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Professional Summary

A certified salesforce developer with more than three years of versatile experience. A highly seasoned and accomplished consultant with a strong record of client satisfaction, adept at explaining highly complex data systems to a wide variety of audiences. Proven multitasker, proactive and willing to take up responsibilities that would ensure mutual growth and success.

Skills
  • Apex triggers
  • VisualForce pages
  • Apex controllers/classes
  • Lightning Components and SLDS
  • Reports and Dashboards
  • Workflows/ Process Builders
  • Validation rules/ Assignment rules
  • Heroku Deployment
  • Postgres/Oracle DB/ DB2
  • Node JS/ JavaScript/ jQuery
  • Force.com IDE
  • SOQL/SOSL/SQL
  • Sales Cloud/ Marketing Cloud Journeys
  • Web Services
  • Custom application design and development
  • Client/Customer Interaction
  • Onsite/offshore Team Management
  • Requirement gathering and impact analysis
  • Agile based project development
  • Salesforce Training and mentor-ship
  • Change Set/ Jenkins and Git
  • C++/C--/C/C# / Java
Certifications
  • Salesforce Certified Platform Developer II
  • Salesforce Certified Platform Developer I
  • Salesforce Certified App Builder
  • Oracle Certified Professional, Java Se 6 Programmer
  • IBM Certified DB2 9 Database and Application Fundamentals
  • Microsoft Certified Technology Specialist (.Net Framework 3.5, Asp.Net Applications)
Work History
Solution Specialist, 07/2016 to Current
Deloitte Digital Orlando, Florida
  • Handled multiple projects in parallel playing important roles for several industries like Public Sector, Technology and Telecommunications.
  • Led a team of 6 and played point for the developers coordinating with the design, functional and testing teams. Played roles like the SME, Senior developer and Technical Analyst in various agile projects.
  • Built frameworks and components that could be reused by several projects.
  • Collaborated with design and functional teams to identify essentials for platform migration and design changes as project scope expanded.
  • Have communicated technology concepts to business audience in a clear and concise manner to address, analyze and solve market defects.
  • Designed and developed applications in Salesforce using Apex, SOQL, Visualforce, triggers, custom objects, custom fields, page layouts, process automation, Apex Callouts, Web Services, Batch jobs, Schedule jobs, test classes, query plans, NodeJS producers and consumers on Heroku, anonymous scripts for periodic data updates, queues/public groups and Manual Sharing.
  • Integrated several external systems like informatica, PeopleSoft and other vendor AI applications to enhance the client's business model.
  • Leveraged the use of several powerful platforms like Heroku and marketing cloud to improve the quality of the solutions.
System Analyst, 11/2015 to 06/2016
CHEP Orlando, Florida
  • Created assignment rules for Siebel CRM system. Analyzed the design and plan for migrating the Siebel CRM system to Salesforce
  • Gathered business requirements for the new system and challenges in the existing system to analyze the monetary value and its impact. Provided production support to telesales and business users.
Business Analyst, 02/2015 to 10/2015
Venture Accelerator, UCF Orlando, Florida
  • Designed business rules and maintained reports for various market research strategies.
  • Set up queues/public groups for business processes and built processes to send out emails and outbound messages.
  • Maintained and enhanced the Drupal CMS system
Education
Master of Science: Computer Science, 2016
University of Central Florida - United States
Bachelor of Science: Computer Science, 2014
Anna University - India
Finishing School Diploma: ASP.Net and Java, 2013
Digiterati - Orlando, FL
Accomplishments
  • Honored with 3 Applause Awards at Deloitte Digital for practitioner mentorship, project contributions and reusable component implementation
  • Published "Public emergency services and monitoring system using data grids and mining" in the Scopus International journal
  • Received Best Paper Award at the National Conference on Recent Advances in Computing and Communications
  • Presented at the international conference on data mining and soft computing techniques
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Professional Summary

Detail-oriented Business Analyst who responds to shifting business needs and priorities in a systematic and effective way. Highly organized, effective leader and communicator.

Skills
  • Proficient in Windows 10, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Contract Database Systems, and Outlook
  • Intuit QuickBooks experienced
  • Quality and improvement minded
  • Bookkeeping skills and knowledge in a variety of businesses
  • Team leadership
  • Data analysis
Work History
Business Analyst, 06/2016 to Current
Oracle America, Inc. Rocklin, CA
  • Update and maintain global contract terms library database including clauses, rule logic, and contract templates used during drafting.
  • Team lead for the Oracle Core Contract Database librarians.
  • Host weekly meetings to communicate and strategize prior and current weekly workload including upcoming projects.
  • Track the team's progress of weekly work and projects related to operational goals.
  • Troubleshoot and resolve issues raised by Deal Management and third parties.
  • Ensure the team consistently meets strict deadlines with a high output quality of 99% or higher.
  • Assess errors made and recommend new work practices to avoid future errors.
  • Assist with creating training and process documentation for operational consistency.
Accountant Assistant, 11/2013 to 05/2016
Tax Works Inc Lincoln, CA
  • Assisted with filing individual and corporate tax returns and preparing financial reports in compliance with strict GAAP standards.
  • Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
  • Reconstructed accounting records from clients' checks and cash receipts.
  • Compiled general ledger entries on a short schedule with nearly 100% accuracy.
  • Processed monthly bank reconciliations.
  • Assisted with preparation of accurate financial statements at end of the quarter.
  • Assisted with calculating and issuing payroll for business clients.
Teller, 01/2009 to 01/2015
Citibank Roseville, CA
  • Executed customer transactions, including deposits, withdrawals, checks, wire transfers, stop payments, and transfers.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Serviced client accounts and resolved client issues.
  • Created member account profiles on Citibank online banking program.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Provided personalized recommendations to clients on banking products and services. 
  • Maintained friendly and professional customer interactions.
Education
Bachelor of Science: Business Administration-Finance, 2015
California State University Sacramento - Sacramento, CA
  • Concentration in Financial Planning
Associate of Science: Business Administration Sierra College - Rocklin, CA
  • Graduated with honors. 
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Education
MBA University of Chicago, June 1991
Bachelor of Arts: Business Administration & Economics Hope College, June 1986
Summary

Proven problem solver adept at managing multiple projects and achieving objectives efficiently. Organized and results oriented with strong project management and analytical skills. Extensive experience in a variety of operational, financial and sales positions within large and small companies. Started and managed a small business for eight years. Adapt at being a team player and leader. Most recently, supported small, local business' by providing financial analysis and administrative support.

Experience
11/2012 to 05/2019
FINANCIAL AND PROJECT SUPPORT Perisense, Inc. (1/17-5/19) Ann Arbor, MI

Created financial models used in CEO customer and investor proposals. Developed and maintained budget and forecasting tools, managed cash flow and all day-to-day financial operations; as well as human resource, employee benefit and tax compliance issues.

Among Friends Baking Mixes - Ann Arbor, MI (11/12-6/16). Supported CEO and management team in transforming small, in-home business to a successful food company. Performed numerous roles including; securing and overseeing final manufacturing site, providing 5-10 year cash flow analyses and volume projections. Sought solutions for staffing requirements, set up financial reporting system, developed SOPs and helped meet rigorous standards for certifications and external audits. Hired and managed people, serving in all HR functions. Developed employee handbook, training manual, and conducted training sessions. Applied for and secured membership in the Women's Business Enterprise (WBE) helping secure access to new markets and contracts.

10/2014 to 04/2019
STANDARDIZED PATIENT University Of Michigan Ann Arbor, MI

Participated in the teaching and assessment of medical students at the University of Michigan Medical School.

08/2005 to 10/2012
Co-OWNER AND OPERATOR Main Dish Kitchen Ann Arbor, MI

Ran the daily operations of a franchised meal-prep business for eight years. Prior to opening, over saw lease negotiations, build out and hiring and training of staff. In addition to running the business, helped developed and implement a variety of initiatives that kept the business thriving. Key initiatives included: (1) Seeking long term rental partners to share the space, reduce overhead and create a community kitchen (2) Developing long term partnerships with multiple private schools in the area providing unique services delivering hot school lunches. (3) Developing catering business for events and High School sports functions. In October, 2012 sold the business to my partner.

08/1991 to 07/1998
ACCOUNT MANAGER Hewlett-Packard Company

Chicago, IL and Novi, MI

Managed, retained and increased sales in an $80-100 million dollar territory which included national chains and independent office supply stores. Met regularly with all levels of accounts; resolving sales, shipping and distribution problems. Developed and ran sales promotions, catalog and marketing campaigns designed to increase account's HP business.

Strategic Planning Analyst, HP Ink-Jet Components Division, Corvallis,OR

Created strategic, interactive capacity planning model used by the General Manager and functional staff to analyze long-term people, space and capital requirements for printer division growing 60% a year. Enhanced division's understanding and capability in area of worldwide capacity analysis: including staffing needs, capacity shortfalls, and new manufacturing line and building purchases. Results of model used in annual 5-year business plan and in the material and manufacturing functions to anticipate supplier needs and productivity improvements.

Global Manufacturing Forecasting and Reporting Analyst

Coordinated global cost of sales planning events for $500 million revenue, $180 million capital budget division. Helped set targets, quarterly forecasts and develop 5-year business plan. Primary interface to distribution and manufacturing planning organizations. Developed financial expertise in worldwide distribution costs and trading expense analyses.

Financial Analyst-Summer 1990

Performed break even time and net present value analyses on present and future products. Results used to measure and reduce time to market. Established investment framework for computing, tracking and forecasting profitability, financial returns and cash flows for individual products.

01/1988 to 08/1989
BUSINESS DEVELOPMENT ANALYST Manufacturers National Bank of Detroit, Detroit MI

Developed comprehensive 401(K) retirement pan proposals for potential clients. Integral member of team which secured second largest client relationship. Created and implemented significant changes in content and format of traditional product presentations. Delivered formal product presentations to established clients. Merit promotion received after eight months due to new business development.

Additional Information

Love to volunteer! Early leader and supporter of The Farm at St. Joes, one of three hospital farms in the country. Long time volunteer and fundraiser for the Ozone House-local refuge for homeless teens. Expert on Guy Beckley, Abolitionist: Led multiple tours of the Guy Beckley House a home on the National Register of the Underground Railroad. Married to David P. Steinberg, mom to three kids-- who have grown and flown.

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Professional Summary

MBA, MPA graduate with professional background in strategic and financial analysis, data analytics, and project management. Areas of specialization include market development, financing solution implementation and process improvement.

Skills
  • Advanced financial analysis and valuation skills
  • Strategic financial modelling
  • Excellent sales and presentation skills
  • Financial and managerial reporting
  • Strong in Excel and MS Access
  • Statistical modelling in SPSS/STATA/SAS/R software
  • Qualitative data analysis using NVivo
  • Project management using MS Project
  • Knowledge of ERP (Enterprise Resource Planning) software such as SAP and Salesforce
  • Experience in large data collection projects
  • Enrolment in the Certified Financial Analyst (CFA) I program
Work History
Research Analyst, 07/2017 to 06/2019
iData Research Vancouver, BC
  • Conducted financial and operational research and analysis on medical device and pharma markets of the U.S., Europe, and Asia Pacific.
  • Performed calculations and statistical analysis on market segmentation models.
  • Wrote detailed industry reports.
  • Wrote news articles for industry publications.
  • Continuously monitored and analyzed financial, statistical and operational data trends.
  • Provided administrative support to senior analysts and department professionals.
  • Developed forecasting tools and dashboards to analyze revenue variances, business pipelines and industry trends.
  • Created and maintained precise and accurate models, charts and reports.
  • Researched potential investments in the medical device manufacturing sector around the world.
  • Analyzed statistical data using both modern and traditional methods.
  • Interpreted data and made recommendations from findings.
  • Supported creation of detailed, technical financial models to value potential acquisition targets.
  • Developed and retained strong rapport with multiple high-value clients.
Operations Coordinator, 06/2016 to 06/2017
Peregrine Ideas Vancouver, BC
  • Translated business needs and priorities into actionable logistics strategies.
  • Mapped process activities to desired outcomes to rectify operational inefficiencies.
  • Recommended operational improvements based on tracking and analysis.
  • Redirected shipments en route in response to customer requests.
  • Established long-term customer relationships through prompt and courteous service.
  • Performed competitor bench marking analysis and identified savings opportunities and potential product enhancements.
  • Researched and resolved issues regarding the integrity of data flow into databases.
  • Mapped current processes and offered recommendations for improvement.
QA Analyst, 12/2015 to 06/2016
CONVERGINT TECHNILOGIES Calgary, AB
  • Worked, as part of a project team, on implementation of LENEL, a leading visual analytics system, for the new International Facility Project (IFP) of the Calgary International Airport (YYC).
  • Ensured proper installation of operating systems and software.
  • Followed internal procedures for change management, incident management and escalation.
  • Identified process inefficiencies through gap analysis.
  • Identified and corrected performance issues.
  • Oversaw the daily performance of computer systems.
Financial Analyst, 01/2012 to 01/2014
MEDA Associates Waterloo, ON
  • Developed business and financial models of lending.
  • Served as advisor to an innovative, aggressively growing equipment leasing client companies in financial planning, corporate governance, access to capital, and market niche capture.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Consolidated financial data and materials for key leadership meetings.
  • Developed, produced and analyzed financial statements by region.
  • Built and maintained databases for forecasting future financial performance.
  • Led monthly meetings with directors to analyze spending and provide financial recommendations.
  • Collected, maintained and updated financial loan databases of more than 7000 loan contracts.
  • Developed forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends.
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Created and maintained precise and accurate models, charts and reports.
  • Created quarterly earning presentations and monthly investor presentations.
  • Identified risks associated with projects, contract approvals and other client accounting issues.
  • Ran and analyzed monthly revenue risk reports for the executive team.
  • Monitored organization's performance against competitors.
  • Developed spreadsheet models for diverse projects and analysis.
  • Evaluated the organization's loan market and recommended improvements.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
Senior Business Planning Consultant, 09/2009 to 09/2010
Municipal Development Institute
  • Consulted seven cities on financial management issues and regional investment policy
  • Created plans for solar energy system development, monitoring and evaluation activities.
  • Managed the development, design and construction of energy conservation projects to ensure acceptability of budgets and time lines, conformance to federal and state laws or adherence to approved specifications.
  • Prepared construction project proposals that include cost estimates and discuss proposals with interested parties such as vendors, contractors and facility review boards.
  • Attended trade shows, conferences and seminars.
  • Conducted site visits to plan the locations of equipment and interconnection to the sites existing thermal system.
  • Developed 8 executive presentations and reports to facilitate project evaluation and process improvement.
  • Assessed vendor products and maintained positive vendor relations.
Financial Specialist, 09/2008 to 12/2011
CONLAN & ASSOCIATES Toronto, ON
  • Built capital structure models for debt financing.
  • Developed documentation for equity and debt project financing in the U.S. and Europe (media, machinery, manufacturing).
  • Developed spreadsheet models for diverse projects and analysis.
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Presented oral and written reports on general economic trends, individual corporations and entire industries.
  • Consolidated financial data and materials for key leadership meetings.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Built and maintained databases for forecasting future financial performance.
Financial Associate, 07/2008 to 09/2008
DRAGON CAPITAL
  • Developed financial models and prepared presentations for investors; communicated opportunities for equity funds.
  • Organized financial analysis, market research and due diligence filings materials for potential investors on mid-cap deals.
  • Reported economic trend findings in bi-weekly research publications distributed to 3000 investors.
  • Researched industry competitors and compiled detailed analysis data.
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Consolidated financial data and materials for key leadership meetings.
Business Development Analyst, 12/2000 to 10/2002
IOWA STATE BUSINESS DEVELOPMENT CENTER Ames, Iowa
  • Built business models, investment options and exit strategies for new technology-based ventures backed by partner private equity funds and angel investors; provided technology due diligence and financial analysis to revolutionary new biotech companies.
  • Embedded as COO Assistant Intern at Phytodyne (TALEN-based DNA modification in plants; Calyxt (NASDAQ: CLXT team), 05-09/2001.
  • Developed start-up and scaling cost estimates for business plans proposed to venture capital firms.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Documented business processes and analyzed procedures to see that they would meet changing business needs.
Education
Master in Public Policy: Harvard Kennedy School/Harvard Business School, 2008
Harvard University - Cambridge, MA
  • Recipient of Mary and David Boies Fellowship for achievement
  • Extended coursework in financial engineering, derivative pricing, risk assessment, portfolio analysis, risk accounting, and performance measurement (with Dr. Robert C. Merton)
  • Extended coursework in industry structure and competitiveness (with Dr. Michael Porter)
  • Teaching Assistantship in Municipal Finance
Master: Business Administration, 2002
Iowa State University - Ames, USA
  • Emphasis in Corporate Finance and Information Systems; extended coursework in Statistical Methods and Game Theory
  • Recipient of E.S. Muskie Scholarship of the U.S. Department of State
Bachelor of Arts: Financial economics, 1996
Kharkiv National University - Ukraine
  • Graduated with summa cum laude equivalent
  • GPA 3.9 equivalent
Volunteer work
  • Helped younger colleagues secure more than $200,000 in academic scholarships.
  • Volunteered for British Columbia Mountaineering Club wilderness preservation and trail renovation projects.
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Professional Summary

Goal oriented business development and marketing specialist with talents in developing and implementing successful strategies, driving profits, increasing market shares, and strengthening customer dominance. Hard working, performance-oriented leader offering proven expertise in project development, team supervision and campaign enhancement. Prepared to bring 10+ years of progressive experience and take on a challenging position with an opportunity to make lasting impact on on company and customer success.

Work History
Business Development and Marketing Strategy, 01/2015 to Current
BizDev Blueprints (Contract/Consulting)Santa Barbara, CA
  • Business development and marketing strategy for indirect sales channel models transitioning to e-commerce business models.
  • Lead cross-functional teams to create compelling sales channel communication, demand-generation programs and CRM tools.
  • Evaluate market trends and recommend marketing budget allocations to top management.
  • Foster and facilitate relationships with product distribution channels to increase product sales.
  • Developed new business opportunities by effectively communicating product lines using CRM tools and SAAS business models.
Vice President Business of Development, 05/2014 to 11/2014
INTRIX TECHNOLOGY Westminster, CO
  • Business development for company's electronic payment solution to positively impact sales pipeline, increase customer satisfaction and ensure competitive differentiation.
  • Defined business requirements and managed integration with with vendor partners to develop new product offerings, enabling entry into new industry verticals.
  • Cultivated trust between company and partners by designing a new partner sales program to drive new revenue through sales channels.
  • Expanded cross-functional organizational capacity by collaborating with marketing to design and deploy strategy.
  • Identified value propositions and key messaging for marketing campaigns.
Vice President of Business Development, 05/2013 to 04/2014
JetPayLittleton, CO
  • Managed vendor integration and product development ensuring competitive positioning in the electronic payment market space.
  • Designed OEM business model and worked with engineers to develop OEM offerings for vendor partners.
  • Surpassed revenue goals in four consecutive quarters.
  • Directed new partner program initiative, which boosted national sales team revenue by 110%.
  • Earned company stock increase by 50% through a press release announcing new integration partnership.
  • Built strategic alliances with sales and public relations resulting in significant revenue within a brand new vertical for the company
  • Defined business strategy for the national indirect sales channel., forecasting and deploying a CRM tool.
Marketing Manager, Channel Sales Division, 10/2011 to 05/2013
Vantiv Integrated Payments (Formerly Mercury)Centennial, CO
  • Collaborated with company developers (Agile environment) and vendor integration partners to establish marketing approach for electronic payment products and services.
  • Identified value propositions and key messaging for company's marketing campaigns.
  • Communicated marketing teams' plans and accomplishments to verify alignment with senior management objectives and key performance indicators.
  • Traveled nationally to meet with key customers.
  • Defined and tracked campaign effectiveness and adjusted strategies accordingly.
  • Worked with Salesforce engineers to identify requirements.
Regional Channel Manager, Business Partner Program, 06/2005 to 10/2011
CenturyLink (formally Qwest Communications)Denver, CO
  • Assisted Director in leading a seasoned team of partner managers and account coordinators.
  • Oversaw sales forecasting, goal setting and performance reporting for all sales representatives.
  • Negotiated prices, terms of sale and service agreements.
  • Trained peers and management team on internal system supports and implementation plans.
  • Team consistently exceeded monthly sales quotas by more than 102% by pursuing leads and expanding the prospect list.
  • Built client relationships by acting as the liaison between partners, indirect and direct sales channels.
  • Promoted from Channel Sales Manager to Regional Channel Sales Manager after two years.
Marketing Program Manager, 08/2004 to 08/2005
StorageTek Louisville, CO
  • Created effective messaging using language, graphics and marketing collateral.
  • Developed partnerships with local businesses to secure third party promotions.
  • Worked closely with clients to identify their needs and challenges and provide solutions-oriented campaign themes.
  • Cultivated and managed relationships with key clients, vendors and community partners.
  • Collaborated with designers and the editorial team on marketing materials.
Skills
  • Product Management
  • Business Development
  • Client Management
  • Customer Support
  • Contract Negotiations
  • Competitive Analysis
  • Marketing Strategy
  • Meeting KPI's
  • CRM tools
  • SAAS Business Models
  • Sales Management
  • Excellent Listening Skills
Education
Post Graduate Certificate: Computer Science University of Denver - Denver, CO

Bachelor of Science: Marketing University of Colorado Denver - Denver, CO
Certifications

Certification Full Spectrum Leadership; Level II 

Certification Six Sigma Greenbelt Certified DMAIC Structure of Project Management

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Summary

20 years of communicattion and presenting skills, focused on motivating, innovating, engaging, and developing people capabilities. Project management, facilitation, and event planning experience in the USA, Europe, and Asia with SME's from all organizational levels and cultural backgrounds. Completing master's degree in Intercultural Relations with concentration in Neuroscience of Adult Learning & Development and Personal Change.

Skills
  • Instructional design
  • Event planning
  • Facilitation and presentation skills
  • Emotional and cultural intelligence
  • Expertise in implicit bias, diversity and inclusion
  • 14 years of sales management and related sales training
  • Skilled in adult learning and change theories
  • Adept at qualitative questioning with natural curiosity to advance customers' needs and learners' skill sets
  • Project management of entire value chain from new program to implementation
  • MS Office, Articulate Storyline, Camtasia
Relevant Experience
Instructional/Course Design Intern / Harvard University, Human Resources - Cambridge, MA 05/2019 - 08/2019
  • Applied ADDIE methodology of instructional design to conduct: needs assessment, created questions and follow up qualitative interviews with SME's including training and organizational consultants, which comprised 20% of central HR department
  • Initiated and conducted scholarly research on trust in the workplace
  • Drafted preliminary design and evaluation for training on trust as a foundation for diversity, inclusion, belonging and equity courses for HR department and eventual roll-out to 16,000 Harvard employees
  • Created course design based on existing University courses, new research, and insights gained from Starbucks' implicit bias training of 2018
Master's Candidate/Teaching Assistant / Lesley University - Cambridge, MA 01/2017 - Current
  • Research focus on neurobiology, personal change and adult training/learning
  • In-depth analysis and focus on Starbucks' Implicit Bias Training of 2018
  • Additional concentration on design and delivery of training, including designing of virtual training sessions, analysis of Learning Management Systems and developing training content/curriculum
  • Teaching Assistant for faculty advisor and founder of program required weekly facilitations, planning, creating hand-outs, content development and assisting with student assessments
  • Event Coordinator for University-sponsored conference of 150 people
PSA Board Member / American International School Budapest - Budapest, Hungary 09/2011 - 05/2016
  • Collaborated and coordinated events for expatriates from 20+ different countries, ensuring cross cultural integration
  • Designed and implemented biannual team-building trainings for 100+ ethnically-diverse volunteers
Project Manager/Business Development / Lynx Network Group - Kalamazoo, MI 11/2009 - 03/2011
  • Implemented program to sell new product, including business plan, cheat sheets, hand outs, and sales methodology
  • Conducted frequent facilitations with management to ensure product met with expectations
CEO / Up North Foods LLC - Traverse City, MI 11/2003 - 06/2009
  • Achieved nationwide distribution of snack food product, including all U.S. Whole Foods Markets and QVC Television (7 personal appearances on QVC)
  • Entrepreneurial skills included: planning, sourcing, budgeting, purchasing, vendor selection, packaging, training, establishing and maintaining distribution chain, public relations
Business Development Manager / PayMentor - Budapest/London, 02/1998 - 07/2000
  • Part of original team that led new debt collection technology to market in Europe: created materials to obtain financing and distributors, forged and maintained distributor and vendor relationships
Sales Director, Emerging Markets / Scala Business Solutions - Budapest/Moscow, 11/1994 - 01/1999
  • Trained, coached, and planned events for 60-person, global sales force
  • Designed courses and mentored new sales reps in emerging markets of Eastern Europe and Asia
Education
Lesley University - - Cambridge, MA, United States 2019 Master of Arts: Intercultural Relations/International Higher Education
Emory University - Atlanta, GA Bachelor of Arts: International Relations/Russian Language
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Summary
led, directed, built, administered, created, designed, supervised, directed, mentored, 
 
Business Analyst with over 6 years experience supporting business solution software and analyzing business operations. Aiming to utilize my strong communication, prioritization skills with analytical ability to achieve the goals of your company.
 
Professional Experience
Cisco SanJose, CA
Salesforce Business Analyst
June 2010 to Present
  • Develop business architecture using scope, processes, alternatives and risks.
  • Analyze client's business processes through in-depth document analysis, interviews, workshops and workflow analysis.
  • Communicate business requirements by constructing easy to understand data and process models.
  • Providing input into developing and modifying systems to meet client needs and develop business specifications to support these modifications.
  • Planning, conducting and coordinating  6+ levels of testing including functional, regression, integration, business acceptance, user acceptance, and performance to verify business needs are met.
  • Liaise between business and technical teams to ensure a mutual understanding of processes application
  • Develop training and communication material with new features, system enhancements and bug fixes for distribution among the user community.
Education
University of Santa Cruz , Santa Cruz CA
Masters in Engineering, 2005
 
Jawaharlal Nehru Technological University, Telangana, India
Bachelors in Engineering, 2003
 
 
Additional Skills
  • Administrator level skills in Salesforce CRM
  • Expert knowledge in SQL and relational database management systems
  • Working knowledge of Agile and Waterfall software developement methodolgies
  • Proficient in Microsoft Office(Word, Excel, Powerpoint, Office, Visio)
 
 
 

Solutions-oriented [Job Title] possessing a unique combination of skills, including business analysis, quality assurance testing and applications development experience in top-tier [Organization type] organizations. Hardworking [Job Title] emphasizing cost-effective process improvement and organizational efficiency. Comprehensive background extends over [Number] years and encompasses both the private and public sectors. Flexible and versatile Business Analyst specializing in developing innovative solutions to organizational problems. Advanced knowledge of [Software] asset tracking software.
Highlights
  • OBIEE 10.1.3.x, Siebel Analytics 7.x (Admin, Web, Answers, Dashboards), Scheduler (iBots),
  • Informatica 6.x/7.x/8.X, Data warehouse Administration Console (DAC)
  • Oracle 11i/8i/9i/10g, MS-SQL
  • SQL*Plus 8.x/9.x, PL/SQL 8.x/9.x
  • C, C++, Java, JavaScript, HTML, XHTML, XML
  • Windows XP, NT/2000, Sun Solaris, IBM AIX, HP Unix
Experience
06/2009 to 09/2016
Sr. Oracle Business Intelligence (OBIEE) Developer and Analyst TIAA-CREF Financial Services NC
  • Successfully implemented out of the box Oracle BI Enterprise (OBIEE 10.1.3.2) for Financial Analytics with a wide range of customization in an intent to develop Financial Applications and Operations Track to understand the Customer behavior and trends over the years, profitability and Marketing Analytics processes and identify critical plans in support of improved decision making across the organization.
  • Responsibilities: Successfully implemented Sales Analytics, improvements in Marketing Analytics with Custom Subject Areas to produce the reporting functionality necessary for the Financial Operations and Accounting to effectively run its business.
  • Worked closely with functional and technical project leads, Finance, Sales, Marketing, Subject Matter Experts (SMEs) and other business groups to identify, analyze, and document Business requirements.
  • Functional in transition of data from various Relational Sources and reporting platforms to OBI Enterprise.
  • Involved in Installation, configuration, administration and customization of OBIEE server and repository.
  • Customized and developed OBIEE Metadata repository (.rpd) model that involved in creating Physical Data Layer Star Schema with new Facts and Dimensions, Business Model and Mapping Layer with new hierarchies, joins, and calculations and Presentation Layer with new Catalogs and folders using best practices of Dimensional Modelling.
  • Created Dimensional Hierarchies with drill-down capabilities using global and local filters, Logical tables & columns, Aggregate columns, Time-Series Objects, Level based Measures & Aggregate navigation and customized Star and Snowflake schemas by mapping (inner joins) Fact and Dimension tables in the BMM layer.
  • Created session & repository variables and Implemented Guided Navigation to link reports in the OBIEE front end using OBI Administration Tool.
  • Configured Analytics Metadata objects (Subject Area, Table, and Column) and Web Catalog Objects (Dashboard, Pages, Folders, and Reports).
  • Developed, Customized Dashboards / Reports with different Analytics Views (Pivot Table, Chart, Tabular and View Selector).
  • Implemented Security by creating users & web groups, setting up External Table Authentication, creating Session Variables and Initialization Blocks and associating catalog objects and Web modules with the created groups.
  • Utilized Oracle BI Delivers for sending real-time, personalized alerts via intelligence agents (iBots) to interactive dashboards for subscribed users.
  • Extensively worked on Multi-User Environment (MUDE) by creating projects to merge with the master repository.
  • Configured BI Publisher and integrated with OBIEE server.
  • Participated in the complete SDLC of the application starting from Analysis including design, development, testing and implementation.
  • Created comprehensive and easy-to-understand documentation and functionality of developed reports.
  • Trained business users on the usage of the reports.
  • Maintenance and updating of reports as the need arises.
  • Built test cases and tested the Reports/ Dashboards by comparing the SQL Output on the Data Warehouse to the values in the Reports/Dashboards.
  • Environment: OBIEE 10.1.3.x, Informatica 8.x, SQL Developer, SQL*Plus, Windows-XP, UNIX.
10/2007 to 05/2008
OBIEE Consultant CareFirst BlueCross MD
  • The zest of the project was to develop Business Intelligence Solution, Policies, Premiums, Claims and Expenses (PPCE) Data warehouse to track sales, claims, retention and opportunities.
  • Responsibilities: Involved in Full project life cycle implementation for PPCE Data Warehouse.
  • Gathered user requirements by conducting interviews with business users, stake holders and SME's.
  • Defined the scope of the project and did an impact analysis.
  • Scheduled brainstorming sessions to elaborate and validate system solutions.
  • Ensured work Product delivered meets all project specifications.
  • Worked with Internal customers to understand their reporting requirements.
  • Prepared Business requirement documents (BRD) and then converted business requirements into functional requirements.
  • Conducted GAP analysis to assess the shortcomings of the existing system and evaluate benefits of the new one.
  • Developed Metadata Repository (.rpd), configured Physical & Business Model Layer and Web Catalog Objects as per the data requirements using OBIEE(Siebel Analytics) Server Admin and Web tool Assisted in creation of pivot table request allowing manager to analyze the business from different perspectives, provided optimized Analytics request using column selector Developed Interactive Dashboards with drill-down capabilities and dynamic dashboard prompts to zoom into particular segments of the business in a performance-optimized manner Created templates for presenting results and Analytics and modified the Siebel Dashboard using cascading style sheets Developed Informatica mappings with re-usable Transformations and Mapplets using various Transformations for Initial and Incremental loading of PPCE data warehouse Extensively involved in performance tuning of the Informatica ETL mappings and workflows by increasing the caching size, SQL overriding, running sessions in parallel, partitioning etc., Developed PL/SQL procedures for complex business logics like to calculate measures inward, outward premiums, claim payments and reserves Involved in Reconciliation Process while testing loaded data with user reports Identified and solved numerous technical and operational problems in the Data mart design and ETL implementations Developed UNIX and PL/SQL scripts for pre & post session processes to automate daily loads Environment: Siebel Analytics 7.x, Informatica 7.x, BI Publisher, Oracle 10g, Windows Platform.
11/2006 to 09/2007
Siebel Analytics Consultant BEA Systems CA
  • The Client Services (CS) Analytics solution was implemented for World-Wide Business Operations (WWBO) Team to track all the Operations/Services (sales, licenses, campaign, delivery, collections, and customer support).
  • Responsibilities: Interacted with Client Services Management business representatives for gathering the Reports / Dashboards requirements and to define business and functional specifications.
  • Identified the GAPs by analyzing the CS Datamart instance and provided alternative solutions as well recommended changes to database.
  • Design and development of repository (Creating / Modifying objects in Physical, Business and Presentation layer).
  • Created Dashboards by embedding reports and providing intuitive drilldowns and links to exploit the full benefit of Analytics.
  • Security management for users, groups and web-groups using the various authentication systems such as LDAP, OS, Database and Database table authentication using Session Variable features, as well as Dashboard / Report-level security.
  • Implementation of criteria filters to narrow-down the result set from analytics requests.
  • Developed/Bench-Marked performance tuning strategies with business model-level calculations versus Data warehouse level pre-computations and aggregations.
  • Performed Unit testing of various Dashboards / Reports.
  • Involved with ETL and SQL in updating database tables and getting in new customized tables when necessary.
  • Environment: Siebel Analytics 7.x, Informatica PowerCenter7.x, Oracle9i.
08/2004 to 09/2006
Informatica Developer Industrial Development Bank of India IDBI
  • Over the years, IDBI has enlarged its basket of products and services to industrial concerns, covering almost the entire spectrum of industrial activities, including manufacturing and services.
  • The project is designed for maintenance of loans given to various firms and to generate reports.
  • Responsibilities: Extracted data from Oracle, Flat files, SQL Server using Informatica PowerCenter.
  • Implemented business data mart with OLAP functionality.
  • Implemented Aggregate, Filter, Joiner, Expression, Sorter, Lookup and Update Strategy, Normalizer, Sequence generator transformations.
  • Created Mapplets in Designer and used those Mapplets in the Mappings.
  • Used debugger to test the mapping and fixed the bugs.
  • Executed sessions, sequential and concurrent batches for proper execution of mappings and sent e-mail using server manager.
  • Extensively worked on Mapping Variables, Mapping Parameters, Workflow Variables and Session Parameters.
  • Used the Workflow manager to create Workflows, Worklets and Tasks.
  • Documented Informatica mappings, design and validation rules.
  • Tuned the mappings to improve the performance of the ETL process.
  • Partitioned source data and performed extract, transformation and load for each partition in parallel using an Informatica server for achieving high performance.
  • Proficiency of writing complex SQL queries and demonstrated ability to collaborate with other developers during design, development, and testing.
  • Created and Monitored Sessions and Batches using Server Manager to load the data into the Target Database.
  • Environment: Informatica PowerCenter 6.2(Designer, Workflow Manger, Workflow Monitor and Repository Manager), SQL Server 2000/2005, Oracle 8i/7i, Windows 2000.
Education
2003
Bachelor of Science: Engineering Jawaharlal Technological Institute Hyderabad, Telangana, INDIA
2006
Master of Science: Computer Engineering Uinversity Of Santa Cruz Santa Cruz, CA, USA
Skills
Accounting, IBM AIX, automate, benefits, develop Business, BI, Business Operations, C, C++, cascading style sheets, Catalogs, Catalog, Client, customer support, data warehouse, Database, decision making, delivery, Dimensions, documentation, e-mail, ETL, XML, features, Finance, Financial, Financial Operations, Functional, HTML, Informatica 6.x, Informatica 7.x, Informatica 8.x, Informatica, Java, JavaScript, LDAP, Marketing, Publisher, SQL Server 2000, Windows Platform, Windows 2000, 2000, 3.x, NT, Windows-XP, Windows XP, Enterprise, Navigation, OLAP, OS, Oracle9, Oracle, Developer, PL/SQL 8.x, PL/SQL, Oracle 8i/7i, Pivot Table, Policies, presenting, processes, real-time, reporting, requirement, Sales, SDLC, scripts, Siebel, Sun Solaris, Sorter, MS-SQL, SQL, SQL Server, Strategy, tables, UNIX, HP Unix, validation, View, Workflow, XHTML
This resume is created in 7 minutes.
Professional Summary
Highly motivated sales professional with a proven history of success in assigned territories. Goal-oriented with consultative business to business and pharmaceutical sales experience consistent in driving results. Versatile worker with an eagerness to thrive within a company.
Skills
  • Extensive business to business sales experience
  • Relationship building and leveraging.
  • Strong work ethic
  • Territory management
  • Thrives in competitive environments
  • Adaptable


  • Self motivated
  • Veeva CRM, Salesforce and Concur
  • Call continuum and follow up
  • Resourceful
  • Enthusiastic team player
Work History
Territory Business Manager, 06/2017 to Current
GlaxoSmithKline New Haven, CT


  • Drive performance by promoting GSK's oral health portfolio to dental professionals
  • Master science and clinical information translating into meaningful messages that resonate with clinicians
  • Support team's average weekly recommendations (a key success metric) through creating and executing account management strategies
  • Exceed all call frequency and in service goals prioritizing high growth accounts
  • Designated as Regional Event Champion to lead East Coast in its endeavors with healthcare professionals at exhibitions, dental society meetings and study clubs
  • Mentor new employees and participated in sales school facilitation
Specialty Sales Representative, 04/2015 to 11/2016
Mayne Pharma Hartford, CT


  • Competitively market and sell an oral antibiotic indicated for the treatment of moderate to severe acne
  • Develop diligent routing plan calling on Dermatologists
  • Probe and pull out objections to strategically position product in every office
  • Provide offices with samples, rebate cards, marketing materials, and ongoing support to ensure ease of use for prescribing
  • Utilize sales tools and territory data to identify trends and execute action plans for consistent growth above baseline
  • Manage monthly budget for educational meals to gain more face to face time with targets within company compliance guidelines
  • Successfully launched Doryx 50mg and Doryx MPC
  • Consistent record of market share growth
Pharmaceutical Representative, 06/2014 to 12/2014
InVentiv Health Bridgeport, CT


  • Engage in clinical discussions with health care professionals to promote assigned products
  • Excel in supporting product line for Eli Lilly
  • Establish strong rapport with pediatricians and general medicine offices
  • Surpassed metrics for two consecutive quarters
  • Achieve contract performance goals and objectives for geographical assignment as established in the client agreement
  • Consistently received "exceeds expectations" on field coaching reports
  • Led monthly team campaigns to heighten industry knowledge and encourage team rapport
  • Distribute samples and accurately records sample transactions in accordance with PDMA, FDA and company policy
  • Recognized by management and upper management for strong business acumen and willingness to share best practice
  • Effectively utilize relevant marketing materials, coupons and savings cards
  • Optimize interactions and schedule through pre and post call planning
Account Executive, 10/2012 to 06/2014
YP Holdings (Yellow Pages) Wethersfield, CT


  • Obtain new accounts through selling digital advertising solutions to businesses
  • Daily cold calling, prospecting and networking
  • Participate in and help plan weekly meetings
  • Continuously establish, nurture and maintain customer relationships through frequent follow up with customer fulfillment as the primary focus
  • Manage accounts and increase customer commitments
  • Overcome objections by proving value of company and products
  • Create and propose strategic marketing plans that meet the needs of customers' business goals
  • YP Circle of Winners in 2013 and 2014
  • Ranked in top 5% of new media representatives
Education
Bachelor of Science: Business Administration Marketing, 2014
Southern Connecticut State University - New Haven, CT

Delta Mu Delta- National Honor Society of Business, 3.5 GPA

This resume is created in 7 minutes.
Summary

Accomplished result-driven professional who has accumulated over nineteen years of progressively increasing levels of financial management with expertise in planning, coordinating and directing who is seeking to enhance human resources productivity while executing management strategies, professional development and performance management in order to achieve organizational goals, fulfil employee's needs and increase moral

Key Skills
  • Strong Organizational Skills
  • Financial Reporting 
  • Accounts Payable and Receivable
  • Bank Reconciliation 
  • Budget Forecasting 
  • Interpersonal Communication Skills
  • Active Listener
  • Management Skills
  • Critical Thinker
  • People-Person
  • Sage 500 ERP formerly, Sage MAS 500
  • Intuit QuickBooks Pro
  • Tyler Munis ERP System
  • FMS Payroll System
  • Crystal Reports
  • Microsoft Office Suite
  • FRx 6.5
  • Account Ability 2014 and 2015
Professional Experience
Assistant Director, Business & Financial Management 01/2012 to Current Legislature of the Virgin Islands St. Thomas, Virgin Islands

Functioning in the role of Assistant Director of the Office of Business and Financial Management for the Virgin Islands' first branch of Government, duties include project management, monthly and quarterly financial reporting, overseeing capital projects and annual budget preparation. Some specific duties included:

  • Supervise nine employees on a daily basis in the Office of Business of Financial Management
  • Represent the Director of Business and Financial Management at meeting and events 
  • Meet with division heads, chief of staff and employees to resolve any financial and budgetary issues
  • Make monthly deposit of up to $500,000 in the Legislature's operating account and enter all deposits in Cash Management 
  • Transfer funds from the operating account to the capital, imprest fund and petty cash accounts 
  • Assist in the preparation of the annual legislative budget which consist of $19 million for operating and $2 million for capital projects
  • Process in-house storeroom request for goods, as well as process purchase orders and receipt of goods once supplies, and equipment are delivered to the Legislature
  • Prepare detailed monthly reports on the 1st of each month for (15) Senators and (12) Committees accounts
  • Fiscal year and calendar year budget forecasting for senatorial, committee and division accounts 
  • Manage the legislative events budget to ensure the institution stays within budget
  • Book all travel for the Senate President and support staff with commercial credit card
  • Manage and reconcile the Legislature's commercial credit card on a monthly basis
  • Manage professional service contract accounts of highly sensitive vendors
  • Liaison between the Legislature and vendors regarding outstanding vendor payments
  • Reconcile bank statements for the Legislature's five expenditure accounts
  • Post AP analyst batches and print operating and capital checks 
  • Prepare and distribute 1099's to vendors every January as well as process the annual employer's report for Workmen's Compensation insurance premium  
Bookkeeper/Payroll Manager/Human Resources Manager 01/2013 to 09/2017 St. Thomas Dialysis Center, LLC St. Thomas, Virgin Islands
 Some specific duties as Bookkeeper, Payroll Manager and Human Resources Manager included:
  • Interviewed candidates, prepared employment and benefit packages as well as setup employee training and new employee orientation 
  • Maintained employment contracts and personnel files
  • Investigated employee complaints and grievances and report findings to management 
  • Created and updates employee handbook of policies and procedures
  • Processed resignation letters and conducted exit interviews
  • Reconciled all bank statements for St. Thomas Dialysis Center, LLC and parent company, American Paradise Management Global Group, LLC through Intuit QuickBooks Pro
  • Processed payroll, electronic deposits and employee pay adjustments for fifteen part-time and full-time employees
  • Prepared monthly, quarterly, and annual tax forms for the Virgin Islands Bureau of Internal Revenue, Internal Revenue Service and the Virgin Islands Department of Labor  
  • Managed vendor invoices and payments and verify that all vendors are paid in a timely manner as well as prepared employee W-2's and vendor 1099's
Senior Accountant, Business & Financial Management 07/2009 to 01/2012 Legislature of the Virgin Islands St. Thomas, Virgin Islands
Some specific duties as Senior Accountant included:
  • Supervised nine employees on a daily basis
  • Managed the overall daily functions and tasks associated with payroll processing 
  • Managed seven government agencies and prepared budget analyses for the Committee on Finance budget hearings as well as non-budget analyses of other non-budget bills 
  • Researched and reviewed the economic impact of legislative bills on the territory's fiscal policy practices. After preparing financial analyses, a detailed report is furnished to the Legislature's Post Auditor and the committee who proposed the bill
  • Assessed real property leases between the Virgin Islands Government and private sector businesses in order to ensure fair market valuation  
  • Met with Senators, division heads and staff members regarding the formulation of policies relating to accounting procedures, budgets and payroll matters
  • Charged with the fiduciary responsibility of managing the Capital expenditure account, primarily maintained for outlays on all budgeted capital projects which included a major refurbishing of the Legislature's historic building 
  • Processed accounts payable and prepared purchase orders for all capital related purchases
  • Oversaw draw-down of capital funds from the Public Finance Authority.  Processed and distributed capital checks to vendors
  • Prepared monthly and quarterly expenditure reports of expended capital funds 
Senior Payroll Analyst, Business & Financial Management 08/2007 to 07/2009 Legislature of the Virgin Islands St. Thomas, Virgin Islands
Some specific duties as Senior Payroll Analyst included:
  • Trained and supervised the Payroll Analyst and verified and approved work for accuracy 
  • Managed payroll and time and attendance systems
  • Managed the data collection and processing of the Legislature's biweekly payroll for all central and senatorial staff for all three islands
  • Worked quickly and efficiently, with minimal oversight, to accomplish assigned duties
  • Responded to employee inquiries regarding payroll and timekeeping
  • Performed payroll auditing and reconciliation as well as processed employee separation settlements based on the availability of funds
  • Worked with the Human Resources Department to facilitate the employee's initial payroll as well as take part in newly hired employee orientation 
  • Managed employee's compensatory time records and oversaw its proper utilization 
  • Maintained employee leave accrual interface with the Department of Finance to ensure there were no discrepancies 
  • Tracked Senator and Committee expenditures to ensure budget allotments were not overspent 
  • Prepared retroactive payroll for general employees of senatorial and central staff as well as prepared miscellaneous payroll for dual employment employees 
  • Tracked payroll to contractual employees to ensure accurate payments, which eliminated unnecessary over-payments 
  • Assisted with the Legislature's annual financial audit 
Business Management Analyst/Budget Analyst, Business & Financial Management 10/2000 to 08/2007 Legislature of the Virgin Islands St. Thomas, Virgin Islands
In this position, major duties included working closely with upper management and other financial team members of the Virgin Islands Legislature.  Some specific duties included:
  • Analyzed in-house requisitions for goods and services for financial availability and entered them for payment processing 
  • Prepared and issued purchase orders for vendors and prepared receipt of invoice once receipt of goods were processed by the Procurement Division 
  • Prepared monthly and quarterly expenditure reports for Senators and Committees 
  • Audited Senators and staff travel reports for financial accuracy and reimbursed travelers if cash advance were overspent and received refund checks if cash advance were not fully spent
  • Prepared monthly per diem reports for senatorial accounts for inter-island and off-island travel
  • Researched, analyzed and compiled data for the preparation of the annual Legislative budget for the 23rd Legislature of the Virgin Islands 
  • Worked closely with the Director of Business and Financial Management and the Senate President on financial decisions relative to operating expenses of the Legislature 
  • Managed fiscal year allotments for senatorial and central staff and redirect funds as needed 
Education
Master of Public Administration : Public Administration 2007 University of the Virgin Islands St. Thomas, US Virgin Islands
15 credit hours earned
3.60 GPA
Bachelor of Arts: Business Administration 2000 University of the Virgin Islands St. Thomas, US Virgin Islands Minor in Finance
Certifications and Licenses
  • CPR/AED Certified, American Red Cross  
  • Crystal Reports I, II and III