James Lewis Jr
Charlotte
Summary
Lean Six Sigma, SAS1 Programing, Microsoft Excel, and Green Belt certified. Ariba and Power BI proficient. Skilled Data and Procurement Risk professional with strong analytical, cost analysis, demand forecasting, financial reporting, organizational and time management skills. Record of success driving efficiencies, issue resolution, risk mitigation, process improvement, meeting/exceeding service level agreements, and establishing collaborative vendor relationships.
Overview
6
6
years of professional experience
Work History
Procurement Analyst
LPL Financial
07.2022 - Current
- Serve as point-person for IT Consulting, Hardware and Software vendors while managing procurement request
- Utilize procurement tools (Ariba) to manage quote process, invoicing, order entry and receiving.
- Support company leaders by delivering monthly reports via Excel or PowerBI outlining performance to drive process improvements.
- Reported delays and carrier schedule changes to vendors and supervisors.
- Obtain quotes from vendor
Division 1- Men’s Basketball (Team Captain)
Appalachian State
06.2018 - 08.2022
● Multitask and successfully manage rigorous year-round academic course load while also committing approximately 40 hours per week to film study, training, practice, and playing in NCAA basketball games
● Served as Starter/Team Captain and helped team achieve record breaking consecutive winning seasons, conference championship, and NCAA tournament appearance
Earned Scholar Athlete Graduate status– Undergraduate GPA 3.3
● Awarded Student Athlete of the Month (Dean’s List – 4 Quarters)
● Awarded Steve & Marcia Wilks Diversity & Inclusion Postgraduate Scholarship
● Responsible for promoting team cohesiveness by mediating player and coach conflicts and mentoring younger scholar athletes
● Conduct motivational speeches, coach, and assess skillset of summer campers
● Perform community service at local elementary schools, Special Olympics events, and interact with alumni and boosters at banquets and gatherings
Education
MBA - Business Analytics
Appalachian State University
Boone, NCBachelor of Science - Computer Information Systems
Appalachian State University
Boone, NCCompleted Projects
- Created a tracking tool that monitors expiring contract and renewal status. Facilitated and collaborated with Business units, Third party risk team and the Financial/budgeting team to gather contract data. This high level tool is utilized by senior management to conduct cost analysis, forecast monthly resource allocation, and identify opportunities for new vendor onboarding - Recognized by senior level management for creating efficiencies and partnering with risk peers.
- Drafted and presented project plan to senior level management outlining the need to data map/ align contracts to respective business unit. Implemented reconciliation effort within Ariba ensuring decrease risk of misaligned departmental spending, and improved accuracy of financial reporting.
- * Senior level executive spend and risk report
-data consolidation utilizining PowerBI,Ariba,Onetrust, and Oracle
Timeline
Procurement Analyst
LPL Financial
07.2022 - Current
Division 1- Men’s Basketball (Team Captain)
Appalachian State
06.2018 - 08.2022
MBA - Business Analytics
Appalachian State University
Bachelor of Science - Computer Information Systems
Appalachian State University
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