Chase Kerlin

Business Analyst at Lewis-Palmer School District 38
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Contact Information
us****@****om
(386) 825-5501
Location
Colorado Springs, Colorado, United States, US

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Experience

    • United States
    • Education Administration Programs
    • 100 - 200 Employee
    • Business Analyst
      • Feb 2023 - Present

      • Designed and implemented a new contract processes for new and returning employees improving relations between the district and employees while simultaneously speeding up the turnaround time. • Built processes for importing and tracking of employee assignments allowing for better audit transparency. • Ran and built reports for the annual Colorado Department of Education reporting to create a more efficient reporting cost and reduce wasted time. • Analyzed current pay schedules for licensed staff and developed reporting to improve starting salaries resulting in increases of five steps for tenured staff • Identified inefficiencies in the HR onboarding and offboarding processes and built new processes to improve functionality. • Archived over 900 inactive staff profiles reducing unneeded staff roles by 100% while simultaneously allowing for increased accuracy for staff and positional reporting. • Used existing underutilized systems to create new processes to improve efficiency and maximize pre-existing costs. • Analyzed and restructured coding on financial accounts to better align with CDE requirements. • Created a “shadow” fund for the district’s largest fund to mimic current transactions while testing new reporting elements to identify inefficiencies and build solutions in current reporting. • Created new forms for various HR processes to better track and report on valuable data previously stored in paper archives. Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Bartender
      • Feb 2022 - Jun 2023
    • United States
    • Financial Services
    • 700 & Above Employee
    • Supervisor
      • Feb 2021 - Feb 2022

      • Incorporate a detailed analysis tool into operations to determine proper staffing for full time employee; analyze and evaluate current output that each full time employee can produce, applied data analysis to ensure staffing needs were met. • Calculate appropriate staffing levels for new departments utilizing the analysis tool. • Introduce two additional full time positions to existing staff using analysis results for each team process.• Optimize efficiency of back office processes through implementation of process improvement initiatives. • Streamline the process to execute 401K to IRA rollovers.• Conduct research to implement optimal processes managing uncashed checks under deceased clients.• Design an error trends reporting structure to track inefficiencies; identify trending areas and reduce errors by 20 – 50%; create additional suggestions regarding system enhancements to reduce risk and mitigate impact to the firm. • Monitor rejected e-forms with the objective of decreasing future rejections and boosting daily output.• Direct the operations of a team executing complex client resolutions and process improvement projects to ensure services and operations quality. Show less

    • Senior Transaction Specialist
      • Dec 2019 - Feb 2021

      • Received a promotion to a full time role from an acting role in December of 2019.• Investigated escalated client requests to address and resolve complex issues.• Identified inefficiencies to develop appropriate process improvements.• Aligned objectives and bridged communications among various departments to develop innovative solutions to complex problems.• Provided leadership as needed for Retail Account Management and Retail Investment Services.• Trained and coached new and low-performing associates to motivate improved performance.• Contributed to team meetings to recommend process improvements.• Evaluated Retail Account Management team members monthly, providing feedback for improvement.• Verified accuracy of all large dollar and adjustment requests initiated by our team.• Liaised with leadership of other departments to resolve escalated reports.• Recognized as the quarter 1 2020 Team MVP.• Recognized as the Specialist of the quarter for quarter 1 and quarter 4 2020.• Elected to the supervisor role in Operations in February 2021. Show less

    • Retail Account Manager
      • Jan 2019 - Dec 2019

      • Completed financial, nonfinancial, and brokerage requests for accounts.• Consulted with customers to understand and interpret their requests.• Collaborated with other departments and firms to efficiently complete requests.• Successfully completed training on Private Asset Management processing in July 2019.• Successfully completed training on Brokerage Operations processing in August 2019.• Elected to an acting position in the Center of Excellence in September 2019.• Nominated for Engagement Series meetings. • Contributed to the operations of the Emergency Response Team.• Outperformed expectations while working on the floor, providing exceptional service to ensure a satisfactory experience. Show less

    • Bartender
      • Aug 2015 - Sep 2021

      • Catered to over 100 guests on a daily basis while ensuring accuracy of orders. • Provide exceptional customer service to boost customer satisfaction. • Coordinate training and onboarding for new servers and bartenders to ensure adherence to company standards. • Exceed sales objectives, achieving above average sales while working on the floor. • Awarded with Employee of the Month in March 2018. • Achieved highest gift card sales in the entire market for Holiday 2018. • Catered to over 100 guests on a daily basis while ensuring accuracy of orders. • Provide exceptional customer service to boost customer satisfaction. • Coordinate training and onboarding for new servers and bartenders to ensure adherence to company standards. • Exceed sales objectives, achieving above average sales while working on the floor. • Awarded with Employee of the Month in March 2018. • Achieved highest gift card sales in the entire market for Holiday 2018.

    • Canada
    • Consumer Services
    • 400 - 500 Employee
    • Seasonal Franchise Position
      • Jan 2015 - Aug 2015

      • Oversaw daily operations such as finances, marketing, and sales, in order to drive business. • Managed a team of employees while motivating company loyalty, hiring and firing employees as needed. • Supervised the efforts of various groups of employees, delegating tasks to ensure completion of all duties as efficiently as possible. • Oversaw daily operations such as finances, marketing, and sales, in order to drive business. • Managed a team of employees while motivating company loyalty, hiring and firing employees as needed. • Supervised the efforts of various groups of employees, delegating tasks to ensure completion of all duties as efficiently as possible.

    • United States
    • Wholesale
    • 1 - 100 Employee
    • Retail Sales Merchandiser
      • Jan 2013 - Aug 2015

      • Monitored inventory to ensure sufficient stock, placing additional orders as needed. • Constructed displays according to plan-o-grams. • Investigated opportunities to expand our market into new stores. • Tracked the performance and needs of 12 accounts. • Monitored inventory to ensure sufficient stock, placing additional orders as needed. • Constructed displays according to plan-o-grams. • Investigated opportunities to expand our market into new stores. • Tracked the performance and needs of 12 accounts.

Education

  • University of Colorado Colorado Springs
    Bachelor of Science - BS, Accounting
    2013 - 2017

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