Previously spent 14.5 years at Portfolio123
• Aided customers with financial and technical problems, providing pre- and post-sales support via online training and product demos.
• Consulted with customers to help develop financial models.
• Advised users of additional features and sales ...
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Previously spent 14.5 years at Portfolio123
• Aided customers with financial and technical problems, providing pre- and post-sales support via online training and product demos.
• Consulted with customers to help develop financial models.
• Advised users of additional features and sales opportunities for their accounts.
• Acted as an integral member of the Portfolio123 team to research, test and refine the Web-based SaaS product for a sophisticated investing audience.
• Verified, oversaw and documented internal financial calculations for an analysis and back testing point-in-time engine.
• Tested and corrected market data errors on historical ratios to eliminate survivorship and look-ahead bias.
• Developed a testing plan and lead testing of financial data analysis implementations, including filing bug reports, verifying fixes and tracking workflow; used SQL queries to evaluate results.
• Created and delivered invoices and receipts for users.
• Accomplishments include:
◦ Co-created and implemented a system for aggregated industry and sector averages.
◦ Supervised the creation of an invoicing system to ensure that the company received payments promptly.
◦ Oversaw changes of data providers, from Thomson Reuters to Standard & Poors to FactSet, for a point-in-time stock screener.
◦ Developed specifications to add dividend data to the site, including total returns, timing of additions and the interpretations of special dividends and cash-equivalent spin-offs.
◦ Reorganized customer help section to improve usability and financial applicability; also added standardization of analytical periods for financial ratios and line-items to facilitate financial analysis.
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