OBJECTIVE

Leader capable of of leveraging advanced analytics to drive strategic decision-making and innovation within an organization.  Proven track record in managing complex projects and cross-functional teams, delivering impactful business intelligence solutions, and fostering a culture of inclusivity and growth.

EXPERIENCE

Richey May | Englewood, CO

Consultant, BI & Analytics

August 2022 – Present

– Provide business intelligence and analytics consulting services to 12 mortgage companies

– Implement DOMO software for 5 clients, enhancing visibility into daily production and operations and data-driven decision-making capabilities

– Lead margin analysis projects, improving two clients’ profits by over $1M each  

– Develop scorecards and KPIs to measure client employee, operational, and financial success   

– Manage multiple projects concurrency, ensuring client satisfaction and timely deliveries within budget constraints

– Spearhead end-to-end delivery of BI solutions, from requirements gathering to ETL processes, data governance, visualization creation, dashboard design, and final product launch

– Cultivate strong client relationships and provide ongoing client support and training

– Proactively identify opportunities for enhancements to clients’ existing BI infrastructure

Ardent Mills | Denver, CO

Lead, Data & Analytics

October 2019 – August 2022

– Directed the transition of all reporting processes during ERP implementation of Microsoft D365

– Oversaw a team of 12 cross-functional data leads within operations, sales, supply chain, and finance departments

– Served as primary point of contact and prioritized work for two external technical teams consisting of 10 consultants

– Facilitated collaboration between business subject matter experts and technical teams to translate 500+ end-user reports into consolidated technical requirements

– Prioritized projects based on business criticality, ROI, and resource availability

– Modeled, transformed, and designed large datasets into visuals and dashboards

– Trained business users on new reporting tools within Microsoft D365 and Power BI

Associate Financial Analyst, Operations

July 2017 – October 2019

– Transitioned all reporting procedures to Power BI reports during launch of a new inventory management system

– Automated and improved financial reporting, resulting in a $5M increase to P&L

– Ensured accuracy of financial statements and budgets for $40M in packaging, ingredient, and spare part inventory 

– Provided guidance to operations leadership on inventory management and profit optimization strategies   

– Conducted interviews and due diligence on prospective parts suppliers and insurance carriers, leading to successful partnerships and cost savings

Finance Intern, Risk Control & Debt Capital Markets

June 2016 – August 2016

– Developed a financial model to analyze working capital and financial health metrics

– Supported the management of debt facilities and daily position reports for trading teams

University of Wisconsin-Madison | Madison, WI

Student Staff & Supervisor, Business Library

August 2013 – May 2017

-Supervised a team of 20 student employees and managed daily library operations  

– Assisted patrons with utilizing resources such as research databases, business software, and checking out library materials

Accounting Intern, Division of Business Services

December 2014 – May 2017

– Responsible for check deposits for 438 departments involved in $3.2B of financial activity

– Improved check processing and general ledger entry speed from 8 days to 5 days

Course Facilitator, Foundations of Business

August 2016 – December 2016

– Taught 40+ students weekly, covering topics such as self-assessment, leadership, and career exploration

– Created engaging PowerPoint presentations and delivered lectures to facilitate student learning and engagement in the course

– Collaborated with a co-facilitator to prepare discussion materials and grade assignments, demonstrating teamwork and effective communication skills

– Provided individual feedback and support to students, helping them develop their personal and professional skill

BMO Financial Group | Madison, WI & Chicago, IL

Investment Banking Intern, BMO Capital Markets

June 2015 – August 2015

– Contributed to the preparation of presentation materials and conducted in-depth industry research for client meetings, providing critical insights and supporting senior bankers

– Supported the execution of M&A and IPO transactions for companies with enterprise values ranging from $200 million to $5 billion, participating in due diligence, financial modeling, and financial analysis

– Conducted comprehensive financial analysis, including comparable company, precedent transaction, and discounted cash flow analysis, to support the evaluation of potential transactions

Teller, BMO Harris Bank

December 2013 – December 2014

– Provided friendly and efficient customer service while assisting customers with various banking transactions, processing 20+ transactions per hour

– Responded to customer inquiries and resolved issues related to accounts, services, and products

– Maintained accurate and up-to-date records of daily transactions and balanced cash drawers

– Strategized and implemented effective sales techniques to promote bank products and services to customers, resulting in increased customer satisfaction and revenue generation

– Followed bank policies and procedures to ensure compliance with regulatory requirements and mitigate risk

EDUCATION

University of Wisconsin-Madison | Madison, WI

Bachelor of Business Administration

May 2017

Finance and Risk Management & Insurance

ACTIVITIES

Rocky Mountain Puppy Rescue

Dog Foster Parent & Adoption Event Volunteer

January 2024 – Present

– Assisted in the care and rehabilitation of rescued dogs, ensuring their well-being and facilitating their transition to new home

– Volunteered at weekly adoption events, successfully matching dogs with adoptive families

Self-Employed

AirBNB Vacation Rental Property Owner

May 2022 – September 2023

– Manage and operate an Airbnb rental property, maintaining an average occupancy rate of 85%

– Automate check in and check out process and respond promptly to guest inquiries and concerns

– Maintain a high level of cleanliness and presentation for the property, receiving consistent positive guest reviews and an average guest rating of 4.9 stars

– Developed and implemented marketing strategies to increase bookings and revenue, utilizing social media and other online platforms

Residential Landlord

September 2020 – May 2022

– Managed rental property, including tenant screening, leasing, rent collection, and property maintenance

– Developed and implemented marketing strategies to attract tenants

– Responded promptly to tenant requests and concerns, demonstrating excellent customer service and conflict resolution skills

– Coordinated with contractors and service providers to ensure timely and effective property repairs and maintenance

INTERESTS

SKILLS

Data Skills

Advanced Analytics, Business Intelligence, Data Analysis, Data Cleaning, Data Governance, Data Modelling, Data Visualization, ETL (Extract, Transform, Load) Process, Reporting, Requirements Gathering, Troubleshooting

Finance Skills

Accounting Principles, Budgeting, Business Analysis, Capital Markets, Corporate Finance, Cost Accounting, Financial Analysis, Financial Modelling, Financial Reporting, Forecasting, Insurance Management, Risk Management, Valuation

Leadership Skills

Adaptability, Coaching, Communication, Conflict Resolution, Decision Making, Problem Solving, Process Improvements, Project Management, Relationship Management, Strategic Planning, Strategic Thinking, Teamwork, Time Management, Training

Technical Skills & Applications

Azure DevOps, DOMO, Microsoft Office (Excel, OneDrive, Outlook, PowerPoint, SharePoint, Teams, Work), Power BI, SQL

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