Business Analyst Resume Example Southern Glazer's Wine And Spirits

BUSINESS ANALYST

Professional Summary

Analyst with over with over 11 years of professional experience, focused on replacing problems and inefficiencies with effective lean solutions to aid in the . Industrious [Job Title] with successful history developing [Type] intelligence to improve business operational planning and implementation. Exceptional at applying vast knowledge of business best practices, regulatory standards and optimal control systems to support growth and success. Reliable quantitative analyst with accuracy and efficiency in comprehension of company metrics. Personable business professional bringing successful [Number]-year career in financial roles within large and fast-paced corporations. Release-planning specialist trained in advanced Excel modeling. Creative solutions architect with real-time problem-solving flexibility.

Skills

Web-Based Reporting Tools
Revenue Development
Forecasting and Planning
Business Process Mapping
Business Artifacts Documentation
Pivot tables
Competitive analysis
Gap analysis
SQL and databases

Microsoft Office Suite
Workflow Analysis
Data Mapping
Health insurance
Risk mitigation
Business planning
Life insurance
Property insurance

Work History

Business Analyst, 01/2020 to 07/2020
Southern Glazer's Wine and Spirits – Richmond, VA

Mid-Atlantic, NC, WV, and VA (Control States), Accountable for a full range of data analyzing and interpreting to provide key business insights and direction to Executive Management and key stakeholders.
Used analytical tools such as Power BI, Diver BI Business Intelligence Data platform, stakeholder reports, and Key Performance Indicators, to extract key trends and brand performance, monitor operational performance, to provide data driven reports to aid in senior and executive management's decision making processes.
Produced between 4-10 reports per week to brief and guide management in proactive key business decisions.
Authored 5 key reports that automated data flow to provide faster and more accurate data dives to decrease the turnover time from raw data reporting to actionable insights.
Responsible for over 6 data platforms in 3 states.
Trained and created templates for management and sales team to utilize Microsoft Teams to automate and eliminate duplicate data entries in various to allow the sales team to focus on more high-impact work.
Interacted cross-functional teams and senior management to discuss project roadblocks, making recommendations for scope changes as needed.
Leveraged analytical skill set to identify operational inefficiencies, implementing processes, programs, projects and strategies as needed to drive continuous improvement.
Partnered with Senior Data team to enhance the usability and uniformity of the data, using artifacts and test case templates to find proficiency within the software to create faster and accurate data dives.
Assigned tasks to associates, staffed projects and updated all involved parties to enhance optimal business flow.
Evaluated [Type] and [Type] trends to understand competitive environments and assess current strategies.
Assessed impact of current [Type] business processes on users and stakeholders and evaluated potential areas for improvement.
Evaluated consistency and importance of different business intelligence data against needs to determine optimal courses of action.
Researched competitors to build report of rising trends in [Type] markets.
Analyzed program data to provide input for key decision making and strategic planning.
Researched and recommended process improvements designed to mitigate operational and financial risk.
Validated results and performed quality assurance to assess accuracy of data.
Documented procedures and business processes and shared information with appropriate stakeholders.
Improved [Type] system by adding new features and infrastructure, enhancing [Result].
Eliminated discrepancies in financial reporting and recordkeeping through accurate preparation and management of [Type] budgets.
Mapped processes to holistically examine business flow and identify improvement opportunities.
Maximized team knowledge and productivity by effectively training, monitoring and directing employees in application of best practices and regulatory protocols.

Financial Professional, 04/2015 to 12/2019
New York Life Insurance Co – Glen Allen, VA

Advised large and small businesses, in addition to, individual clients on their portfolios, employee benefits, and long-term ﬁnancial planning, driven by a data-driven holistic approach.
Top performer that led to over 25 awards, that led to opportunity to train with advanced Financial Advisors and asked to become the youngest female Board Member for NAIFA (National Association of Financial Advisors) and Chair YAT (Young Advisors team).
Used data to generate and trend buying patterns within a 300+ client book of business and access client's needs.
Analyzed various types of complex financial data by creating dashboards that filtered information to ensure proper client recommendations.
Used Salesforce software to identify financial risks and opportunities by determining their root causes, and then proposing solutions.
Regularly reviewed and monitored accounts to ensure compliance with company and industry policies, guidelines, and regulations.
Educated and worked with clients on ROI terms to find accurate solutions.
Consistently ranked in top [Number] for sales in district of over [Number] bankers.
Effectively used [Software] and [Software] to access customer details and databases.
Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Created sources for continuous client referrals within community and with businesses using [Skill] and [Skill].
Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by [Number]%.
Presented financial well-being education to groups of over [Number] people to cultivate new business and increase financial knowledge of customer base.

Business Sales Manager, 04/2014 to 10/2015
Dillard's – Richmond, VA

Cultivated a team to deliver excellent results and achieved the highest operational standards across all areas of the business.
Supervised the department operations and managed relationships with stakeholders ensuring the ROI.
Identified areas of the business that were underperforming by using the data to find out why and then developed action plans to improve them.
Managed and evaluated top and bottom brands performance and provided strategic direction to employees on how to increase and maintain sales in over 12 different brands.
Reorganized staff schedules to meet customer demands and key buying trends that led to a 40% increase in underperforming brands.
Ensured that company goals were met in a timely fashion by the efficient and effective management of personnel.
Orchestrated proactive approach in training employees that were able to cross-sell in neighboring departments to increase in revenue for the total store.
Property and Casualty Insurance Sales/ New Hire Team Lead.
Improved sales processes to streamline customer acquisition and onboarding strategies.
Grew market penetration and sales figures by leveraging supplier relationships and personally overseeing negotiations resulting in [Number]% revenue increase.
Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
Held weekly meetings with [Job title]s to identify techniques to overcome sales obstacles.
Drove sales conversion rates up [Number]% through effective [Action].
Supervised sales team of [Number] people, stepping in to support employees and deliver smooth sales processes for clients.
Initiated new sales and marketing plans for product roll-outs, including developing sales, distribution and media strategy.

Insurance Trainer, 06/2008 to 06/2013
GEICO – Virginia Beach, VA

Eliminated process gaps by implementing new methods of standardized training.
Performed continuous evaluations of content and plans in order to enhance delivery and improve effectiveness.
Employed job analysis in accordance with principles of instructional design to create effective training programs.
Monitored participant workflow and behaviors throughout training process.
Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
Defined clear targets and objectives and communicated to other team members.
Directed training and retraining of employees to boost performance and enhance business results.
Set aggressive targets for employees to drive company success and strengthen motivation.

Education

MBA: Business AdministrationUNIVERSITY OF RICHMOND - Richmond, VA

Bachelors of Arts: PsychologyNORFOLK STATE UNIVERSITY - Norfolk, VA

Professional Licences

VA Life and Health License #567327- Since 2008

Property and Casualty Licensed in 46 states Licence #567327- Expired in 2016

Resume Overview

Companies Worked For:

Southern Glazer's Wine and Spirits
New York Life Insurance Co
Dillard's
GEICO

School Attended

UNIVERSITY OF RICHMOND
NORFOLK STATE UNIVERSITY

Job Titles Held:

Business Analyst
Financial Professional
Business Sales Manager
Insurance Trainer

Degrees

MBA : Business Administration
Bachelors of Arts : Psychology

Business Analyst Resume Example

Resume Score: 80%

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