Business Analyst Financial Services
Resume:
Philippe J Maman linkedin.com/in/pmaman
Glen Echo, MD 20812
*****@*******.***, @philippesfdc
Well-versed Salesforce Administrator and Business Analyst with 5 years of overall experience in supporting teams and stakeholders through efficient administration of complex systems and architecture. Thorough troubleshooter solving systems and data errors. Early adopter of AI and automation for Salesforce and digital transformation for banking. WORK EXPERIENCE
Bloomberg INDG ; Salesforce Business Analyst
2024 – present Arlington, Va. Org size 900 users.
Develops and implemented custom Salesforce solutions, including dashboards, custom objects and configurations to meet specific business requirements and improve data- driven decisions.
Collaborated with various departments to gather requirements, design solutions, and provide insights that align with business goals, resulting in improved inter-departmental communication and project outcomes.
Maps out complex business processes to be used for knowledge transfer, company wide. LiveOak Bank ; Salesforce Business Analyst
2021 – 2023 Washington, DC. Org size 700 users.
• Worked on Ncino and Salescloud to manage everyday banking.
• Launched a Salesforce Center of Excellence for the data governance group.
• Created Salesforce reports and dashboards for stakeholders.
• Inventoried over 750 fields for compliance and established formula fields.
• Responsible for data imports and consolidation.
• Reformulated custom objects for proper relationships.
• Followed scrum methodology in daily tasks through JIRA and Atlassian.
• Established the first system architecture for the bank with over 400 platforms.
• Utilized and customized Service Now for data usage and resource planning.
• Built strong understanding of SFDC best practices and functionality and trained users.
• Applied data quality framework and governance to business practices.
• Pioneered the first data dictionary for multiple platforms through Atlan.
• Collected, documented information to establish Data domains for Stewardship program. Accenture (AFS) ; Salesforce Business Analyst
2019 – 2020 Alexandria, VA. Org size: 1500+ users
• Participated in cross-functional teams that address strategic business issues involving SF.
• Evaluated requirements, collected change requests, conducted daily scrum meetings.
• Utilized Einstein analytics for visualizations and dashboards.
• Sought further client’s engagements for Accenture.
• Coordinated custom coding opportunities with outside developers.
• Championed the launch of inclusion and diversity for the Salesforce Practice.
• Acting as Tier 2 help desk researching and diagnosing user issues.
• Conducted UAT and gap analysis and incorporated the use of JIRA.
• Generated Tableau reports for the executive team. MIG Group ; Salesforce Consultant
2018 – 2021 Washington, DC. Org size 20-1000 users.
• Created reports, dashboards and flows for stakeholders.
• Established data flows rules and data models for enterprise systems.
• Managed operational requests and troubleshoot issues, working with diverse user groups.
• Provided high quality support via chatter and self-created ticket system.
• Handled data imports, data hygiene, data feeds.
• Recommended and implement third party solutions based on needs.
• Trained new and existing users how to use SFDC and related applications.
• Conduct QA Tests on changes to Salesforce.com deployment.
• Created documentation on processes, configurations and help related materials for users.
• Built strong understanding of SFDC best practices and functionality. The Defense Agency ; Salesforce Consultant
2016- 2018 Washington, DC. Org size: 25-300 users
• Customized all aspects of the Salesforce platform including objects, fields, layouts, security, reporting, validation rules, workflows, data manipulation and migration.
• Participated in with user requirement sessions and document user requirements.
• Provided SF implementation to some divisions of DOD and defense contractors.
• Administered and customized Salesforce implementation and deployment, including design, documentation, analytics, training, deployment, and support.
• Generated reports, dashboards and customized page layout. KM Group; Salesforce Administrator and Sales.
2013 -2015 Rockville, MD. Org size:15 users
• Surveyed and analyzed business requirements for CRM system feasibility.
• Worked with teams to develop customized and comprehensive SFDC solutions.
• Created new fields, workflows, page layouts and formulas.
• Designed and maintained custom reports and dashboards to provide business intelligence for management team.
• Implemented Campaign Manager for email marketing. EDUCATION
University
Master of Business Administration in Business Administration (courses) University
Bachelor of Arts in Economics
PROFESSIONAL SKILLS
• Prior experience within finance, defense non-profit sector and manufacturing.
• Trailhead enthusiast. Financial Services Cloud and Health Cloud.
• Early NPSP adopter and implemented for a Florida non profit and DC Fundraiser.
• Strong collaboration skills; ability to work with teams of people of varying skill level.
• Demonstrated skills in developing training and delivering training sessions.
• Experience using Apex Data Loader and ETL tools.
• Multilingual and cross cultural.
Contact this candidate