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

1847Financial - New Jersey

Financial Services Professional

Protecting Entrepreneurs, Real Estate Professionals and Their Families | Life & Disability Insurance

Financial Services Representative

MassMutual

Financial Professional

I help employers design creative strategies to retain and attract key talent | Life and Disability Insurance solutions

Imagine this: you lose your operational partner overnight—someone you never planned to lose—eroding years of sweat equity in a matter of weeks.

As a business owner, you’re geared toward action—sales, growth, hiring. The last thing you want is to stall for a ‘what if.’ But those are the threats that can capsize everything you’ve built.

That’s why I partner with business leaders like you—across industries (tech, trade services, family practice)—to proactively identify hidden vulnerabilities and design insurance-based safeguards that are both strategic and tax-efficient.

Working together over time, we execute a structured process:
	1.	Map your top vulnerabilities (key person risk, partner transition, retention)
	2.	Create insurance-based solutions (buy-sell, exec bonus, benefits packages)
	3.	Implement and review quarterly to adapt as your business evolves

Each week, I share real-world case studies on Substack—plain‑spoken, scenario-driven, and full of tactical takeaways.

And yes—on a personal level, I’m still deeply committed to families. In 2025, I’m proud to be on track to protect 💯 families with life and disability coverage—while ensuring business owners sleep well knowing their legacy is secure.

Ready to talk ‘what if’? Let’s connect.”

Subscribe to my Substack: https://substack.com/@yaakovberman?r=v5wid&utm_medium=ios

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Ephraim Allon

Yaakov Berman FSP

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