Stuart Whalley

Director of Business Intelligence at Continuum Media
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Contact Information
us****@****om
(386) 825-5501
Languages
  • German Limited working proficiency

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5.0

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David Presnell

Stuart and I arrived at the company within days of the announcement that we were being acquired by a larger competitor. The plan for our roles was largely tossed aside and we had to learn to swim on our own very quickly. Stuart and I came from very different backgrounds but his ability to provide insightful analysis, passionate leadership, and constant drive for the improvement of his team as well as his own technical skillset earned my respect and admiration. Stuart adjusted expertly to evolving demands on our analytics team as he guided them through ad hoc requests, preparing forecasts and analysis beyond close, and prepared the business unit in Denver to operate under an entirely new telephony system during an extremely fast paced M&A. His personal technical ability is peerless and he was able to bring thoughtful analysis and process improvement techniques to the table after every meeting. It has been a true honor to work with him and he would have my highest recommendation for any role in leadership in data analytics and business intelligence.

Keith Thompson

I had the pleasure of working with Stuart for about 2 years. Stuart was our Analytics Manager primarily responsible for providing accurate forecasts regarding capacity planning, service levels, and appropriate staffing levels. I found Stuart to be very knowledgeable and skilled in his craft. He used good logic and strong analytical skills to provide very accurate forecasts. He provided daily, weekly and monthly updates on progress at various meetings. He quickly made adjustments to forecasts in order to keep them as accurate as they could be and help ensure service levels were met. I have no reservations in recommending Stuart and helping him to continue to advance in his career.

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Credentials

  • Data Science
    RMOTR
    Jul, 2019
    - Oct, 2024
  • Alteryx Bootcamp
    Udemy
    Apr, 2019
    - Oct, 2024
  • The Complete SQL Bootcamp
    Udemy
    Apr, 2019
    - Oct, 2024
  • Python for Data Science and Machine Learning Bootcamp
    Udemy
    Aug, 2018
    - Oct, 2024

Experience

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Director of Business Intelligence
      • Jun 2022 - Present

      Incubate an agile, CI/CD, test-driven environment for the BI department, utilizing Atlassian software.Cultivate the BI departmental, multi-year roadmap, with the VP of Product, to determine and deliver upon optimal company data strategy based on big-picture goals and company mission.Storyboard projects, using StoriesOnBoard, to give guidance to developers on how to deliver upon roadmap and parking lot items within aggressive timelines.Onboard external partners and clients, using AWS, Python, SQL, and Tableau, to ensure an automated data environment is harnessed and users have access to the appropriate data.

    • Business Intelligence Manager
      • Jun 2019 - Jun 2022

      Architected and reinvented the entirety of the company’s business intelligence platform, opening the door for predictive, prescriptive, and diagnostic analytics, improving data delivery time by several hours per day and increasing data accuracy.Developed the backend of the BI platform by creating scalable SQL-based databases, migrating software powering ETL and machine learning scripts from Alteryx to Python, while writing numerous more, and utilizing AWS for data pipeline automation.Optimized the frontend of the platform by building hundreds of visuals in Tableau, migrating an on-premises server solution to a SaaS solution, and being administrator for all internal and external users regarding visualization access and functionality.Cultivate a self-sustaining team of developers, encouraging and guiding proficiencies in all facets of the platform.

    • United States
    • Investment Management
    • 500 - 600 Employee
    • Analytics Manager
      • Nov 2018 - May 2019

      Led a team of eight who enabled the transfer agent to meet their service level board agreements each month, without failure, through delivering predictive quantitative and qualitative analytics, scheduling, real-time, and administrative functions, while actively participating in the integration of a privately held company to a publicly held one. Developed and presented the transfer agent capacity and staff contingency plan dashboards, utilizing Power BI, to ensure clear consultation through visualizations to technical, non-technical, and senior level customers on how to meet phones and processing KPIs during high attrition rates induced by the Invesco acquisition. Empowered and developed the team through introducing new systems, such as Power BI, Alteryx, and Python, delivering promotions, and strategizing growth opportunities to match individual career aspirations. Defining Moment: I was offered my job the day before the announcement was made that Invesco was to acquire Oppenheimer. Leading the team through this high-stress, tense environment was a rare, challenging experience that forced me to flex my leadership muscles in ways I never thought possible. While adhering to deadlines and efficiency gains, I grew as a leader through learning to be there for the team, whether that resulted in coaching, advice, or just listening, as stress and anxiety mounted as we approached the conversion date.

    • United States
    • Banking
    • 700 & Above Employee
    • AVP, Analytics Manager
      • Sep 2016 - Nov 2018

      Engineered and implemented the predictive/machine learning models for contact center KPI forecasting concerning 16 million+ customers and 1000+ bankers within seven contact centers with +-5% accuracy, utilizing Python, SQL, and Excel. Created and presented the forecast, capacity plan, and budget regularly to contact center leaders and executives, recommending hiring or improvements to achieve service level goals, leading to >50% increase in monthly service levels. Conducted project-based scenario modeling, through data wrangling and identifying trends, and communicated findings/visualizations to partners with actionable consultation on customer service and internal optimization, achieved through routing changes, training alterations, or IVR improvements. Managed multiple vendor relationships through forecasting and scheduling expectations and transparent communication. Defining Moment: The predictive analytics function for the workforce management team did not exist when I first arrived at U.S. Bank. It was an enormous, yet very fulfilling and attractive task to build this from the ground up. I learned priceless amounts about my business when locating the data, diving headfirst into it, and connecting it to the sources necessary to create a concise, finished product that my technical and non-technical customers could understand. This experience strengthened my understanding of SQL, Python, and Excel immensely and uncovered my personal passion for development and optimization.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Forecast Manager
      • Jul 2015 - Sep 2016

      Delivered the enterprise forecast for incoming call volume and handle time from 14 million subscribers to DISH’s 23 contact centers, impacting nine thousand agents for service level adherence.Developed and led a team of two through promotions and skill-set growth while exceeding forecasting accuracy expectations (+-3%) and improving team efficiency through automation (reduction of 20 man-hours per week). Forecasted call volume, handle time, capacity plan, and headwinds for the department’s annual, multi-million-dollar budget.Provided recommendations and transparency to executive team and project managers on a frequent basis concerning expected workload upcoming to the contact centers and how to navigate to meet KPIs. Defining Moment: Having direct employees gave me the opportunity to realize the importance of making decisions based on individual skill-sets. While in this position, I had a team of two with very different backgrounds and very different aspirations. I learned the correct way to leverage their skill-sets to keep the team moving forward while advocating for their career goals. Ultimately, I was able to help them both receive promotions while improving accuracy and effectiveness on the team.

    • Senior Forecast Analyst
      • Jun 2013 - Jul 2015

      Forecasted incoming call volume and handle time for DISH’s 14 million subscribers to support our nine thousand agent workforce to deliver best in class customer service. Innovated, optimized, and engineered various machine learning processes and advanced models to automatically forecast, with improved accuracy, a myriad of customer contact segments down to thirty minute and up to annual intervals. Led, mentored, and trained several peers to develop their forecasting skills and optimize the team’s efficiency. Collaborated with project managers frequently to size the impact of initiatives to the workforce and its KPIs.Presented predictive analysis concisely and clearly to the executive team on a weekly basis.

    • Internal Consultant and Operations Analyst
      • Jul 2012 - Jun 2013

      Closely analyzed documentation on projects impacting any part of the business and gave helpful, in depth feedback, questions, and recommendations to project managers. Led and attended many meetings throughout each day and provided thoughts, questions, and recommendations regarding the details of projects. Compiled, organized, and created helpful documents and communications for retailers to help them navigate through online applications comfortably and accurately.

Education

  • University of Michigan
    Bachelor of Arts (B.A.), Economics and German
    2008 - 2012

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