Business Intelligence

RON MONTICONE

Middlebury, CT ***** 201-***-****

******.*********@*****.*** www.linkedin.com/in/ron-monticone DATA SCIENCE / BUSINESS INTELLIGENCE EXPERT

Versatile expert with strengths in identifying analytical trends for marketing and sales teams to provide strategic direction and enhance product exposure. Energetic team player with advanced degree in Applied Statistics, flexible personality, and strong skills communicating quantitative results to non-technical audiences and senior leadership. Extensive project experience in a consultative mindset, as well as management of small team of analysts. Python Alteryx Power BI Tableau Machine Learning Data Visualization SAS SQL Data Mining Marketing Banking Financial Services Segmentation Regression Analysis Risk Management Project Management Excel Powerpoint PROFESSIONAL EXPERIENCE

PITNEY BOWES INC., Shelton, CT 2013 - 2024

Senior Manager, Customer and Sales Analytics

Manage analytics initiatives to drive Global Sales Operations (GSO) revenue growth. Enhance Small to Medium Business sales and marketing strategies, via quantitative methods, to focus on programs that target customer base. Analyze payment processes for Global Financial Services (GFS) organization to ensure that P&L revenue (finance charges, late fees) are not compromised to enable firm to pursue new growth opportunities.

• Enhanced daily supplies sales reporting by tying revenue estimates to 98% of actual P&L.

• Reduced monthly lease delinquencies 25% through re-engineering and remapping of customer source utilized for accounts receivable records.

• Analyzed customer behaviors, such as cancellations, new sales, trade ups and renewals, to better understand customer preferences and monitor attrition / retention rates.

• Revamped reporting for partner / dealer sales channel to breakout total lease payment metrics, allowing sales reps to understand commissions basis.

• Managed a combination of 2 to 3 in-house and offshore analysts over the past 3 years. CITIZENS FINANCIAL GROUP (CFG), Bridgeport, CT 2007 - 2013 VP Credit Risk Manager, Consumer Credit Cards 2012 - 2013 Analyzed risk for account management team pertaining to credit card balance transfer (BT) programs. Expanded portfolio BT population to lower customer and behavior scores while mitigating incremental and overall charge off risk. Managed implementation of credit line increases via ability to pay ratio to stimulate utilization among most profitable customers and measure impact on campaign response rates.

Senior Analyst, Customer Insights 2007 - 2011

Identified cross sell opportunities of credit cards, mortgages, and home equity products for CFG marketing and sales teams using SAS and SQL. Consulted with corporate marketing team to expand understanding of client needs based on feedback from customer satisfaction surveys. Communicated and presented analysis directly to senior management for strategic targeting and future campaign decision making.

• Managed multiple project relationships and deadlines simultaneously for clients requiring analytical services.

• Analyzed and reported on multi-faceted Citizens household profiles to obtain better understanding of customer behavior with Citizens branded products.

• Implemented segmentation to identify best customer relationships for potential marketing opportunities. CITIGROUP PRIVATE BANK, Stamford, CT 2004 - 2007

Risk Management Analyst, Equities Services

Calculated and tracked portfolio risk for over 300 equity funds firmwide. Ensured risk data validity by design of quality assurance audits and database cross-referencing reports via SQL programming. Assisted quantitative research and marketing teams with communication of risk attribute reporting to clients on an ongoing basis. RON MONTICONE ******.*********@*****.*** PAGE TWO

CITIGROUP PRIVATE BANK (Continued)

• Reduced annual data costs 30% by aiding data convergence team with financial model transition from MSCI Barra platform to Northfield.

• Co-trained analysts to ensure clear understanding of Northfield based risk reporting due to the conversion.

• Built audits around portfolio risk to decrease frequency of manual intervention and automate QA process.

• Streamlined daily risk reporting through creation of batch processes capable of running Northfield risk optimizations in auto scheduler.

ADDITIONAL EXPERIENCE

GENERAL ELECTRIC ASSET MANAGEMENT (GEAM), Stamford, CT Portfolio Analyst, International Equities Group

Created performance reports (attribution, basis point impact, and portfolio characteristics) for EAFE, International Small Cap, and Emerging Markets teams to highlight contributors and laggards to daily performance. Lead liaison with GEAM marketing team in support of international equity RFPs, client portfolio reviews, and custodial performance reconciliations. Extensively used Factset, Excel, and Business Objects for portfolio reporting and analysis. Built customized reports for portfolio management / marketing requests through use of Business Objects.

• Eliminated 50% of manual monthly processes by automating client report generation.

• Cut budget for portfolio risk development 25% through utilization of offshore IT resources. PRICEWATERHOUSECOOPERS LLP, Washington, DC

Statistical Consultant, Financial Advisory Services Division Utilized SAS programming to conduct market research for large US companies involved in class action or corporate litigation disputes. Applied statistical techniques and models to find efficient methods for sampling client data and determine significant differences. Developed expertise in Excel graphs, pivot tables, vlookups and SAS modules.

• Constructed sampling frames for client inventory projects to derive population estimates.

• Gained exposure to banking, automotive, and pharmaceutical industry consulting cultures.

• Shifted client focus from the cost of data processing to power of using value added statistical analysis.

• Reduced client costs of standard data processing by 25% via automation. TECHNICAL AND LANGUAGE SKILLS

− Intermediate knowledge level of Python, Alteryx, Tableau, and Power BI.

− Advanced SQL / SAS programmer (BASE, MACRO, STAT) for data mining and statistical analysis.

− Fluent in oral and written French.

EDUCATION AND CERTIFICATIONS

− Master of Science (MS), Applied Statistics, George Washington University, Washington, DC.

Granted Department of Statistics Graduate Teaching Assistantship.

Completed curriculum in probability, linear / logistic regression, time series / econometric modeling, as well as multivariate techniques such as principal components (PCA), cluster, and factor analysis.

− Bachelor of Arts (BA), Mathematics and Economics, French Minor, Fordham University, Bronx, NY.

Spent 1 year abroad at American University of Paris.

Received foreign language department distinguished Hydert Medal for French excellence.

− Certification, Machine Learning (ML), Coursera Online 2022.

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