1. Edilgrace P. Surell
epsurell@yahoo.com
909-241-5054
LinkedIn Profile: https://w w w .linkedin.com/in/edilgrace
SUMMARY
A self-motivated, dynamic, diligent team player offering more than five years of experience in Sales Operations, Support Operations,
Strategy & Planning, Analysis, Business Development and Project Management. Seeking a long-term position in an exciting company w ith
a great culture w here I can apply my expertise, expand my know ledge and utilize my experience to contribute the ultimate goal of the
overall success of the business.
PROFESSIONAL EXPERIENCE
Sr. Business Analyst / Project Manager – Global Insights & Analytics: Support Operations & Global Standardization
Liferay Corporate Headquarters, Diamond Bar,CA (08/2015 – Present)
 Lead Project Manager in Global Reporting Initiative for the Insights & Analytics team w ithin the Global Support department.
Leads all 3 major projects w ithin initiative, w orking directly w ith Regional Support Managers, corporate executives and Support
Analytics team. Project Lead on building a new Customer Know ledge data source and Cross-Functional Team Structure w orking
w ith all Support Operations teams to prioritize metrics request for Insights & Analytics analysts. Acting as liaison betw een
Support Operations Department, IS, Global Standardization and Regional Managers to help build out new reporting process,
w orkflow and system, Tableau. Building a new database to centralize all tracked and untracked data to be made accessible to all
departments. (Customer Know ledge Center). Assisting Sales and Operations department in building customized dashboards and
pricing strategy.
 Involved in assisting in database consolidation (LESA/OSB, JIRA, Salesforce, Google Analytics, Marketplace, Github), data
cleansing efforts, gathering reporting/metric requirements, global regional reporting and dashboards creation, building reporting
cube w ith BI team to support all departments (Sales, Marketing, Finance, Support) at an international and corporate level to run
reports more conveniently. Ad hoc reports assisting Global Standardization team w ith Hiring Analysis.
 Assists in identifying KPIs for all regions. Manages metric requests and leads Insights & Analytics team, directly supporting
Customer Advocacy (CAS) and analytics liaison betw een Sales, Sales Operations and Support Departments. Create w orkflow for
projects and process and w orks intensively w ith Global Standardization team to identify, cleanse and implement operational
initiatives at a global level. Provides insight and recommendations to senior management based on discoveries to help w ith key
and strategic decisions for the company.
Sr. Strategy & Business Analyst – Worldwide Sales Strategy & Analysis
Herbalife Corporate Headquarters,Los Angeles,CA (06/2012 – 05/2015)
 Lead Project Manager of a w orldw ide initiative as part of CEO's MBO to enhance and expand business development in all
countries at a city level w orking directly w ith w orldw ide regional executives and acts as a liaison betw een Sales and Business
Intelligence. Assists in building business models for new country openings. Cross-functional manager for business development
projects. Plan, develop, execute and implement initiatives through creating and training of new processes at an international
level.
 Analyze and present information relating to company sales and complex marketing plan. Provide reports for business analysis to
support critical decisions related to country opening, business development process, sales/marketing plan and overall company
strategy. Evaluate and develop all w orldw ide sales initiatives in order to determine overall strategic fit. Actively involved in
assisting Business Intelligence team to create and identify KPIs, build Dashboards and data cleansing for all regions w orldw ide.
Involved and supports Worldw ide Sales Toolkit and Dashboard project w ith Business Intelligence and Regional Sales
Executives. Ad hoc and Promotion analysis to guide Distributor behavior in grow ing and developing their business. Report
automation and overall support to Sales, Business Intelligence, Marketing Plan and Senior Level Executives at a w orldw ide level.
 Create, plan, build and automate sales, marketing, promotional and key metric reports/ presentations for senior executive s to be
presented w orldw ide at a regional and country level. Assists Strategic Planning w ith ad-hoc requests and specific projects.
Work continuously w ith multiple departments such as Finance, Marketing, Business Intelligence, Strategy & Planning and Pricing
on various projects.
Sales Analyst /Project Manager
Dun & BradstreetCredibility Corp,Malibu,CA (08/2011 – 06/2012)
 Provide analysis of sales performance and operations, identify new revenue opportunities and key metrics/KPIs, provide
analytical reports to Executives, w orking directly under VP of Sales and assist w ith the development of sales performance
metrics.
 Manage various projects w hich include Annual Sales and Operations Strategy Sessions, YTD Sales Ranking, Outsourcers.
Involved Weekly Forecasting Meetings creating report and analyzing prior w eek’s sales. Acts as a liaison for Sales betw een
Business Development/ Analytics, Marketing and Finance. Project Manage various projects and w orking together w ith Marketing
and specific Marketing campaigns. Organize and maintain Sales Partners assisting Senior Sales Managers. Ad-hoc reporting
and Board presentation decks.
 Perform and complete monthly Sales Compensation and Commissions for all Reps and Sales Managers w orking directly w ith
HR, QA Technology and Sales Leaders nationally. Manages all 200+ Outsourcer Reps nationally. Sales Administrator.

2. Financial Analyst – FP&A, Sales Operations
Global Experience Specialists (GES), Las Vegas, NV (05/2007 – 08/2011)
 Directly support Sales Team and Operations, Account Executives and Directors of Sales to effectively analyze, forecast and
budget individual show financials, revenue, cost, pricing and direct profit margins, provide strategic suggestions in assistance to
proposal submissions w ith 25K – 1M+ in potential revenue and successfulacquisitions of new and recurring business. Renew al
proposals for multi-year occurrences, strongly using Salesforce and Hyperion programs on a constant basis.
 Involved in production and annual adjustments of Sales Toolkit, Show City Actuals and various sales references. Produced
variance analysis and forecasted future financial needs and assist in developing plans to meet those needs. Assists in strategic
recommendations for RFP submissions and results for numerous business prospects and revenue generating possibilities by
evaluating financials, event and venue nuances and industry specifics w ithin the Finance Department to support Sales , Marketing
and Business Development.
 Identified key w orking w ith Sales Managers, Regional Directors and EVP on specific business opportunities and proposals. Daily
utilization of an extensive Pro forma template to provide prospective business, financial analysis, Plan vs. Actuals and variance
reports. Analytically utilized company and industry data as reference to contribute to sound recommendations for critical business
decisions.
Client Financial Analyst II - Personal/Business Division
Citigroup, Los Angeles,CA & Las Vegas,NV (02/2004 – 11/2006)
 Financial Analysis and Client Relationship Management, Business Banking, Product Marketing, Lines/Loans Pre-Underw riting
and Closing, Monthly Seminars, Account Maintenance, Officer duties, Business Account and Internal auditing, Operations
Approvals and Supervision.
 Resolves client needs by account analysis, monitoring, managing, determining sustainability, future profitability and cash
management. Involved in Investment Banking recommendations and referrals.
 Recommended and executed Marketing strategies and business development activities.
FORMAL EDUCATION
Bachelors of Arts in Business Administration, Finance
California State University, Fullerton (2004)
SKILLS
·Microsoft Office: Word, Excel (Macros), Pow er Point, Outlook 1997-2013
·Salesforce, MicroStrategy, Visual Crossing, Tableau, JIRA, Learning SQL and Google Analytics
·Customer Service, Operations (Sales, Support, Strategic Planning, Marketing, Finance) Analysis, Project Management,
Negotiation, Strategy & Planning, Agile Methodology (SCRUM), Business Intelligence (BI) database know ledge
·Licensed: Life & Health Certification: Lean 6 Sigma
FURTHER INFORMATION AND RECOMMENDATIONS AVAILABLE UPON REQUEST