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 ...more

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.less