Summary
Overview
Work History
Education
Skills
Certification
Languages
Websites
Timeline
Generic

Isaiah Walters

New Jersey,NY

Summary

Senior Consultant with extensive experience in delivering strategic business solutions and fostering client relationships. Expertise in project management, data analysis, and problem-solving, complemented by strong communication and leadership skills. Proven track record of leading projects that drive business growth. Actively pursuing CAPM certification.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Consultant, Client Solutions

FACTSET
New York, USA
10.2021 - Current
  • Serve as the primary consultant for over 400+ users across 11 accounts, providing expert guidance, issue resolution, and onboarding support to ensure seamless adoption and utilization of FactSet’s SaaS products; sit on the Client Engagement Committee as team lead.
  • Partner with internal Product, Engineering, Sales, and Learning & Development teams to identify client needs, improve product capabilities, and uncover new business opportunities. Report client feedback to drive product enhancements.
  • Led an automation initiative that restructured client reporting, improving data formatting, transparency, and efficiency for quarterly business reviews, resolving a long-standing client issue.
  • Manage over $35 million in annual subscription value (ASV), and maintain over 90% workstation retention across Northeast accounts. Regularly monitor CRM tools, such as Salesforce and Gainsight, to track engagement and renewals.
  • Developed and delivered a demo for the FactSet analytics reporting solution (PUB); assisted L&D in implementing a new internal training module for onboarding 60+ associates and consultants, and improving organization-wide knowledge.
  • Assisted in transitioning Raymond James Wealth Management onto FactSet, leading personalized training sessions to facilitate a seamless migration from competing systems.

Operations Specialist

Tribal Travel Club
New York, NY
02.2021 - 09.2022
  • Supported the Founder in overseeing a portfolio of 3 startups; launched new operational processes and systems through customized spreadsheet solutions to drive visibility across businesses.
  • Designed tracking tools for budgeting, tax planning, and inventory management, improving financial visibility and supply/ordering logistics.
  • Embedded a Gantt chart system and developed prioritization workflows to streamline scheduling and project execution, improving operational structure.
  • Replaced third-party subscription software with proprietary systems tailored to business-specific needs, reducing reliance on external platforms.

Volunteer Programs, Service-Learning and Transportation Coordinator

Sacred Heart University
08.2019 - 06.2020
  • Coordinated transportation and logistics for 134 campus-wide and external events in the Greater Bridgeport area, ensuring smooth execution across volunteer programs, admissions events, and student mentorship initiatives.
  • Managed a staff of 20 transportation personnel with 5 vehicles, supervised marketing and grant assistants, and partnered with academic departments and student organizations to expand mentoring networks; reported to the Director and Assistant Director of the department.
  • Implemented workflow optimizations using Google Sheets and Forms, SignUp.com, and AirTable, improving efficiency in event scheduling and volunteer management.

Information Technology Administration & Operations Intern

Cornerstone Community Development Corporation
07.2018 - 09.2018

Education

MBA - Finance, General

Fairleigh Dickinson University
New Jersey, NY
08-2021

Bachelor of Science - Business/Sports Management, Finance

Sacred Heart University
Fairfield, CT
05-2019

Skills

  • Strategic planning
  • Management
  • Microsoft Office
  • Customer Service
  • Python
  • Problem solving

Certification

  • FactSet Essentials, 2022
  • Bloomberg Market Concepts, 2019

Languages

Spanish
Limited

Timeline

Senior Consultant, Client Solutions

FACTSET
10.2021 - Current

Operations Specialist

Tribal Travel Club
02.2021 - 09.2022

Volunteer Programs, Service-Learning and Transportation Coordinator

Sacred Heart University
08.2019 - 06.2020

Information Technology Administration & Operations Intern

Cornerstone Community Development Corporation
07.2018 - 09.2018

MBA - Finance, General

Fairleigh Dickinson University

Bachelor of Science - Business/Sports Management, Finance

Sacred Heart University

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