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Project Manager/Business Analyst

Location:
Indio, CA
Posted:
July 31, 2023

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Resume:

S H A N E K E L L E R

425-***-**** *****.******@*******.*** linkedin.com/in/shane-keller

SUMMARY

Dedicated business professional with more than 12 years of diverse experience in: Project Management, Business Analysis, Customer Relationship Management, and Business Development. My passion is helping people and making a difference in their lives, while utilizing disruptive and innovative technologies that are changing the world. My goal is to deliver a product or service that is efficient, easy to use, and makes a big impact.

SKILLS

Project Management

Business Analysis

Customer Relationship Management (CRM)

Business Development

Financial Analysis

Customer Engagement

TRAITS

Self-Starter

Strong Communication

Driven to Improve

Take Ownership

Organized

Intellectually Curious

Deliver Results

Detail-Oriented

Adaptable

EDUCATION

UNIVERSITY of WASHINGTON, Foster School of Business – Seattle, WA

Bachelor of Business Administration & Management, 2006 – 2010

PROFESSIONAL EXPERIENCE

MICROSOFT CORP. OEM Sales Redmond, WA

Business Project Manager II

08/2022 – 01/2023

Led project to overhaul and standardize the Joint Marketing Agreement (JMA) data aggregation, and corresponding KPI analysis on operational metrics and financials with our PC partner HP

Supported all aspects of the marketing financial planning and analysis, budgeting, forecasting, and month-end close processes including analysis on regional markets, sales, performance management, and spend mix

Managed budget transfers, tracking, and reporting related to marketing investments with the worldwide and regional teams, as well as Microsoft Finance, investment strategy, and operations teams

Tracked and managed the volume of purchase orders and investments over the course of each quarter, communicated spend reporting, and troubleshot issues related to operations and finance processes with the internal Microsoft and external HP Alliance teams

Advanced work with M365 apps including, but not limited to: Excel, Teams Word, PowerPoint, Outlook etc.

MICROSOFT CORP. CCP Redmond, WA

Business Project Manager II

08/2021 – 01/2022

Oversaw enterprise customer experience with the Customer Connection Program – specifically the engagement and communication between product engineers and enterprise customers to improve Microsoft’s software products

Liaison for depth engineering engagements to allow for co-development of software with customers under NDA

Customer Connection Program (CCP) project management, CRM, operations, and reporting automation

Microsoft Windows, Endpoint Manager, and M365 Defender CCPs – community engagement, calls, and reporting

Advanced work with M365 apps including, but not limited to: Excel, Teams Word, PowerPoint, Outlook etc.

COCHRAN INC. Bellevue, WA

Project Manager

06/2020 – 07/2021

Assisted in management of development of electrical system for new construction of two 15 story office towers

SIGNAL PROFITS Miami, FL

Customer Relationship Manager

12/2017 – 05/2020

Revamped customer engagement to grow subscribers 25% and reduce churn rate 20% for Signal Profits, a leading training, trading, and investing service

SELF EMPLOYED Redmond, WA

Portfolio Manager & Financial Analyst

05/2017 – 05/2020

Business owner managing portfolio of futures, equities, itcoin, and cryptocurrencies using financial analysis

MICROSOFT CORP. OEM Redmond, WA

Project Manager & Business Analyst

06/2015 – 05/2017

Successfully led a project for OEM Finance, a $15B business division, to design and implement a new business pipeline process and develop a proprietary application responsible for the on-boarding and management of new deals and purchase orders (PO’s) with our largest partners in PC manufacturing (e.g., HP, Dell, Lenovo, Asus, and Acer)

Process improvements lowered average time in pipeline for new deals by 4x and lowered operating expenses by -20%

Managed project and team of 3 developers using Agile, which included:

project vision, roadmap, release planning, sprint planning, scrum oversight, sprint review and retrospective

Drafted detailed documents such as statements of work, project plans, and project scope documents

Built Business Intelligence reports to visualize data using Power BI in connection with IBM Cognos TP1

Built spreadsheets and reports using SQL in connection with SQL Server database

Showed effective workflow planning, scope management, and goal execution to increase efficiency and deliver results

MICROSOFT CORP. IPG Redmond, WA

Project Manager & Business Analyst

01/2014 – 05/2015

Owned BI overhaul project to build a new server which aggregated data from 11 sources into one and enabled Power BI, resulting in dynamic reporting and data visualization capabilities for Microsoft’s Intellectual Property – a portfolio of patents, trademarks, and copyrights worth $10’s of billions

New reporting capabilities enabled IP leadership to determine strategic vision and make data-driven decisions saving them thousands of hours and millions of dollars

Managed project and team of 4 developers using Waterfall, including:

requirement documentation, system design, implementation, testing, deployment, and maintenance

Built Business Intelligence reports to visualize data using Power BI connected to IBM Cognos TP1

Designed and built over 150 SSAS and SSRS SQL Server Reports and dashboards using SQL, Power BI, Excel, and Report Builder in connection with the new server – unfeasible prior to my system

AMAZON INC. AWS Seattle, WA

Financial Analyst

01/2013 – 12/2013

Built, automated, and optimized on-going worldwide WBR and MBR financial reporting to track performance and drive strategic decisions for Directors, Product Managers, Finance Managers, and Vendor Managers in all-hands meetings

Built Business Intelligence (BI) and performance reports to visualize data in connection to IBM Cognos TP1

Built Balance Sheets and P&L reports using SQL in connection with centralized financial database

Process improvements reduced report run time by 50%

Calculated financial statements (gross profit, gross margin, contribution profit, etc.), balance sheets, budgeting, and forecasting for products in Digital Software, Digital Games, and Amazon Game Studios – with sales in $10’s of billions

Booked ad-hoc accounting entries, purchase orders, invoices, and accounts payable

Built deep dive data reports with KPIs to measure success of new Indie Games digital storefront and AGS

MICROSOFT CORP. WWIC Redmond, WA

Financial Analyst

01/2012 – 12/2012

Managed sales team awards and contests to financially compensate our international partners for their excellence

Implemented process improvements and increased efficiency, resulting in our global partners being paid 2X faster

MORGAN STANLEY ZORICH GROUP Bellevue, WA

Financial Advisor

01/2010 – 12/2011

Obtained Series 7 and 66 Licenses, and partnered with the branch VP in the Zorich Group, with a $20M portfolio

Provided professional oversight and customized wealth management strategies to help clients save $10k/year and increase profitability +$50k/year on average

Created a marketing plan resulting in +30% in active leads and +15% in assets under management

SOFTWARE SKILLS

Microsoft 365 Suite

Microsoft Excel

Microsoft Power BI

Microsoft Azure

Microsoft SQL Server

Microsoft SharePoint

Microsoft CRM

Microsoft Teams

Salesforce

Tableau

Cognos Analytics

Adobe Photoshop

CERTIFICATIONS

Registered Financial Advisor:

Series 7 License

Series 66 License

Life Insurance Producer

AWARDS

5x Dean’s List Awardee, University of Washington (2006-2010)

Honors 4.0 GPA, Eastlake High School (2003-2006)

INTERNSHIPS

Microsoft, Financial Analyst (2008)

UBS Financial Services, Financial Analyst (2009)

AFFILIATIONS

University of Washington Alumni Association

University of Washington Dow Dawgs & Sales Club (2009-2010)

Tau Kappa Epsilon House Manager (2008)

Cascadia College Running Start (2005-2006)



Contact this candidate