Experience

Stewart Valuation Intelligence

• United States
• Real Estate
• 1 - 100 Employee

• Director Business Planning Analysis

  • Jan 2023 - Present



Pro Teck Valuation Intelligence

• United States
• Financial Services
• 1 - 100 Employee

• Director, Business Planning and Analysis

  • Jan 2018 - Present

  Waltham, Ma Lead business planning and analysis for home valuation services provider; support executives, develop specialized reporting and forecasting, contribute to annual planning, and present ongoing reporting to COO, CEO, and CFO Tasked with designing company’s whole reporting and analysis paradigm from the ground up, worked with stakeholders to outline core data sources, metrics, and KPIs, and partnered with IT leadership to build out user-friendly dashboards Leveraged new reporting and… Show more Lead business planning and analysis for home valuation services provider; support executives, develop specialized reporting and forecasting, contribute to annual planning, and present ongoing reporting to COO, CEO, and CFO Tasked with designing company’s whole reporting and analysis paradigm from the ground up, worked with stakeholders to outline core data sources, metrics, and KPIs, and partnered with IT leadership to build out user-friendly dashboards Leveraged new reporting and analysis to improve business processes that grew same-day job assignment from 50% to 80%, enhanced identification of automated application processing, and grew margins from 12% to 50% Commended by executives for developing clearer understanding of trends and variances through customized reporting and dashboards, outlining business unit improvements that positively impacted revenues, profits, and costs, and forging improved relationships between Finance, Operations, and IT teams resulting in ongoing business success Drive design, development, and management of operational analysis, visual data, and dashboards using Tableau, SQL, and Salesforce, deliver ongoing reporting to executive level finance and operations groups, and develop and executes corrective action plans and serves as a supporting Project Manager Work with leadership daily to leverage key information and analysis, create ad-hoc analysis to explain trends related to closed revenue, order pipeline, and other KPIs, and prepare findings to suggest corrective actions; leverage analysis to contribute to business plan and sales presentations Partner with CFO to develop $60M annual budget, develop financial models related to revenue, accounts payable, staffing, and order volume, and craft 12-month forecasts to help outline spending amounts and categories Direct team Data and Business Analysts, determine performance metrics, support project duties, collect status reports, and provide training

• Manager, Business Planning and Analysis

  • Jan 2015 - Jan 2018

  Developed and deployed new clean sheet capacity model, incorporated data from Salesforce CRM, SQL Server, and qualitative management feedback, and improved forecasting of operational personnel and resource needs across multiple departments to drive down costs without sacrificing quality Worked with Client Support and Sales teams to leverage advanced reporting and analysis, developed reports related to job volume, SLA times, current regional capacity, and future capacity, provide… Show more Developed and deployed new clean sheet capacity model, incorporated data from Salesforce CRM, SQL Server, and qualitative management feedback, and improved forecasting of operational personnel and resource needs across multiple departments to drive down costs without sacrificing quality Worked with Client Support and Sales teams to leverage advanced reporting and analysis, developed reports related to job volume, SLA times, current regional capacity, and future capacity, provide presentations and modelling for clients, and support official responses to client audits, RFIs, and RFPs Launched new bi-weekly operations management call, reviewed progress on month to date revenue and cost goals, action plans, and strategic course correction, and standardized slide deck, visual data, data points, and takeaways to promote business optimization and growth

• Assistant Quality Control Manager

  • Jan 2013 - Jan 2015

  Directed team of 12 Data and Business Analysts, determined success metrics, assigned project and daily duties, collected status reports, and provided ongoing training and coaching; ensured products and client SLAs were met while team achieved production and quality goals Developed team and individual performance scorecard, identified objective data to measure, collaborate with team leads to gather feedback on performance metrics, and leveraged ideal data tools and dashboards to communicate… Show more Directed team of 12 Data and Business Analysts, determined success metrics, assigned project and daily duties, collected status reports, and provided ongoing training and coaching; ensured products and client SLAs were met while team achieved production and quality goals Developed team and individual performance scorecard, identified objective data to measure, collaborate with team leads to gather feedback on performance metrics, and leveraged ideal data tools and dashboards to communicate outcomes; new tool helped track and correct trends, improved overall team performance, and was rolled out across all internal teams Worked as key liaison for several key clients, including Client relations leaders at JP Morgan Chase and Fannie Mae, provided ongoing and ad-hoc reporting, delivered insights to trends and analysis, and worked collaboratively to correct operational issues and improve business partnerships

• Team Lead & Mentor

  • Jan 2011 - Jan 2013

  Created enhanced standard work instructions and process guides, improved quality and turnaround of data analysis requests, developed quick reference cards, new forms, asked by leadership to incorporate new best practice into department training regimen Led coaching and guidance to new and tenured Data Analysts, partnered with Director of Training to develop several training courses focused on specific products, special client instructions, and general data analysis… Show more Created enhanced standard work instructions and process guides, improved quality and turnaround of data analysis requests, developed quick reference cards, new forms, asked by leadership to incorporate new best practice into department training regimen Led coaching and guidance to new and tenured Data Analysts, partnered with Director of Training to develop several training courses focused on specific products, special client instructions, and general data analysis principles Created new hire scoring system to track progress through 8-week training program, introduced objective rating system to ensure all new hires and trainees were brought up to internal standards Earned “Above and Beyond Award” by earning top spot for production volume and quality levels

• Quality Reviewer

  • May 2009 - Jan 2011

  • Provide quality assurance review of hundreds of valuations checking for client, regulatory, and internal requirements • Earned the Pro Teck Above and Beyond Award by rising to the top of my peers in production volume while maintaining quality control standards, these methods were later used in the training and development of future employees to improve production while retaining quality control standards • Created my own standard work instructions and process guides to aide in the… Show more • Provide quality assurance review of hundreds of valuations checking for client, regulatory, and internal requirements • Earned the Pro Teck Above and Beyond Award by rising to the top of my peers in production volume while maintaining quality control standards, these methods were later used in the training and development of future employees to improve production while retaining quality control standards • Created my own standard work instructions and process guides to aide in the expedient quality review of products, these would become the foundation of our quick reference cards (QRC) and training regimen



William Raveis Real Estate, Mortgage & Insurance

• United States
• Real Estate
• 700 & Above Employee

• Team Member of Allmarblehead Group

  • Feb 2008 - Feb 2009

  Worked directly under a top producing real estate agent in the Marblehead area and helped in launching the new Allmarblehead Group website and worked to bring real estate and the community together.