Alex Bernstein
Financial Planning Analyst, Marketing Operations at Noodle- Claim this Profile
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Bio
Experience
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Noodle
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United States
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Education Administration Programs
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300 - 400 Employee
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Financial Planning Analyst, Marketing Operations
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Mar 2022 - Present
Budgeting Process - Streamlined the budgeting & invoicing process to eliminate redundancies - Converted MD’s operational budget to a payment schedule which accounting uses to invoice UPs - Developed and maintained a process for communicating the billing cadence with finance, known as the Payment Schedule - Conducted monthly B2As and ensured consistent communication between marketing, finance and accounting Monday.com transition - Led the marketing team’s migration from Jira to… Show more Budgeting Process - Streamlined the budgeting & invoicing process to eliminate redundancies - Converted MD’s operational budget to a payment schedule which accounting uses to invoice UPs - Developed and maintained a process for communicating the billing cadence with finance, known as the Payment Schedule - Conducted monthly B2As and ensured consistent communication between marketing, finance and accounting Monday.com transition - Led the marketing team’s migration from Jira to Monday - Coordinated efforts between Marketing and PMO - Managed platform education, feedback intake, structure iterations Capabilities Project - Compiled a list of service offerings and associated data points such as turnaround times and approximate cost Jira Capacity and Project Management Data Analysis - Developed 2 models for Jira – capacity model & project management model - Compiled and analyzed Jira task data - Provided weekly key insights that highlighted areas of focus for the team Jira & Monday Onboarding - Onboarded all new Marketing team members onto Jira, ensuring their success in our project management platform
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Marketing Operations Coordinator
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Sep 2020 - Mar 2022
• Managed and executed over 106 Memorandum of Works, outlining the responsibilities of the Marketing team with each University Partner • Developed and maintained a process for communicating the billing cadence with finance, known as the Payment Schedule • Uploaded project plans into Jira and managed these projects throughout the lifecycle of the initiative • Analyzed Jira project data, summarized and published weekly data insights for the team • Onboarded all new Marketing team… Show more • Managed and executed over 106 Memorandum of Works, outlining the responsibilities of the Marketing team with each University Partner • Developed and maintained a process for communicating the billing cadence with finance, known as the Payment Schedule • Uploaded project plans into Jira and managed these projects throughout the lifecycle of the initiative • Analyzed Jira project data, summarized and published weekly data insights for the team • Onboarded all new Marketing team members onto Jira, ensuring their success in our project management platform • Led weekly team prioritization meetings for each marketing service team • Spearheaded a task-based capacity model to identify which teams could take on more work and thus inform strategic decisions based on historical data • Renovated the structure for the Creative Team’s Asset Library, managing key stakeholder feedback and expectations throughout the process • Developed a marketing team intake form to streamline and standardize our service requests
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BluWave, LP
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Research Associate
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Aug 2019 - Dec 2019
BluWave is an innovative provider of value creation solutions for institutional investors, the leadership teams of their portfolio companies, and proactively managed independent companies. We leverage proprietary networks and communities to connect you with the best service providers that can help private equity firms assess opportunities and build and grow their businesses with more speed and certainty. https://www.bluwave.net/ BluWave is an innovative provider of value creation solutions for institutional investors, the leadership teams of their portfolio companies, and proactively managed independent companies. We leverage proprietary networks and communities to connect you with the best service providers that can help private equity firms assess opportunities and build and grow their businesses with more speed and certainty. https://www.bluwave.net/
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Noodle
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United States
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Education Administration Programs
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300 - 400 Employee
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Summer Intern
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May 2019 - Aug 2019
• Structured an innovative program streamlining the undergraduate to graduate pipeline via business development and partner management • Regularly collaborated directly with CEO to plan and execute presentations • Informed university partner ranking strategy through targeted research data analysis • Conducted a landscape analysis for both online university programs and top ranking publishers • Collaborated with cross-functional team to identify industry best practices for lead… Show more • Structured an innovative program streamlining the undergraduate to graduate pipeline via business development and partner management • Regularly collaborated directly with CEO to plan and execute presentations • Informed university partner ranking strategy through targeted research data analysis • Conducted a landscape analysis for both online university programs and top ranking publishers • Collaborated with cross-functional team to identify industry best practices for lead conversion and distilled into 35 page comprehensive guide • Outlined, composed, and presented comprehensive deck to improve internal marketing practices to CMO • Identified a growth area in our Facebook advertising practice, met with Facebook to discuss potential solutions, and presented solutions to the marketing team • Led entire summer intern class to create social media campaign highlighting human stories within the organization Show less • Structured an innovative program streamlining the undergraduate to graduate pipeline via business development and partner management • Regularly collaborated directly with CEO to plan and execute presentations • Informed university partner ranking strategy through targeted research data analysis • Conducted a landscape analysis for both online university programs and top ranking publishers • Collaborated with cross-functional team to identify industry best practices for lead… Show more • Structured an innovative program streamlining the undergraduate to graduate pipeline via business development and partner management • Regularly collaborated directly with CEO to plan and execute presentations • Informed university partner ranking strategy through targeted research data analysis • Conducted a landscape analysis for both online university programs and top ranking publishers • Collaborated with cross-functional team to identify industry best practices for lead conversion and distilled into 35 page comprehensive guide • Outlined, composed, and presented comprehensive deck to improve internal marketing practices to CMO • Identified a growth area in our Facebook advertising practice, met with Facebook to discuss potential solutions, and presented solutions to the marketing team • Led entire summer intern class to create social media campaign highlighting human stories within the organization Show less
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Noodle
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United States
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Education Administration Programs
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300 - 400 Employee
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Remote Sales and Content Intern
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Oct 2018 - Jan 2019
Curated 1000 University-published editorials to be displayed on the website Curated 1000 University-published editorials to be displayed on the website
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Jewish Heritage Programs
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United States
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Events Services
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1 - 100 Employee
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Founding President of Vanderbilt JHP Chapter
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Sep 2018 - Jan 2019
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Golub Capital
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United States
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Financial Services
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700 & Above Employee
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Summer Intern
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May 2018 - Aug 2018
• Compared and updated current holding portfolio of 189 companies against direct lending statistics • Shadowed 8 direct lending active deals • Assisted in hosting an investor conference of approximately 400 people and executed event preparation • Executed shipping logistics for summer gifts, solving the dispute over 200 returned shipments • Developed comprehensive plan for the company’s summer party and 25th anniversary • Compared and updated current holding portfolio of 189 companies against direct lending statistics • Shadowed 8 direct lending active deals • Assisted in hosting an investor conference of approximately 400 people and executed event preparation • Executed shipping logistics for summer gifts, solving the dispute over 200 returned shipments • Developed comprehensive plan for the company’s summer party and 25th anniversary
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Rebecca Minkoff
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United States
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Apparel & Fashion
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1 - 100 Employee
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Intern
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Jun 2017 - Aug 2017
• Created, designed and presented marketing plan for the new nylon collection • Conducted 15 analyses of competing companies’ summer sale marketing campaign and presented findings to the CEO • Researched and presented plan to integrate Virtual Reality into fashion shows for upcoming seasons • Designed footwear for Summer/Spring 2018 Men’s line • Created, designed and presented marketing plan for the new nylon collection • Conducted 15 analyses of competing companies’ summer sale marketing campaign and presented findings to the CEO • Researched and presented plan to integrate Virtual Reality into fashion shows for upcoming seasons • Designed footwear for Summer/Spring 2018 Men’s line
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NY Kite Center
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United States
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Sports and Recreation Instruction
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Kiteboarding Instructor
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Jun 2015 - Aug 2016
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Education
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Vanderbilt University
Bachelor's degree, Human and Organizational Development -
The Masters School
High School Diploma