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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.

  • 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
  • IDE
  • 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
  • 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
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
  • 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.

  • 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.
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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MBA University of Chicago, June 1991
Bachelor of Arts: Business Administration & Economics Hope College, June 1986

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.

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.

  • 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
  • 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
  • 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
  • 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
  • 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.
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.