Kate Phillips
Starkville,MS
Summary
Strategic and results-driven Business Intelligence Analyst with expertise in transforming data into actionable insights to drive strategic growth, operational efficiency, and organizational success. Proficient in Salesforce, Epicor, HubSpot, Google Workspace, and Microsoft Suite. Skilled in dashboard design, AI integration, and data architecture optimization for informed decision-making.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Data Analyst (People Analytics)
Lanco Group of Companies
06.2024 - Current
- Developed and implemented Microsoft Copilot agents and PowerAutomate workflows, streamlining sales processes and enhancing efficiency
- Designed interactive dashboards, including market penetration heatmaps and global network maps, enhancing decision-making processes
- Optimized data architecture to align with business goals, integrating Salesforce and Epicor platforms
- Boosted productivity by 10% with dashboards tailored for executive needs
Sales Enablement and Operations Specialist
Extrity Security Services
10.2023 - 06.2024
- Enhanced operational efficiency and technological innovation through advanced tool and API integrations
- Automated workflows in HubSpot CRM, improving lead response time by 40%
- Conducted forensic accounting investigations, identifying financial discrepancies with ARIMA forecasting
- Led optimization projects including system upgrades and new feature implementations, improving workflow productivity
Research Associate II and Lab Manager
Mississippi State University
01.2018 - 10.2023
- Managed BSL-III lab operations, securing ~$4M in grant funding through detailed proposal preparation
- Implemented training programs for 80+ scientists in bacterial genomics research
- Enhanced efficiency through workflow improvements, equipment upgrades, and integration of new technologies
Education
Bachelor of Science - Biochemistry, Business Administration
Mississippi State University
Starkville, MS05-2019
Skills
- Data Analysis & Visualization: Power BI, Tableau, R Programming, SQL
- CRM & ERP Platforms: HubSpot, Salesforce, Epicor
- Automation & Integration: Microsoft Copilot, PowerAutomate, APIs, Google Cloud, BambooHR
- Soft Skills: Strategic Thinking, Communication, Leadership, Teamwork
- Specialized Areas: AI Bot Development, Change Management, Forensic Accounting, Workflow Optimization, Data Integration
Certification
- AI Ethics and Governance, Brown University (08/2024)
- HubSpot CRM Certified (10/2023)
- Power BI Data Analyst Certified, Microsoft (06/2023)
- R Programming: Advanced Analytics for Data Science, Udemy (01/2023)
Timeline
Data Analyst (People Analytics)
Lanco Group of Companies
06.2024 - Current
Sales Enablement and Operations Specialist
Extrity Security Services
10.2023 - 06.2024
Research Associate II and Lab Manager
Mississippi State University
01.2018 - 10.2023
- AI Ethics and Governance, Brown University (08/2024)
- HubSpot CRM Certified (10/2023)
- Power BI Data Analyst Certified, Microsoft (06/2023)
- R Programming: Advanced Analytics for Data Science, Udemy (01/2023)
Bachelor of Science - Biochemistry, Business Administration
Mississippi State University
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