Add work experience to your profile.
• Assisted in managing the Marketing Department and supervised a telemarketing team of 2.
• Led various projects encompassing the newly launched AT&T Internet Services, such as development and implementation of the 1996 AT&T Hong Kong Marketing Plan, and coordination of co-operative campaigns with partnering firms.
• Managed the budget for major promotions, trade shows, seminars & exhibitions.
• Provided competitive analysis & market research, and supported the Sales and Customer Services departments.
• Recipient of two “AT&T Common Bond Awards” – dedication to helping customers, highest standards of integrity, innovation and teamwork.
• Projects included interdepartmental process automation, report writing using XRT (cash management application), and maintenance of Lotus Notes database for the Corporate Treasury Group.
• Maintained & enhanced relationships with major banking partners, provided cash management, portfolio management, and foreign currency services.
• Administered corporate debt, equity and working capital.
• Produced monthly operating reports for executive officers.
• Directly responsible for selling, implementing, installing and maintaining Bloomberg’s sophisticated trading middleware product, Bloomberg Gateway Software Application (BTS Gateway).
• Specialized in providing technical interface to Bloomberg’s Trading & Portfolio Systems clients, which allows clients to integrate trade data into their middle and back office architecture (via straight-through processing).
• Provided project management for all client implementations (including planning, scheduling and risk mitigation) and continuous account and relationship management post-implementation.
• Collaborated and worked with third party consultants and various internal & external groups (IT, Programming, Contracts, Legal, Customer Service and other business groups) to deliver successful implementations.
• Applied programming skills (SQL & Boolean Logic) in integration solutions.
• Performed quality assurance for software releases, including problem isolation, diagnosis and resolution.
• Integral part of a start-up team focused on driving revenue for products, services, and solutions.
• CRM system administrator for Salesforce.com, – setup Salesforce to facilitate and streamline the Sales, Professional Services and Finance processes/workflows.
• Partnered with Management to coordinate engagements for sales, professional services, partner marketing and business development (e.g., coordinated activities associated with bringing a partner on-board; managed partner leads in salesforce.com and tracked metrics on partner leads).
• Supported Management in the areas of business operations to address critical business needs (e.g., contract administration including NDAs, Software License Agreements, purchase orders and supplier forms; reporting including creating bi-monthly client invoices, managing statements of work, assisting with presales activities, travel coordination, processing expense reports & invoices using QuickBooks, coordinating offsite meetings & team calendar).
• Assisted a rapidly growing IT organization to identify, analyze, recommend & establish fundamental business requirements (including policies & procedures, processes & workflows, gaps in roles/responsibilities, interfaces and applications/systems across multiple business units).
• Developed and built a project management framework/methodology (including governance, processes & workflow) for the PMO.
• Projects included: IT Metrics – initiated and established IT metrics using the balanced scorecard approach, IT Operations – Systems Risk Assessment, Configuration Management DB, research on outsourcing, IT Experience Exposure Program to provide the business with insights into IT, IT Recruiting (Open Reqs, Intern Program, and campus recruiting) and initiated out-of-state and international recruiting efforts, QA Specialist on Charles River project team.
• Hands on user experience with Altiris, MS Project Server/EPK, Test Track Pro & SharePoint 2003.
• Responsible for coordinating the change management process for Macys.com & Bloomingdales.com (including: processing requests for change, change documentation & communication, scheduling & coordination, impact assessment, approvals & post implementation reviews).
• Supported multiple code releases, systems and platform changes across a variety of business units, customers and time zones in meeting tight deadlines.
• Produced reports to identify/trend root causes for incidents to proactively prevent release deadline slippage (including root cause analysis (RCA) for release environment related issues and post-release analysis).
• Systems used: JIRA ticketing system to manage daily workflow between teams, Mingle – DEV ticketing system, First Choice for incident & production change requests, custom Lotus Notes DREQ tool for DB requests, Lotus Notes email, Pigeon – for daily real-time IM communication, Visio for creating workflow processes, Confluence & Wiki for internal team communication & informational portal.
• Responsible for the delivery and support of the CCGroup Marketbasket™ System products and services to respected health plans and physician groups (a proprietary Healthcare Software Analytics tool focusing on physician efficiency & quality/effectiveness measurements and population/member management).
• Collaborated with multiple stakeholders, including IT, business, and customers (medical directors and senior leadership) to perform extensive data analysis, manage and create reports from large sets of medical claims and Rx data leveraging SQL server and Oracle DBs.
• Successfully defined, organized and led a repeatable QA/Release Management Process for one of the biggest software releases, with limited planning, testing time, and resources.
• Excelled in multi-tasking with expanding and shifting responsibilities, prioritization, written and oral communication skills, project management, problem solving, strong technical and analytical abilities.
• Provided professional development / support for junior analysts.
• Participated in the writing and editing of software manuals and release notes.
• Other duties: process improvement, internal and external training, prepared SOWs, quality response for proposals (RFPs) for potential clients.
• Tools & Software Usage: MS PowerPoint, MS SQL Server Management Studio, Excel (Advanced), Word, Outlook, Salesforce, Webex and GoToMeeting, JIRA.
• Back Office Manager for a private leadership coaching practice, San Mateo, CA (2017-Present)
• Residential Construction Project: Designed, managed & executed a family room addition. Key components included researching City building requirements, sourcing for key partners to execute the project (including architect, structural engineer, energy consultant and general contractor). Managed project resources to ensure project was on time and within budget.
• Certified in Youth Mental Health First Aid (via San Mateo County, Behavioral Health & Recovery Services, Office of Diversity and Equity) – February/March 2019
• Volunteer at various school and community events (including Back to School BBQs, International Feasts, fund raising events, Scholastic Book Faire, chaperoning school events and field trips).
Add work education to your profile.
• B.A. Honors Coop Applied Studies, Economics Major, Finance & Intl Trade Specializations, 1997
• Dean’s Honors List, Scholarships: Douglas T. Wright, Dixon, Arts Scholarship, Arts Entrance Scholarship
UNIVERSITY OF WATERLOO, CO-OP WORKTERMS
As part of the University co-operative program, recruited for the following positions:
PETRO CANADA, Mississauga, Ontario
Marketing & Development Controller
• Examined future industry growth using SAP, a financial modeling program
ECONOMIC SERVICES, HRDC – Willowdale, Ontario
Economic Assistant
• Performed data analysis to assist economists in their economic forecasts
ONTARIO MINISTRY OF FINANCE –Toronto, Ontario
Research Assistant
• Synthesized and prepared budget reports on the various ministries for their annual budget meeting
EMPLOYMENT & IMMIGRATION – Ottawa, Ontario
Data Analyst
• Analyzed immigration data to forecast future statistics
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We will review the reports from both freelancer and employer to give the best decision. It will take 3-5 business days for reviewing after receiving two reports.