DataSense

Principal

Prosperity BPO

Leads a team of data engineers and analysts in upgrading data infrastructure, creating data pipelines, and creating robust actionable reporting from disparate  data sources, using agile methodologies

- Improved the accuracy of the payment prediction model by 40%.

-Oversees creation and delivery of reports for clients, executives, and managers.

-Enable accurate analysis of the profitability of clients and staff productivity by making operational data reportable, and developing metrics and reports on payor behavior and internal productivity.

Director of Reporting and Analytics 

Centers Plan for Healthy Living

-Grew membership from 20,000 to 40,000+ without adding to workload and while improving data accuracy, by directing a team effort of automating file processing, workflows, and reporting. 

-Increase revenue by tens of thousands of dollars a month by refocusing marketing and service offering based on statistical analysis of large datasets.

-Enable self-service, real time reporting on critical metrics, for executives and directors, by using ELT tools to create more than a dozen dashboards and developing business metrics. 

-Eliminate hours of manual work by creating tools with the Microsoft Office Suite such as VBA and Power Query.  

- Prepares and submits multiple monthly and quarterly reports to New York State Medicaid Contractor for the MLTC (Managed Long Term Care Medicaid) and MAP (Medicare Advantage Plus) plans.

Business Planning Analyst MLTC and MAP

Business Planning Analyst MLTC

LTC Consulting Services

-Oversaw the implementation of custom enterprise level software for a 90-person business unit. 

-Collected requirements, documented business processes and managed backlog for a developing software to automate workflows, onboard a CRM, and create a data warehouse by using Agile methodologies and tools like Jira.  

-Recommended changes to sales process, such as expanding sales territory per rep and new KPIs, based on an initiative to analyze sales data and argument internal data with external data.

Business Analyst and Project Manager

E.S. Sutton

-Managed supply chain for over $15 million worth of merchandise from Asia, to United States based retailers including Wal-Mart and Kohls by directing a diverse team. 

-Achieved a savings of 25% total cost for client by recommending operational changes.

Supply Chain Manager

Tech Start-Up

- Refocusing the product on an undeserved market segment by conducting strategic competitive analysis of the market offering and product design. 

- Determined firm's valuation based on a model that projected  growth, revenue, profits and losses.

- Prepared pitch deck, business plan and investment summary for pitching to venture capitalists.

Financial Analyst

Steel Warehouse

- Analyzed market conditions in the HRC (hot rolled coil) steel market and recommended profitable long and short hedge positions in the CME (Chicago Mercantile Exchange) futures market. 

- Reviewed end of year financial information to assess how close projections where to actual cost, sales and production.

- Determined and evaluated statistical correlation between supplier behavior and market factors.
Contributed to developing a framework for assessing company’s overall exposure to market volatility.

- Improved format of internal financial statements to provide better information to senior management.

- Reviewed end of year financial data to assess how close projections where to actual cost, sales and production.

- Worked closely with a senior risk manager in developing and successfully implementing strategies to mitigate price risk.

Financial Analyst Intern

B2B CFO®

- Assisted in formulating financial projections for start-up businesses.

- Participated in drafting executive summary for business plans for start-up.

Finance and Accounting Intern

I Maximize Profit for Ecom Sellers | Free Audit of Potential Savings

🕒 Are you waiting hours or days for critical reports?

💡 Do you wish you had accurate predictions of cash flow for the coming month?

🤔 Do you wish you had information about your business presented in a way that it would enable you to make better decisions?

🚀 What if I told you that you could start your day with ALL the information you need to make critical business decisions?

🏠 If you are in real estate, you could have a list of every unit that is vacant, the sum of all lost rent, and every repair bill from the last year?

📈 We have empowered businesses to increase their sales by 5%. We provide all the data you need in one place with visuals that highlight trends.

🧠 We do not only provide data collection – we offer data intelligence. We run statistical analysis, machine learning, and AI on the data to pick trends the human eye would never see. We can tell what items customers will likely buy next so you can encourage them to buy them.

💹 We also have created cash flow projections that are 90% accurate.

🛒 We have worked with e-commerce firms to flag products that, after ad spend and COGS, they are losing money on. That is before factoring in GSA.

📊 We start the process by understanding how better data will help improve your margins. Next, we figure out what data will have the biggest impact on the bottom line and work to get you that first and as soon as possible. Then we get you that information in a way that is easy to update.

🔗 Once you have something useful then we work on getting the data to update automatically and give you all the info you need at your fingertips to really excel. This step includes foreign sounding things like API, pipelines, data ingestion, and data warehousing.

📚 Finally, we support you with analysis that you can use to grow your firm.

🤝 If you're excited about transforming your firm with insightful business intelligence, let's connect!

Ephraim Allon

Nine Point Strategies

Creating Comprehensive Risk Management Plans for legal cannabis operations nationwide.

At Nine Point Strategies, "We Believe in a Better Way!" From our state of the art Driver Compliance Technology for delivery and distribution to Specialty Insurance placement with programs, we are here to help you in every way possible. If you want to save money...Then you have to be safe!

We have exclusive programs and risk retention groups that are saving our clients thousands of dollars per year.

We will help you with Culture, Accountability, and Reinforced Safety structure.

Our Team of HR, OSHA, and Insurance experts are here to help you.

Sales Associate

First Fidelity Brokerage, Inc.

First Fidelity Brokerage is a full service property & casualty insurance broker, providing insurance contract procurement and risk management services to commercial and non profit organizations.  Our size and structure allow us to be highly focused on individual client needs, providing the opportunity to develop custom strategies for success and consistently delivering comprehensive and cost effective solutions.

In June 2020, to provide additional products and services to its clients, FFB became a member of PCF Insurance Services.   With roots dating to 1864, PCF provides a broad array of property & casualty, life and health, employee benefits and workers’ compensation insurance products, as well as ancillary services such as billing and reconciliation, COBRA administration and flexible benefits.
FFB has access to over 800 insurance carriers and has binding authority from several leading insurers for a select group of industries.

While we help companies manage risk from virtually all industries, ranging from healthcare to financial services to transportation, FFB has a niche focus on Education, Construction and Real Estate.

Broker

Tuliptree Indemnity Services, LLC

Tuliptree Indemnity is company dedicated to eliminating workers’
compensation insurance headaches and excess charges on policies for the insured. Coming from the world of New York State Insurance Fund Safety Groups and having managed tens of millions in premium over a collective 35 years, Tuliptree knows about managing claims and administering policies. Tuliptree has distilled the expertise of its founding members down to two services: 1) Experience Modification Rating (EMR) Reviews & 2) Claims and Underwriting Representation with the carrier. Tuliptree, as part of its business model, shares its service fees with brokers, accountants, lawyers, and anyone else representing the insured, thereby creating a win-win-win formula. Grow with us.

Insure Secure Brokerage

Insurance Broker

Fountain Risk Management

Solicited new business while completing Acord Insurance forms.
	Met with potential clients & implemented new policies on a consistent basis.
	Managed Worker’s Compensation and disability division.

Court Street Office Furniture

Organized retail and wholesale of a complete line of office products.
Specialized in assisting customers requiring Blumberg law products.

Sales Manager

Tri-State Camera

Utilized my strong customer service skills, while showing a knowledge of the latest camera equipment, to assist and satisfy customers in their camera purchases.
Supervised the processing of printer and copier repairs

Kastners

Maintained inventory of complete product lines.
Served shoppers in a prompt, courteous, and friendly manner.

Inventory Manager

Webermans foods

Received incoming shipments and reviewed contents against purchase orders for accuracy.
 Administered and maintained kosher dietary laws.
Facilitated the adherence of USDA codes.

Supervisor

You know you need insurance.
For your vehicles, for your property, for your business.

But the details are a little overwhelming, and the other guys selling insurance often feel more interested in your money than your concerns.

So you don't do it. 
Or you do it, and you grumble.

You don’t feel heard or secure.

It can be different.
It should be different.

I do it differently.

As a broker, I work for you, not the insurance company. And I shop around to find the best policies that service your unique needs, whether it’s: 

Life insurance
Worker’s Comp
Cyber insurance 
Professional liability 
Business owners policy (BOP) 
Builder’s risk
Property insurance
Commercial auto

or a bundle.

I can handle it all.

And if I didn’t list it, just ask me about it.

I treat every policy as if it’s my biggest one. 

And I treat every client like a lifelong friend I’m looking out for.

Ever since I was in second grade, I stood up for the little guy. I was one of the taller kids in my class and I would confront bullies and tell them to pick on someone their own size (me). I like to think I still do that in my line of work.

I’m the guy that gets things done. I push things through. I take the initiative and make that phone call so everyone is on the same page and happy. 

And I can do that for you and your insurance needs.

With over 5 years in the industry, I’m experienced and prepared to help you.

Call me now at: 212-933-9050 x1812

Your peace of mind is waiting.




taplio

The Battle

Ephraim Allon

Joel Goldman

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