CONTACT-
-Connect on LinkedIn
SKILLS
Project Management
WHY I WOULD MAKE A GREAT
ADDITION TO YOUR TEAM…
I have over 7 years of corporate and small business experience encompassing: Project
Management, Business Analyst, and Business Development.
I have over 5 years of experience in corporate project management and business operations.
I’ve managed IT projects spanning several business units, synthesized data sets for senior
members to identify operational risks, and helped develop innovative operational efficiencies
with LEAN Six Sigma methodologies while in a matrixed environment.
Recently, I’ve been helping small businesses increase revenue by setting up marketing, sales,
and production infrastructure. Your team and organization will benefit from my positive
attitude, strong work ethic, creativity, and learning ethos.
Requirements Gathering
Agile Kanban & Scrum
Data Analysis
Business Intelligence Systems
Team Leadership
LEAN Six Sigma
PROFESSIONAL EXPERIENCE
Business Development at Custom Linings
October 2019 – April 2020: Colorado Springs, CO
Developed online presence to increase sales: Google, Facebook, Website, Local SEO
Increased revenue from $34k (Jan 19’) to $70k (Jan 20’)
General Manager at Evident PDR
June 2018 – October 2019: Colorado Springs, CO
SOFTWARE
Project Management: Jira, Trello
Reporting: SQL, Qlik
Microsoft:
Excel (V-lookups, Pivot, Nested IF),
Power Point, Word, Visio
Collab: Slack, GoToMeeting
CRM: SalesForce, Pipedrive
Currently Studying:
AWS, SQL, Tableau
Power BI, Alteryx
EDUCATION
BACHELOR OF SCIENCE
ACCOUNTING
Kutztown University
Kutztown, PA | May 2012
Sales grossed $1.5m after 1 year of business
Managed a team of 8 employees: 1 Front Desk, 3 Print Team, 4 Automotive Team
Implemented SalesForce, Slack, and Trello to manage leads, and close more deals
Sales Consultant at Power Home Remodeling Group
September 2017 – June 2018: Maryland & Washington D.C.
Total gross sales >$735k with close rate of 31% before moving to Colorado
Developed visual sales metrics to track weekly/monthly/quarterly milestones
IT Project Manager at Morgan Stanley
June 2015 – September 2017: Baltimore, MD
Agile Scrum & Kanban project methodologies were used in conjunction with Lean Six
Sigma to encourage continuous software enhancements and process improvements.
Managed the full SDLC for software enhancement requests and bug issues
Lead change management and roll out of new software to operations department
Defined project requirements with business users, managed project resources
executed project requirements, developed UAT tests, and monitored Go-Live
o Reconciliation System Migration: Migrated a legacy reconciliation platform to
a more efficient and intuitive internal application.
Coordinated 18 members in 5 depts. across 7 offices with ~$115k cost reduction.
o
Settlement Processing System Migration: Migrated legacy processing system
to a 3rd party platform. Scrum methodologies were used for project.
Coordinated an 11-person team (BA, Devs, UAT) with ~$190k cost reduction.
COMPETENCIES
Analytical
Self-Driven
Team Player
Outgoing
Resourceful
PROFESSIONAL EXPERIENCE CON’T
Business Analyst at Morgan Stanley
April 2013 – June 2015: Baltimore, MD
Developed risk reporting, resolution procedures, and risk monitoring for regulators and senior
management members capturing all of Morgan Stanley’s outstanding cash fails.
Innovative
Growth Mindset
Enthusiastic
Customer Connection
AWARDS
Morgan Stanley:
Appreciation Award
Recognized by senior officers for
my contribution of developing,
designing, and consulting for Jive
webpages.
Morgan Stanley:
Baltimore to NYC Express
Invited to HQ in NYC to meet
senior ops and sales executives in
a showcase of Baltimore’s top
talent
Morgan Stanley:
On Spot Award
Ensured stable and productive
commodities settlement
processing during an unforeseen
reduction in team capacity.
REFERENCES
Available Upon Request
Substantiated raw data to understand and ETL setups before hitting user
dashboards: Tableau, Cognos, Qlikview
Extracted and transformed hundreds of thousands of transactional data to metrics
using Excel & SQL and loaded data daily to custom visualization reports
Discovered high-risk business departments for cash fails and assisted management
members to reduce exposure and improve business operations
Improved internal cash settlement processes using Lean Six Sigma methodologies,
including value stream mapping and standard workflow analysis
Achieved cost relocation savings after standardizing procedures and transferring 3
team roles to Mumbai, India ~$130k yr. savings
Approved data reporting for a team of 3 located in Mumbai
Staff Accountant at Flickinger & Co.
November 2012 – April 2013: York, PA
Calculated monthly and quarterly payroll for clients, and prepared corporate tax returns for
1120S and 1065 Partnership's.