Gerret Montgomery

Director of Data and Analytics at Black Box Intelligence™
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

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Experience

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Director of Data and Analytics
      • Feb 2023 - Present

      Dallas, Texas, United States

    • Product Owner
      • Nov 2022 - Feb 2023

      Dallas, Texas, United States

    • Director of Business Analytics and Operations
      • Sep 2017 - Dec 2022

      Dallas/Fort Worth Area As the Director of Business Analytics & Operations, I perform many duties, including, but not limited to: Analyzing customer data to find meaningful insights into performance. Finding and correcting client data issues in our SQL database. Continually improving existing processes to make regular tasks more efficient. Providing training and professional growth opportunities to seven incredible employees on my team. Creating, updating, and maintaining Power BI dashboards to be used… Show more As the Director of Business Analytics & Operations, I perform many duties, including, but not limited to: Analyzing customer data to find meaningful insights into performance. Finding and correcting client data issues in our SQL database. Continually improving existing processes to make regular tasks more efficient. Providing training and professional growth opportunities to seven incredible employees on my team. Creating, updating, and maintaining Power BI dashboards to be used cross-departmentally. Creating, updating, and maintaining Python scripts used during production processes. Providing product guidance and insight to our development and product teams. Managing client user base by adding/removing users and permissions to certain products. Overseeing operational deadlines for all products. Overseeing timely and correct support for client requests. Working cross-departmentally to create new products for clients.

    • United States
    • Restaurants
    • 500 - 600 Employee
    • Senior Financial Analyst
      • Sep 2015 - Sep 2017

      Dallas, Texas As a Sr. Financial Analyst I performed many duties, including: Generating reports daily to track sales and traffic growth Operations team reporting of P&L and other metrics by week, period, quarter, and year ROI/ROMI analysis on marketing initiatives LTO effectiveness analysis Food/Labor Cost analysis Essbase data cube updates for menu updates

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Business Analyst
      • May 2009 - Sep 2015

      Dallas/Fort Worth Area I work with many clients in the food service industry to more effectively make decisions regarding their financial and human capital to help them reduce costs and increase profitability. I provide them with the necessary benchmarks and business intelligence so they can know what areas of their business they can improve on.

    • Professional Services
    • 700 & Above Employee
    • Tax Processor
      • Jan 2009 - Apr 2009

      Data analysis, maintenance and preparation of client data using PARSPlus application and other database tools such as SQL’s Query Analyzer and Crystal Reports. Reconciliation of PARSPlus output reports to ensure 100% accuracy, while meeting client review and delivery deadlines. Acquire project team experience through interaction with team members and managers. Enhance technical skill set through database and report writer utilities (SQL, Crystal Reports, etc.). Acquire project… Show more Data analysis, maintenance and preparation of client data using PARSPlus application and other database tools such as SQL’s Query Analyzer and Crystal Reports. Reconciliation of PARSPlus output reports to ensure 100% accuracy, while meeting client review and delivery deadlines. Acquire project team experience through interaction with team members and managers. Enhance technical skill set through database and report writer utilities (SQL, Crystal Reports, etc.). Acquire project experience with client deadlines. From 01/05/09 to 04/15/09, my role was a client team staff member responsible for processing of 8 MLP clients. Processing included interface and reconciliation of external source information, calculation of tax amounts, and preparation/forwarding of client data to mail vendor to ensure timely delivery of investor tax packages for each client. Show less

    • Government Administration
    • 700 & Above Employee
    • Cambodian Linguist
      • Jun 2008 - Jul 2008

      Monitored Cambodian conversations and provided translation assistance to customs agents. Transcribed Cambodian conversations word-for-word to be used as evidence in court. Strictly followed minimization procedures and obtained DHS-ICE clearance.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Library Assistant 4
      • Jan 2007 - May 2008

      • Provided translation and Romanization for Cambodian books, newspapers, magazines, and other media. • Ensured materials are properly recorded into library database according to Library of Congress standards.

    • Research Assistant
      • May 2007 - Aug 2007

      • Collaborated with Senior Extension Associate to collect and tabulate data on cooperative businesses in New York and New England, including farm credit associations, rural electric cooperatives, credit unions, and retail grocer cooperatives. • Created organizational system for data and maintained consistency in preparation for final publication intended to educate and provide pertinent economic and regional-specific data for cooperative businesses in the Northeast.

    • Manager/Server
      • Aug 2005 - Jan 2007

      • Performed payroll accounting duties to ensure employees received proper reimbursement for time worked. • Reviewed cash register totals and investigated cash flow discrepancies. • Supervised and trained restaurant staff of more than 20 employees in product knowledge and exceptional customer and quality assurance. • Expanded repeat-customer base by providing excellent customer service and surpassing client expectations.

    • United States
    • Religious Institutions
    • 700 & Above Employee
    • Full-time Volunteer
      • Jun 2003 - Jun 2005

      Cambodia • Worked directly with service President to train 14 Zone Leaders and more than 120 American and Cambodian volunteers. • Trained and supported three District Leaders and more than 20 volunteers. • Planned and executed training program to motivate, teach, and prepare new volunteers entering the program. • Prepared lessons and taught English classes to Cambodian natives. • Met monthly with supervisor to determine strengths and opportunities of objectives.

Education

  • Cornell University
    BS, Applied Economics and Management
    2002 - 2008

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