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B ENJAMIN E.

F ALK
1512 North King Charles Rd. | Raleigh, NC | 27610 | (919) 414-4375 |benjamin.e.falk@gmail.com
www.linkedin.com/in/benfalk

CAREER PROFILE
Finance | Project Management | Team Leadership
Strategic, solutions-focused business professional with solid experience in customer-centric industries, including financial
services, pharmaceuticals, and retail. Applies strong problem-solving, team-leadership, and project-management skills to
produce process improvements that deliver cost savings by enhancing efficiency, boosting productivity, and maintaining
quality. Skilled in collaborating with staff at all levels of the organization. Enjoys finding solutions that increase
organizational efficiencies.

Financial Analysis
Strategic Pricing
Operations Management
Procurement

Product Development
Team Leadership
Strategic Innovation
Technology Implementations

Vendor Selection & Management


Asset Management
Facilities Planning
Process Improvement

EDUCATION
KENAN-FLAGLER BUSINESS SCHOOL | UNIVERSITY OF NORTH CAROLINA Chapel Hill, NC
MBA Strategy & Leadership | 2014
Elected by peers to serve as MBA Class Commencement Speaker.
Worked full-time while attending evening classes over two years.
EMORY UNIVERSITY, Atlanta, GA
BA French & Economics | 2007
UNIVERSITY OF PARIS, Paris, FR
Completed semester abroad studying French & Economics | 2005
Special Class Projects

Identified strategies to more effectively serve customers by conducting surveys to guide loan program restructuring.
Contributed to improvements in employee engagement and retention by collaborating with the director of
organizational development to develop evidence-based strategies that enhanced the compensation program.

PROFESSIONAL EXPERIENCE
QUINTILES, Durham, NC
2016
Quintiles, a Fortune 500 company, is the worlds largest contract research organization, conducting clinical trials for the
pharmaceutical industry.
Global Business Operations Proposal Developer (2016)
Developed comprehensive services budgets up to $50M for pharmaceutical corporate clients.
Successfully catered to clients needs by negotiating business unit costing to craft customized, cost-effective
proposals, including line-item budgets.
Contributed to corporate-wide revenue/earnings forecasting by continually maintaining Salesforce CRM databases
for executive review.
Quickly onboarded new staff by training/mentoring/coaching new staff on budgeting tools and proposal writing.
Maximized efficiencies across Global Business Operations by contributing to weekly discussions on improving the
proposal production process.
Increased customer satisfaction by developing and implementing processes that created efficiencies while
maintaining consistency across all teams.

BENJAMIN E. FALK

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STATE EMPLOYEES CREDIT UNION, Raleigh, NC


2007 2016
SECU is the 2nd largest credit union in the world with over $29.5 billion in assets and 242 branches across North Carolina.
ATM Operations Supervisor (2015 2016)
Promoted to this role to provide leadership to ATM Operations team: efficiently managed group of 10 technical staff
overseeing the 24/7/365 functioning of all 1,200+ SECU ATM locations to ensure 99% availability statewide.
Promoted seamless operations by exercising responsibility for process-flows and ensuring continuity between shifts.
Enhanced efficiency by monitoring standard processes throughout ATM Services and seeking opportunities to
streamline daily operations.
Proactively enforced vendor contracts by identifying performance trends and providing management with welldocumented reports, making recommendations as appropriate.
Actively contributed to the integration of new ATM technology into existing system: performed constant monitoring
of performance, delivered monthly statistics to management, and assisted with manual updates as needed.
Developed employees through one-on-one coaching and group sessions on new technology implementation as well
as general work skills.
Loan Portfolio & Systems Specialist (2013 2015)
Efficiently managed loan balancing process for $30 billion real estate loan portfolio covering 5 separate credit unions
that included extensive document reviews and auditing of loan totals.
Employed data analytics skills to identify and resolve discrepancies that may occur at any stage of the process to
ensure quality control; oversaw the work of 40 50 team members.
Improved system efficiencies and enhanced productivity by over 40% by implementing a new loan-reporting process.
Contributed to new product development strategy by participating in testing and documenting system changes and
promotions such as new loans solicitations.
Enhanced team effectiveness by conducting one-on-one training for new hires on the loan balancing process.
Senior Financial Services Representative (2011 2013)
Gained experience in client service and sales by cross selling a full range of offerings to address diverse financial
needs including loans, insurance, tax services, trust services, etc.
Proactively engaged in credit counseling to help customers better manage their finances by conducting analyses of
customers financial profiles.
Facilities Services Specialist (2007 2011)
Expanded ATM network 33% from over 900 units to well over 1200: directed all aspects of ATM initiatives from site
concept to the installation process, including the activities of staff members and contractors.
Streamlined installation process from four months to three weeks.
Managed and analyzed the ATM site concept to installation process to ensure optimal location, ergonomics, and
function for customer use and ease of installation.
Planned and managed security upgrades for branches and ATMs that improved connection speed and security.
BROOKSTONE, Raleigh, NC
2007 2012
Brookstone is a retailer offering unique lifestyle products with approximately 290 branded stores nationwide.
Assistant Manager Part Time (2010 - 2012)
Managed new business development, sales, and backroom staff training and development.
Reviewed daily sales figures against goals and reported totals to headquarters to assess projected growth and
measure performance.
Directed a staff of 18 employees to optimize team work efficiencies and collaborated with upper management to set
sales targets.
Sales Associate (2007 - 2010)
Enhanced individual and store sales by applying effective team-oriented sales approaches to fully engage customers
in the product experience.
Consistently met sales goals.
TECHNOLOGY
Technical proficiency in Adobe, Sales Force, Dropbox, Oracle-Crystal Ball, Crystal Reports, SAP, Box, and QuickBooks.