Experience

Fleet Complete

• Canada
• IT Services and IT Consulting
• 300 - 400 Employee

• Finance Analyst

  • May 2022 - Present

  ***Current Achievements****Reduced incoming External Partner Fees by ≈$10K/month through detailed analysis of system data. I Identified the inefficiencies in the client churn and suspension workflows that had led to our OEM channel partners continually invoicing us for assets that were no longer in use, and implemented a system to proactively remove these assets from our data in the future to prevent future revenue bleeding.* Implemented a scalable process for calculating deferred revenue on a newly introduced Service Fee product. Leveraging data exports from our subscription and billing platform and MS Excel to differentiate between fees that needed to be accrued immediately in Dynamics F&O, and those which needed to be amortized over a fixed period. Show less

• Senior Fulfillment Specialist

  • Nov 2019 - May 2022

  Given my prior experience with the North American Fulfillment & Dispatch Team, I was selected to be the Logistics & Dispatch team SME and UAT team lead for the companies' global Salesforce implementation initiative.Phase 1 & 2 of the project lasted from April 2021 to April 2022 - The focus was on implementing new Cross-Functional case assignment and management processes within SalesForce, as well as designing an all new Dispatching Process that would be used by both internal and external stakeholders.My main responsibilities included:* End-to-End process mapping in MS Visio - Adapting the Company's existing Dynamics CRM 365 processes to adhere to Salesforce system capabilities and outlining areas for potential improvement.* Defining PBI requirements in MS Azure DevOps. Managing request priority and consulting with SF development team to ensure timely product delivery.* Coordinating test plan execution across NA, EU, and AUS stakeholder groups.* Creation and Delivery of effective training material (Video guides & Text Documents)* Assisting the Fulfillment and Dispatch Team Lead(s) to customize Salesforce reports and Dashboards to efficiently manage agent productivity. Show less

• Fulfillment Specialist

  • Jul 2018 - Nov 2019

  Lead Fulfillment Specialist for the Canadian entity of the business.I maintained strong relationships with the Sales Managers and Canadian Channel Partners in order to meet the demands of an expanding enterprise and independent business client base.Throughout my tenure in the roll, I was involved in developing new process workflows for the provisioning of new products and channels as they were rolled out. **(e.g, Migration from MS Dynamics CRM to MS Dynamics 365 Finance & Operations, Fulfillment Ordering and Device Provisioning for a new major Canadian Telecom sales partner)As a result of my comprehensive understanding of the systems I became experienced in training new Fulfillment employees across the North American organization. This knowledge also leant itself to working cross-functionally with our internal Technical Support team, where we were successful in resolving major client escalations such as; Large-scale fleet tracker reporting outages and vehicle theft. Show less

• Bilingual Loyalty & Retentions Specialist Intern

  • Apr 2018 - Jul 2018

  During my internship I was primarily responsible for the onboarding and training of the North American client base. Additional responsibilities include resolving client data usage disputes in cooperation with our partner channels and churn preventionI reduced a significant backlog of Spanish language onboarding cases that had accumulated due to an increased sales presence in Southern US Markets and the ELD Mandate effective in Dec 2017.



Simply Diving

• Torremolinos, Andalusia, Spain

• PADI Dive Master Intern

  • Jun 2015 - Aug 2015

  - Responsible for the wellbeing of all clients taking part in a SCUBA diving tour - Emergency First Response Trained - Assessing environmental risks, adapting tour experience based on weather conditions and client needs to ensure a safe, positive client experience. - Responsible for the maintenance and organization of equipment. - Responsible for the wellbeing of all clients taking part in a SCUBA diving tour - Emergency First Response Trained - Assessing environmental risks, adapting tour experience based on weather conditions and client needs to ensure a safe, positive client experience. - Responsible for the maintenance and organization of equipment.