Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
AccountManager
Jeremy Stewart Phipps

Jeremy Stewart Phipps

North Bend,WA

Summary

Determined Analyst with success boosting productivity and streamlining procedures for organizations with willingness to learn from new ideas. Focused on smoothly overseeing financial, personnel and operational facets. Expertly balanced targets with resources and optimized long-term success. Ability to problem solve and think strategically in ambiguous situations.

Overview

18
18
years of professional experience

Work History

Business Consultant

425 Consulting
07.2022 - Current
  • Work with clients to implement Microsoft D365 Business Central based on business specific requirements.
  • Gathered client’s requirements for financials, accounting, reporting, job processes, and HR driving increases in proficiency.
  • Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
  • Negotiated and resolved disputes between stakeholders finding mutually beneficial solutions.

Consultant

Microsoft
01.2021 - 06.2022
  • Managed access and inquiries for global partners to employee survey reporting dashboards.
  • Performed audits of monthly reporting metrics, and reporting tool access.
  • Delivered daily outstanding service to over 50 clients to maintain and extend relationship for future business opportunities.

Account Manager

425 Consulting
06.2019 - 09.2020
  • Discovered and onboarded new partners and trained and led them through program processes and guidelines.
  • Managed portfolio of 30+ Designed for Surface Partners in development of Surface compatible accessories that filled needs of both enterprise and consumer customers.
  • Led bi-weekly review meeting with legal, design, and engineering to review new product concepts submitted by partners to ensure concept would meet all program requirements and specifications.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.

Sr. Pricing Analyst

Amazon Web Services
02.2017 - 05.2019
  • Operationalized private pricing contracts for over 80 customers (monthly) with total committed spend of $1B.
  • Conducted monthly reviews of complex pricing contract calculations ensuring accuracy.
  • Responsible for review and upload of over $40M in monthly discounts calculated by team of over 20 analysts.
  • Created and managed monthly commitment reporting that is utilized by executives and included in companies’ quarterly financials release.
  • Hired, developed, and managed team of 10 contractors in support of various cross team projects.
  • Trained and mentored other Sr. and Jr. Analysts in our monthly processes and all aspects of team.

Sales Operations Analyst

Amazon Web Services
01.2015 - 02.2017
  • Supported over 50 customers, account managers, Finance, Accounting, and Customer Support team with private pricing contracts and inquiries.
  • Reviewed legal contracts to ensure terms were being appropriately adhered to.
  • Performed monthly audits of Salesforce.com data ensuring terms of contracts were properly reflected.

Financial Analyst

T-Mobile
04.2014 - 01.2015
  • Developed and distributed multiple daily reports that helped drive efficiencies and locate cost saving opportunities.
  • Worked closely with leadership to develop KPIs that measured success of fellow employees.
  • Teamed with business group to drive process improvements that helped achieve EBITDA savings.
  • Trained and mentored over 10 team members about reporting and basic working knowledge of Excel.

Financial Analyst

Starbucks Coffee Company
09.2011 - 04.2014
  • Set Annual Operating Plan and monthly/quarterly Forecasts for all General and Administrative groups in Channel Development totaling $200M.
  • Lead Analyst for headcount and G&A expenses across business group of 750+ employees.
  • Developed monthly G&A report and review process, providing analysis and business insight to accounting and leadership monthly/quarterly on headcount and operating expenses.
  • Worked closely with sales teams to develop sales incentive programs to drive incremental sales growth.
  • Used relevant financial technology to generate reports and recommended courses of action to senior leadership.
  • Collected data from other divisions to support quarterly forecasts.

Financial Analyst Associate

Starbucks Coffee Company
03.2007 - 09.2011
  • Lead budget and forecast variances and recommended accruals to finance team monthly.
  • Managed and developed over 5 Access databases used for data mining and financial metrics reports.
  • Created and maintained metrics reports to assist managers in driving revenue.
  • Managed and negotiated vendor contracts to continually ensure efficient operations and encourage professional business relationships.
  • Assisted in development, implementation, and training on new CRM/BI system.
  • Worked closely with leadership, marketing, sales, and operations to develop analytical reports that monitor growth and drive efficiencies.

Analyst

Starbucks Coffee Company, Equipment
12.2005 - 03.2007
  • Drove National Service Provider to consistently keep repair costs below budget and lower average repair cost per brewer to achieve business unit goals.
  • Lead team in account reconciliation project to recover ~$150,000 in service overcharges.
  • Continually assisted in development and implementation of new performance metrics to help achieve business unit goals of lowering equipment service costs and increasing customer satisfaction.

Data Administrator

Starbucks Coffee Company
05.2005 - 12.2005
  • Worked closely with various internal teams, as well as ~45 external Food Service Distribution Centers, in account balance reconciliation of nearly $4 million in support of business unit growth targets.
  • Performed ~60 new account set ups and ~100 account terminations per week and execute general database account management in Oracle Order Management and Onyx CRM.
  • Collaborated on implementation of new software and help provide insight into necessary set up processes and guidelines in order to achieve maximum output per employee hour worked.
  • Trained 6 co-workers in Oracle/AIM on new account setup and account data problem solving.

Education

Bachelor of Arts - Economics

University of Washington
Seattle, WA
06.2002

Skills

  • Operational Efficiency
  • Report Preparation
  • Vendor Collaboration
  • Strategic Planning
  • Business Intelligence Analysis
  • Process Improvement
  • Staff Training
  • Financial Statement Review
  • Solution Implementation
  • Project Management
  • Presentation Skills
  • Organizational Improvements
  • Continuous Improvements
  • Reading Comprehension
  • Mentoring

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Whether you think you can or whether you think you can’t, you’re right!
Henry Ford

Timeline

Business Consultant

425 Consulting
07.2022 - Current

Consultant

Microsoft
01.2021 - 06.2022

Account Manager

425 Consulting
06.2019 - 09.2020

Sr. Pricing Analyst

Amazon Web Services
02.2017 - 05.2019

Sales Operations Analyst

Amazon Web Services
01.2015 - 02.2017

Financial Analyst

T-Mobile
04.2014 - 01.2015

Financial Analyst

Starbucks Coffee Company
09.2011 - 04.2014

Financial Analyst Associate

Starbucks Coffee Company
03.2007 - 09.2011

Analyst

Starbucks Coffee Company, Equipment
12.2005 - 03.2007

Data Administrator

Starbucks Coffee Company
05.2005 - 12.2005

Bachelor of Arts - Economics

University of Washington
Jeremy Stewart Phipps