Jessica Lam
Business Analyst at Fleet Brake Parts & Service Ltd.- Claim this Profile
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Bio
Experience
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Fleet Brake Parts & Service Ltd.
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Canada
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Wholesale
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100 - 200 Employee
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Business Analyst
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Jun 2018 - Present
• Managing an on-premises data gateway for Microsoft Power BI and Excel data sources to ensure proper connections so scheduled data refreshes occur successfully and staff can receive timely and accurate reports • Maintaining data integrity in the organization’s dealership management database, Legend, by ensuring vendor profiles, customer accounts, part number details, cost and pricing are accurate and current • Building and customizing analytical reports detailing out parts and service… Show more • Managing an on-premises data gateway for Microsoft Power BI and Excel data sources to ensure proper connections so scheduled data refreshes occur successfully and staff can receive timely and accurate reports • Maintaining data integrity in the organization’s dealership management database, Legend, by ensuring vendor profiles, customer accounts, part number details, cost and pricing are accurate and current • Building and customizing analytical reports detailing out parts and service sales, customer growth, inventory details, open purchase orders and salesmen performance to support staff in both short and long term goals • Analyzing vendor pricing files for cost changes and tariff surcharges to determine how competitive pricing for branches in different regions of Canada can be adjusted to use competitive pricing and earn higher margins • Solely responsible for compiling a rebate report on a monthly basis and identifying automotive parts belonging to selected vendors and customers that qualify for reimbursement Show less • Managing an on-premises data gateway for Microsoft Power BI and Excel data sources to ensure proper connections so scheduled data refreshes occur successfully and staff can receive timely and accurate reports • Maintaining data integrity in the organization’s dealership management database, Legend, by ensuring vendor profiles, customer accounts, part number details, cost and pricing are accurate and current • Building and customizing analytical reports detailing out parts and service… Show more • Managing an on-premises data gateway for Microsoft Power BI and Excel data sources to ensure proper connections so scheduled data refreshes occur successfully and staff can receive timely and accurate reports • Maintaining data integrity in the organization’s dealership management database, Legend, by ensuring vendor profiles, customer accounts, part number details, cost and pricing are accurate and current • Building and customizing analytical reports detailing out parts and service sales, customer growth, inventory details, open purchase orders and salesmen performance to support staff in both short and long term goals • Analyzing vendor pricing files for cost changes and tariff surcharges to determine how competitive pricing for branches in different regions of Canada can be adjusted to use competitive pricing and earn higher margins • Solely responsible for compiling a rebate report on a monthly basis and identifying automotive parts belonging to selected vendors and customers that qualify for reimbursement Show less
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Controlled Goods Program Designated Official & Site Security Officer
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May 2014 - Nov 2016
• Took on the additional roles of a Designated Official and Site Security Officer to expand skillset and to provide integration with the business development group • Led the Controlled Goods Program security assessments for all Calgary employees to ensure the safeguarding of sensitive Controlled Goods materials (approximately 65 employees) • Held annual security fairs and annual training sessions to educate employees on the safeguarding of Controlled Goods materials per the Controlled… Show more • Took on the additional roles of a Designated Official and Site Security Officer to expand skillset and to provide integration with the business development group • Led the Controlled Goods Program security assessments for all Calgary employees to ensure the safeguarding of sensitive Controlled Goods materials (approximately 65 employees) • Held annual security fairs and annual training sessions to educate employees on the safeguarding of Controlled Goods materials per the Controlled Goods Regulations • Responsible for executing Export Permits to allow the export of sensitive materials to foreign clients; the Controlled Goods Program was provided a quarterly report of all foreign exports made • Responsible for ensuring physical office safety; in charge of organizing annual tour to local police department in evaluating office safety and emergency procedures • Professionally trained in crisis management affecting the workplace (e.g. disaster, bomb threats) • Professionally trained in de-escalating potentially violent situations in the workplace (e.g. active shooter situations, sudden aggressiveness in an individual)
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Business Development Analyst
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Dec 2012 - Nov 2016
• Responsible as the lead tester and data analyst in developing an internal licensing tool used to record, issue, retrieve, track and bill for the sale of software licenses; implementation resulted in improved real time data accuracy and the ability to speed up processing times from 20 minutes to five minutes • Advised and provided licensing support and technical recommendation to the Canadian Department of National Defence, the U.S. Army, U.S. Army contractors and commercial clients with… Show more • Responsible as the lead tester and data analyst in developing an internal licensing tool used to record, issue, retrieve, track and bill for the sale of software licenses; implementation resulted in improved real time data accuracy and the ability to speed up processing times from 20 minutes to five minutes • Advised and provided licensing support and technical recommendation to the Canadian Department of National Defence, the U.S. Army, U.S. Army contractors and commercial clients with tight deadlines due to unexpected issues during software development or during a UAV flight test out in the field • Responsible for writing and editing user manuals, pricing sheet, tradeshow marketing material and documentation of business processes • Assisted upper management in compiling human resource allocation data for bi-weekly technical operations meetings, business reviews and resource planning spreadsheets • Assisted the finance department on a quarterly basis in the company’s internal financial audits by providing the appropriate purchase orders, invoices and payment reference numbers • Managed the invoicing process and client account management of Accounts Payable within SAP
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CDL Systems Ltd.
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Canada
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Software Development
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1 - 100 Employee
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Business Development Assistant
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Jan 2011 - Dec 2012
• Promoted to financial analyst role by supporting upper management in compiling financial reports and appendices to assist in the sale of CDL Systems Ltd. to Lockheed Martin Canada Inc. • Acquired speed and analytical skills through the management and data mining of an internal SQL-based product logging database and NewViews financial database • Responsible in customer servicing and responding to client technical inquiries on a daily basis • Led as project manager in arranging… Show more • Promoted to financial analyst role by supporting upper management in compiling financial reports and appendices to assist in the sale of CDL Systems Ltd. to Lockheed Martin Canada Inc. • Acquired speed and analytical skills through the management and data mining of an internal SQL-based product logging database and NewViews financial database • Responsible in customer servicing and responding to client technical inquiries on a daily basis • Led as project manager in arranging corporate tradeshows, university career fairs and internal corporate events in promoting company products and public relations • Developed process management skills by improving the inefficiencies of internal processes • Managed Accounts Payable with NewViews, a financial database used to generate accurate and timely monthly revenue reports as well as invoices and quotations to customers • Attended AUVSI, a trade show dedicated to the unmanned systems community, in August 2011 as a marketing representative to promote the company’s software products • Part of the Social Committee that organized company events on a monthly basis; improved project management and organization skills Show less • Promoted to financial analyst role by supporting upper management in compiling financial reports and appendices to assist in the sale of CDL Systems Ltd. to Lockheed Martin Canada Inc. • Acquired speed and analytical skills through the management and data mining of an internal SQL-based product logging database and NewViews financial database • Responsible in customer servicing and responding to client technical inquiries on a daily basis • Led as project manager in arranging… Show more • Promoted to financial analyst role by supporting upper management in compiling financial reports and appendices to assist in the sale of CDL Systems Ltd. to Lockheed Martin Canada Inc. • Acquired speed and analytical skills through the management and data mining of an internal SQL-based product logging database and NewViews financial database • Responsible in customer servicing and responding to client technical inquiries on a daily basis • Led as project manager in arranging corporate tradeshows, university career fairs and internal corporate events in promoting company products and public relations • Developed process management skills by improving the inefficiencies of internal processes • Managed Accounts Payable with NewViews, a financial database used to generate accurate and timely monthly revenue reports as well as invoices and quotations to customers • Attended AUVSI, a trade show dedicated to the unmanned systems community, in August 2011 as a marketing representative to promote the company’s software products • Part of the Social Committee that organized company events on a monthly basis; improved project management and organization skills Show less
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University of Calgary
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Canada
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Higher Education
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700 & Above Employee
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MGIS 317 Teaching Assistant
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Oct 2010 - Apr 2011
• Led a team of five as Head Teaching Assistant in conducting weekly tutorials on Microsoft Excel, Word and Access for up to 100+ students as well as preparing and grading assignments and exam papers • Led a team of five as Head Teaching Assistant in conducting weekly tutorials on Microsoft Excel, Word and Access for up to 100+ students as well as preparing and grading assignments and exam papers
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Alberta Law Society Libraries
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Calgary, Alberta
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Library and Photocopy Assistant
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Jul 2010 - Apr 2011
• Developed communication and organizational skills from assisting clients in the legal document search process by using and filing physical legal resources and various databases for retrieving online resources • Developed communication and organizational skills from assisting clients in the legal document search process by using and filing physical legal resources and various databases for retrieving online resources
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Soul Connexion
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Canada
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Wellness and Fitness Services
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1 - 100 Employee
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Database/Website Designer
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Jun 2010 - Aug 2010
• Hired to design an SQL Server database and a ColdFusion payment and registration webpage • Hired to design an SQL Server database and a ColdFusion payment and registration webpage
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Education
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University of Calgary
Bachelor’s Degree, Management Information Systems with a minor in Japanese