Senior Data Analyst

• Jul 2022 - Present

Forward Solutions provides advanced services for evolving markets which encompasses the following divisions: Avision, Curate, OneSolution, Southeastern Distribution Sales, and Utility Sales Associates. Each of our divisions offers outsourced sales, marketing, and customer service for our growing manufacturers. As a Senior Data Analyst, I Manage, lead, and enhance the revenue finance team that is responsible for the end-to-end process of logging revenue received, formatting files, matching supporting data to existing accounts, loading it into our CRM system, and matching back to the revenue team.

Data Team Lead

• Jan 2021 - Dec 2022

Data Analyst

• Jan 2018 - Jan 2021

• Utilize MS SQL and other warehousing programs to mine, analyze and convert customer data into the FieldEdge format.• Utilize project management skills to prioritize multiple conversion projects while effectively ensuring on-time conversion schedules.• Work with the onboarding team and stakeholders to assure stakeholder satisfaction when fully implemented with the FieldEdge software.

Commercial Analyst

• Aug 2019 - Apr 2020

Staff Accountant

• Feb 2017 - Dec 2017

• Successfully managed the company’s Accounts Receivable account. • Reduced past due receivables by 80%. • Reconciled the company’s banking and Amazon Vendor accounts. • Processed, registered and voided all vehicle extended warranties and extended service contracts. • Performed month end accounting & administrative functions as directed by Office Manager. • Advanced knowledge of CDK Drive, an ERP software system utilized by dealerships. • Successfully managed the company’s Accounts Receivable account. • Reduced past due receivables by 80%. • Reconciled the company’s banking and Amazon Vendor accounts. • Processed, registered and voided all vehicle extended warranties and extended service contracts. • Performed month end accounting & administrative functions as directed by Office Manager. • Advanced knowledge of CDK Drive, an ERP software system utilized by dealerships.

Regional Account Executive

• Dec 2014 - Feb 2017

• Developed unique market strategies resulting in increased wholesale revenue of 20% over prior year. • Negotiated pricing with manufacturers resulting in cost savings of over $2 million. • Ensured proper inventory management with an inventory of over $10M. • Performed variance analysis on sales reports. • Developed unique market strategies resulting in increased wholesale revenue of 20% over prior year. • Negotiated pricing with manufacturers resulting in cost savings of over $2 million. • Ensured proper inventory management with an inventory of over $10M. • Performed variance analysis on sales reports.

Assistant Manager

• Mar 2012 - Jul 2014

• Reduced obsolete parts inventory to an all-time company low of 0.08%. • Creating a shared database that housed information to help the service department provide a better overall customer experience. • Developed sourcing strategies to reduce lead times. • During my tenure, our department’s revenues and gross profit figures increased to all-time highs. • Prepared and administered monthly and annual operating budgets. • Reduced obsolete parts inventory to an all-time company low of 0.08%. • Creating a shared database that housed information to help the service department provide a better overall customer experience. • Developed sourcing strategies to reduce lead times. • During my tenure, our department’s revenues and gross profit figures increased to all-time highs. • Prepared and administered monthly and annual operating budgets.