Lisa Sherrill
Plano
Summary
Qualified Business Analyst with solid background in analysis and problem-solving. Proven track record of identifying inefficiencies and implementing solutions that improve operational performance. Demonstrated ability to leverage data analytics and strong communication skills to drive strategic initiatives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insights Analyst
CROSSMARK
05.2022 - Current
- Built and automated 5 client and internal dashboards in Power BI, streamlining performance visibility and cutting manual reporting time by up to 83%.
- Delivered actionable insights from syndicated data (Nielsen, Circana, Retail Link), uncovering trends that helped secure display wins and optimize pack strategies.
- Partnered with sales teams to develop retailer-ready decks for JBPs, QBRs, and buyer meetings—directly supporting over $500K in quarterly revenue.
- Created executive reporting tools that monitored performance across 75+ SKUs, enabling early detection of velocity declines and pricing gaps.
- Acted as a key analytics liaison between field teams, brokers, and HQ, ensuring data accuracy and consistent messaging across stakeholders.
Associate Client Operations Manager
CROSSMARK
10.2020 - 05.2022
- Managed contractual, legal, and financial relationships for over 10 national CPG brands, ensuring full compliance and clean audit trails for $1.5M+ quarterly.
- Delivered high-accuracy spend forecasting reports to C-suite stakeholders, leveraging historical to support headcount and project planning.
- Led cross-functional calls with external partners, internal executives, and vendor systems teams to drive faster turnaround and cost-saving process refinements.
- Created proactive alert systems using custom Excel metrics to flag overspending, contributing to a 25% decrease in end-of-quarter budget discrepancies.
Staffing Coordinator
CROSSMARK
06.2018 - 10.2020
- Managed third-party vendor relationships to ensure timely, accurate staffing for internal teams.
- Trained vendors and internal staff on streamlined processes and tools to boost efficiency.
- Maintained assignment tracking and provided regular updates across departments.
Field Support Representative
CROSSMARK
04.2017 - 06.2018
- Provided call center support to field employees, resolving issues related to sales plans, demos, and time reporting.
- Delivered accurate guidance across various policies, systems, and project protocols.
- Navigated multiple internal platforms to provide timely, effective resolutions.
Call Center Support → Lead Shift Manager
Tumbleweed Pizza Partners
02.2016 - 01.2017
- Promoted to shift manager and led call center team, overseeing training and staff performance.
- Designed a new training program that cut onboarding time by 50% and boosted employee readiness.
- Handled inbound orders, customer inquiries, and complaints with strong product knowledge and POS system proficiency.
- Developed departmental marketing plans to align staff with new promotions and increase upsell opportunities.
Education
Bachelors - Data Analytics
SNHU
05.2027
Skills
- Excel (Advanced): PivotTables, Power Query, VLOOKUP/XLOOKUP, INDEX/MATCH
- Power BI: Dashboard development, data modeling, basic DAX & M
- SQL (Learning): SELECT, JOINs, subqueries, filtering
- Python (Learning): Data analysis with Pandas, NumPy
- Alteryx: Workflow automation, data prep
- Data Manipulation, Cleaning, & Transformation
- Data Visualization & Storytelling
- Custom Reporting & KPI Tracking
- Business Analysis & Trend Identification
- Operational efficiency analysis
- Cross-Functional Collaboration & Client Communication
- Presentation Skills & Actionable Insights Delivery
- Adaptable Across Functions (Ops, Insights, Support)
- Budget Reconciliation & Financial Reporting
Certification
- Power BI UDEMY course
- CMA Certified Professional Category Analyst
Timeline
Insights Analyst
CROSSMARK
05.2022 - Current
Associate Client Operations Manager
CROSSMARK
10.2020 - 05.2022
Staffing Coordinator
CROSSMARK
06.2018 - 10.2020
Field Support Representative
CROSSMARK
04.2017 - 06.2018
Call Center Support → Lead Shift Manager
Tumbleweed Pizza Partners
02.2016 - 01.2017
Bachelors - Data Analytics
SNHU
Section name
Eager to bring technical curiosity, cross-functional collaboration, and a passion for analytics to a forward-thinking team.