•Work closely with finance and sales teams on various ad hoc analyses to improve efficiency, profitability, and growth.•Maintain and manage the DOMO BI reporting tool for all departments.•Ensure data flows from ERP system to DOMO are accurate & updated.•Review, analyze and evaluate business systems by developing and maintaining KPIs utilizing DOMO and the ERP system.•Determine operational objectives by studying business functions; gathering information; evaluating output requirements and formats.•Understand and communicate the financial and operational impact of any changes.•Develop and maintain accounting internal controls.•Assist accounting with various month-end reconciliations, financial reports, & internal controls to ensure an accurate closing and financial statement reporting.

• Acted as liaison between IT development team and advertising operations department by acting as subject matter expert for departmental reporting needs, writing requirements documents, and creating executive presentations. • Developed and managed reports/dashboards to track KPIs for both internal and external customers through DOMO. This included tracking productivity metrics for 400+ employees, as well as advertising campaign performance, contract fulfillment, and contract renewal metrics for 1,300+ clients and partners.• Found pre-built API connectors for 3rd party platforms used by MultiView and integrated them into DOMO. Created useful datasets and ETL dataflows to power reports and dashboards created by me and members of the IT development team.• Analyzed and estimated revenue impact of industry disrupting events (such as the pandemic), as well as set up reports to track related contract pauses/cancellations. This helped the client services team to retain or reacquire more clients than expected through the pandemic.• As needed, designed or redesigned existing models used by management team to calculate KPIs for the advertising operations department. This included contract renewal rates, contract fulfillment pacing, and weighted scoring for advertising campaign performance.

• Identified deficiencies in advertising campaign optimization team’s workflow. Self-taught VBA (Excel) to develop campaign performance report with weighted scoring system. This improved contract fulfillment pacing by over 35%.• Developed, managed, and optimized effective targeting strategies for custom programmatic advertising campaigns.• Worked with account managers to develop and implement major digital marketing strategy changes.• Managed contract fulfillment for 100 - 150 accounts with individual spends of $20,000+ by recognizing and addressing advertising campaign weaknesses. • Joined reporting calls, as needed, to help support client understanding of advertising technologies and relevant marketing analytics.• Learned and developed documentation for new 3rd party platform features & technologies (e.g. geofencing), then trained junior data analysts and the client services team on their functions.

• Became a Certified eMarketer (CeM), as recognized by the eMarketing Association.• Managed assigned leads through full sales cycle.• Assessed client advertising needs and built digital media advertising campaigns to best suit a wide variety of specific industries.• Participated in management meetings and took responsibility for sales improvement initiatives and other assigned action items. • Identified areas of improvement to increase sales and productivity and assisted in implementing solutions. • Drove sales activity to achieve monthly and quarterly revenue targets.

• Used value-added sales process to prospect, qualify, and develop client base.• Performed new business development of own territory.• Presented investment ideas and portfolios to potential clients.• Implemented modern portfolio theory to develop and manage diversified portfolios.• Developed in-depth knowledge of financial industry and its leading products and firms.• Licensed with FINRA, Financial Industry Regulatory Authority (Series 6 & 63).

• Developed brands for Associates wishing to start a DBA.• Designed and published: logo, slogan, and website.• Performed market analysis and made local marketing recommendations.• Implemented recommendations and designed marketing material.

• Investigated four factories and submitted full cost-comparison report.• Presented cost reduction recommendations, which were later implemented into a large-scale cost reduction plan.• Compiled a detailed 5-year asset depreciation forecast for Waidhofen relay plant.

• Wrote first draft of user manual for enterprise contract management application: Reconcile™.• Conferred with clients and helped answer questions about the application.• Gave suggestions and insights on Reconcile’s™ user interface that were later implemented in the application.

Raw Materials Department – 4 weeks, Summer of 2005• Worked with SAP.• Negotiated and expedited orders with raw materials suppliers.• Completed import documents and invoices.• Created Excel and PowerPoint presentations for “Material Shortages” meetings.Traffic Department – 3 weeks, Summer of 2005• Handled incoming and outgoing materials, transportation, and customs.