SUMMARY:

• Achieved Admin, Ranger Rank and 5 Superbadges after only 3 months as an official Admin.
• Helped found Salesforce Council in AMN in order to hear the concerns of multiple leaders using SF
• Helped setup Agile methodologies and Sprints to help keep cadence on Development projects in AMN
• Assisted WFF with transition from IMIS into Salesforce.com cleaning up duplicates.
• Created automated process to create documents and deliver to client using Drawloop and Workflow Rules.
• Helped Vizient integration process to facilitate Medassets merger data into their database
• Created new Omnitracs’ Renewals and Uplifts databases (using excel vlookups, sumifs and pivot tables) which were previously behind by months, up to date upon 2.5 months working in the company.
• Never received a non - subjective client edit while working at RR Donnelley reviewing over 500 risk returns of XBRL tagged mutual fund prospectuses.
• Created a buzzword document used by recruits to learn how to properly categorize information in the Mutual Fund prospectuses at RR Donnelley.

TECHNICAL SKILLS:

Computer Tools: Proficiency in Salesforce, MS Powerpoint, MS Excel (vlookup, macros and pivot tables), MS Word, Some knowledge in: Wordpress, Adobe Flash, IBM SPSS, MS AccessTechnical Writing / Creation of / documents

Salesforce Skills: Drawloop DDP, Data loader, Workflows, ETL, Automation and Reports & Dashboards

PROFESSIONAL EXPERIENCE:

Salesforce Business Analyst

Confidential

Responsibilities:

• Developed, created and customized reports and dashboards.
• Logged, tracked and identified system problems through resolution using Case System in Salesforce
• Worked with the sales leaders to enhance the Salesforce.com instance & increase adoption.
• Worked with Scrum teams by helping translate business requirements in an Agile framework to developers in order to create technical solutions.
• Entered in User stories into JIRA in order to help communicate need from different points of view.
• 1st tier of trouble-shooting support for the sales team.
• Kept documentation on common problems and maintained FAQ documents for multiple brands and teams
• Presented recommendations of usable free resources on the Salesforce Accelerator Premium Success plan
• Pushed development of Salesforce instance using AppExchange Products.
• Provided ideas for framework on Page layout and Workflow changes
• Provided ammo for justifications of switching to Lightning Experience.
• Assisted Data Stewards on handling daily maintenance tasks.

Salesforce Administrator

Confidential

Responsibilities:

• Setting up Drawloop DDPs and Workflow processes to Automate document creation
• Helped define best business practices on how to Log Tasks and Calls within Salesforce
• Assisted in deciding on which fields in Accounts, Opportunities were best to use for reports and dashboards as well as creation and maintenance of said reports f new Salesforce Users of basics as well as creation of Technical documents for .
• Cleaning up Duplicates caused from Data Migration from a Legacy CMS (IMIS) into Salesforce and using dataloader to mass edit entries.

Salesforce Business Analyst

Confidential

Responsibilities:

• Used Data loader to manipulate dozens of accounts simultaneously saving hours of time.
• Perform validation of new member enrollment information, including eliminating duplicate requests, address validation and ensuring appropriate enrollment paperwork is provided with each enrollment request
• Perform data entry steps to add new member locations into Salesforce.com ERP application.
• Perform list review and manipulation in Excel spreadsheets associated with new member requests
• Run Access reports for ad-hoc analysis (by territory, by client, etc)
• Creation of Access queries for reports and preparation for mass data manipulation
• Practice of Business Intelligence activities including coordination with teammates to proper delegate duties, report creation on possible problem areas and interaction with C-level executives.

Client Experience Analyst

Confidential

Responsibilities:

• Managed and updated monthly renewal data in Salesforce
• Validated sales quotes and process sales orders
• Audit renewals data within multiple systems
• Created and provide reports per schedule and/or on demand
• Ran and analyzed complex data queries
• Coordinate with sales reps with questions on quotes, order management and fulfilment

Financial Reporting Analyst / XBRL Support Specialist

Confidential

Responsibilities:

• Familiarity with Mutual Fund concepts, Share Holder Reports, Investor reporting to SEC and understanding of U.S. GAAP, financial reporting, 10-K and 10-Q
• Reviewed XBRL tagged financial prospectuses for proper tagging within client, company and government standards including but not limited to SEC & SOX regulations
• Researched SEC filings for data integrity, uniformity of formats and tags to past filings of company being serviced, to confirm trends in product portfolio performance.
• Test-filed XBRL files using EDGAR and made note of errors to fix and/or reported findings for corrections.
• Worked with limited direct supervision alongside multiple departments including virtual teams offsite while producing high-quality and high-volume results
• Coordinated with review team on “best practices” to establish proper standards and methodologies to use in the reporting process.
• Mentored newer hires on best methods of recognizing errors and trends in the data as well as all the other functions of the job mentioned above.