Jake Lupo
Hamburg,NJ
Summary
Dynamic Operations Analyst with a proven track record at Consolidated Chassis Management, skilled in data analysis and process standardization. Adept at leveraging Excel and Qlik Sense to drive cost-saving strategies and enhance customer relationships. Committed to delivering impactful project reporting and fostering collaboration across teams.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Operations Analyst
Consolidated Chassis Management
Rockaway Township, NJ
04.2025 - Current
- Analyzing all the Corporate Operation functions and providing VP of Corporate Operations with trending analysis.
- Created a suite of weekly and monthly reports summarizing trending data for leadership.
- Able to analyze large data sets and provide trending commentary.
- Ability to analyze data and problem-solve.
- Reviewed data to identify cost savings opportunities.
- Develop standardized processes to improve operational efficiency.
- Generated ad hoc reports to inform management decision-making.
- Accumulated one year of experience in the transportation and logistics industry.
- Demonstrated proficiency in computer applications including Qlik Sense and Excel.
Implementation Manager: Digital Solutions
OSG Billing Services, Inc.
Ridgefield Park, NJ
07.2017 - 04.2025
- 7 ½ years of experience in a results-focused and customer facing professional environment for a early-stage startup digital solution.
- Utilized and delegated company resources to ensure success of each implementation project for digital solution products.
- Developing project timelines, managing deliverables, and communicating progress and setbacks to both internal and external stakeholders.
- Completed all project-related tasks within the required time frame for both clients and internal departments.
- Connected customer experiences by simplifying business processes, transforming operations, and unifying communication touchpoints.
- Collaborated with clients and internal stakeholders to address requests and resolve client-related issues.
- Play a key role in troubleshooting client inquiries including reconciliation matters and application questions.
- Work directly with Development, (QA) Quality Assurance, other departments to determine solutions.
- Assist Executive Team with weekly/monthly SLA reports for specific clients.
Account Administrator
AvidXchange
Somerset, NJ
07.2013 - 07.2017
- Implement account information for new and existing clients.
- Oversee accounts for clientele.
- Developed strong client relationships by actively engaging and addressing needs, fostering trust and satisfaction.
- Resolving payment issues for internal customers and vendors.
- Reviewing invoices, checks, ACH, and credit card payments for correct payment to the vendor.
- Uploaded billing data accurately to support precise reporting.
- Provided weekly detailed reports using Excel, enabling informed decision-making for stakeholders.
- Provided financial and ad hoc reports to the client.
- Identified issues and areas for software and database improvements, enhancing overall functionality.
- Identify areas for process improvements and propose solutions.
Education
Bachelor of Arts - Communication, Public Relations, Business
William Paterson University
Skills
- Data analysis
- AWS and SQL
- Excel proficiency
- Salesforce expertise
- Process standardization
- Trend analysis
- Project reporting
- Cost-saving strategies
- Invoice processing
- Microsoft Office Suite
- Customer service
- Relationship management
- Implementation management
- Attention to detail
Community Service
Avid Foundation, Treasury & Leader (NJ OFFICE), The AvidXchange Foundation is making a difference in the lives of children and families., Planned and coordinated all volunteer events for children in NJ., Volunteered 50 hours in 2015., Help fundraise and collect monies that were donated., Budgeted for 2014- 2016 year., Built business relationships with United Way, Middle Earth, Somerset Home, Toys for Tots, and other non-profit organizations., Gathered employees in the office to contribute/volunteer in events.
Certification
Google Analytics
Timeline
Operations Analyst
Consolidated Chassis Management
04.2025 - Current
Implementation Manager: Digital Solutions
OSG Billing Services, Inc.
07.2017 - 04.2025
Account Administrator
AvidXchange
07.2013 - 07.2017
Bachelor of Arts - Communication, Public Relations, Business
William Paterson University