deliver sales and marketing goals

Tracked key dependencies across the organization and capacity constraints such as marketing, budgets, training and IT development capacity

Established network specifications by conferring with users; analyzing workflow, access, information, and security requirements; designing router administration, including interface configuration and routing protocols

Reviewed, analyzed, and created detailed reports of business systems and user needs, including workflow, program functions, and steps required to develop or modify computer programs

US Army – Sergeant Jan 2010 – Jun 2013

2nd Infantry Division

Non-Commissioned Officer (E-5) Field Artillery

Conducted weekly training for 14 Soldiers on combat operations and maintenance of the firefinder radar and equipment for 24 consecutive months deployed in multiple Combat Zones

Responsible for over $50M of equipment, including a Q37 Radar, communications equipment, fiber optics, weapons / ammunition and 7 military vehicles

Administrated IT network and software updates to secret military hardware. Established secure communications servers and created secret encryptions keys for TAB operations.

Evaluated, processed and reported targeting information to battalion and DIVARTY senior leaders

Recommended positioning of direct support target acquisition radar assets, sectors of search and radar zone positioning

Installed Secure Wireless Networks (Blueforce Tracker,WARN 2.0) and repaired communications equipment

Financial Distributions Analyst Sept 2008- Jan 2010

The MandMarblestone Group LLC, Philadelphia, PA

Managed 401(k) Profit Sharing Plans assets and facilitated third party withdrawals, loans and recommended hardship disbursements using IT software and applications

Coordinated the development of all approved versions of business and functional specifications for distributions applications. Reviewed cases and other technical documents with IT project staff to ensure financial distributions were reflected in technical planning documents and accounting ledgers

Prepared routine reports (financial, quality, production, customer service, operational and efficiency) and analyzed trends and recommends adjustments and capitalized on trends

Conducted General Manager Office Directives such as Payroll, Accounts Payable, and Managerial Accounting. Conducted accounting and auditing work involved with examination and appraisal of financial records and statements for completeness and internal accuracy daily

Audited work involved with examination and appraisal of financial records and statements for completeness and internal accuracy in accordance with Generally Accepted Auditing Standards daily

Proposal Analysis/ Project Management Aug 2005 – Aug 2008

Sallie Mae Financial, Mount Laurel, NJ

Managed student loan organizational project and proposed loan products to colleges and universities

Created and maintained project schedules by developing project plans and specifications in underwriting processes, estimated time requirements, established deadlines, monitored milestone completion, tracked all phases of the project product/student loan lifecycle. Prioritized and tracked requests (changes, enhancements, etc.) and coordinated with the Change Control Board

Tailored financial products specific to the client by implementing individual loan underwriting procedures

Expertise in building and maintaining relationships with cabinet-level finance and business office professionals at universities

Conducted oral, written and web-based presentations, identifying and managing a broad portfolio of opportunities, with frequent travel to clients promoting Sallie Mae Solutions

EDUCATION

Oregon State University

Bachelor of Science in Economics w /Minor in Managerial Economics and Concentration in Finance

University of California, Los Angeles

Master of Arts in Legal Studies

Saint Joseph’s University Haub

Executive Master of Business Administration

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