Proven analyst with 7+ years of business intelligence experience, driven by a relentless commitment to delivering high value analysis, tools, and insights to stakeholders across Sales, Marketing, Product, and Finance.
Overview
12
12
years of professional experience
Work History
Business Intelligence Analyst
A Place For Mom Inc.
New York, NY
10.2022 - Current
Worked closely with leaders in sales, marketing, finance, and engineering to develop Tableau dashboards and analytics that support sales operations, analytics, and planning
Developed data-driven, daily call lists that serve as the core building block for the sales follow-up process for 300+ person sales team expected to touch 50+ customers per day, boosting conversion and shortening the time it takes for a new hire to become productive
Provided sales leaders with visibility into daily call list performance and penetration at the lead level via dynamic Tableau dashboards and ad-hoc analysis
Partnering with senior sales leadership, developed and implemented a new compensation framework based on lead conversion rate to supplement our core commission policy, more closely aligning it with company financial objectives
Built out dynamic, seasonality-informed sales forecasts using the Prophet forecasting package in Python
Migrated key reporting use-cases to view-based SQL architecture, away from custom ad-hoc queries, in service of building out a set of analytics resources that are sustainable, consistent, and operationally intuitive for business users
Performed ad-hoc analysis for sales, marketing, finance, and operations via SQL and Excel
Business Intelligence Analyst
Ellevation Education
Boston, MA
05.2018 - 10.2022
Worked with senior sales leadership to build out Sisense dashboards that served as the basis for sales reporting, coaching, and planning
Developed customer retention analytics and dashboards that informed our account management and customer success strategy, focusing on key SaaS metrics
Designed and created product usage dashboards to inform product marketing strategy and customer success strategy at the account level
Standardized and scaled reporting by building out SQL views that acted as the foundation for sales, retention, and marketing analytics
Built out forecasts for new business and expansions/upsells using Prophet forecasting package in Python that allowed business leaders to anticipate future workload and make adjustments to headcount planning as necessary
Built automated data pipelines via Skyvia that served to populate key fields in Salesforce with data from our warehouse, bolstering our sales and customer success efforts
Worked closely with Salesforce admin and company controller to design and implement reporting processes that were both sustainable and scalable
Automated 95% of monthly credit card reconciliation process via Python
Automated commission calculations to provide rapid performance & compensation insights to the sales team
Owned reporting of company-wide goals
Ad-hoc reporting for executive leadership
Business Intelligence Analyst
Fasten, Inc.
Boston, MA
08.2016 - 03.2018
Built Looker dashboards that provided insight into daily operational rideshare performance
Automated financial reporting and reconciliation of incoming cash with transactional data from our credit card processors via SQL
Worked closely with marketing team to build out successful driver incentive model by analyzing driver behavioral data in the context of the greater rideshare market
Discovered fraudulent customers and work with development team to implement and improve loss prevention
Ad-hoc reporting via SQL and Excel for CFO
Staff Accountant
Fusion Worldwide
Boston, MA
11.2013 - 02.2016
Performed payroll, accounts payable, accounts receivable, and month-end processes
Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Accounts Payable
Method Products
San Francisco, CA
04.2012 - 10.2013
Managed a high volume of invoices, prioritizing payment schedules to optimize cash flow and maintain strong vendor relations.