James Sheppard Email & Phone Number

Rochester, Mi, Us

Rochester, Mi, Us

Detroit, Michigan, United States

Strategy development and business analysis to drive critical strategic initiatives. By analyzing monthly operating results and monthly variances; identify problems and research potential recommendations for corrective actions. Perform portfolio analytics, special projects, drill down analysis and collaboratively work with partners to ensure alignment with strategic imperatives.

Greater Detroit Area

• Supports price strategy development and adjustments based on changes in business practices, industry environment competitors’ pricing strategies, technology advancements, regulatory and legal systems, and customer needs• Collaborates with cross-functional teams to identify key opportunities to optimize pricing and to influence pricing strategies based on market conditions• Develop and maintain operational and financial analytics and reporting• Construct effective presentations on analysis and frequently present to peers, team members, and business line leadership• Ability to organize and mine large data sets

Greater Detroit Area

• Analyze core retail granular pricing programs to ensure profitability objectives are met• Develop alert mechanisms to effectively monitor retail granular pricing cells• Leverage quantitative models for guidance in developing business pricing strategies to support revenue projections• Work with functional partners to find opportunities to grow business and maximize profitability• Understand competitive environment and other drivers of economics to optimize returns• Prepare and present pricing analysis and recommendations to senior leadership

Greater Detroit Area

• Remain current with financial & automotive trends & competitive developments Nationwide.• Assist the National Incentive Team in the development of programs by providing in-depth analytics.• Develop & perform research & analysis that enhances the retail competitiveness of the vehicle line-up including incentive programs, pricing trends, retail promotional activity, competitive indexing & competitive benchmarking.• Support Retail Planning and Incentives teams in developing incentive strategies through providing comprehensive data analysis and competitive benchmarking.• Develop and recommend incentive strategies designed to maximize sales while optimizing program spending and vehicle inventory levels.• Utilize advanced techniques in Microsoft Excel and Tableau to perform job functions, including analysis of large datasets, automated spreadsheet generation, and statistical analysis.

Southfield, Mi

Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Registered Representatives to complete and settle transactions/ businessEntering incoming trades, sent in to the trade desk, confirm with the Registered RepresentativeReview trade exceptions that are reported through the clearing firm and Product ProvidersAbility to manage a case load of communications including phone calls, and emails from Registered Representatives, and Product Providers to provide critical support in the funding process of customer accountsTracking and reporting on customer accounts, posting commissionsProvide assistance as the liaison to Registered Representatives and Product Providers through a proactive approachHandling service questions on clients’ accounts as well as assisting with administrative, procedural, operational and trade information

Bachelor Of Arts (B.A.), Economics, Cognate In Business

Activities and Societies: Michigan State University Economic Association, Intramural Sports (Football and Soccer)

High School Diploma

Activities and Societies: Varsity Soccer and Baseball