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Katherine Neal Portfolio

Katherine Neal Portfolio. Previous Role & Responsibilities . Accomplishments / Honors . Examples of Previous Work. Previous Role Responsibilities:. Accomplishments/Honors.

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Katherine Neal Portfolio

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  1. Katherine NealPortfolio • Previous Role & Responsibilities • Accomplishments / Honors • Examples of Previous Work

  2. Previous Role Responsibilities:

  3. 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 • 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 • 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

  4. 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

  5. Explanation:Forecasting Aide – Data Feed from a SharePoint ListAccomplishment: 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

  6. Ad Hoc Analysis:Explanation: Loss of Revenue due to Project ExecutionAccomplishment: Provided VP with data solid proof to bring awareness to impact of hours and project execution of higher level management

  7. Ad Hoc Work:Explanation: AMOCK PowerPivot site for Executive PresentationAccomplishment: Provided VP with visual representation of CROSSMARK’s reporting abilities for an RFP presentation to a Client. *Technology never before utilized within the Team

  8. 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.

  9. Monthly Analysis:Explanation: Managed and helped to create a CSM Scorecard, encompassing a variety of metrics in an easy-to-view formatAccomplishments: 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.

  10. 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 monthsWas 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

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