Katherine NealPortfolio

Examples of Previous Work

Accomplishments / Honors

Previous Role & Responsibilities

Previous Role Responsibilities:

Accomplishments/Honors

• Creation of over 7 “main” templates for CSM and PA use on project work, completing changing reporting structure to clients within our Team - National Projects

• Creation in Dashboard view of SharePoint list data for VP and Director forecasting utilized on a monthly basis• Involvement in the structure of M3, CROSSMARK’s new cell-phone based reporting tool. Working with various VP’s and Managing

Directors across teams and taking it upon myself to create and Excel visual representation of strategies discussed.• Singled-out for my knowledge of skills of SharePoint to create a mock Social Media site for N.O.W. to be utilized by the internal

workforce

Supporting Team Initiatives

Going Above and Beyond

Drive for Learning • Self-taught advanced Excel functions such as PowerPivot and the integration of SharePoint for data analysis• Consistently creating new dashboard views for existing client project based work

• Highly involved in team that exceeded client expectations, gaining over $2 million in new business with an existing client.• Created Excel based tools and spreadsheets for CSMs to forecast correctly based on project work • Increasing viewer watch time & number of views since managing the Retail Monthly Video, creating new and exciting ways to gain and

retain viewer attention.• Seeking assistance from Mercury to create a more accurate view of fulfillment charges for clients and presenting various ideas for

improvement• Nominated by peers and upper management for our Excellence with an E.D.G.E. award and selected as runner-up

Financial Knowledge and Examples:Explanation: Forecasting maintenance and visual representation

Accomplishments:

Provided VP an inclusive view of Corporate Client re-forecasts which accounted for 80% of total revenue for National Projects.

Allowed for errors to be discovered before re-forecasts were submitted

Explanation: Forecasting Aide – Data Feed from a SharePoint List

Accomplishment: Provided VP and Directors a clear view of upcoming project work, aiding in the accuracy of forecasting on a monthly basis.

*Technology never before utilized within the Team

Ad Hoc Analysis:

Explanation: Loss of Revenue due to Project Execution

Accomplishment: Provided VP with data solid proof to bring awareness to impact of hours and project execution of higher level management

Ad Hoc Work:

Explanation: A MOCK PowerPivot site for Executive Presentation

Accomplishment: Provided VP with visual representation of CROSSMARK’s reporting abilities for an RFP presentation to a Client.

*Technology never before utilized within the Team

Ad Hoc Analysis:

Explanation: Assisted in the creation of contractual KPI’s by organizing and creating visual representation for months of data.

Accomplishment: By consolidating and structuring the data, segments of this presentation was utilized by upper-level management for contractual expectations to the Client.

Monthly Analysis:

Explanation: Managed and helped to create a CSM Scorecard, encompassing a variety of metrics in an easy-to-view format

Accomplishments:

The Scorecard allowed Directors and the VP to gain an overall view of Team performance, including various financial measures such as aging revenue and billing errors.

In addition, I was consulted and provided examples for proposed Scorecard for our Walmart Team.

Pre/Post Analysis:

Explanation: Once assigned the task of managing the Monthly Video, I conducted surveys before & after while also gathering avg. watch time and viewer clicks.

Accomplishments:

Increased % of Views by and average of 4.4% over 6 months, with every month having higher % views than previous average.

Determined there was no clear correlation between video length and % of video watch as the average time viewed remained steady for the course of 6 months

Was able to forecast views and % viewed by reviewing the standard deviation and variance over 6 months of data and came near actuals based on altering/reducing the video length