jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary analyst 11 years professional experience focused replacing problems inefficiencies effective lean solutions aid industrious job title successful history developing type intelligence improve business operational planning implementation exceptional applying vast knowledge business best practices regulatory standards optimal control systems support growth success reliable quantitative analyst accuracy efficiency comprehension company metrics personable business professional bringing successful numberyear career financial roles within large fastpaced corporations releaseplanning specialist trained advanced excel modeling creative solutions architect realtime problemsolving flexibility skills webbased reporting tools revenue development forecasting planning business process mapping business artifacts documentation pivot tables competitive analysis gap analysis sql databases microsoft office suite workflow analysis data mapping health insurance risk mitigation business planning life insurance property insurance work history business analyst 012020 072020 tempurpedic sandusky oh midatlantic nc wv va control states accountable full range data analyzing interpreting provide key business insights direction executive management key stakeholders used analytical tools power bi diver bi business intelligence data platform stakeholder reports key performance indicators extract key trends brand performance monitor operational performance provide data driven reports aid senior executive managements decision making processes produced 410 reports per week brief guide management proactive key business decisions authored 5 key reports automated data flow provide faster accurate data dives decrease turnover time raw data reporting actionable insights responsible 6 data platforms 3 states trained created templates management sales team utilize microsoft teams automate eliminate duplicate data entries various allow sales team focus highimpact work interacted crossfunctional teams senior management discuss project roadblocks making recommendations scope changes needed leveraged analytical skill set identify operational inefficiencies implementing processes programs projects strategies needed drive continuous improvement partnered senior data team enhance usability uniformity data using artifacts test case templates find proficiency within software create faster accurate data dives assigned tasks associates staffed projects updated involved parties enhance optimal business flow evaluated type type trends understand competitive environments assess current strategies assessed impact current type business processes users stakeholders evaluated potential areas improvement evaluated consistency importance different business intelligence data needs determine optimal courses action researched competitors build report rising trends type markets analyzed program data provide input key decision making strategic planning researched recommended process improvements designed mitigate operational financial risk validated results performed quality assurance assess accuracy data documented procedures business processes shared information appropriate stakeholders improved type system adding new features infrastructure enhancing result eliminated discrepancies financial reporting recordkeeping accurate preparation management type budgets mapped processes holistically examine business flow identify improvement opportunities maximized team knowledge productivity effectively training monitoring directing employees application best practices regulatory protocols financial professional 042015 122019 financial group portland advised large small businesses addition individual clients portfolios employee benefits longterm financial planning driven datadriven holistic approach top performer led 25 awards led opportunity train advanced financial advisors asked become youngest female board member naifa national association financial advisors chair yat young advisors team used data generate trend buying patterns within 300 client book business access clients needs analyzed various types complex financial data creating dashboards filtered information ensure proper client recommendations used salesforce software identify financial risks opportunities determining root causes proposing solutions regularly reviewed monitored accounts ensure compliance company industry policies guidelines regulations educated worked clients roi terms find accurate solutions consistently ranked top number sales district number bankers effectively used software software access customer details databases explained advantages features disadvantages various policies promote sale plans boosting overall sales number determined financial needs assessing existing coverage aligning new products services longterm goals created sources continuous client referrals within community businesses using skill skill utilized direct marketing strategies mailings phone contracts approach potential clients increase sales number presented financial wellbeing education groups number people cultivate new business increase financial knowledge customer base business sales manager 042014 102015 verizon communications birmingham al cultivated team deliver excellent results achieved highest operational standards across areas business supervised department operations managed relationships stakeholders ensuring roi identified areas business underperforming using data find developed action plans improve managed evaluated top bottom brands performance provided strategic direction employees increase maintain sales 12 different brands reorganized staff schedules meet customer demands key buying trends led 40 increase underperforming brands ensured company goals met timely fashion efficient effective management personnel orchestrated proactive approach training employees able crosssell neighboring departments increase revenue total store property casualty insurance sales new hire team lead improved sales processes streamline customer acquisition onboarding strategies grew market penetration sales figures leveraging supplier relationships personally overseeing negotiations resulting number revenue increase identified hired trained highlyqualified staff teaching best practices procedures sales strategies coached employees successful selling methods encouraged crossselling drive revenue monitored customer buying trends market conditions competitor actions adjust strategies achieve sales goals held weekly meetings job titles identify techniques overcome sales obstacles drove sales conversion rates number effective action supervised sales team number people stepping support employees deliver smooth sales processes clients initiated new sales marketing plans product rollouts including developing sales distribution media strategy insurance trainer 062008 062013 onemain formerly springleaf onemain financials north bergen nj eliminated process gaps implementing new methods standardized training performed continuous evaluations content plans order enhance delivery improve effectiveness employed job analysis accordance principles instructional design create effective training programs monitored participant workflow behaviors throughout training process customized existing insurance programs suit individual client needs analyzing specific requirements analyzed retention loss ratio trends sales volume identify areas improvement defined clear targets objectives communicated team members directed training retraining employees boost performance enhance business results set aggressive targets employees drive company success strengthen motivation education mba business administration university richmond richmond va bachelors arts psychology norfolk state university norfolk va