Jon Dickey 801-623-3838 jon.dickey@juno.com LinkedIn: https://www.linkedin.com/in/jon-dickey-bb3a511b

Financial / Data Analyst

Skills and Qualifications: Data Queries/Analysis

SQL, SAP, MS Access

Expert Level MS Excel

Trend & Forecast Modeling

Process Improvement-Efficiency

Project Management

KPI & Budget Reporting

Financial Planning Word, PowerPoint, Outlook

Professional Profile: Resourceful financial/data analyst who is seeking to add value to a successful/growing company. I offer skilled data gathering, analysis, and presentation of any type of data to help bring focus, efficiency, or key takeaways for decision-making to the end user.

Work Experience: Financial Analyst, Sterling Financial Group, SLC, Aug. 2013 to Jun. 2016 Prepared advisor for client meetings by providing the following: Asset Lists, Asset Allocation Charts,

Investment Returns and Yield, Proposed Asset Allocations for New Funds, Appreciated Stock Lists, Investment Research, Insurance Needs Analysis, Tax Return Reviews, Budget and Cash Flow Models, Trust Summaries and Diagrams, Business Structure Charts, and many other resources as requested

Created many efficiencies using Excel macros and formulas.

Lead Analyst - Marketing & Customer Service, Central Maine Power Co., Aug. 2012 to Aug. 2013 Analyzed and reported budget variance for 15 cost centers, 11 managers, and 238 employees, $30M

Compiled weekly Key Performance Indicators (KPI), which included 78 data points from 13 sources

Gathered and presented Executive and Regulatory monthly reporting, meeting deadlines

Worked closely with the VP of Customer Service to use budget and KPI’s to guide strategic decisions

Performed Call Center channel cost effectiveness studies and benchmarked Call Center performance

Recognition: Top Performer 2012 (top 5% of employees)

Analyst - Customer Service, Central Maine Power Co., Sep. 2010 to Aug. 2012 Provided monthly variance analysis reports and savings recommendations for $17M budget

Significantly improved processes and saved money by working directly with vendors

Improved the IVR self-containment rate from 65% to 81%, working with Telecom and IT

Performed daily smart meter data analysis during CMP’s major installation of 600,000 new meters

Call Center Traffic Analyst, Central Maine Power Co., 2009 to 2010 Managed call volume, forecasted future call volume, and provided service level glide paths

Created a prediction model to be utilized during major storms to forecast number of outages and incoming calls, and therefore staffing, saving the company money in unnecessary staffing levels.

Call Center Trainer, Central Maine Power Co., 2005 to 2009 Taught 20 full-length (1-3 weeks each) training classes with 4-12 students each

Authored effective training material. Monitored phone Reps monthly, providing feedback.

Education: B.S., Psychology, Minor in Business Management, Brigham Young University, 1993

Strong in Math: Scored 98% on Field Planner math test, and 730 out of 800 on math portion of SAT.