Execute detailed financial analysis for regional client base including budget/forecast variance analysis, end to end client savings projections, and overall profit/loss statements to support business development activities. Prepare report packages of key performance indicators and trends to support weekly finance and sales meetings. Conduct research on prospective clients and existing customers using public and private data sources. Evaluate the client industry, assess the management team, and determine the financial condition and key performance metrics to assist the business development teams with their targeting activities. Conduct regional business forecasts, model key metrics, and provide budget variance analysis, including revenue and cost projections for the Eastern region, comprised of the Southeastern, Mid-Atlantic, and Northeastern United States. Recommend new products to existing clients and assist with PowerPoint and Excel presentation materials for prospective new clients. In a client-focused capacity, assisted with producing client approach strategies. Interviewed prospective clients to learn about their financial needs and to discuss existing coverages. Participated in prospective client meetings and assisted the business development team in their efforts.