Experience

IT ExchangeNet

• United States
• Executive Offices
• 1 - 100 Employee

• Director, Data Analytics

  • Aug 2020 - Present

  * CRM maintenance and continuous improvement. * Implemented HubSpot workflows to improve CRM efficiencies. * Customized marketing campaign generation and management. * Created CRM views for data cleansing, normalization and transformation. * Implemented CRM industries and verticals for improved marketing lists segmentation. * Identified data quality issues and took appropriate action to normalize data discrepancies. * Implemented a contact vetting process that reduced bounce rates and improved deliverability. Show less



Self-employed

• Day Trader

  • Nov 2016 - Present

  * Identify a list of equities that provide the greatest potential for trading opportunities on a daily, monthly and yearly basis. * Track stock trends by moving averages, price points and historical data. * Identify a list of equities that provide the greatest potential for trading opportunities on a daily, monthly and yearly basis. * Track stock trends by moving averages, price points and historical data.



Benesch Law

• United States
• Law Practice
• 400 - 500 Employee

• CRM & Business Intelligence Specialist

  • Oct 2008 - Nov 2016

  * Developed data visualizations and reporting to enable users to grasp concepts, identify patterns, and make better business decisions. * Leveraged financial analysis and market intelligence to develop customized reporting. * Combined disparate data sources to deliver greater insight. * Transformed raw data into concise business intelligence. * Developed CRM intelligence and reporting. * Implemented NAICS codes and NAICS codes reporting for over 30,000 clients. * Developed and systematized standard reporting for key business result. Show less



Keithley Instruments (A Tektronix Company)

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 200 - 300 Employee

• CRM Data Analyst

  • Feb 2005 - Sep 2008

  * Created complex financial and sales models. * Produced complex reporting and dashboards for upper management. * Supported data collection, coding, and configuration activities for Oracle CRM. * Developed ad hoc reports and processes according to management specifications. * Educated the user community on business intelligence available within the Enterprise Data Warehouse. * Produced process flow models to highlight potential business process improvements within the company. * Customized marketing campaign generation and management. * Restructured Oracle organizations, contacts, leads and opportunities to comply with Oracle CRM standards. Show less



Ohio Savings Bank

• Senior Business Analyst

  • Mar 2004 - Feb 2005

  * Acted as a liaison between IT and Finance to improve the quality of the bank’s information systems. * Developed new processes and data-flow diagrams to resolve the bank’s business complexities. * Worked as a Project Manager and Business Analyst to help our programmers implement new Information Systems. * Created automated reporting systems including forecasting, financials, and sales. * Created use cases to document new projects undertaken by the bank. * Documented and improved reporting and business processes. * Created complex financial spreadsheet and database models. Show less



EY

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

• Supervisor Associate

  • Nov 1998 - Oct 2003

  * Data gathering and creation of business cases. * Managed Flagship Financials software for the firm. * Developed process models and data-flow diagrams. * Executed and created use case and test case studies. * Resolved end user problems relating to Oracle Financials. * Wrote customized SQL code for Oracle Financials applications. * Led programmers in the development of Oracle customized applications. * Developed a comprehensive testing application for the firms software testing. * Used programming/data mining skills to create financial models and databases. * Produced extensive testing and documentation of customized Oracle 11i modules. * Wrote functional and technical specifications documents for software development. * Functioned as a project manager in helping the firm plan for the development of Oracle applications. * Produced engagement and financial reporting using MS Access, Paradox, SQL, TOAD, Business Objects, Monarch and Excel. Show less



Sherwin-Williams Inc

• Financial Systems Analyst

  • Jul 1994 - Oct 1998

  * Documented and improved process flows/procedures. * Developed numerous financial models and applications. * Created functional and technical specification documents. * Functioned as a liaison between IT and Finance in a Fortune 500 corporate environment. * Performed IT audits for all financial applications at Sherwin Williams Diversified Brands. * Worked as a project leader with our mainframe programmers to develop new applications. * Used my strong knowledge of spreadsheet and database applications to make the financial departments the best-trained and most efficient departments at Sherwin Williams. * Dedicated to administering, developing and improving personal computer and LAN applications. Show less



Tecmar Inc.

• Cost Accountant

  • Nov 1990 - Jul 1994

  * Maintained all standard costs, the item master and all bill of material costing structures. * Performed inventory audits on a routine basis. * Responsible for financial and management reporting. * Responsible for fixed asset control and fixed asset reporting. * Prepared budgets as well as budget vs. actual analysis reports. * Prepared monthly sales and gross margin reports by product line. * Worked with marketing to create trend analysis and benchmarking reports. * Responsible for standard costing, material, labor and overhead variance analysis. Show less



LTV Steel

• Staff Accountant

  • Jul 1987 - Oct 1990