Dynamic Sales Operations and Finance Leader with a proven track record of improving pipeline integrity, standardizing sales workflows, and delivering enterprise analytics that increase productivity and support rapid revenue growth.
Overview
16
16
years of professional experience
Work History
Senior Mgr. eCRM Data Governance and Analytics
Fiserv
Alpharetta, Georgia
08.2023 - Current
Lead Business Intelligence analytics, dashboard development, and automation for a $1 billion+ sales portfolio; design and lead the development of self-service Power BI dashboards and data models, enabling 500+ sales representatives and executive users to access real-time performance insights, KPIs, and trends.
Championing data integrity by implementing standardized quality checks and validation logic across Power BI datasets, improving trust in analytics output.
Collaborate with the sales leadership team on multiple executive and senior-level presentations that influence strategy and decision-making.
Develop and evaluate key metrics, like Win/Loss Rates and LTR scores, to gain insights on how to improve products and service levels for enterprise clients.
Managing a team of three, setting and communicating priorities and a framework to deliver BI objectives in alignment with sales goals, responsible for performance management, and supporting growth and development objectives.
Manager, Sales Operations Business Intelligence and Strategy
Fiserv
Atlanta, Georgia
07.2019 - 08.2023
Develop a new systematic process for sales forecasting, enhancing visibility, and accelerating decision-making for sales leaders.
Partner with Sales, Product, and Finance team stakeholders to develop the annual sales quota for 500+ sales reps, and measure results on an ongoing basis.
Analyzed business performance data and forecasted business results for upper management.
Lead the development of 20+ BI tools for the Ops team, sales professionals, and sales leaders' business metrics for win-loss, pipeline health, sales achievement, and other important analytics.
Manager, Enterprise Sales Strategic Initiatives Teams
First Data
Atlanta, Georgia
08.2016 - 07.2019
Drove $10M increase in revenue by analyzing Sales to Revenue process; extracting insights and suggesting recommendations that were implemented by the Enterprise Sales Org.
Led and collaborated efforts with partner teams to deliver Executive management reports; Line of Business (LOB) Reviews, Monthly Business Reviews (MBR), Town Hall Decks and Ad-hoc reports.
Led the strategic analysis of sales performance metrics to improve sales productivity and product penetration of the Corporate Institutions sales team which was responsible for driving $300MM+ annually in client revenues.
Supported Ad-hoc and critical analytical projects that drove executive decision making such as order-to-cash, account management coverage analysis, etc.
Senior Business Analyst, Retail, Petro & Grocery Vertical
First Data
Jersey City, New Jersey
04.2015 - 08.2016
Drove change management through effective communication and training of new sales processes to 20+ Sales professionals in the Institutional Corporate Sales team.
Responsible for performing data quality checks on a $100M+ sales pipeline to ensure sales forecasting accuracy that informed senior leadership strategy and decision making.
Led the development of standardized reporting for Retail, Petro & Grocery (RPG) vertical.
Associate, Global Real Estate (GRE) Finance
JPMorgan Chase & Co
New York, New York
12.2013 - 04.2015
Served as FP&A lead for JPMC's North America utilities spend of approximately $200MM, with focus on planning, month-end close and variance analysis.
Delivered management reporting, analysis and metrics to various constituencies, including the Firm's Chief Administrative/Operations officer, GRE management, and Corporate Finance for various firm-wide roll up reporting requirements.
Developed and rolled out monthly Global Real Estate Executive Management Reporting (EMR) deck, which provided key information on GRE activities; property financial information, capital spend, controls initiatives and metrics, human resources metrics and real estate strategy for JPMC.
Executed '30-60-90' Capital program which helped Real Estate leadership prioritize and track approximately $1bn budget for upcoming capital projects and transactions for JPM properties in North America.
Managed day-to-day deliverables and career development of 3 analysts.
Analyst, Corporate and Investment Banking Operations Finance
JPMorgan Chase & Co
New York, New York
11.2011 - 12.2013
Led and managed relationships with CIB CAO Business Managers in the process of delivering the annual expense budget of $20MM as well as the 3-Year Plan budget.
Built and rolled-out and managed a full suite of executive management reports and performed in-depth P&L analysis for Business Managers (BMs).
Analyzed allocations from CIB CAO group to Front Office businesses and provided high level summary showing the dollar impact and conducted in-depth variance analysis on the Allocations.
Managed the Mumbai support team of 4 heads- Transitioning reports, providing career guidance and advise.
Delivered on special projects and ad-hoc requests such as productivity, location strategy, real estate footprint to enhance the CIB Operations headcount strategy.
FADP Analyst, North American Rates, FX and Public Finance Controllers
JPMorgan Chase & Co
New York, New York
07.2009 - 11.2011
Evaluated and reported the RWA positions of Repurchase Agreements (REPOS) and Resales for the NA Rates, FX and Public finance business on a daily and weekly basis.
Delivered on monthly and quarterly fair value regulatory reporting process deliverables.
Education
BBA - Finance
Howard University (HBCU)
Washington, DC
Skills
Business intelligence
Data visualization
Sales forecasting
Financial Planning & Analysis (FP&A)
Dashboard development
Data governance
Cross-functional collaboration
Performance metrics
Effective communication
Team management
Attention to detail
Business performance management
Tech tools: Power BI, Intermediate SQL, MS Office, SAP, Hyperion Essbase, Tableau, Snowflake
Community Service
Autism Speaks 2025 Atlanta Empower Walk Top Fundraiser
Passion City Church Doorholder
Decatur City Church Volunteer
I-Mentor NYC Volunteer
Hobbies and Interests
Traveling
Soccer
Cycling
Timeline
Senior Mgr. eCRM Data Governance and Analytics
Fiserv
08.2023 - Current
Manager, Sales Operations Business Intelligence and Strategy
Fiserv
07.2019 - 08.2023
Manager, Enterprise Sales Strategic Initiatives Teams
First Data
08.2016 - 07.2019
Senior Business Analyst, Retail, Petro & Grocery Vertical
First Data
04.2015 - 08.2016
Associate, Global Real Estate (GRE) Finance
JPMorgan Chase & Co
12.2013 - 04.2015
Analyst, Corporate and Investment Banking Operations Finance
JPMorgan Chase & Co
11.2011 - 12.2013
FADP Analyst, North American Rates, FX and Public Finance Controllers