Business Intelligence Analyst

DAVID ZAEPFEL

*** ******** ******* ***** **********, KY 40223 C: 904-***-****

********@*****.***

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

LEADERSHIP STRATEGY OPERATIONS BUSINESS INTELLIGENCE BIG DATA ANALYTICS MERGERS & ACQUISITIONS

KEY ACHIEVEMENTS:

Designed and managed implementation of first business intelligence systems at five Fortune 500 companies: Bank of America, Dell, Humana, Providian Insurance and General Electric.

Founded, built and managed multi-state, multi-outlet fast food franchise operation and completed successful exit.

PROFESSIONAL EXPERIENCE

Customer Service Manager 2024-2025

Arnold’s Boats & Motors Inc.

Responsible for maintaining all of the company’s customer satisfaction from sales and deliveries.

Maintained the company’s website, sales platform, customer interactions, and inventory systems.

Responsible for maintaining bank deposits, credit card settlements and reconciliation of cash. Business Analyst 2023-2024

Stock Yards Bank & Trust Company

Responsible for maintaining all of the bank’s lending software to ensure accuracy and functionality of the software. This included all branch activity, internal users and Audit.

Customized Commercial & Retail lending software to meet the bank’s ever-changing needs.

Ensured all bank used software was updated and accurate for customer facing applications.

Built custom reporting for all internal back users to allow insight into the bank performance.

Trained compliance and internal audit groups on how to use the software for reporting and bank compliance in order for the groups to be self-sufficient.

One of two bank wide employees that fully implemented check scanning software for all of the bank’s branches. This included upgrading all hardware at the branch level, configuring all new hardware and new software to capture check scanning capabilities. Page 2 David Zaepfel

Founder and CEO 2021-2023

STEALTH HEALTHTECH / INSURETECH STARTUP

Consulting CFO 2021-2022

BKP TECHNOLOGIES

Oversaw financial operations of dental payments SaaS company. Co-Founder and CEO 2017-2021

BUSINESS INTELLECT SOLUTIONS

Introduced a new concept of doing business in the Private Equity world from hands-on lots of FTEs to automation and allowing proven systems to perform routine work faster and more accurate which truly allows for scale.

Created a single solution to manage establishing a fund, managing all portfolio companies, fees, complex transactions, HR, deal teams, valuations, future outlooks/forecast to closing the fund out.

Developed relationships with Private Equity firms for sale of new End-to-End software for the industry, building a client list to over 8,000 Private Equity firms and thousands of Joint Ventures.

Developed a strategic partnership with The Riverside Company to expand their current software offering for compatibility to all Private Equity sizes.

Created automation for repetitive work, bolstering efficiency by 60% and reduced FTEs by 40%.

Secured contingency commitment of $4MM from three sources and an additional commitment of totaling $8MM to fund accelerated growth. Consultant 2015-2021

ZAEPFEL, LLC

Implemented a labor pricing strategy that increased revenue by 52% in 12 months for large client.

Restructured operational infrastructure to free leadership at client company to focus on field operations and sales, doubling sales within 18 months.

Mentored business owners and their staff on how to grow reviews, increase profits, use automation to achieve their desired business and financial goals. IT Consultant 2014-2015

BANK OF AMERICA

Designed and managed a complete rework of old system into an automated, less complex structure.

Identified flawed leasing system and implemented a new system with FDIC approval.

Transitioned to in-house maintenance saving $4M annually and reduced required hardware by >60%.

Page 3 David Zaepfel

Trained the current team on how to simplify systems, processes, and solutions to reduce complexity.

Chief Operations Officer 2006-2013

DYNAMICALLY MANAGED RESTAURANTS, INC. (Wendy’s)

Increased revenue by 9% in year one, reduced turnover by 400%, increased average tenure by 3.6X, and increased productivity by 17%.

Increased transactions by 11% and maintained COGs below franchise standards by implementing software to address QSR needs. Setup a complete store operating system that allowed for real-time actionable data.

Implemented new inventory solution system reducing excess inventory by 78%.

Acquired stores and added a fifth while growing revenue and transactions to each unit. Negotiated the sale of entire outfit to Meritage Hospitality Group Inc. (publicly traded) in a profitable manner while other franchises were going out of business or selling at a greatly reduced value due to the negative Wendy’s environment at the time. Senior Analyst 2001-2006

DELL, INC.

Completed Oracle to Teradata data warehouse conversion that improved query time >1000%.

Eliminated >1500 Excel sheets across 400 desktops and 11 servers to one single source.

Created a shared operational management vision and restructured 400 FTEs throughout the Americas divisions. Implemented BI standard reducing >200 redundant FTEs.

Established data controls, eliminating security issues and realizing $25M fraudulent transactions.

Removed over $50M in transactional gaming in one month.

Found and eliminated all non-compliant vendors that were unidentified previously due to data loopholes.

Built a fully burdened, automated, real-time, daily P&L for the enterprise. Senior Analyst

HUMANA 1997-2001

Senior Analyst

PROVIDIAN INSURANCE 1995-1997

Analyst

GENERAL ELECTRIC 1994-1995

EDUCATION

MBA, Bellarmine University, Louisville, KY

BA, Business Administration & Management, Bellarmine University, Louisville, KY BA, Economics, Bellarmine University, Louisville, KY

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