Senior Analyst, Marketing

• Nov 2021 - Present

Senior Analyst, Operational Analytics - Direct & Acquisition

• Jul 2020 - Nov 2021

• Capacity Management: Forecast daily PSC (potential sales call) volume from 10+ lead sources to support rep capacity and maintain strong efficiency thresholds• Data Visualization: Automate PowerBI dashboards that provide quick hit answers for leadership and myself, enable stakeholders to be decisionmakers, and create time savings for cadenced reporting• Ad Hoc Analyses: insights and recommendations provided for Queue specialization (Spanish-speaking leads, partner-specific leads), contractual thresholds with key partners, intra-week performance, catastrophe events (TX freeze/weather)• Manager experience: support data analysts from 3rd-party, overseas vendor with model builds and analyses; manage Analysts within LM's Development Programs on support projects including call interval results• Stakeholder Partnership: strong relationships with Lead Source Managers & Call Center Operations staff required to maintain accurate capacity forecasts; act as a consultant with Financial Planning and Modeling teams to provide context and strategic guidance; collaboration with Tyler described as "proactive and mutualistic"• Accolades: awarded LM's 'Behavioral Recognition' rating for "his exemplary actions being a positive force on the team and deepening relationships with stakeholders"; recipient of 10+ Shine rewards which spotlight great work and recognize support of company values Show less

Analyst, Strategic Partnerships, Marketing

• Dec 2018 - Jul 2020

• Utilize SAS SQL to monitor key performance metrics and uncover deeper trends• Collaborate with cross-functional teams to share insights and dashboards, as well as gather support for recommendations• Lead the Top of Funnel Planning Process by interacting with stakeholders in order to understand expected call volume and digital growth through partnerships• Create and present the Monthly Operating Report (MOR) to senior leadership; monthly discussion about results vs plan and trends observed in the data• Automate common requests through scheduled PowerBI dashboards for stakeholders Show less

Senior Associate, Strategic Partnerships, Marketing

• Dec 2017 - Dec 2018

Associate II, Analyst Development Program - Global Consumer Markets

• Dec 2016 - Dec 2017

• Rotation One: Strategic Revenue Generation team within Distribution Insights• Rotation Two: Predictive Analytics within Claims• Rotation Three: Product Operations within Finance• Rotation Four: State Solutions within Product Management

Associate I, Analyst Development Program - Global Consumer Markets

• Sep 2016 - Dec 2016

• Passed Knowledge Check Exam, which demonstrated a complete understanding of the Insurance Industry, Liberty Mutual Personal Insurance, and its products -Exam also demonstrated a solid understanding of financial and operational metrics• Digital Marketing Analytics team: Completed the 1-month, Making The Business Case project, where I demonstrated critical thinking and analytical skills by analyzing reports and data relevant to a key business problem• Countrywide Analytics team: Completed the Group Analysis project, utilizing newly-acquired technical skills (SAS) and other tools (Microsoft Excel) to deep-dive problem areas• Associate I position allowed me to demonstrate creativity and communication skills by developing and presenting comprehensive findings and recommendations to Liberty Mutual management Show less

Product Management Property Research Intern, Analyst Development Program

• May 2015 - Aug 2015

This position was organized through a project-based internship, where analysts were assigned to divisions based on strengths observed through a rigorous interview process. My placement in product management allowed me to work on a solar panel coverage policy for current and prospective clients. I presented my findings and recommendations in front of senior management during the final week of my summer. This position was organized through a project-based internship, where analysts were assigned to divisions based on strengths observed through a rigorous interview process. My placement in product management allowed me to work on a solar panel coverage policy for current and prospective clients. I presented my findings and recommendations in front of senior management during the final week of my summer.

Programmatic Exchange Analyst

• Mar 2015 - Apr 2015

• Provided whitelisting and quality assurance on new publishers TVN on-board • Analyzed and reported the weekly programmatic data for ASEAN countries • Provided whitelisting and quality assurance on new publishers TVN on-board • Analyzed and reported the weekly programmatic data for ASEAN countries

DTC Digital Marketing Intern

• May 2014 - Aug 2014

• Developed and maintained analytic reporting on a daily, weekly, monthly, and annual basis • Produced a compilation binder of Travelers’ digital creative (i.e. remarketing, DTC, direct mail) • Calculated a bounce rate analysis for certain problematic landing pages • Researched and presented a comparative analysis of Allstate and Travelers Digital Marketing strategies • Developed and maintained analytic reporting on a daily, weekly, monthly, and annual basis • Produced a compilation binder of Travelers’ digital creative (i.e. remarketing, DTC, direct mail) • Calculated a bounce rate analysis for certain problematic landing pages • Researched and presented a comparative analysis of Allstate and Travelers Digital Marketing strategies

I-Banking Analyst

• May 2013 - Aug 2013

•Created and maintained a Covenants Database of all senior living bond deals •Summarized real estate appraisals for two different independent living communities •Built PowerPoint presentations for four different sales calls that translated into $200 mm in bond deals •Calculated Pro Forma Cash Income Statement data to show a stabilized occupancy rate •Conducted an investment performance review for a financing deal worth $2.4 million of preferred equity •Analyzed the market and published my insights based on research: http://www.hjsims.com/news-views/comparing-todays-senior-living-community-residents-to-10-years-ago/#.VInPIIuj20Y Show less

Law Clerk

• Dec 2011 - Aug 2012

• Assisted Paralegals in filing documents and updating databases • Organized closed files to be sent into storage • Assisted lawyers in daily tasks, such as forwarding correspondence and maintaining work flow • Assisted Paralegals in filing documents and updating databases • Organized closed files to be sent into storage • Assisted lawyers in daily tasks, such as forwarding correspondence and maintaining work flow