Summary
Overview
Work History
Education
Skills
Timeline
Generic

Timothy Kim

New York

Summary

Dynamic professional with extensive experience at Christopher Street Financial, excelling in CRM automation and data management. Proven ability to enhance operational efficiency and deliver insightful reporting. Proficient in Salesforce and skilled in stakeholder communication, driving impactful results through strategic analysis and collaboration. Committed to achieving excellence in fast-paced environments.

Overview

6
6
years of professional experience

Work History

Paraplanner & Business Analyst

Christopher Street Financial
New York
04.2023 - Current
  • Supports the data integrity and third-party integration of the CRM as the admin.
  • Responsible for designing and testing automation processes in the CRM (screen flows, flows) in order to improve efficiency and scalability.
  • Supports the review, design, refinement, standardization, documentation, and ultimate implementation of data management, analysis, and reporting practices.
  • Helps to educate and reinforce established data management processes with the wider team.
  • Supports the communication of key data and KPIs by creating and maintaining scorecards, reports, dashboards, and other data aggregations, and visualizations.
  • Supports the CEO in financial and operational matters.
  • Supports multiple stakeholders (CEO, lead team, and Senior Advisor Committee) by providing timely, accessible, and accurate ad hoc client reporting needs.
  • Tracks, analyzes, and reports on industry benchmarks.

Sr. Associate, Buy Enablement

Mediacom
New York
06.2022 - 03.2023

Client(s): Coca-Cola

  • Successfully managed and executed assigned digital ad campaigns for various verticals, and ensured proper setup and activation while meeting deadlines.
  • Acted as a point of contact between the investment and media operations teams to resolve any billing and campaign activation issues.
  • Assisted managers and directors in finance-related deliverables (i.e., billing/reconciliations, sending IOs to vendors).

Client Finance Associate

GCI Health
New York
02.2022 - 05.2022
  • Served as the primary point of contact for internal teams, resolved any client billing issues, and ensured timely and accurate client billing month over month.
  • Prepared monthly client invoices, client backup, and budget trackers while completing all tasks by monthly deadlines with a high level of accuracy.

Senior Associate, Biddable Media

SSCG Media Group
New York
08.2021 - 02.2022

Client(s): Aimmune, Eisai, Dermavant, SK Life Science, Jazz Pharmaceuticals

  • Pulled performance data, created insights, and presented during monthly and quarterly client readouts.
  • Balanced and prioritized assigned work across multiple accounts while delivering campaign optimizations.

Assistant Strategist (2019-2021) & Strategist (2021)

Hearts and Science
New York
10.2019 - 08.2021

Client(s): Amgen, Moderna

  • Acted as point of contact for external agencies, clients, and internal cross-departments

Education

Bachelor of Science - Psychology

Syracuse University
Syracuse, NY
05.2019

Skills

  • Microsoft Office (Excel, PowerPoint)
  • Salesforce (Salentica)
  • Digital & Email Marketing (Constant Contact)
  • Google Analytics
  • Albridge Wealth Reporting
  • Smartsheet

Timeline

Paraplanner & Business Analyst

Christopher Street Financial
04.2023 - Current

Sr. Associate, Buy Enablement

Mediacom
06.2022 - 03.2023

Client Finance Associate

GCI Health
02.2022 - 05.2022

Senior Associate, Biddable Media

SSCG Media Group
08.2021 - 02.2022

Assistant Strategist (2019-2021) & Strategist (2021)

Hearts and Science
10.2019 - 08.2021

Bachelor of Science - Psychology

Syracuse University