Samantha Olson

Experience

• 

  Morgan Stanley Wealth Management

  Aug 2013 - Jun 2014

  Client Service Associate

  • Worked as a member of a team responsible for managing assets for over 500 high income clients• Responded to client requests daily to execute wires, account transfers, electronic funds transfers, and transfers of cash and security assets internally and externally• Responsible for processing and executing over 100 Required Minimum Distributions in the last quarter of the 2013 year, resulting in a 100% completion of the required RMDs for the year and no tax penalties for all clients

• 

  Amendia

  Jun 2014 - Mar 2017

  • Performed IT Director roles as needed during a transitional period in the company• Assisted in developing an IT Roadmap to lay out department structure, budgeting, and prioritization of IT initiatives• Developed methodology of data collection for both in-house and field inventory audit counts and reconciliation in tandem with members of Finance and Inventory departments• Participated in high-level discussions regarding decisions for budgeting software, reporting software, and data center relocation Show less • Customized, managed, and optimized the ERP system to support user needs, including conducting meetings with multiple departments bi-weekly to learn areas of improvement• Worked as part of a team to plan the creation of an inventory management app to be used by sales reps in the field• Utilized ERP system, SQL database, Excel manipulation, and Tableau to generate reports to represent data in an understandable way for employees and sales reps• Coordinated the ERP system integration and training of new employees during five company acquisitions Show less

  • Senior Business Systems Analyst

    Aug 2016 - Mar 2017

  • Program Analyst

    Jun 2014 - Aug 2016
• 

  Spinal Elements (Amendia)

  Mar 2017 - Dec 2017

  IT Business Partner

  • Analyzed the needs of assigned business units to help identify business problems and propose solutions• Liaised among stakeholders to elicit, analyze, communicate, and validate requirements for changes to business processes, policies, and information systems• Performed an internal consultancy role responsible for investigating business systems and bridging the needs of the business with the use of IT• Created process flows, IDEF diagrams, and functional requirements documentation to properly document processes, identify problem areas, and map out solutions• Partnered with business users to determine requirements for end-user reporting and determine best method for delivering requirements using knowledge of data and reporting capabilities• Prepared and managed project plans for resource deadlines being met and budgeting finance to be within proposed scope Show less

• 

  Comcast

  Dec 2017 - now

  • Director, Business Analytics

    Aug 2022 - now

  • Business Analytics Senior Manager, Sales & Marketing

    Feb 2022 - Aug 2022

  • Business Analytics Manager, Sales & Marketing

    Jan 2021 - Feb 2022

  • Business Intelligence Analyst 4, Sales & Marketing

    Apr 2019 - Jan 2021

  • Business Intelligence Analyst III, Customer Experience

    Dec 2017 - Apr 2019