Declined company’s offer to relocate family from Denver, CO to Nashville, TN. Jackson continues to engage my services as I bring significant value to the organization.- Created new segmentation to allow targeting of top opportunities by sales teams.- Restructured activity responsibilities based on data-driven analysis. - Summarized the landscape, opportunity and competitors within new distribution channel.- Developed analysis that estimated total market opportunity.

Managed team that promoted organizational growth and supported business decisions through: business intelligence, strategic research, competitive analysis, business case development, industry trends, reporting and analytics, forecasting, and ad hoc requests. - Created analysis that helped grow company’s market share by 9 percentage points over three-year period by identifying opportunities and sharing best practices.- Created customer segmentations that promoted sales and marketing effectiveness. - Reassigned internal sales desk activity goals to better align with territory opportunity. - Analyzed and identified the optimal number of customer interactions by the external reps.- Led cross-functional project that enhanced sales technology while saving over $300,000.- Identified best practice strategies to promote sales with various customer types (e.g. retain, new).- Created revenue forecast that was utilized by executive management to determine product lineup throughout the year to achieve annual targets. - Actively partnered in researching, creating and launching two industry leading products.- Led cross-functional project that identified organization’s product launch best practices. - Developed process to clean CRM and other corporate systems of duplicate and dormant customer records to promote efficient and effective sales targeting and service processing. - Identified and communicated territory management best practices to promote efficiency and effectiveness through appropriate rotations, zoning, activity, and customer segmentation. - Worked with executive management to create board, regulator, and other communications. - Developed industry opportunity analysis based on several third-party and internal resources. Analysis was published in parent company’s annual report.- Researched various opportunities and related costs for new distribution channels, products, technologies and processes.

Created and maintained reporting, analysis and financial models that promoted organizational success by identifying trends, explaining goal variances, ranking sales teams, etc. Investigated new strategic initiatives and created financial forecasts to evaluate opportunity. - Developed month-end reporting and KPI package for senior management.- Created financial analysis to assign quotas and track sales compensation payouts.- Created headcount and revenue forecast models.- Helped develop and implement new mutual fund distribution strategy.- Helped develop compensation incentives to ensure sales team productivity throughout the year.

Created, maintained and analyzed reporting, budgets and forecasts. Analysis included KPIs, goal variances, and trends. - Timely and accurately performed monthly close process for over 20 HMO subsidiaries.- Developed procedures for revenue processing and recognition.