data/sales/business analysis, business operations, sales operations

James Roberson Jr.

-Experienced Business/Data Analyst with a proven track record of critical thinking & creative problem solving.

-Courage to challenge the status quo when logic and reason require it.

-Innovative leader, turning complex challenges into practical solutions.

-Passionate team player, focusing on overall alignment and efficiency, over productivity hindering redundancies.

EXPERIENCE

Bolle Brands SPY Optic, Carlsbad, CA — Senior Business Analyst DEC. 2021 - OCT. 2024

Responsible for translating business needs into solutions by gathering requirements and communicating those to executive staff, as well as development teams. Manipulating and stewarding large data sets using Excel (Pivot Tables-V/H LookUp-Index/Match-Power Query/Pivot DAX). Power BI(Publishing KPI Dashboards-Margin Analysis-SalesOverview YOY, MOM, Delta visualizations). Responsible for analyzing North American / Canadian / Latin American markets. Creating and presenting weekly KPI breakdowns and analyses to executive and management teams. Gathering data from Netsuite ERP (Oracle Cloud DB), and SalesForce CRM (B2B), aggregating data with strategic and sound logic. Additionally, manage key pillars of the high-level business strategy like market segmentation, product roll-out, demand planning, MAP enforcement/compliance, sales efficiency, creating and implementing SOP/training projects, and key account development. Calpine Energy Solutions,San Diego, CA—Billing andData Analyst SEP. 2021 - DEC. 2021 (Contract Role)

Main duties were to collect, review and analyze usage data for accounts/customers to interpret billing.Process/ log/ re-distribute to finance andaccounting teams usage files to initiate the billing process.

Research and reconcile usage discrepancies, and perform intricate true-up processes to make sure deadline billing cycle records are in sync with actual. Secure One Capital Corp. NMLS 239738,Costa Mesa,CA —Mortgage Loan Originator JUL 2021 - SEP 2021 (Contract Role)

Assist in managing a loan portfolio about credit quality and administration, and portfolio performance. Coordinate and manage marketing to current clients and potential customers. Approve, deny, and review loan recommendations. Review, identify and resolve problems with loan applications. Facilitate the application process by initiating pre-qualification inquiry calls and reviewing the resulting data with the branch manager. Shamir Insight Inc,San Diego, CA—Sales & PlanningAnalyst JAN 2018 - JUL 2021

Present investigations, documentation, and problem-solving, resulting in KPIs tracking over $25M in revenue.

New hire training, as well as daily consulting and educating current sales team members. Meeting strict reporting, as well as audit deadlines, while transforming sales and finance data (rebate program) into quality actionable insights.

Provide KPIs using BI tools to aggregate datasets within Power BI/Tableau/QlikSense & QlikView/MS Excel. Maintaining SQL queries to ensure clean and reliable data is collected. Hayward, CA

Tel. 760-***-****

Email:*********@*****.***

LinkedIn:https://www.linkedin.com/in

/jrobersonjr/

EDUCATION

Southern New Hampshire

University: Bachelor of Business

Administration, Management

Information Systems (MIS)

Oct. 2020 - Jul. 2022

SKILLS

● CHANGE MANAGEMENT

● CUSTOMER OR CLIENT

ISSUE/GRIEVANCE RESEARCH

AND RESOLUTION

● ADVANCED EXCEL

CERTIFICATIONS

● MANIPULATING LARGE DATA

SETS

● MS SUITE (MS 365) EXPERT

PROFICIENCY

● DATA VISUALIZATIONS -

DASHBOARD CREATION

● SQL: DATA AGGREGATION

● NETSUITE DATABASE

● SALESFORCE DATABASE

● ACCESS DATABASE

● AD-HOC REPORTING SPECIALIST

● SALES/FINANCIAL

PLANNING/BUDGET &

ANALYSIS

● DATA INTEGRITY &

GOVERNANCE

● REQUIREMENT GATHERING

● PROJECT MANAGEMENT

● ORGANIZATION &

IMPLEMENTATION TRAINING

● BUSINESS DEVELOPMENT /

MARKET SEGMENTATION &

SALES TARGETING

● PRESENTING DETAILED WEEKLY

OVERVIEWS TO EXECUTIVES

AND STAKEHOLDERS

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