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Title Business Analyst Financial Services
Target Location US-Glen Echo
Email Available with paid plan
Phone Available with paid plan
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Philippe J Maman LINKEDIN LINK AVAILABLEStreet Address  Harvard Avenue # 103Glen Echo, MD Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLE, @philippesfdcWell-versed Salesforce Administrator and Business Analyst with 5 years of overall experience in supporting teams and stakeholders through efficient administration of complex systems and architecture. Curious technologist and deliberate educator, leading thoughtful and systematic tutorials on best practices for software utilization. Thorough troubleshooter solving systems and data errors. Early adopter of AI and automation for Salesforce and digital transformation for banking. Databricks and Hubspot user. WORK EXPERIENCELiveoak Bank; Salesforce Business Analyst2021  2023 Washington, DC. Org size 700 users. Worked on Ncino and Salescloud to manage everyday banking. Applied data quality framework and governance to business practices. Pioneered the first data dictionary for multiple platforms. Collected, documented information to establish Data domains for Stewardship program Established the first internal system architecture for the bank with over 400 entities. Used Visio, DrawIo and several ERP system for data architecture. Created a Salesforce Center of Excellence for the data governance group. Formulated Salesforce reports and dashboards for stakeholders. Established several flows and automation processes in Salesforce. Followed scrum methodology in daily tasks through JIRA and Atlassian. Utilized and customized service now for data usage and resource planning. Built strong understanding of SFDC best practices and functionality and trained users. Accenture Federal Services; Salesforce Business Analyst 2019  2020 Alexandria, VA. Org size: 1500+ users Participated in cross-functional teams that address strategic business issues involving SF. Evaluated requirements, collected change requests, conducted daily scrum meetings. Utilized Einstein analytics for visualizations and dashboards. Sought further clients engagements for Accenture. Coordinated custom coding opportunities with outside developers. Championed the launch of inclusion and diversity for the Salesforce Practice. Acting as Tier 2 help desk researching and diagnosing user issues. Conducted UAT and gap analysis and incorporated the use of JIRA. Generated Tableau reports for the executive team. MIG Group; Salesforce Consultant2018  2021 Washington, DC. Org size 20-1000 users. Created reports, dashboards and flows for stakeholders as needed. Established data flows rules and data models for enterprise systems. Managed operational requests and troubleshoot issues, working with diverse user groups. Provided high quality support via chatter and self-created ticket system. Handled data imports, data hygiene, data feeds. Recommended and implement third party solutions based on needs. Trained new and existing users how to use SFDC and related applications. Conduct QA Tests on changes to Salesforce.com deployment. Created documentation on processes, configurations and help related materials for users. Built strong understanding of SFDC best practices and functionality. The Defense Agency; Salesforce Consultant2016- 2018 Washington, DC. Org size: 25-300 users Customized all aspects of the Salesforce platform including objects, fields, layouts, security, reporting, validation rules, workflows, data manipulation and migration. Participated in with user requirement sessions and document user requirements. Provided SF implementation to some divisions of DOD and defense contractors. Administered and customized Salesforce implementation and deployment, including design, documentation, analytics, training, deployment, and support. Generated reports, dashboards and customized page layout. KM Group; Salesforce Administrator and Sales.2013 -2015 Rockville, MD. Org size:15 users Surveyed and analyzed business requirements for CRM system feasibility. Worked with teams to develop customized and comprehensive SFDC solutions. Created new fields, workflows, page layouts and formulas. Designed and maintained custom reports and dashboards to provide business intelligence for management team. Implemented Campaign Manager for email marketing. EDUCATIONUniversity of Maryland (courses)Course towards Master of Business Administration in Business Administration Aix-Marseille University FranceBachelor of Arts in EconomicsPROFESSIONAL SKILLS Prior experience within finance, defense non-profit sector and manufacturing. Trailhead enthusiast. Financial Services Cloud and Health Cloud. Early NPSP adopter and implemented for a Florida non profit and DC Fundraiser. Strong collaboration skills; ability to work with teams of people of varying skill level. Demonstrated skills in developing training and delivering training sessions. Experience using Apex Data Loader and ETL tools. Multilingual and cross cultural. Avid climber, windsurfer, music enthusiast, budding data scientist and constant learner.

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