1. 13 7 P A RA M OUNT PA RKWA Y • BUFFA LO, NY 14 22 3
P HONE 7 16 - 91 2- 0 10 7 • E- M A IL J OHN .J .LOM BA RD O@GM A IL.C OM
John J Lombardo
Overview
11+ years in the consumer financial services industry where current focuses are to maintain and upgrade production
reporting using SAS and SQL processes. Document process flows and develop requirements for functional improvements
and enhancements. Manipulate data using formulas, pivot tables, pivot charts, macros, and SQL. Elicit stakeholder
feedback and input through interviews and surveys. Identify process boundaries and determine opportunities to
automate processes. Lead the report automation efforts to produce scorecards, stack rankings and incentives.
Continually ensure data quality by testing data, reporting issues, and completing quality assurance testing. Work closely
with other functions to ensure information produced is accurate.
Professional Experience
First Niagara Financial Group, Buffalo, NY (June 2005-Present)
Business Performance Manager, Assistant Vice President (March 2013 – Present)
o Administration of 7 different in-house Sales Incentive Plans for over 2,500 participants, including plan
metric research, design and testing as well as post production support.
o Project Management in the creation of corresponding in-house Retail Branch Network Scorecards and
Stack Rankings/ Leader Boards. Over 260 metrics created encompassing multiple source system
integration and aggregation to create a single report that included daily updates of sales production vs
goal, budget/expense tracking, FTE trends and performance vs peers
o Research and development of Consumer Cross-Sell tracking and reporting which reviews over 13
products and services (Deposits, Lending, Digital, Debit, Direct Deposit) added within 90 days to a new
consumer checking relationship.
o Oracle CRM enhancement implementation, requirement documentation, testing and validation.
o Management of sales force inquiries and exception process resolution.
o Executive ad-hoc reporting, dashboards and presentations.
o Contest reporting to support marketing campaigns or strategic initiatives
o Systems knowledge
Oracle Enterprise Analytics and CRM
Microsoft SQL Server, SAS Enterprise 5.1, Advanced Microsoft Office
Retail Sales Reporting Analyst (July 2009 – March 2013)
Investment Operations (Nov. 2008 – July 2009)
Licensed Relationship Banker (May 2008 – Nov. 2008)
Head Teller (Sept. 2006 – May 2008)
Assistant Head Teller (Jan. 2006 - Sept. 2006)
Part Time Teller (June 2005 – Jan. 2006)
Combined Insurance Company of NY, Buffalo, NY (Jan. 2004 – Aug. 2005)
Sales Representative
Education
State University of New York at Fredonia (May 2003)
Bachelor of Science, Business Marketing
Professional Training
Online Training Course - Introduction to SQL (June 2012)
Licenses Held
FINRA Series 6 (2009-2011 Expired)
New York State Notary of the Public (2007-2013 Expired)
New York State Life and Health Insurance (2004-2010 Expired)
Community Involvement
Junior Achievement of WNY (2008)