Haley Soltau

Experience

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  Aon

  Mar 2001 - Jun 2003

  Customer Service Associates

  * Handled phone calls from associates and managers in regards to their health benefits, bills, and deductions. * Contacted health and welfare plans when an update to an associate’s record was required. * Payroll Specialist and Project Manager. I researched payroll and employment status issues. I also monitored and trained others who worked with payroll to make sure it was being processed correctly and in a timely fashion. * Worked as a "Team Builder" where I planned team activities, created ways to recognize the works of outstanding associates, and worked to ensure that others around me were enjoying their work experience. Show less

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  Spherion

  Jul 2003 - Mar 2004

  Benefits Coordinator and Project Manager

  * Through Spherion I worked a temporary/Seasonal position at Caremark. * Account Manager for medication coverage through Great West Life Insurance. * Managed all of the medication coverage for Caremark’s branch in Hawaii.* Helped with additional claims from across the nation when needed. * Worked with a wide variety of people across the nation on a daily basis. I talked with nurses in very busy doctor's offices, sensitive patients, and parents of premature children who are in need of medication that can cost $3,200 a month. * Worked very closely with the head of pharmacy operations at Great West Life.* Communicated information back and forth between our Marketing Representatives, Sales Representatives, and Pharmacy Technicians. Show less

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  Grainger

  Apr 2004 - Nov 2013

  * Create monthly & specialized reporting reporting to assist managers in managing their business and their people more effectively.* Support multiple channels and maintain networking relationships within Grainger including the following departments. * Design, develop, create and maintain databases to provide easy front end access to business information including table design, data connections, macro updates, query design, and formatting.* Design test plans (unit, integration, regression, and acceptance) and incorporate recommended updates into test plans.* Coach and train team members on technical tools required to: configure, test, debug, monitor, and report on system specifications.* Develop reporting in multiple software platforms including Dashboard Design, Crystal Reports, Excel files, MapPoint, and PowerPoint presentations.* Gather and analyze data using a variety of platforms including Business Objects, SQL Servers, Access Databases, SAS, and Excel.* Compare multiple data points for trends, correlations, and statistical significance while taking into account defect triage, outliers, margin of error, and governance processes. Support production environment (defects and trends) and execute workflow and defect management.* Present information through multi-media communication channels including, email, conference calls, live-stream including face to face on sight meetings.* Manage the development of all geographical maps for internal use. Including data representation, comparisons, and coverage.* Manage all internal training, which includes creation, publication, and follow-up of documents, stored procedures, webinars, and recorded trainings on reporting for the customer service network.* Responsible for creating and managing our company wide team feedback form which is used to track suggestions, questions, issues, and comments.* Plan and coordinate all team outings to encourage team engagement by creating a positive work environment. Show less * Locate items and process orders directly through vendors for product we don’t carry.* Manage relationships between our vendors and our internal contacts.* Manage relationships with several of our largest customers and account managers.* Worked to become our team lead. Monitoring and analyzing workflow, and providing feedback and training when necessary.* Manage our Rush process, making sure everything is done on time, including delegating work.* Manage all our ISO Certification and training documents.* I have consistently been recognized and awarded for going above and beyond my normal requirements. Show less * Handle phone calls from customers. Provide online service and support to Grainger customers and our Grainger Account Managers.* Manage our credit card rejections process.* Primary contact for Grainger e-business managers and several large accounts. I handle registration projects for these contacts.* When needed, I also answer customer emails, expedite CD-Rom registrations and orders, and handle order transaction errors and rejections.* Worked to become a leader on our team and have accomplished this in several ways. Cross-trained on many off-phone processes. I have consistently been recognized and awarded for being a top performer in the National Service Center. * Encourage morale by managing celebrations on our team as well as being a core member of the National Service Center Activities Committee. * Process orders directly through vendors for product’s not carried by Grainger.* Manage relationships between our vendors and our internal contacts.* Hired on full time after 3 months of temp work through Spherion. Show less

  • Customer Service Leadership Reporting Analyst

    Feb 2008 - Nov 2013

  • Sourcing Administrator and Project Manager

    Apr 2006 - Feb 2008

  • Customer Service Associate and Project Manager

    Apr 2004 - Apr 2006
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  AAA National

  Apr 2014 - Jul 2015

  Senior Analytical Consultant

  * Manage the relationship between the national office and the largest club as their sole contact. Mediate interactions between Customer Service, Marketing, Legal, Leadership, and Outside Venders. * Provide detailed analytics to the Marketing department to assist in marketing campaigns. Such as correlation analysis and modeling key responders to determine current standards and forecast future trends.* Responsible for managing the upload of all information into their marketing database, Direct Focus, from multiple sources, both internal and external, using a variety of platforms including SQL, SmartFocus, RedPoint (previously DataLever), and Alteryx. Establish the research methodology and designs for gathering data.* Design, develop, create and maintain Smart Reports that users can run, on their own, at any time. * Manage quotes and billing for services we provide the club and payments owed to outside vendors.* Manage training for all new database users at the club. Including flying out for Face to Face, hosting WebEx’s, providing recorded training sessions, and documentation.* Consult, negotiate, coordinate and supervise vendors to define information needs and specific research objectives. * Manage multiple projects with various departments, deadlines, and communication methods.* Publicly recognized for my work on continuous improvement and I’ve worked hard to become a resource others turn to with questions.* Promoted from working with a lesser club to our largest club after showing the depth of my skill set and how quickly I learn new things. Show less

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  CPS

  Jul 2015 - Mar 2020

  * Work in an agile environment with biweekly sprint cycles.* Designed, Implemented, and Manage an Operational Data Storage Database as well as a Reporting Data Warehouse in MSSQL. This allowed us to offer new reporting solutions to our customers. Migrated Data Wearhouse from MSSQL to MySQL platform within AWS.* Responsible for Database Security, Integrity, and Performance.* Manage nightly data transfers between databases and data extract to customers.* Design, develop, create and maintain detailed dashboards in Tableau and Telerik for both internal and external customers.* Design, develop, create and maintain ad-hoc reporting and dashboard solutions within Looker.* Compare multiple data points for trends, correlations, and statistical significance while taking into account defect triage, outliers, margin of error, and governance processes. Support production environment (defects and trends) and execute workflow and defect management. * Consult and coordinate with internal and external customers to define information needs and specific research objectives. * Assist our software development team with bug fixes, research analysis, quality assurance testing, and database design.* Present information through multi-media communication channels including, email, conference calls, live-stream, and face to face on-site meetings.* Train team members on how to develop and design in new reporting tools.* Work with our training department to create training materials for external customers.* Manage multiple projects with various departments and deadlines, across multiple communication channels. * Design data capture and reporting for Pharma lead research projects in a HIPPA compliant manner.* Provided detailed analysis and reporting for published outcomes retrospectives.* Publicly recognized for my development work as well as my assistance in solving high profile issues. Show less

  • Senior Business Intelligence Analyst

    Feb 2016 - Mar 2020

  • Senior Databse and Reporting Analyst

    Jul 2015 - Feb 2016
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  SMART Financial Operations LLC

  Mar 2020 - Jul 2022

  Business Intelligence Manager

  *Manage a SQL data warehouse supporting reporting company-wide. *Enhance database performance, perform restores, implement recovery procedures, handle performance tuning and conduct regular system backups. *Ensure technical and functional designs meet business requirements. *Manage all ETL processes to clean, refine, and consolidate data from 3 separate point-of-sale systems, accounting, HR, and training. *Design, build and manage multiple dashboards and reports used company-wide.Major Projects*Managed the redesign of the Data Wearhouse to remove non-performant code and bring everything up to best practice standards, including proper Dim and Fact Tables with keys and indexes.*Managed the conversion to Tableau, saving over 50k per year, and cutting build time in half for new reports.*Automated employee updated processes for IT based on data from HR.*Managed the data migration for 80 locations from 1 POS System to another.*Designed new metrics for employee performance reports encouraging employee retention, leading to a 20% decrease in turnover. Show less

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  ExecOnline

  Apr 2022 - now

  Senior Director of Business Intelligence and Automation