DONNA LEVY
Fort Myers,FL
Summary
Accomplished senior analyst with a proven history of excelling in data analysis, financial modeling, and strategic planning. Known for outstanding collaboration abilities and thriving in fast-paced environments. Proficient in leveraging advanced analytical tools to achieve impactful business results. Consistently delivers success through a teamwork-driven and solutions-oriented approach.
Overview
39
39
years of professional experience
Work History
Senior Portfolio Analyst - Technology & Digital
Insight Global - Contracted to The Walt Disney Co.
02.2024 - Current
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
- Created data models to support decision-making processes.
- Collaborated with stakeholders to identify business needs and data sources.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Generated ad-hoc reports to evaluate specific business requirements.
- Generated standard and custom reports to provide insights into business performance.
- Utilized data visualization techniques to present and explain complex data sets.
- Updated and developed scripts and queries to extract and analyze data from multiple sources.
- Identified patterns and trends in large data sets and provided actionable insights.
- Deployed predictive analytics models to forecast future trends.
Senior Analyst Consultant - Finance & Marketing
DLNH Associates, LLC
07.2018 - 02.2024
- Contracted with NETSCOUT Systems, Inc. and aPriori Technologies, Inc.
- Collaborated with client to develop and shape budgets, processes, business intelligence and analysis.
- Designed and implemented Smartsheet dashboards for marketing budget owners and senior leadership providing real-time visibility to budget and actual.
- Managed international marketing analytics team providing performance measurement reporting.
- Developed executive and vertical specific metrics reporting for Corporate Marketing KPIs.
- Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
- Produced customer specific metrics utilizing marketing cloud customer data platforms.
- Assisted with the data needs for the Salesforce CPQ project including data cleansing and organization.
- Provided systems analysis and project management for Accrualify AP implementation.
- Managed several projects and analyses through various tactical and strategic plans.
Project Manager/Data Analyst Consultant – Corporate Marketing
Arbor Networks, Inc - Contract Through Elevated
05.2015 - 07.2018
- Established center of excellence for planning, budgeting, and performance measurement inside of a B2B marketing organization of a $250M business unit within a $1B publicly traded company.
- Led monthly marketing operations data analysis & reporting efforts presented to C-Suite and senior leadership team.
- Facilitated monthly business review meetings with executive team to identify sales and lead pipeline successes and challenges.
- Led the team responsible for marketing automation strategy and maintaining data integrity across systems.
- Assumed Admin and Production of Smartsheet database for purchase requisitions creating forms, reports and dashboards.
- Developed a marketing attribution model that synthesized data from Marketo to analyze customer journey.
Project Manager/Business Systems Analyst – Information Technology
Merchants Fleet Management
08.2014 - 05.2015
- Managed high-profile project to transition the company's largest asset in-house.
- Supported the development and implementation of an end-to-end software application with web & client desktop application.
- Used SSRS to create, deploy and manage report requests.
- Coordinated requirements gathering, including business and software requirements.
Senior Business Analyst – Sales Operations
Arbor Networks, Inc.
10.2011 - 08.2014
- Project lead for business requirements planning, implementation, and support of NetSuite ERP System.
- Authored process documentation insuring system and user best practices.
- Delivered training and help desk support to end users.
- Produced analysis of key performance indicators for worldwide sales and executive management.
- Created dashboards, saved searches and reports for corporate metrics reporting and analytics.
- Produced sales and product reports including sales data trending and analytics to internal customers.
- Analyzed open orders, backlog, and sales data to provide the sales team with actionable insights.
- Partnered with Global Account Managers for all customer transactions and interfaced with Operations to insure accurate order information for build and ship functions.
- Evaluated maintenance and support renewal quotes and contracts.
- Managed price books and product road maps updates and distribution.
- Supported Account Managers with territory assignments and quota development.
Independent Consultant – Interim Controller
DLNH Associates
09.1996 - 10.2011
- Collaborated with clients from concept through final delivery of product or service.
- Performed duties as Interim Controller, Financial Analyst, Senior Accountant, and Management Consultant.
- Managed teams of accounting professionals, financial, business and operations analysts.
- Provided services in the areas of accounting, finance, business operations, and information technology.
- Participated in an advisory capacity on turnaround and change management.
- Long-term assignments coupled with short-term projects.
Controller
Architectural Interior Products, Inc.
08.1994 - 09.1996
Area Business Manager
Sun Microsystems, Inc.
06.1986 - 08.1994
Education
Accounting And Finance
Rivier University
Nashua, NHBusiness Analytics
Villanova University
Villanova, PAProject Management For IS/IT Professionals
Villanova University
Villanova, PASkills
- Budget planning
- Financial forecasting
- IT strategy
- Project management
- Documentation and reporting
- Strategic planning
- Trend analysis
- Data analysis
- Microsoft Office Suite
- Power BI
- Smartsheet
- Tableau
Timeline
Senior Portfolio Analyst - Technology & Digital
Insight Global - Contracted to The Walt Disney Co.
02.2024 - Current
Senior Analyst Consultant - Finance & Marketing
DLNH Associates, LLC
07.2018 - 02.2024
Project Manager/Data Analyst Consultant – Corporate Marketing
Arbor Networks, Inc - Contract Through Elevated
05.2015 - 07.2018
Project Manager/Business Systems Analyst – Information Technology
Merchants Fleet Management
08.2014 - 05.2015
Senior Business Analyst – Sales Operations
Arbor Networks, Inc.
10.2011 - 08.2014
Independent Consultant – Interim Controller
DLNH Associates
09.1996 - 10.2011
Controller
Architectural Interior Products, Inc.
08.1994 - 09.1996
Area Business Manager
Sun Microsystems, Inc.
06.1986 - 08.1994
Accounting And Finance
Rivier University
Business Analytics
Villanova University
Project Management For IS/IT Professionals
Villanova University
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