Data Analyst Power Bi
Resume:
Lester Jack
**********@*******.***
Summary:
Experienced analyst with forecasting, KPI, supply chain management and e-commerce experience
Expert at deal analysis, increasing process efficiency and cost reduction.
Numerous years of financial reporting experience including sales proposals.
Expert at improving processes and reporting them to all levels of management.
Advanced Excel trend analysis using formulas, creating tables, and forecasting trends.
Workday, Salesforce, SAP, Tableau and Power Bi experienced worked on implementing agile methodology.
Expertise
Access
AP/AR
Advanced Excel
Advanced Word
Budgeting
Data Modeling
Forecasting
KPI/ ROI analysis
MS Project
PeopleSoft
Power BI
PowerPoint
Quality Center
Salesforce
SAP
ServiceNow
SharePoint
Tableau
Visio
Workday
Professional Experience
CVS Mar 2025 –Present
Sales Data Analyst
Review of existing sales contracts for accuracy
Work with sales teams on product trends
Download and manipulate data from Access and Salesforce databases
Update Excel spreadsheets with clams’ data. The spreadsheets help determine refunds for clients
Premiere Communications Jan 2024 –Sep 2024
Sales Analyst
Developed billing database for existing customers using excel including charts and graphs
Assisted in project proposals and deal analysis
Reviewed and billed existing customers for construction and repair projects
Composed proposals for possible customers using excel and PowerPoint
Reviewed customer recommendations and reviews used to improve relations with customers.
HCL - Remote Jan 2023 –July 2023
Financial /Sales Analyst
Managed sales databases, produced KPI, and forecast reports utilizing advanced excel and Power Bi.
Developed sales data and financial models based on billing and poled information
Assisted in preparation of additional present deal analysis including cost saves and needed changes
Worked with the development team on agile methodology to improve business processes and efficiency.
Lead team produced a financial analysis and customer satisfaction report for the sales team
Liaison between multicultural reporting and system development teams
Developed and distributed reports in ServiceNow.
AT&T- Remote April 2022 –Dec 2022
Financial Analyst
Managed pricing data from a legacy system by adjusting prewritten SQL scripts to be used by management.
Produced ROI and KPI reports on projects from data downloaded from an SAP database.
Worked with an internal team on the implementation of agile methodology to increase productivity.
Produced vendor payout report dashboard used to monitor contract compliance using advanced excel skills.
Developed several logistics tracking reports using excel including pivot tables, macros, and lookups.
Produced dashboard to manage supply chain, billing and project processes.
Presented findings in PowerPoint presentation to management.
T-Mobile Frisco, TX Jun 2021 –March 2022
Data Analyst
Managed a large sales database in Salesforce and used data to produce daily management reports.
Developed several project dashboards including POS accuracy using advanced excel skills to track projects.
Produced project proposals using Salesforce, excel, Power BI and Tableau
Reviewed current data reports from an SAP database, produced financial and branding reports.
Lester Jack
Disney Corporations -Remote Feb 2021 –June 2021
Financial /Sales Analyst
Analyzed customer sales and financial records from an SAP database for a block of existing customers.
Produced customer refund report based on findings saving the client one million dollars.
Performed e-commerce analysis on possible and existing vendors.
Developed sales forecast reports for an existing vendor, this was used by management to save $750k.
Organized and performed several PowerPoint presentations for marketing on vendor pricing.
Prepared deal analysis for management to determine contract compliance and profitability.
AT&T -remote Jul 2018 – July 2020
Financial Analyst
Developed and managed sales, financial planning and KPI reports for multiple projects.
Developed a new excel dashboard used to monitor the financial status of existing projects.
Downloaded financial data from the SAP system forecast future projects expenses.
Created process improvement reports used as basis for updates to agile methodology.
Project managed several switch updates and testing for multiple manufacturers.
Created several dashboards to monitor KPI utilizing advanced Excel skills.
Abbott Labs-Plano, TX April 2018– Jun 2018
Sales Data Analyst
Produced sales trends presentations for management utilizing Workday, Excel, PowerPoint, Visio, and Word.
Analyzed e-commerce billing for accuracy and advised accounting on errors found.
Worked with a marketing team on new product and branding reports.
Downloaded and analyzed rep production and billing information from legacy platform and Salesforce.
Downloaded rep information from Workday is used to produce management reports.
Developed complex Excel dashboards to review project performance.
Utilized Tableau to develop sales data. reports
AT&T -Remote April 2014 – Nov 2017
Financial Analyst
Retrieved project KPI data from a legacy system, produced Excel-based quantitative reports for management.
Developed project delinquency reports and dashboards utilizing Excel, word, and PowerPoint.
Downloaded wireless project data from an SAP database, used the data to estimate budget.
Created forecast report for future wireless update project costs.
Produced and presented daily metrics reports utilizing complex Excel spreadsheets and Word documents.
Analyzed testing data for accuracy in Quality Center making changes and updates where needed.
Clear Channel – Addison, TX Dec 2013 – Mar 2014
Data Analyst
Developed a new Excel dashboard used to track commercial sales
Reviewed sales trends by region and advised sales teams on trends
Project lead a pay equity project. Project was designed to determine the correct salary range for the company.
Developed compensation reports utilizing workday data compared to company compensation reports.
Developed multiple Excel spreadsheets to monitor and report the progress of the project.
Functioned as tier one help desk contact. Assisting people with problems with SharePoint and Excel problems.
Tested the accuracy of downloaded and newly entered sales and marketing data in Kenexa salesforce.
Hosted status meetings with multiple levels of management on the status and findings of the project
Reviewed sales agent compensation for accuracy.
Lester Jack
Citi – Irving, TX Aug 2012 – Aug 2013
Financial Data Analyst
Developed a Dashboard using Excel spreadsheets to monitor the KPI of a multimillion-dollar project.
Coordinated multicultural reporting teams for a worldwide division.
Calculated associated saves from migration projects totaling over $8,000,000.
Facilitated weekly status meetings for middle and upper management on the status of the conversion project.
Worked with the HR department on budget information for a multinational team.
Developed a complex Excel spreadsheet to monitor employee data for an international department.
Forecast department hiring, position moves and cost savings to make sure a department remains within budget.
British Telecom – Irving, TX Jan 2012 – Aug 2012
Data Analyst
Developed, tested, and implemented new customer billing reports for a multinational company.
Made appropriate billing returns for customers.
Distributed KPI reports to multiple management teams.
Built Excel spreadsheets used to monitor financial data for an international billing department.
Reconciled billing amounts between multiple billing systems.
Layered Tech – Plano, TX Jul 2010 – Jul 2011
Financial / Sales Data Analyst
Developed a new Excel dashboard to report e-commerce sales to management.
Enhanced customer refunds accuracy by improving the process and accuracy of the data
Developed and implemented a sales and marketing report used by the marketing/ sales team.
Designed and distributed sales projection reports based on current sales and historical sales using Workday.
Review sales agent compensation and employee pay for accuracy using Workday.
Utilized Workday Data was to determine the compensation of current employees.
Audited telecom billing records from an SAP database.
Facilitated billing system upgrades with the IT department including performing ad hoc testing on updates.
Managed multiple project statuses and updated management on the status of the projects.
Verizon Business – Irving, TX May 2008 – May 2009
Reporting / Sales Analyst
Compiled e-commerce billing and Sales data from Salesforce for a wireless group.
Developed sales forecast and sales history models used by management to monitor the sales force of Verizon.
Analyzed financial and HR details for a national sales team, for efficiency.
Lead weekly project and employee status meetings with management.
Facilitated management-level meetings about trending and profitability of sales.
AT&T – Richardson, TX Feb 2005 – May 2008
Financial Data Analyst/ Project Manager
Project Managed combining wireless and wired billing systems including writing test requirements.
Downloaded and manipulated billing information from an SAP database.
Downloaded billing data from an SAP database. Combined it with other data on an excel spreadsheet.
I analyzed regional financial billing trends and produced sales forecast reports based on my analysis.
Downloaded combined and audited billing data from Cingular, Amdocs, and AT&T databases.
Created data models used to report statistics during daily status calls.
Education
Master of Business Administration, Amber University, Garland, TX
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