hao dang
portfolio analyst
About
* Lean Six Sigma - Continuous Process Improvement * Statistical analysis * Financial modeling and budgeting * Works well in individual and team settings * Data driven decision making * Strong verbal and written communication * Strong presentation skills * SAP, SAP BW * Strategic Consulting/Planning * Cost variance analysis The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing the desire to elevate their practices, our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans. Registered: I am a registered representative and offer securities through LPL Financial, member FINRA/SIPC. For hyperlinks to SIPC/FINRA , please refer to the ‘Contact Info’ section above. For a list of states which I am registered to conduct business, please visit my website at www.fsnweb.com
united states
antelope
financial services
project management, budgets, process improvement, program management, microsoft excel, data analysis, project planning, vba, access, account management, analysis, business analysis, analytics, business development, business strategy, change management, customer service, employee relations, finance, financial analysis, leadership, microsoft office, microsoft word, operations management, outlook, powerpoint, process scheduler, public speaking, requirements analysis, research, strategic planning, strategy, team building, marketing strategy, team leadership, leadership development, technical writing, sales, sdlc, visio, management, peoplesoft, product management, troubleshooting, cross functional team leadership, marketing, product development, vendor management, software documentation, quality assurance
Experience
financial solutions advisor
bank of america merrill lynch
financial advisor
edward jones
capacity planning analyst
wells fargo
Forecasted and scheduled workforce requirements to handle call volume in three contact centers. Manually routed incoming call volumes between 20 queues in three centers. Managed attendance and vacation usage. Analyzed lost work time and agent efficiencies for operational impacts. Successfully launched streamlined workforce processes such as vacation bidding, e-mail notification, and shift bidding Recognized as outstanding employee for 2007
financial planning analyst
wells fargo
Planned budget forecasts for 30 business units including managing balance sheets and expenses for each business unit. Project sales goals, labor burden expenses, employee wages, facilities costs, overtime pay, and equipment expenses for monthly, quarterly, and yearly budgets and reports. Advised business unit managers on budget usage regarding staff hours and overtime usage. Coordinated budget transfers for promotional campaigns and new bank procedures.
senior business analyst
pacific gas and electric company
* Managed $100M budget for call center operations encompassing workload forecasting, capacity planning, staff planning, call trend analysis, wage and benefits burden forecasting. Advised senior management on strategic planning decisions, cost savings analysis, budget variance analysis, and operational efficiencies. Developed long term and short term forecast models including financial, staffing, and workload models. Processed invoices and completed budget transfers. * Improved monthly budget forecast accuracy by 1-2% variance rate * Presented numerous business cases for new departments and reorganization recommendations * Successfully implemented labor burden forecast model with variance accuracy of 1% * Saved $75,000/month with the implementation and planning of in-house Spanish queue * Project lead for call typing project, finding several efficiencies in operations
portfolio analyst
the financial services network
The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing the desire to elevate their practices, our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans.
Education
california state university - sacramento
business administration
california state university - sacramento
entrepreneurial studies
Activities and Societies: - International Collegiate Business Strategy Competition Top overall performance, 1st Runner up in Best Documentation - MBA Networking Association
hao dang's Contact Information
Phone
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