How to Make Data and Analytics Central to Your Finance Digital Transformation...
SundermanJ_Resume_17
1. JOSEPH W. SUNDERMAN, MBA
5453 Lake Michigan Drive
Fairfield, OH 45014 sunderman.joe@gmail.com
513.608.9580 http://www.linkedin.com/in/josephwsunderman
Business Analyst that Transforms Data into Actionable Information
Reporting data in today’s business climate is a necessity, but behind every KPI is a backstory that can
only be uncovered with proper business analysis techniques. Working collaboratively with front line
employees to C-suite executives, I will move beyond executive decks filled with charts and trendlines.
By benchmarking against industry peers and honing in on best practices, I provide market intelligence to
capitalize on new revenue streams and improved operational effectiveness to increase your bottom line.
Working Knowledge Tools Basic Knowledge Data Tools Relevant Training
Excel (Advanced) Access,SQL Business Analysis
Cognos Tableau GE Lean Six Sigma
SAS R, Python Dale Carnegie
Javelin Territory Designer
ETHICON, Inc. – Cincinnati, Ohio June 2016 – present
Ethicon, Inc. is part of the $25B medical device arm of Johnson & Johnson
Sr. Deployment Analyst (contractor-to-hire)
Primary responsibility for the update and maintenance of data sources that support optimal
deployment design and field resourcing.
As lead analyst, worked directly with Divisional Sales Managers for the expansion of sales
territories for Hernia ($1.3MM per rep) and Suture Sales Representatives ($10MM per rep).
Approximately ten newly formed franchises were analyzed through an algorithm based on
internal and external sales, competitive data, mapping software,and an account examination.
An integral member of the annual Optimization/Consolidation process for all Ethicon franchises
that included a reduction of 30 territories while combining existing territories to meet operational
and sales objectives.
THE CONSULT, LLC - Cincinnati, Ohio January 2015 - May 2016
The Consult, LLC provides business related services to healthcare providers and organizations
Sr. Systems and BusinessIntelligence Analyst
-Reduction in workforce due to failedacquisitionandloss of major client (60% of revenue)
Developed and maintained Revenue Cycle Management (RCM) reports that included daily (5),
weekly (20), monthly (60) reports for company’s largest client and newly acquired providers.
Key member of newly formed Agile team to improve workflows, claim collections, missing
charges,payer-specific details, and weekly revenue reporting and analysis.
LEXISNEXIS - Dayton, Ohio August 2014 – December 2014
LexisNexis, a division of Reed Elsevier, is leading global provider of content-enabled workflow solutions
-Contract positioncompletedper project plan
Financial Data Project Coordinator (contractor)
In a FT Global 400 company, Lead Analyst with responsibility of global data
integration/migration team in order to enable HR, Revenue and P&L standardized reporting
Overseeing global reporting project of 60 business/product units ($2.1B revenue) including
Australia, UK, Austria, S. Africa,Singapore, and France,to convert to a new standardized report
from local instances to single unified Hyperion platform
2. ILLUMINATION WORKS, LLC Mason, Ohio February 2014 – June 2014
Illumination Works LLC, (ILW) is an innovative Solution Enablement Company.
-Contract positioneliminateddue to project owner re-deployingfunds tonext phase of project
Big Data Consultant (contractor)
In a Fortune 25 company (Kroger), part of Agile team that incorporates Big Data architecture,
data sources,analytics and web applications to bring self-service business intelligence
Handled ingestion preparation for new data internal and external sources
Develop user stories and acceptance criteria for future analytical work
Developed Quick Start Guide in for self-service web application for new users
Compare/Contrast Metadata against the Sourced Inventory for data
Test execution, bug reporting, and defect retesting in development stage, user acceptance
testing, and production environments.
OJM GROUP, LLC - Cincinnati, OH April 2013 - November 2013
OJM Group is a multi-disciplinary financial consulting firm.
-Resignedfrom position due to unknown corporate developments priortohiring
General Manager
Manager of small office, which included staff from Marketing, Compliance, Insurance, and RIA.
Recruiting, hiring, on boarding process for new employees (sale, admin, and accountant)
Improved Operational Processes (Marketing and Project List)
Creation of Tracking of Sales/Marketing/Insurance Metrics
Development and Coordination of SeveralCross-Functional Teams and Initiatives
Procurement for 3rd party resources for RIA, office equipment, and phone services
Developed Buyer Persona,Key Performance Indicators,and Event Marketing Mapping
FIFTH THIRD BANK - Cincinnati, OH 2009 - April 2013
Banking corporation operating as a diversified financial services company with $111 billion in assets.
-Left bank for a newgrowth andcareeropportunity
Commercial Portfolio Manager (2011 -April 2013)
Aligns with relationship managers in the small business space in underwriting/monitoring credit,
existing/proposed credit requests,providing customer service support and assisting in cross sell effort.
Managed a portfolio of 50 Greater Cincinnati small/middle enterprises with one of the largest
amount of money lent, $133 million (23% of total Business Banking in Great Cincinnati footprint).
Met all Bank in tracking measures of 206 legal entities in covenant tracking, timely renewals,
financial statement tracking, PD and Regulatory Ratings
Senior Risk Reporting Analyst (2009 - 2011)
Oversaw Commercial Real Estate and Leasing portfolio reporting, which equaled $13 billion or
41% of Bank’s commercial portfolio
Saved $100,000/annum streamlining a monthly report from a three-week process to two days
through use of SAS and VBA Excel programs.
Developed and monitored bank non-performing loans (Special Assets Group) portfolio – monthly
report - $5.8B during the economic crisis that began in 2008
Created and Developed “State of CRE” – 35-page quarterly report that integrated internal CRE data
along with industry and anecdotal data from over 50 different sources.
3. SCHAEFFER’S INVESTMENT RESEARCH - Cincinnati, OH 1994 - 2008
A leading publisher of research,recommendations, strategies for stock and options traders.
-Mass layoff due to steepstockmarket drop andbeginnings of great recession
Vice President and Manager ofQA Department (2006 - 2008)
Oversaw Quantitative Analysts including four staff members, databases and quantitative/ad hoc research.
Edited daily commentary that reached thousands of readers while generating $500,000. Rated
“Best Customer Satisfaction” according to internal surveys.
Improved processing time by 42% to disseminate financial data for end users.
Spearheaded multiple research driven commentaries for company web site.
Developed benchmarks, assessment guidelines, multi-tiered compensation system.
Led daily group trading sessions and weekly individual meetings to drive better results.
Led a committee over four-month period to develop web site for customers.
Coordinated competition analysis (service offerings, marketing, pricing).
Established relationship with Dow Jones to provide data on network of newsfeeds.
Named among the “Top Ten” Investment Analyst by Bridge Information Systems.
Presented advanced financial strategies to investors at Money Show conventions.
Created sections for web site that received Forbes “Best of Web” for options.
Created $100,000 sales day (3x average) improving call traffic by 488%.
Quoted by Wall Street Journal, Barron’s New York Times, USA Today, Investor’s Business Daily,
TheStreet.com,Mutual Funds, BusinessWeek,Dow Jones,Reuters, Bloomberg.
Wrote articles for Market Pulse Journal, Chartpoint, Dick Davis Digest and Consensus.
Contributor to” The Option Advisor: Wealthbuilding Techniques Using Equity and Index Options”.
EDUCATION MBA Finance, Northern Kentucky University and BA University of Cincinnati