SUMMARY:

Respected Global Business Analyst with extensive skills in the compilation and development of system strategies supporting the Information Technology capability, with a specialization on functional business requirements definition, documentation and analysis of reports and dashboards on the Salesforce CRM. Proficiency in delivering on those requirements using Agile or waterfall methodology in multi - national, multi-currency enterprise environment. Collaborative approach to troubleshooting, user education, team cross training and problem solving. Apply problem solving skills creatively and strategically using common sense.

SKILLS:

Sales & Marketing Operations

MS Office Skills

Training design and delivery

Data mapping

Presentation Skills

Advanced Excel

Business Requirements documentation

Certification design & execution

Relationship building & collaboration

Verbal c ommunication skills

Written communication skills

Receptive listener

Change Management

Team player

Work independently

Workflow optimization

Project Management

Multi-tasking

SFDC experience

SDLC experience

KPI/metrics design

PROFESSIONAL EXPERIENCE:

Confidential

Business Analyst

Responsibilities:

• Project Manager for COVID Alert NY app launch for Confidential
• Create RACI (responsible, accountable, consulted, informed) for existing processes spanning multiple entities
• Create SOP documentation (Standard Operating Procedure) for existing processes
• Create training documentation for third party vendor and for H+H staff.
• Provide Salesforce support for Test and Trace Corps to New York City
• Interview and vet software vendors to support automated scheduling for the Community Engagement Specialists

Confidential

Salesforce Business Analyst

Responsibilities:

• Supporting Small, Large and National group sales in fast paced Agile software delivery methodology as a Healthcare Business Analyst working in the Salesforce Lightning environment.
• Serve as liaison between Scrum and other team members including developers, business managers, product owners and executives to bring clear, concise and understandable solutions to any problem presented.
• Clear and concise documentation of user stories, use cases and process mapping in Jira and Confluence.
• Design new and enhance existing features in the Lightning environment in support of streamlining complex processes and increasing adoption through automation of the process flow for users
• Data mapping, gap analysis, requirements gathering, documenting and securing multiple tiers of business stakeholder validation
• Analyze current user practices using small and large datasets prior to solution design
• Design complete, scalable and simple solutions for individuals and groups, including site design, process flow, reports and dashboards that exceed business expectations while respecting system architecture and performance guidelines
• Create clear, concise and complete documentation for proposed processes from vague requirements
• Quickly identify and escalate potential issues and roadblocks
• Act as the subject matter expert for assigned topics

Confidential

Global Salesforce Business Analyst

Responsibilities:

• Design, document, implement and maintain reporting strategy to promote Salesforce efficiency, accuracy and compliance.
• Promote a positive Salesforce experience as the reports and dashboards Subject Matter Expert (SME) representing Sales, Marketing, Customer Success and Service including the business transformation from Salesforce Classic to Salesforce Lightning.
• Global and local functional business requirements definition, design, documentation and delivery using waterfall and hybrid Agile methodologies.
• Define/refine functional business requirements, document, test and deliver global and local reports and dashboards for all new functionalities
• Drive actionable KPI and metrics design that return accurate results to support business, team and corporate goals
• Facilitate efforts to secure data warehouse and data mapping accuracy for data from multiple sources to support multiple reporting tools (Tableau, Oracle BI, Confidential Power BI, QlikView, Birst)
• Provide requested or independent ad hoc analyses in support of any requests or visualized need to validate management strategies and goals
• Design and execute user governance, certification and certification maintenance process for 5k+ report & dashboard builders to ensure users are trained and efficiently executing analyses to support their Business Units and geographies
• Design, deliver and monitor internal report and dashboard delivery to ensure adherence to Salesforce and internal best practices
• Provide daily/weekly/monthly reports and updates to management to validate efficacy of solution
• Active participant in multiple workshops and POCs (proof of concept) including FinancialForce and Vlocity
• Mentor experienced and inexperienced report writers
• Ongoing change management communication to highlight new feature availability for users.
• Liaise with cross functional teams to ensure that common functionalities are shared without conflict
• Transition Classic reports and dashboards to Lightning interface
• Liaise with system and solution architects, user experience experts and platform owners to ensure compliance with corporate and Salesforce objectives
• Represent Einstein Analytics as Platform owner, and Salesforce Lightning reports & dashboards as the Subject Matter Expert in projects
• Data model and data flow design and organization
• Data migration, user access and security design, permissions definitions
• Define best use cases and train users on the new tool
• Troubleshoot and resolve issues raised by the business

Business Unit Analyst

Confidential

Responsibilities:

• Designer and principal user of Oracle BI subject areas to enable end to end reporting and analysis on the sales pipeline.
• Define and document business requirements for additional subject areas requested by the business and ensuring adherence to best practices
• Utilize data warehousing capabilities to organize data from multiple sources and document requirements promoting efficient and accurate reporting
• Monitor and report on entire Supply Chain process from opportunity and manufacturing to warehouse management, product shipment and product delivery
• Design, create and deliver relevant KPIs to executives including root cause analysis, inventory management, material procurement and availability, cost, and finished product lead times
• Collaborate with Oracle BI system architects, developers and other Business Analysts to certify efficacy of all changes
• Train users on best practices and standards for Oracle BI

Confidential, Redmond, Washington

Responsibilities:

• Competitive Marketing Analyst, Forecast Analyst, Production Scheduler, Configuration Analyst
• Provide clear functional business requirement definition for developers to support creation and maintenance of internally designed applications
• Collaboration with internal product managers and external data providers
• Product research to ensure accurate product pricing and market placement
• Solid knowledge of product, market conditions and labor relations laws and policies
• Partner with engineering team to ensure product packaging is secure and difficult to mimic
• Forecast and schedule product, material, manufacturing and shipping demand
• Inventory management including procurement and obsolescence planning
• Supplier management including strategic sourcing from key vendors and advertisers