Peloton Consulting Group has the vision and connected capabilities to help business leaders envision, implement and realize the benefits of digital transformation. Our team has the best practices, knowledge, industry expertise, and know-how to work in partnership with your organization to drive change and make digital transformation a reality for our clients through leveraging Enterprise Performance Management (EPM), Enterprise Resource Planning (ERP), Human Capital Management (HCM), Supply Chain Management (SCM), Big Data & Analytics, and Data applications for the cloud.

 Supported finance transformation projects for Federal Health Agency clients, enhancing budget management practices and fiscal stewardship. Led team of consultants and analysts with development, maintenance, technical support, and stakeholder training for 20 different budget templates used by client to manage the $6bn in Center financials across 5 Divisions and 29 Branches.  Managed feedback channels and implemented tools leveraging Microsoft 365 Suite to streamline communication and support for financial and budgetary processes. Developed Microsoft Power BI-based financial reporting tools and facilitated current state assessments of client’s budget execution processes.

 Led Financial Management process improvement initiatives for Federal Health Agency clients and developed SOPs to enhance client’s financial management and fiscal stewardship.  Implemented cloud-based tools and automated processes to enhanced procurement and budget planning. Collaborated with Procurement, IT, and Information Systems leaders for seamless implementation. Developed Excel-based reporting template and Power BI-based dashboards to enhance year-end financial overview process and streamline decision-making.

• Was responsible for primary credit buying relationship of 13 GM Financial auto dealership accounts. Worked with Dealer Account Representative to manage account relationships. Consistently met or exceeded target objectives due to our efforts. • Analyzed financial data such as retail app engagement, loan performance, territory credit performance, and market share to determine expected profitability of loans. Tracked and managed data using Salesforce, Cognos spreadsheets, various charts, and pivot tables created in Excel. • Worked with Funding and Compliance department to ensure funding of loans. Successfully funded loan volume ranged from $1M - $8M per month. • Analyzed credit data and financial statements to determine the degree of risk involved in extending credit on auto loans. Percentage of my loans that did not perform was consistently <1%. • Generated financial ratios to evaluate customers' financial status. These included debt-to-income ratios, and payment-to-income ratios.• Collaborated with Sales, Funding, and Operations department to maximize efficiency and productivity of credit buying process.

• Provided sales and client support to Financial Advisor from the Consumer Banking platform. Was responsible for finding clients with >$50K in liquid assets and investment needs.• Interviewed clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

• Accepted into Wells Fargo Licensed Banker Program. Successfully passed exams for Series 6, Series 63, and Series 65 in three month period.• Simultaneously and successfully performed as small business banking representative, high value client representative, and Registered Representative for Wells Fargo Advisors. • Worked in conjunction with Wells Fargo Private Bank to assess client needs of clients with >$250K in assets and small businesses with $250K – $2M in revenue. Consistently met quarterly referral objectives, which entailed uncovering and identifying potential private banking clientele and transferring client to Private Banker.• Successfully collaborated with multiple departments, including home mortgage, insurance, merchant services, small business lending, private bank, and Wells Fargo advisors, to assess and service various consumer, small business, private wealth, and investment clients. • Consistently met and exceeded quarterly sales, loan volume, and deposit metrics for consumer banking.• Developed strong knowledge of all consumer and small business products and services, as well as private banking, home mortgage, and investment products and services.• Acted as Head Banker/Assistant Branch Manager when Branch Manager was unavailable. Lead and consulted team of 3-4 bankers and worked with Service Manager to manage 8-10 tellers. Conducted branch meetings to inform staff of daily goals, strategy implementation, and target objectives. Also conducted sales meetings with bankers, and conference calls that included reviewing sales metrics, branch strategies, and specific branch objectives with other branch managers and the District Manager.

• Used profiling analysts tools to identify cross sell opportunities. Met quarterly sales objectives every quarter as CSSR.• Introduced customers to new products and services while generating other leads for senior members of sales team.• Managed a wide set of customer portfolios while maintaining high customer retention.

• Cashed checks and paid out money after verifying that signatures were correct, that written and numerical amounts agreed, and that accounts had sufficient funds.• Received and counted daily inventories of cash, drafts, and travelers' checks.• Processed transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.• Resolved problems or discrepancies concerning customer accounts.• Quickly identified and performed customer need assessments and referred to appropriate department. Surpassed highest metric possible for teller referrals in final quarter. Finished 11th in the southeast out of 300+ tellers.