Business Analyst Real Estate

FRANCINE RICH

********.****@***.*** 910-***-**** Charlotte, NC

Highly skilled and results-driven Business Analyst with over a decade of experience in strategic planning, data analysis, and process improvement. Proven ability to lead cross-functional teams, manage complex projects, and negotiate beneficial contracts. Demonstrated expertise in financial management, client relationship management, and CRM system integration. Adept at identifying and mitigating risks, facilitating stakeholder communication, and driving business growth through innovative solutions and streamlined operations. Equipped with strong analytical, technical, and communication skills, and a commitment to delivering high-quality results.

Core Competencies

Strategic Planning Data Analysis & Reporting Contract Negotiation Process Improvement Project Management Risk Assessment & Management Stakeholder Communication Client Relationship Management Training & Development Requirements Gathering & Documentation Salesforce CRM & Technology Integration Business Process Reengineering User Acceptance Testing (UAT) Change Management Market Research & Analysis Sales & Marketing Strategy Cross-functional Collaboration Operational Efficiency Regulatory Compliance Process Documentation Business Development Agile Methodology Vendor Management

Professional Experience

Integrator TRIUMPH ASSET MANAGEMENT Remote January 2023 - Present

Developed robust sales and marketing strategies to identify and attract new real estate investment opportunities and clients.

Secured contracts with investors, property owners, and service providers, ensuring mutually beneficial agreements.

Collaborated with vendors and service providers to optimize operations and achieve cost-effective solutions for investments.

Managed all financial aspects of the business, including budgeting, invoicing, financial reporting, and cash flow management.

Integrated a customer relationship management (CRM) system tailored to the company's specific needs.

Recruited, hired, and trained virtual assistants to manage administrative tasks and client communication, improving efficiency.

Utilized social media platforms to effectively market and promote the company's real estate investment services.

Conducted thorough market research and analysis to identify investment opportunities and informed decision-making.

Implemented process improvements to streamline operations and enhance productivity, resulting in increased profitability.

Maintained compliance with legal and regulatory requirements related to real estate investments, mitigating risks.

Developed strong relationships with key stakeholders, including clients, investors, and industry partners.

Managed and tracked project deliverables using Agile methodologies, ensuring timely completion.

Senior Consultant/Business Analyst CGI Remote

February 2021 – March 2023

Created end-to-end sales process documentation for product migrations as part of product retirement

Dedicated support for Global client AT&T.

Conducted working sessions with SME teams for data gathering, ensuring comprehensive information capture.

Acted as liaison between sales and process teams for the rollout of new processes, enhancing communication.

Reviewed and updated existing process documentation to maintain accuracy and relevance.

Contributed to operations planning meetings for key products, providing strategic insights.

Participated in tooling strategy meetings, contributing to the development of process automation.

Authored Desk Level Procedure (DLP) documents for end-users, improving operational clarity.

Developed a communication system with the sales team and clients to facilitate effective information exchange.

Created templates for the sales teams to guide client communications, enhancing consistency.

Developed training documents to facilitate the application of new processes, ensuring smooth transitions.

Analyzed and streamlined existing sales processes to improve efficiency and reduce operational bottlenecks.

Assisted in developing key performance indicators (KPIs) to monitor and improve process effectiveness.

Provided ongoing support to sales teams during product migration, ensuring seamless customer transitions.

Conducted Agile SCRUM sessions

Major contributor in Joint Application Development sessions

Collaborated with stakeholders to identify and address process improvement opportunities, enhancing overall productivity.

Technical Business Analyst SITEHANDS Charlotte, NC January 2020 - December 2020

Played a pivotal role in implementing new LMS software, enhancing the company's training capabilities.

Successfully launched the company's E-learning Portal ahead of schedule, improving employee training.

Developed comprehensive training content for clients and employees, facilitating knowledge transfer.

Led requirements gathering meetings with key clients to identify and document needs.

Partnered with the IT Director to verify system requirements for new software, ensuring technical alignment.

Conducted working sessions with Product Managers to create user stories addressing key client needs.

Contributed to new business acquisition by creating a detailed implementation process flow for new clients.

Collaborated on CPQ implementation across various regions ensuring alignment with pricing strategy

Created custom scripts to automate repetitive business processes within SalesForce using Java Script

Provided day-to-day support for the new software, resolving issues and ensuring user satisfaction.

Analyzed and improved existing processes to enhance efficiency and user experience.

Collaborated with cross-functional teams to align business and technical objectives for the LMS implementation.

Maintained documentation for the new LMS software, ensuring clear communication of features and processes.

Assisted in change management efforts, guiding stakeholders through the adoption of the new LMS system.

Implemented performance metrics to evaluate the effectiveness of the new LMS software.

Facilitated training sessions and workshops to onboard employees and clients to the new E-learning platform.

Conducted thorough research and analysis of JP Morgan Chase’s software installation process to identify areas for improvement

Developed comprehensive training material for technicians on how to install new software at JP Morgan Chase locations, including step-by-step instructions and troubleshooting guides

Created activity diagrams

Utilized ServiceNow to design automated workflows

Collaborated closely with bank representatives to gather information about the software installation process and ensure accuracy in the training material

Sr. Business Analyst (Contract Employee) SPECTRUM Remote August 2018 - October 2019

Supported the integration of new data, video, and voice products by developing technical documentation.

Collaborated with the Learning and Development team to create content supporting new business functions.

Developed KPI reports, including dashboard creation via Salesforce, for stakeholder reporting.

Redesigned business processes to facilitate the transition of work functions from Sales to Service organizations.

Key member of the Enterprise Support Operations team, supporting Enterprise Customer Operations.

Conducted in-depth analysis for business optimization projects, reporting tools, and back-office functions.

Provided executives with decision support tools for product integration and process adoption.

Partnered with developers to automate manual processes, improving operational efficiency.

Collaborated with developers to perform user acceptance testing, ensuring system functionality.

Created workflow processes to reflect new organizational structures and division of responsibilities.

Contract extended multiple times based on exemplary work performance.

Conducted working sessions with Subject Matter Experts to create Methods and Procedures documents.

Lead analyst in a work migration project, resulting in increased revenue.

Interpreted employee engagement surveys to develop plans for improving results.

Authored training documents for the Knowledge Management Site, while converting existing documents to the new platform.

Analyzed and improved business processes, resulting in enhanced operational efficiency and effectiveness.

Facilitated change management efforts during product integration, guiding stakeholders through transitions.

Collaborated with cross-functional teams to align business and technical objectives for product integration projects.

Maintained documentation for new products and services, ensuring clear communication of features and processes.

Client Services Manager/Business Analyst AT&T Charlotte, NC May 2011 - April 2018

Acted as the representative for key clients, including Bank of America, Wells Fargo, H&R Block, and United Healthcare.

Conducted telecommunications and networking evaluations to identify opportunities for cost reduction.

Managed the issue escalation process, resolving complex integrated customer issues related to AT&T services.

Provided sales support through technical validation, feasibility assessment, and contract implementation.

Maintained VoIP applications, diagnosing and resolving technical issues for implementation, add-on and support.

Collaborated with developers to ensure requirements and functional designs were translated into technical solutions.

Developed KPIs to monitor sales performance and quota attainment using SPOM tools

Created and executed test scripts from business requirements, ensuring product quality.

Documented process and system gap analyses, noting differences and similarities to guide system enhancements.

Participated in the development and communication of business strategies, functions, planning, status, and risks.

Collected and analyzed key metrics from diverse sources to inform strategic decision-making.

Functioned as a liaison between business and technical teams, facilitating effective communication.

Developed and executed change management guides and job aids for VoIP services, enhancing user experience.

Created and maintained service management guidelines based on SLA agreements per client contract.

Coordinated meetings to identify and resolve client issues, including customer complaint resolution.

Analyzed complex data from multiple sources, adapting and modifying standard techniques to solve complex problems.

Developed training documentation for end users and conducted internal problem-solving sessions.

Instrumental in creating and implementing processes to shorten service delivery intervals.

Participated in deployment schedules and monitored project success rates through data analysis and reporting.

Education

Master of Business Administration-Global Leadership COLORADO TECHNICAL UNIVERSITY

Master of Science in Management- Project Management COLORADO TECHNICAL UNIVERSITY

Bachelor of Arts –English UNIVERSITY OF NORTH CAROLINA@WILMINGTON

Contact this candidate