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Manager Sales Analytics

Highly driven, positive and detail oriented professional with over 10 years of experience of data analysis in the private sector, with strong, critical thinking and management skills. I conduct myself in a professional manner and possess skills to effectively communicate across all levels.  I am seeking a career position with a company that fosters growth, promotes development, and gives back to the community.
                                                                                                                                                          
MS Excel   MS Office Suite   Leadership   Sales Analysis   Forecasting   Trends   ROI   Profitability Analysis   Presentations   Reports   Quantitative Analysis   Communication Skills   Cross Functional   Strategic Thinking   Interpersonal Skills

Managed Print Services for health care.  Focused on sustainable print management methodologies in health care.
• Formulate financial models for new clients maintaining a 30% profit margin
• Support the preparation of 5 new master financial models for cybersecurity department
• Reduce clients' capital investment through quantitative analysis while improving company ROI
• Consistently developed clients' replacement plans with one-week average turnaround for over 500+ units
• Created tools and scoping questions to assess needs of clients to identify sales opportunities
• Designed Excel tools to streamline sales models; achieving a 40% increase in efficiencies
• Collaborated with Sales and Supply Chain to implement an optimized process to minimize lead-time
• Produce enhanced templates that forecast accurate key measures such as customer revenue, COGS, and margins to report profitability to executives
• Partnered with Finance to prepare forecasting of the 5-year budget projections for prospective new accounts
• Forecast client's expenditures resulting in less than 3% variance to plans
• Present client financials to senior sales leadership and executives regularly
• Performed biannual reviews for direct reports to build up leadership within the department
• Lead daily department meetings for project planning and delegation of tasks
• Formulas used regularly in MS Excel: nested IF, AND, OR, SUM, VLOOKUP, INDEX, MATCH, CHOOSE

Past Club President Toastmasters International

Managed Print Services for health care.  Focused on sustainable print management methodologies in health care.
• Responsible for final review of analysis prior to delivering to management to ensure accuracy
• Ongoing communication throughout project with senior sales leadership addressing follow up questions from client during close of sale
• Developed and managed daily action plans with variable priorities on a client by client basis
• Manage onsite assessments of potential new clients by delegating resources, coordinating logistics, establishing and tracking to key measures to ensure successful project completion
• Analyze data from multiple sources to create comprehensive reports for leadership review
• Interact effectively with vendors, coworkers, client IT resources and client key stakeholders to achieve best results
• Routinely engage in cross functional collaboration with all departments
• Systemize the optimization of customer product offerings by increasing the efficiency of data analysis
• Develop detailed data collections in Excel of 1,000+ units per system at hospital systems across the US
• Analyze and synthesize incomplete financial data from client into a 5-year Pro Forma of cost projections and savings
• Create and maintain proprietary department tools for daily use resulting in shortened analysis time
• Evaluate client's current processes with key stakeholders to discover areas of opportunity to increase sales
• Formulas and functions used regularly in MS Excel: vlookups, sum arrays, pivot tables, and graphs
• Employee of the Year: 2013

Analyst

Find out detailed information about Mackenzie Ulrikson, Manager Sales Analytics 

Mackenzie Ulrikson: Manager Sales Analytics 

Mackenzie Ulrikson: Manager Sales Analytics

Mackenzie Ulrikson

Vereco, LLC

Professional Organizations and Affiliations

Vereco, LLC

Chapman University, Argyros School of Business & Economics