Jeffrey Farrick
Springfield,ME
Summary
Results-driven Business Intelligence and Operations Systems Analyst with over 8 years of experience in developing ERP-like ecosystems across CRM, finance, and project management platforms. Expertise in data analysis, automation, and operational coordination facilitates the transformation of fragmented systems into unified, scalable processes. Proven track record in enhancing cross-department workflows, providing procurement support, and deploying complex technical solutions for enterprise clients. Recognized for adaptability, ownership, and a strong execution focus in both technical and operational environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Property & Facilities Operations
Independent Contractor (1099)
10.2025 - Current
- Support a small portfolio of residential properties through hands-on repairs, installations, and preventive maintenance (HVAC, electrical fixtures, drywall, flooring, cabinetry, plumbing repairs).
- Diagnose issues, source materials, and execute repairs with minimal oversight — reinforcing technical troubleshooting and project ownership skills.
- Demonstrated reliability and adaptability during a transitional period while maintaining income stability.
Front-of-House Manager (Seasonal Contract)
Camp Ramah New England
05.2025 - 09.2025
- Managed 43 staff (32 Mexican visa workers + 11 vocational education workers) in high-volume food service operations, delivering 3,000+ meals/day to 1,000+ campers and staff.
- Coordinated logistics for daily meal service, special diets, inventory levels, vendor deliveries, and pack-out events.
- Built scheduling systems, clarified workflows, and stabilized operations during peak season.
- Fostered a cohesive team culture across a multilingual workforce while ensuring safety, compliance, and efficiency.
Financial Representative (Short-Term Role)
Northwestern Mutual
08.2024 - 01.2025
- Provided insurance and financial guidance to small business owners using a consultative, needs-based approach.
- Managed a CRM-driven sales pipeline, developing client rapport, prospecting strategies, and follow-up discipline.
- Gained additional client-facing and communication experience before returning to technical/ops career track.
Business Intelligence & Systems Analyst
ThinkLite LLC
03.2016 - 10.2023
- Architected an ERP-like operational framework integrating Salesforce, Pipedrive, QuickBooks, and Monday.com via Zapier/API workflows — reducing manual data entry by 70% and enabling real-time visibility across sales, operations, and finance.
- Built dashboards and data models unifying sales forecasts, revenue probability, inventory movement, and project delivery timelines.
- Designed multi-source, no-code ETL pipelines using conditional logic, JSON parsing, and automated transformation rules.
- Supported procurement by validating technical specifications, pricing structures, and bid documentation accuracy.
- Managed 30–40 concurrent deployment projects involving engineering, finance, and operations teams.
- Contributed to securing multi-million-dollar LED/IoT contracts (Morgan Stanley, Siemens) via ROI modeling and consultative sales analysis.
- Obtained $3M+ in rebates/incentives for clients by incorporating utility programs into proposals.
Education
Bachelor of Arts - Music Business
University of Massachusetts Lowell
Lowell, MA01.2015
Skills
Data Modeling, Analysis & Forecasting
- Advanced Excel, financial modeling (ROI/IRR), variance analysis, revenue forecasting, KPI tracking, pipeline probability, margin modeling
Business Intelligence & Reporting Systems
- Dashboard design, cross-functional reporting, KPI development, executive visibility tools, data visualization workflows
Systems Integration & Workflow Automation
- Zapier, API-driven logic, low-code ETL, JSON parsing, conditional workflows, cross-platform integration (CRM ⇄ Ops ⇄ Finance)
CRM & ERP Platform Management
- Salesforce, Pipedrive, QuickBooks Online, data hygiene, pipeline architecture, purchase/work order flows, billing alignment
Operations & Project Coordination
- Multi-team communication, vendor/procurement support, scheduling, workforce logistics, timeline control, deliverable tracking
Accomplishments
- ERP / Systems Integration
Built an integrated CRM–Ops–Finance workflow connecting Pipedrive, Monday.com, and QuickBooks, replacing scattered spreadsheets and ad-hoc processes with a live, automated operational ecosystem.
CSR Workflow & Ticketing SystemDesigned a full customer service workflow from scratch, including a ticketing system, automated escalation rules, time-to-resolution tracking, and an integrated internal knowledge base.
IAQ Data Analysis & ReportingCreated custom IAQ analytics reports that normalized client air-quality data against EPA datasets using multi-variable regression — offering an engineering-grade analysis layer for off-the-shelf B2B IAQ sensors.
Energy Program PartnershipsServed as an accredited partner for dozens of utility energy-efficiency programs nationwide, securing rebates and incentives that reduced project costs for clients.
Certification
- Massachusetts Life & Health License
- Certified Apprentice Lighting Technician (CALT-NALMCO) *Expired
- Certified Lighting Controls Professional (CLCP-NALMCO) *Expired
Gap Note
Took time for childcare and family-related transitions following the birth of second daughter; returned to full-time work through flexible roles during this period.
Timeline
Property & Facilities Operations
Independent Contractor (1099)
10.2025 - Current
Front-of-House Manager (Seasonal Contract)
Camp Ramah New England
05.2025 - 09.2025
Financial Representative (Short-Term Role)
Northwestern Mutual
08.2024 - 01.2025
Business Intelligence & Systems Analyst
ThinkLite LLC
03.2016 - 10.2023
Bachelor of Arts - Music Business
University of Massachusetts Lowell