Jezebel Napoleon
Miami,FL
Summary
Dynamic Systems Analyst and Executive Administrator in the area of IT and Technology Investment Banking, who keeps up with tight deadlines and high-value items. Successful in collaborating across multiple departments and multitasking across global teams. Proficient in supervising, department goal setting, and forecasting. Expert in CRM software and data analytics.
Overview
14
14
years of professional experience
Work History
Sr. Business Systems Analyst IT
University of Miami
Miami, FL
10.2024 - Current
- Analyzed business requirements to develop effective system solutions and business processes.
- Collaborated with stakeholders to gather and document project specifications.
- Support the university for incidents, and triage high-priority projects.
- Evaluated team performance and provided constructive feedback for improvement.
- Expert user in Power BI, CRM, Workday, Smart Sheets, Egencia, Concur, and Office Suite.
- Brainstorm on fiscal year goals, and present them to the team for evaluation.
- Manage third-party applications for the university to ensure the precision of the end user.
Marketing Project Specialist Investment Banking
William Blair & Co.
Chicago, IL
02.2020 - 07.2023
- Develop and use specific methodologies for collecting and analyzing marketing data.
- Provide daily support for transaction teams and live projects using CRM across all Technology Group sectors.
- Present findings to management, executive leadership, and fielded questions to help refine strategies.
- Provide an overall orientation of designated team(s) and work streams.
- Ensure teams are following compliance regulations, policies, and procedures.
- Coordinate annual sponsored and non-sponsored conferences and events.
- Develop an updated database of prospecting reports to support senior bankers throughout the identification, triage, alignment, and pursuit of priority targets.
- Compile client information and utilize standard templates to prepare marketing deliverables and presentations, including pitch books, public information books, buyer profiles, and industry group slides.
- Work with Brand Marketing and Communication teams to create and distribute campaigns, utilizing CRM.
- Coordinated project timelines and resources for financial services initiatives.
Executive Assistant to the Global Head of Tech
William Blair & Co.
Chicago, IL
05.2017 - 02.2020
- Overall support for the Head of Investment Banking Technology sector, and subsequent partners.
- Scheduled and arranged complex client meetings globally across multiple time zones.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Conducted research, and collected and analyzed data to prepare reports and documents utilizing CRM.
- Managed and tracked expenses to meet the company budget requirements.
- Spearheaded training and development programs for new employees.
- Compiled meeting agendas and supportive materials ahead of meetings.
- Planned and designed team outings and team-building opportunities.
Graduate Student Advocate
Moody Distance Learning
Chicago, IL
02.2012 - 05.2015
- Student Advocate for Virtual Graduate Studies.
- Responsible for up to 400 students per semester as it relates to registration, retention, and completion of graduate degrees.
- Expert knowledge of all current online graduate study programs and requirements for graduation.
- Developed strong oral and written communication skills in working with people of different ages.
- Maintained a positive working relationship with fellow staff and management.
Education
Master of Arts - Intercultural, Multicultural, And Diversity Studies
Moody Theological Seminary
Chicago, IL05.2015
Bachelor of Arts - Business Management
American Intercontinental University
Hoffman Estates, IL03.2011
Skills
- Fluent English/Spanish
- Supervisor
- Executive support
- Business Systems Analyst
- CRM management
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Sr. Business Systems Analyst IT
University of Miami
10.2024 - Current
Marketing Project Specialist Investment Banking
William Blair & Co.
02.2020 - 07.2023
Executive Assistant to the Global Head of Tech
William Blair & Co.
05.2017 - 02.2020
Graduate Student Advocate
Moody Distance Learning
02.2012 - 05.2015
Master of Arts - Intercultural, Multicultural, And Diversity Studies
Moody Theological Seminary
Bachelor of Arts - Business Management
American Intercontinental University
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