Keith Richmond

Director of Client Reporting & Analytics

Role
Director of Reporting & Analytics and Certified Salesforce Administrator at Franklin Madison
Location
Nashville, TN, US
LinkedIn followers
500 followers

About Keith Richmond

I was born and raised in Keene, NH. In 2005, I earned a bachelor’s degree in marketing…

Experience

  1. Director of Reporting & Analytics and Certified Salesforce Administrator

    Franklin Madison

    Jan 2015 — Present · Franklin, TN, US

    Reporting- I manage a high-performing team of reporting analysts dedicated to providing insightful reporting to internal stakeholders and external partners, leveraging the advanced capabilities of Power BI and Tableau to deliver data-driven narratives and actionable intelligence- Responsible for producing and delivering thousands of complex reports annually, ensuring the highest standards of quality assurance to provide accurate, reliable data for strategic decision-making to our internal and external partners- I established and currently co-chair the Data Governance Committee, a formal body vested with the necessary authority and accountability to define and enforce the management and utilization of information, data, and content across the organization, ensuring a strategic and unified approach to data governance.Salesforce- In addition to leading a team of reporting analysts, I oversee our entire Salesforce org, managing a Salesforce admin assistant to ensure smooth operation for 150 users- Since obtaining my certification in 2015, I have been responsible for the comprehensive management of the org, including backups, feature launches and retirements, as well as the customization of fields, objects, page layouts, process builders, profiles, reports, roles, sandboxes, third-party apps, users, validation rules, and workflows, ensuring system integrity and optimal functionality.Project Management- As the Product Owner, I spearheaded a multi-year project to construct an AWS data warehouse (utilizing S3 & Redshift) and implement a Microsoft Power BI reporting platform, ensuring a robust, scalable solution for our data management and analytics needs- I spearheaded the creation and launch of LUX 360°™, a now trademarked data analytics solution specifically tailored for financial institutions, revolutionizing their ability to comprehend and leverage complex customer data for enhanced decision-making and strategic advantage.

Education

  • Power BI Summit

    Microsoft Power BI

  • Keene High School

    Diploma, General Studies

    1997 — 2001

  • Edward Tufte's Presenting Data and Information Course

    1 Day Hands On Training Workshop, Analytics

    2015 — 2015

  • Franklin Pierce University

    Bachelor of Science (B.S.), Marketing

    2001 — 2006

  • Salesforce Administrator Training

    3 Day Hands On Training Workshop, Salesforce

    2015 — 2015

Skills

  • Six Sigma White Belt
  • Process Improvement
  • Made2manage
  • Tableau
  • Outlook
  • Data Conversion
  • Teamwork
  • As/400
  • Cognos
  • Salesforce.com System Administrator
  • Lead Generation
  • Detailed Organization
  • Windows
  • Computer Proficiency
  • Ibm Iseries
  • Marketing
  • Salesforce.com
  • Data Analysis
  • Six Sigma
  • Microsoft Visio
  • Budgets
  • Ad Hoc Reporting
  • Erp Software
  • Contract Negotiation
  • Microsoft Outlook
  • Salesforce Training
  • Leadership
  • Business Analysis
  • Communication
  • Account Management
  • Microsoft Publisher
  • Customer Service
  • Product Development
  • Analysis
  • Customer Satisfaction
  • Microsoft Word
  • Project Management
  • Microsoft Office
  • Sales
  • Process Flow Documentation

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Keith Richmond — Director of Reporting & Analytics and Certified Salesforce Administrator at Franklin Madison in Nashville, TN, US | Unifers