Andrea Sousa

Experience

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  Windermere Golf North London

  May 2008 - Oct 2010

  Sales Associate

  • Managed cash, equipment rentals, inventory, event bookings, and the number of staff needed on duty, requiring continuous communication with customers, suppliers, and co-workers• Recorded daily sales figures in the firm's database, and deposited earnings in the bank

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  London Health Sciences Centre

  May 2008 - Sept 2009

  Cardiac Research Assistant

  • Collected data on long-term effects of Zeus Robotic Surgical System on patients by conducting in-depth surveys with > 75 patients, logging results, and communicating findings to a team of doctors• Maintained a daily database pertaining to current cardiac patients and the surgical procedures employed in their medical cases

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  Loden Hotel Vancouver

  May 2010 - Aug 2010

  Accounting Analyst

  • Implemented a formal process for recording mini bar items sold through introduction of set product prices to be applied at time of guest checkout, increasing daily revenue by 86¢ per guest on average• Initiated a weekly dinner party event in penthouse suite to promote hotel brand and in-house restaurant, raising > $2K in additional revenue per week and providing hotel guests with a memorable experience• Managed the accounts receivable process by receiving invoices from the firm's suppliers, preparing cheques accordingly, and mailing out payment in a timely manner Show less

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  General Dynamics Land Systems - Canada

  Nov 2011 - Jul 2014

  • Ensured on-time delivery of aftermarket parts for 5 customer accounts through coordination of and communication with Supply Chain, Trade Compliance, Warehouse personnel, and Transportation• Implemented Electronic Data Interface (EDI) to automatically load new orders into Oracle by outlining all components of an order, unique to each customer, to IT, eliminating 100% of manual order entries• Championed creation of Webstore, an online platform to be used by customers when requesting quotes and placing orders for aftermarket spare parts, superseding EDI and ensuring 100% accuracy of orders Show less

  • Supply Chain Analyst

    Mar 2014 - Jul 2014

  • Order Management Analyst

    Nov 2011 - Feb 2014
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  GPS Capital Markets, Inc.

  Apr 2015 - Jun 2015

  Corporate FX Specialist, Sales & Trading

  • Manage firms' foreign exchange needs through highly personalized, consultative service• Conduct firms' foreign exchange transactions at optimal times in the market• Develop and deliver customized foreign exchange hedging strategies that meet firms' unique exposure to currency fluctuations

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  Strategic Valuation Group, LLC

  Jun 2015 - Apr 2016

  Business Valuation Associate

  • Compute fair market values of privately-owned businesses, professional practices, family LPs, stock options, and intellectual property using the income, market, and net asset value approaches• Interact with clients to collect data on their businesses in order to project future cash flows• Compose final reports for clients which include analyses of clients’ historical financial statements and related industry and economic conditions, as well as rationalization for valuation methods employed Show less

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  Globanet

  Apr 2016 - May 2017

  Business Analyst & Manager, Inside Sales

  • Lead implementer of Enterprise Operating System (EOS) as per the book Traction by Gino Wickman; EOS is a set of tools used to strengthen every aspect of a business; tools include accountability chart, scorecard, quarterly goals, optimal meeting structures, core values, and more• Altered pricing models of firm's top 3 products to improve profitability and better align with industry standards; rebuilt Excel-based pricing calculator accordingly (used to produce quotes)• Developed a series of reports that capture and evaluate relevant Sales and Marketing activities; produce these reports weekly and make recommendations to fellow managers• Oversaw Inside Sales team, monitoring management of lead and opportunity record processing by Inside Sales Reps• Initiated and created the firm's first formal corporate Marketing plan which focused on the flagship product, Merge1; currently working to implement the various recommendations• Reduced or eliminated 5 operating expenses, resulting in cost savings of > $6k annually• Identify new revenue streams, configure/analyze CRM system reports, improve sales tactics, review legal documents, carry out special projects, and advise on overall business strategy• Optimize operational processes, document process changes, and train affected parties Show less

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  The Poirier Group

  Aug 2017 - May 2019

  Senior Management Consultant

  Lead consulting projects at firms in various industries, working directly with clients' senior executives, Board of Directors, private equity owners, and Steering Committees. Recent experiences include:• National Automotive Dealer Group: conducted deep dive analysis into company's capacity, ability, and readiness for change ahead of their large retail transformation initiative and formulated recommendations for improving project management, governance, metrics tracking, resource plan, and change and communication plan; currently managing the $6M project implementation and core project team of 14 senior leaders• Top Canadian Rehabilitation Therapy company: identified 97 pain points, process mapped primary processes, devised solutions to shorten month-end closing period from 50 days to 26 days, freed up $280k in cash flow, reduced rework by > $70k, eliminated gaps in accounting controls, and mitigated single point of failure risks posed by IT systems• Leading Air Combat Training provider: identified 776 pain points, devised and organized solutions into 27 programs to be executed over 2 years, created and employed corporate-level balanced scorecard tool, constructed an Accountability Chart tool, and mapped / overhauled broken Supply Chain processes • Professional Services firm: Stood up Marketing department and developed corporate Marketing plan addressing target market, service offering, company mission and values, need to recreate website, newsletter content, PR, and social media strategy; implemented recommendations Show less

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  Optimity

  May 2019 - now

  Head Of Operations & Client Services

  Lead the Client Services business unit at a digital health and rewards SaaS platform company, managing B2B client lifecycle—strategic planning, implementation, program execution and expansion. Coordinate cross-functional teams across concurrent projects.• Built the Client Services department from the ground up, developing custom-built tools and processes for client program success, including the project charter, project plan, governance structure, risk and stakeholder analyses, marketing and communications plan, project kickoff material, metrics dashboard, reporting, and implementation framework• Serve among the senior leadership team, strategizing on company vision, mission, and values, revenue generation, user growth tactics, product roadmap, user feedback initiatives, data monetization strategies, hiring plans, and organizational structure• Support Sales by scoping new opportunities, developing proposals, reviewing contracts, crafting whitepapers and case studies, leading tech trials for prospective clients, obtaining testimonials, and participating in sales presentations to win new business• Spearhead large-scale enterprise programs for global and national insurance and employer clients, with 500k+ members on the platform, leading app feature development and targeted communications to drive increased user engagement and retention• Deliver white-glove, holistic program management, overseeing onboarding, reporting and analysis, custom in-app campaigns, strategy optimization, and creation of marketing materials and client training resources to ensure program success• Managed the rollout of 50+ programs, including white-label and API integration projects, collaborating with Product and Dev Show less