• Developed sales dashboard for performance monitoring to optimize resource allocation and maximize revenue.

• Spearheaded collaboration with IT department to implement process improvement initiative for underwriting department by utilizing optimization models and new technology that reduced turnaround time by 15% for new product approvals.

• Led competitive analyses on performance metrics to share insights across departments for strategy development.

• Facilitated strategic executive meetings with cross-functional teams to develop annual sales targets, identify opportunities for operational and IT enhancements and develop new marketing campaign initiatives and strategies.

Driving Cost Efficiency Through Regional Alignment:

• Led the analysis on an unusual spike in transportation expense claims submitted by the Business Development team over a 6-month period.

• Conducted detailed analysis on claims frequency, travel distances, regional coverage overlaps, and historical trends to identify inefficiencies in current sales territory assignments.

Results:

Partnered with regional managers to redesign and realign sales territories based on geography, client clusters and historical travel patterns which resulted in a reduction of 20% transportation claims expense.

Tableau Dashboard and Adoption Initiative:

Played a key role in supporting the company’s early adoption of Tableau as part of its transition to a more data-driven decision-making culture.

• Collaborated with data team to conduct extensive data cleaning, transformation and preparation to ensure quality and consistency of datasets used in dasbhoards.

• Developed interactive Tableau dashboards tailored to business development and cost monitoring that has enabled the team to identify trends, track KPIs, and make informed decisions.

• Act as a liaison between end users and data team to translate business requirements into scalable, user-friendly dashboard designs.

Results: Improved time taken for C-suite to make decisions by 10% and reduced reliance on manual Excel-based reporting.

Corporate Strategy:

Business Case Development, Stakeholder Management, Cross-function Communication, Scenario Planning, Market Research, Competitive Analysis, Trend Analysis

Analytics:

Data Visualization, Insight Storytelling, Financial Modeling, Forecasting, Cost Analysis

Project Leadership:

Project Management, Stakeholder Analysis, Stakeholder Management, Communication, Collaboration, Process Improvement, Gap Analysis, Documentation, KPI Tracking

Data Analytics & Visualization:

Tableau, Qlikview, Microsoft Excel

Business Case and Strategic Planning:

Microsoft Word, Microsoft PowerPoint