Experience

Marketing Innovators

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Business Analyst

  • Jan 2017 - Apr 2022

  Rosemont, IL Support the development and customization of proprietary software products used by clients for employee engagement and retention, including both SaaS multi-tenant product and a fully customized reward and recognition platform. Responsible for capturing and documenting client objectives and requirements in collaboration with development and client services teams to translate client and internal business needs into requirements for data objects including dashboards, reports, and metrics… Show more Support the development and customization of proprietary software products used by clients for employee engagement and retention, including both SaaS multi-tenant product and a fully customized reward and recognition platform. Responsible for capturing and documenting client objectives and requirements in collaboration with development and client services teams to translate client and internal business needs into requirements for data objects including dashboards, reports, and metrics. • Created client specific functional design documents for six new client implementations ranging from simple reward and recognition platform to complex sales incentive platform. • Created 100+ change orders for existing client reward and recognition platforms to improve functionality, user experience, and reporting. • Created all sprint documentation for SaaS multi-tenant product. • Lead project team for rewrite of long-term client’s customized reward & recognition platform.

• Business Analyst

  • May 2014 - Jan 2017

  Rosemont, Illinois, United States Author and create design artifacts such as functional design documents, wireframes, use cases, user personas, process flow diagrams, and end user guides. • Wrote test cases and completed internal testing for all new development and change orders. • Adopted and learned new wireframing tool (Balsamiq) to support design responsibilities.



AHEAD

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Sales Business Analyst

  • Apr 2012 - Feb 2014

  Chicago, IL • Inside Account support for specific Account Managers. Responsible for all transactions from quote to cash; maintain Account profile and accurate pricing history; manage/update CRM application to ensure correct information populates to Management Dashboard/Forecast reporting; work with manufacturers and distributors to obtain maximum discount and value to AHEAD, and manage receivables and collections. - 2012: 116 transactions totaling $19,682,083 in revenue and $2,669,955 in margin –… Show more • Inside Account support for specific Account Managers. Responsible for all transactions from quote to cash; maintain Account profile and accurate pricing history; manage/update CRM application to ensure correct information populates to Management Dashboard/Forecast reporting; work with manufacturers and distributors to obtain maximum discount and value to AHEAD, and manage receivables and collections. - 2012: 116 transactions totaling $19,682,083 in revenue and $2,669,955 in margin – supported first and second highest producing Account Managers in the company - 2013: 211 transactions totaling $66,965,943 in revenue and $8,285,932 in margin – supported highest producing Account Manager, Senior Chicago area Account Manager, and sole Iowa geo Account Manager • Awarded 2012 “Stellar Performer” at annual all-company kick-off meeting • Business lead for the development and testing of 2nd phase of internal, Salesforce.com based proposal tool enabling customer facing proposals to be generated using the SFDC application with minimal reformatting or adjustments. Result is an increase in quote turn-around of 65-80% depending on the complexity of the transaction. • Selected “Project Rock-Start” by IT team for my contributions to the project. Show less



Relational Technology Solutions

• United States
• Information Technology & Services
• 1 - 100 Employee

• Business Analyst

  • Apr 2011 - Mar 2012

  Rolling Meadows, IL • Develop and generate reports analyzing sales performance and operations processing compliance. • Spearheaded HIPAA compliance project using consultant’s analysis of RTS process vs. HIPAA requirements to develop a set of RTS HIPAA specific policies and implement those policies. • Team leader “Walk In My Shoes” cross-functional taskforce charged with identifying company “points of pain” ranging from morale through process and recommending solutions to Senior Management. • Awarded 2011… Show more • Develop and generate reports analyzing sales performance and operations processing compliance. • Spearheaded HIPAA compliance project using consultant’s analysis of RTS process vs. HIPAA requirements to develop a set of RTS HIPAA specific policies and implement those policies. • Team leader “Walk In My Shoes” cross-functional taskforce charged with identifying company “points of pain” ranging from morale through process and recommending solutions to Senior Management. • Awarded 2011 Service Excellence Award

• Dynamics CRM SME/Business Manager/System Administrator

  • Apr 2007 - Mar 2012

  Rolling Meadows, IL SME, System Administrator and business manager for the Microsoft Dynamics CRM application used for customer activity tracking and transaction processing: o Maintained integrity of tables – activate/deactivate user records, create/update security roles, update pick-lists, field and form customization, created customized views for various user groups, etc. o Completed all requirement gathering and end-user/management requirements for enhancement requests by conducting group and/or… Show more SME, System Administrator and business manager for the Microsoft Dynamics CRM application used for customer activity tracking and transaction processing: o Maintained integrity of tables – activate/deactivate user records, create/update security roles, update pick-lists, field and form customization, created customized views for various user groups, etc. o Completed all requirement gathering and end-user/management requirements for enhancement requests by conducting group and/or one-on-one interviews, o Created functional requirements documents for use by IT development team to understand the problem(s) to be solved and desired solutions; work with IT to refine solution based on application structure and possible limitations, o Wrote enhancement approval memo and presented to CRM Task Force for review/approval. Modified approval memo to include cost of enhancement and resultant cost/time savings and limit required approval to business unit(s) impacted by the change(s) only, o Developed, documented, and completed user acceptance testing to ensure planned changes met business requirements, o Maintained enhancement project tracking document and provide monthly update reports to management, o Create thorough end-user training guides and deliver all training and support to end-users on general application operation, system upgrades, and all new functionality, o Developed and generated both ad hoc and production reports analyzing sales performance and operations processing compliance.

• Manager - Inside Sales

  • Jan 2010 - Apr 2011

  Rolling Meadows, IL • Managed team of nine Inside Sales Coordinators responsible for quoting and processing transactions: 509 transactions totaling $7,284,940 revenue and $1,550,763 margin FY2010 (1/1/10-3/31/10) 918 transactions totaling $25,973,503 revenue and $6,854,900 margin FY2011 (4/1/10-3/31/11) • Managed RFI/RFP response process from response decision meeting through final response submission. • Awarded 2010 Service Excellence Award

• Manager - TSD Sales Administration

  • Feb 2009 - Jan 2010

  • Managed team of seven Sales Associates who provided administrative support to 25 outside Account Managers and were responsible for processing 2,190 transactions totaling $66,602,324 of revenue and $16,178,551 of margin in 2009. • Managed and processed team’s most complex transactions; provided back-up to team as needed. • Selected to participate in management training pilot program. • Awarded 2009 Service Excellence Award

• Process & Documentation Specialist

  • Apr 2007 - Feb 2009

  Rolling Meadows, IL • Updated existing and created new process documentation for leasing business based on changes to the system or business requirements. • Initiated and completed 11 month project documenting, analyzing, and recommending modifications to supply business processes (previously undocumented processes). • Awarded Rainmaker Quarterly Award for 2nd Quarter 2008 • Awarded 2008 Service Excellence Award



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Program Specialist

  • Aug 2004 - Apr 2007

  • Processed and funded transactions totaling $12,684,347.33 in Q4-2004, $137,579,136.75 in 2005, and $217,369,176.85 in 2006. • Generate and negotiate end-user lease and loan documents, monitor receipt and review of documents, analyze UCC search results and negotiate UCC releases and/or intercreditor agreement as necessary, file UCC-1 financing statements, complete funding process to fund suppliers and set-up billing system for deals under seven vendor accounts. Work with support teams such… Show more • Processed and funded transactions totaling $12,684,347.33 in Q4-2004, $137,579,136.75 in 2005, and $217,369,176.85 in 2006. • Generate and negotiate end-user lease and loan documents, monitor receipt and review of documents, analyze UCC search results and negotiate UCC releases and/or intercreditor agreement as necessary, file UCC-1 financing statements, complete funding process to fund suppliers and set-up billing system for deals under seven vendor accounts. Work with support teams such as Legal, Accounting, Collections as necessary. • Set up and implement new GIG vendor programs including finalizing program end-user documents, process/procedure development, system set-up, program kick off meetings, and program transition to “permanent” Program Specialist. • Selected to participate in several special projects for design, test, and implementation of new accounting application and new front-end application to be used across the Global Vendor Finance business unit. • Awarded Bank of America Spirit Award, October 2004, in recognition of special handling of a critical issue for a new vendor; April 2005 in recognition of assumption of additional programs; March 2006 in recognition of participation in systems conversion; July 2006 in recognition of extra projects and assignment under taken for systems conversion; December 2006 in recognition of participation in design, test and implementation of upload program for new accounting application. Show less



Comdisco

• IT Services and IT Consulting
• 1 - 100 Employee

• various

  • Aug 1998 - Apr 2004

  Manager, Venture Lease Administration Aug 2001 – Apr 2004 • Managed team of 5 lease administrators responsible for billing system set up, vendor payments, and document file set up. Portfolio consisted of approximately 450 active accounts with a total value of more than $750,000,000. • Successfully negotiated off-lease sales and settlements resulting in receipts of approximately $4,500,000. • Provided in-depth analysis of remaining obligations under leases and/or loans to account… Show more Manager, Venture Lease Administration Aug 2001 – Apr 2004 • Managed team of 5 lease administrators responsible for billing system set up, vendor payments, and document file set up. Portfolio consisted of approximately 450 active accounts with a total value of more than $750,000,000. • Successfully negotiated off-lease sales and settlements resulting in receipts of approximately $4,500,000. • Provided in-depth analysis of remaining obligations under leases and/or loans to account managers and Venture management. • Initiated, participated in the design and testing of, and implemented database system changes enabling off-lease sale quotes to be produced within the database. Enhancement provided up-to-date reports reflecting progress of sales negotiations and processing for account managers and Ventures management. Regional Manager, ITCAP Solutions Jun 2000 – Dec 2001 • Successfully managed customer support teams for Southern Region accounts for proprietary asset management web-based tool, Information Technology Control and Predictability Solutions. • Supervised account support of portfolio of three customer accounts with total equipment values of $70,000,000 and quarterly billings of $4,000,000 and the Comdisco corporate account with total equipment values of $45,000,000. • Participated in pre-sales and implementation processes to understand customer environment and ensure correct account set-up and transition from the implementation team to the service center. Participated in contract review and finalization, process flow design and refinement, vendor set-up and implementation, and customer support and training. Manager, End of Lease Administration Feb 1999 – Dec 2001 • Initiated and assisted programmers with the design and implementation of processing system automation resulting in a cost reduction of 64% per transaction despite a 184% increase in the number of transactions processed. Product Administrator, End of Lease Administration Aug 1998 – Jan 1999 Show less