Tableau
Kathleen Lloyd
Business Intelligence
Lake Worth,FL
Summary
Business Intelligence
Revenue savings over $200k. Global Teams manager. Discovered Lucrative Market Trends for Clients. Incorporated strategies for business success. Drove direction of market growth.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Admin Realtor & Business Projects
Regency Realty Services Group, & Cava Prime
9 2020 - Current
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Facilitated clear communication between finance and operations teams, addressing inquiries promptly and professionally.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Analyzed market trends and competitor activities to inform strategic decision-making.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Developed and implemented business strategies to achieve business goals and stay competitive.
Asset and Deal Sourcing Management
Extern With Colton Alexander
3 2024 - 5 2024
- Analyzed complex financial statements of various companies within the industry when considering potential acquisitions or mergers.
- Abided by specific objectives and statements from contracts and statements of work, contract deliverables and outcome metrics.
- Evaluated potential investments using comprehensive due diligence processes, mitigating risks while pursuing opportunities for growth.
- Met performance excellence requirements, supported voice of customer solicitations and followed up on continuous improvement initiatives.
- Translated complex statistical concepts into clear visuals that were easily understood by decision-makers.
- Leveraged advanced software tools for efficient data analysis, forecasting trends, and creating visual representations of complex financial information.
Administrative Support and Teacher
Kern County Schools
10.2015 - 06.2019
- Coordinated departmental meetings effectively by managing schedules across multiple teams while ensuring all necessary materials were prepared ahead of time.
- Developed and initiated projects, managed costs, and monitored performance.
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
Education
MBA - Organizational Management, Business Analytics
Eastern University
Wayne, PA 05.2001 - 05.2025
Associate of Science - Business Intelligence
Miami Dade College
Miami, FL 05.2001 - 05.2025
Bachelor of Science - Biological Science
California State University
Bakersfield, CA06.2013
Skills
Microsoft PowerPoint
Google Slides
Google Cloudspace
Microsoft Access
mySQL
PowerBI
Epic
Cerner
Slack
Asana
Teams
Market Research
Database Management
Administrative Support
Client Relations
Marketing Strategy Development
Business Development
Property Research
Team Leadership
Time Management
Contract Management
Strategic Planning
Projects
Tableau - Visualizations and dashboards for enhanced storytelling.
Excel/Power BI - Working with data sets, statistical functions, data wrangling, and analytics techniques.
Financial and Managerial Accounting - Financial Statements, Budgets, Horizontal Analysis, Vertical Analysis, ROI, CVP Analysis, Annual Reports, Cash Flows, Market Value Added, Book Values, Economic Value Added, ABC Management, and Dividends.
Software
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Access
SQL
Microsoft PowerQuery
Google BigQuery
Google Workspace
Azure
DOS
Languages
English
Native or Bilingual
French
Limited Working
Chinese (Mandarin)
Elementary
Certification
Licensed Realtor
Timeline
Healthcare IT Support Training - John Hopkins
02-2022
Licensed Realtor
06-2020
Administrative Support and Teacher
Kern County Schools
10.2015 - 06.2019
MBA - Organizational Management, Business Analytics
Eastern University
05.2001 - 05.2025
Associate of Science - Business Intelligence
Miami Dade College
05.2001 - 05.2025
Admin Realtor & Business Projects
Regency Realty Services Group, & Cava Prime
9 2020 - Current
Asset and Deal Sourcing Management
Extern With Colton Alexander
3 2024 - 5 2024
Bachelor of Science - Biological Science
California State University