SUMMARY:

Experienced in conceptualizing the “big picture” of business with data mining and business skills to come up actionable insights in designing Tableau driven Sales and Marketing dashboards with Salesforce CRM expertise of lead management and pipeline.

PROFESSIONAL EXPERIENCE:

Confidential, San Francisco, CA

Treasury (Tableau Analyst)

Responsibilities:

• Designed Tableau driven dashboard bucketing positions by legal entity, RC center, with balance sheet type view, Book Value, Face value, Net WAC, Margin, WAM values with comparative monthly variance.
• Daily Rates validation to price over 120 different portfolios .

Confidential, Sunnyvale, CA

Sales & Marketing Reporting Analyst

Responsibilities:

• Salesforce real - time data to forecast against planned numbers with KPI such as Deal Registration, direct vs. channel, Theater, Regions, and key deals. to show performance by route, actuals vs. forecasted with historical trends and view by theater, regions, and the top key deals in the pipeline.
• KPI with Planned vs. Actual billing. Trend analysis done by BU and Route to Market, Top opportunities by AM, deal band, deal amount, and deal volume by Theater. Analyzed win-loss opportunity by lost stage to pinpoint actionable steps.
• Driven by deal registration volumes, volume of pipeline created, and by value of opportunities created with real-time deal registration against quota performance.
• To gauge the effectiveness of marketing channels, campaigns, and website against planned Marketing targets such as
• Incoming MQR, deal registration, incoming deals, conversion rate with stage - 2 contribution from marketing, deal registration and self-generated.
• Lead view measure performance of Deal Reg. awaiting approval, untouched MQR with day s buckets, Deal Reg. awaiting qualification and converted MQR at stage-1.
• Stage advancement measures the current quarter static stage 1-2 pipeline.
• ISR activity measure talk time and WebEx delivered against the planned targets.
• Booking view provides booking volume, size by MQR and Deal Registration.

Tableau Server Administrator

Confidential

Responsibilities:

• Proficient in tableau server admin functions such as: installation, configuration, backup, restore, and upgrade.
• Managed user/group setup, projects, background tasks, connections, and extracts in Tableau architecture (Dev/QA/Prod) to support API connections and scheduled instances.
• Managed enterprise-wide deployment, licensing, incident management, showstopper resolution and technical audits.
• Documented workflows and procedures. Provided users training and support.
• Automated critical routine jobs in conjunction with scripting tabcmds

Tools : Sales Force (SFDC), Oracle, SQL, INFA Cloud, Eloqua, Google Analytics.

Confidential, San Jose, CA

Sales and Marketing Analyst

Responsibilities:

• Performed Tableau based PID quartile analysis of the server portfolios to identify 562 no revenue PIDS to improve the margin.
• Route-To Market Analysis by Theater/GEO Analysis, Channel Penetration by Route, Partner Type, segments for 1-Tier/Direct fulfillment vs. Distribution.
• Distribution POS forecast process to allocate and triangulate America’s Distribution forecast to the US Segments with one Confidential for weekly forecasting process.
• Channels Coverage Sales resources assignment by territory and segment to track their sales’ performance and coverage effectiveness with Confidential /HC linked data
• Route to Market, Channel Penetrations, Distribution, Certification, partners’ stack ranking, quartile analysis, Partner’s Pareto analysis, rebate, Confidential .
• Weekly forecasting against actual booking with % of forecast linearity, % of plan linearity, churning rate, triangulation applying to segments, routes, partner type.
• Long range planning (3-5 yrs.) Tableau based quartile and Pareto analysis for capacity planning, capacity maximization, strategy formulation, and coverage model with ROI analysis.
• Discount and Margin analysis using attached rate, band analysis with discount, margin analysis, multidimensional waterfall, scatter analysis and partner competitive view analysis .
• Product Transitioning analysis for the data center switching portfolio to gauge impact of new switching family and their relative growth impact on existing portfolio with lead transitioning time. focusing on participating vs. non-participating partners performance from multiple data sources, analyzing their growth patterns, behavior analysis, and overall loyalty.
• Evaluated partner’s non-revenue activities’impact on growth, technology and loyalty.
• Used Bedford’s statistical Tableau model to identify among 14000+ partners to detect abnormal rebate claiming activities to safeguard VIP Rebate portfolio (size up to ~$700M).
• Analyzed Pre- and Post MOU spending and their effectiveness in the different technology segments, partner type, booking, discount, margin, and ROI. how much it cost company to serve the Partners and ROI impact booking and growth analysis with opportunity and trends analysis
• Cisco and Partner joint investment and strategic growth prospect analysis
• Analysis and effectiveness for JMF & COOP programs
• Gross POS, Gross Shipments, inventory, stock rotation, backlog, POS/Shipment.

Tools/ data sources : Tableau, Business Object, SAP-HANA, Oracle, FINBI(Rev./Booking), ICPM (P&L Cube), SBDB (Cube), D& B Insight, PPI, IG-360, Oracle G/L, FATCH, DCA, Pricing, Rebate Engine, Essbase, EPS (Vistaar), BI-Cockpit, MBR, IDE Adjustments, MFB, Rebate Engine, Plan-It, Cap-It, Salesforce.com, RAFT, Teradata, and Confidential, eGenie, and Orion.