Gibbs College-Boston

Business Analyst

Charles Schwab

Sr. Manager-Media Finance

Client: Levi Strauss & Co. – Designed and developed a data storage system for both Mainline and Outlet store asset data, creating a more user-friendly and scalable reporting solution for Visual Merchandising stakeholders. The new, more efficient tool provides flexible data manipulation along with push-button reporting allowing for shorter lead times for decision making and recommendations.

Client: Charles Schwab – Assumed role of Media Finance Manager during staffing transition to assess areas of inefficiency, make progressive recommendations and create automated reporting to manage a $100 million annual budget. These efforts resulted in generous time savings and a more effective and cohesive approach to this significant Finance role. Leveraged internal data warehouses and external media agency data to:
 
• streamline accruals workflow
• update budget maintenance procedures
• build work order tracking system
• map invoices to purchase order totals
• create at-a-glance cost center reporting

Client: Charles Schwab
• Managed creation and revision of client-facing communications for new product launch using internal letter production portal
• Facilitated communication among cross-functional stakeholders
• Deconstructed and documented existing process
• Created pipeline tracking tool to visualize progress on multiple streams of collateral development

Client: Splunk, Inc.
• Replaced static HR metrics report with a push-button, scalable and dynamic system that pulls from heterogeneous data sources resulting in increased data output and expanded findings
• Time savings to client: 33%

Client: Pera Media Strategies
• Automated existing and produced new quick-reference social media dashboards 
• Time savings to client: 85%

Client: Chevron Products Company
• Rebuilt, automated and improved UI of outdated capital improvement projects estimating tool
• Time savings to client: 40%

Independent Consultant

•	Participated in development of, trained users in & provided ongoing management of web-based data warehouse containing marketing program details across all business units
•	Automated reporting & coordinated Marketing’s contribution to annual budget planning process

Director-Marketing Planning Metrics

•	Drove concept & creation of new Media database to replace obsolete system. Systematically provided infrastructure linking all advertising media costs & schedules with response data
•	Analyzed & summarized advertising effectiveness data for senior management
•	Crusader for data sharing, data integrity & redundancy elimination

Director-Advertising Data Management

Freelance projects for the financial services & real estate industries. Projects include:

•	Designed & managed tracking systems using Microsoft Excel & Access to measure advertising effectiveness
•	Performed needs assessment throughout Advertising & Brand Management department & subsequently created databases, templates & macros to automate budgeting, traffic & advertising schedules
•	Developed economic & supply/demand model for select metropolitan areas
•	Aided in market analysis & rent projection process
•	Built economic/demographic database to analyze trends among 35 countries sliced by various user-defined specifications leading to a series of quick-reference graphic profiles

Nancy Federice