Abobakr Abedelmalik
San Francisco,CA
Summary
Highly skilled Salesforce Consultant & Business Analyst 2x Certified with extensive hands-on experience in the configuration and management of Salesforce platform features, specifically within the insurance and finance sectors. Expertise in user management, profiles, permission sets, role hierarchy, org-wide defaults, sharing rules, custom objects, page layouts, formula fields, validation rules, and process automation tools (workflows, Process Builder, and Flows).Demonstrated ability in deploying managed packages, building lightning pages, and leveraging Agile/Scrum methodologies for project delivery. Led the implementation of New York Life’s Agency Portal, handling a vast repository of 2,500+ web pages and 7,000+ digital assets, optimizing the agent digital experience through effective content management and search navigation enhancements. Contributed to the development of Deal Space, an end-to-end pipeline tool designed to streamline the deal lifecycle, integrating dynamic CRM with tools like Dropbox and Pitchbook for seamless collaboration and financial metrics tracking. Key contributor to IBM Consulting's Venture, Ecosystems, and Acquisition team, conducting financial analysis, tracking multi-million dollar partner revenue streams, and ensuring legal compliance across deal signings. Strong analytical skills used to evaluate business challenges and provide actionable insights through reporting and performance dashboards.
Overview
4
4
years of professional experience
Work History
Salesforce Business Analyst
IBM
San Francisco, CA
06.2022 - Current
- Built 10+ dashboards and 20+ reports for partners tracking business unit performance, opportunities, closed deals, and open deals.
- Built 5 flow processes using Flow Builder to enhance the approval process for deal lifecycle documentation.
- Updated financial data for 100+ company accounts with revenue and EBITDA metrics from PitchBook and Zoom.
- Collaborated with India offshore technical teams to build and execute 50+ user stories outlining new software functionality such as Client Lead Search tool & Email/Link Share Page application.
- Set up and built 100+ data category hierarchies for products in Salesforce Service Cloud, allowing NYL business product groups to segment the knowledge base into logically structured units for easier navigation.
- Migrated 350+ Knowledge Base articles into Salesforce Service Cloud, allowing users to search for articles from the global search box.
- Automated 3+ processes using Workflows, Process Builder, and Flow Builder to improve operational efficiency.
- Performed data migration activities between different environments using tools like DataLoader.io or Jitterbit for over 200,000 records in data import and export operations.
- Conducted 50+ User Acceptance Testing sessions to validate system changes before releasing them into the production environment.
- Developed 10+ training materials for users on how to use new features implemented in the organization's CRM system effectively.
- Collaborated with 5+ cross-functional teams such as IT personnel and end-users to ensure successful implementation of projects.
Consulting Rotational Analyst
KPMG
Chicago , IL
06.2020 - 08.2020
- Financial Report Analysis: Analyzed financial reports worth $43.2B utilizing tax and audit analytics, resulting in a 15% reduction in operational costs and a 20% increase in compliance and efficiency for the consulting and technology divisions.
- Customer Segmentation Analysis: Created a customer segmentation analysis for Accenture, enabling sales teams to target niche groups based on consumer behavior. This strategic approach led to a 25% increase in targeted sales and reduced expenses by $30,000 annually.
Business Operations Analyst
IBM Consulting
New York, CA
06.2020 - 06.2020
- Managed Budget Cycles: Oversaw budget cycles ranging from $10M to $50M, ensuring precise forecasting and reporting in alignment with business objectives.
- Forecasting Accuracy: Maintained a forecasting accuracy rate within ±5% for quarterly and annual budget reviews, demonstrating robust analytical capabilities.
- Financial Planning for Hybrid Cloud: Contributed to the financial planning for Hybrid Cloud & Intelligent Workflows, managing budgets of approximately $20M and enhancing strategic financial initiatives.
- KPI Management: Prepared and managed key financial KPIs with a 90% on-time delivery rate for monthly and quarterly reports, ensuring timely and accurate financial insights.
- Trend Analysis: Conducted weekly trend analysis on revenue and signings for Red Hat BTS and HCS, identifying fluctuations within a $5M range and providing actionable insights.
- Forecasting Improvement: Enhanced forecasting accuracy by 3% through detailed analysis of growth platforms and service line areas, contributing to more reliable financial predictions.
Skills
- Salesforce Administration & Development
- Financial Reporting & Forecasting
- Data Loader & SOQL Queries
- Workflow Automation
- Knowledge Management Systems
- Process Optimization & Dashboards
- Financial Analysis & Budgeting
- Business Process Mapping
- User Stories
Languages
Arabic
Native/ Bilingual
Accomplishments
Agency Portal 2.0
- Functionality: This web property is a critical asset for New York Life, providing a comprehensive platform for agents. It encompasses over 2,500 web pages and 7,000+ digital assets.
- Objective: The primary goal is to enhance user experience by creating a more intuitive and user-friendly site on Salesforce. This involves improving search functionality and navigation for agents, ensuring they can easily access and manage the information they need.
- Functionality: Deal Space is a comprehensive Salesforce-based tool designed to manage and optimize the deal lifecycle. It integrates various components to streamline operations related to deals and acquisitions.
- Objective: The tool aims to improve the efficiency and effectiveness of deal management processes, from initial engagement to final closure.
Timeline
Salesforce Business Analyst
IBM
06.2022 - Current
Consulting Rotational Analyst
KPMG
06.2020 - 08.2020
Business Operations Analyst
IBM Consulting
06.2020 - 06.2020