Proficient Program Analyst experienced in conducting feasibility studies and risk assessments. Supports implementation planning and ongoing analysis.
Overview
4
4
years of professional experience
Work History
Partner Program Analyst
Intelisys
Petaluma, CA
04.2021 - Current
Analyzed program data to provide input for key decision making and strategic planning.
Reviewed program implementation plans to assess risk and feasibility.
Evaluated current processes to develop improvement plans.
Reviewed internal systems and organized training plans to address areas in need of improvement.
Conducted thorough reviews of operations to devise and deploy improvement strategies.
Collected, organized and modeled data using PowerBi.
Data Analyst
Intelisys
Petaluma, CA
01.2020 - 04.2021
Carefully auditing sales partners commissions for accuracy through monthly reporting for over three thousand partners
Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Produced monthly reports using advanced Excel spreadsheet functions.
Developed tables, views and materialized views using SQL.
Compiled, evaluated and reviewed engineered data for internal system.
Documented business workflows for stakeholder review.
Finacial Analyst
Intelisys
Petaluma, CA
08.2019 - 01.2020
Managed the bank of Intelisys - Approved loan amounts based off analysis and prepared necessary legal documents
Analyzed program data to provide input for key decision making and strategic planning for partners
Financial Representative
AXA
San Francisco, CA
01.2019 - 05.2019
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Met with customers to assess needs, financial status and eligibility.
Operations Specialist
Apple
San Luis Obispo, CA
09.2017 - 10.2018
Complete Apple-branded customer experience
Initiated improvements to receiving and parts management processes to be more efficient and reduce shrink
Tracked and analyzed reports to determine needed improvements.
Collected, arranged and input information into database system.
Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
Education
Bachelor of Science - Economics
California Polytechnic State University-San Luis Obispo
San Luis Obispo, CA
06.2018
Skills
Teamwork and Collaboration
Analytical and Critical Thinking
Proficient in MS suite
Advanced in Excel
Critical Thinking
Proficient in SQL
Risk Assessments
Timeline
Partner Program Analyst
Intelisys
04.2021 - Current
Data Analyst
Intelisys
01.2020 - 04.2021
Finacial Analyst
Intelisys
08.2019 - 01.2020
Financial Representative
AXA
01.2019 - 05.2019
Operations Specialist
Apple
09.2017 - 10.2018
Bachelor of Science - Economics
California Polytechnic State University-San Luis Obispo