CSI is a diversified commercial finance company with a niche of lending to small-scale businesses. Commercial finance companies can offer a variety of customized products because they are non-regulated financial institutions that can be more entrepreneurial than typical banks.CSI is positioned to address the small business owners’ demand for loans with risk-adjusted products. CSI’s products enable fast-growing, transitional or restructuring businesses to obtain the working capital they… Show more CSI is a diversified commercial finance company with a niche of lending to small-scale businesses. Commercial finance companies can offer a variety of customized products because they are non-regulated financial institutions that can be more entrepreneurial than typical banks.CSI is positioned to address the small business owners’ demand for loans with risk-adjusted products. CSI’s products enable fast-growing, transitional or restructuring businesses to obtain the working capital they need to grow by borrowing against their receivables and other eligible collateral Show less

CSI is a diversified commercial finance company with a niche of lending to small-scale businesses. Commercial finance companies can offer a variety of customized products because they are non-regulated financial institutions that can be more entrepreneurial than typical banks.CSI is positioned to address the small business owners’ demand for loans with risk-adjusted products. CSI’s products enable fast-growing, transitional or restructuring businesses to obtain the working capital they… Show more CSI is a diversified commercial finance company with a niche of lending to small-scale businesses. Commercial finance companies can offer a variety of customized products because they are non-regulated financial institutions that can be more entrepreneurial than typical banks.CSI is positioned to address the small business owners’ demand for loans with risk-adjusted products. CSI’s products enable fast-growing, transitional or restructuring businesses to obtain the working capital they need to grow by borrowing against their receivables and other eligible collateral. Show less

• Maintained over $400M in revenue for West Central region. • Achieved financial targets by collaborating with company’s Controller and CFO.• Approved sales proposals of new business, retaining over 84% of client base.• Tracked, analyzed clients’ portfolios, performed budgeting and forecasting, controlled operating expenses, and created tax restart, summary of fees, concession tools, and built great relations with internal departments.• Provided monthly financial to… Show more • Maintained over $400M in revenue for West Central region. • Achieved financial targets by collaborating with company’s Controller and CFO.• Approved sales proposals of new business, retaining over 84% of client base.• Tracked, analyzed clients’ portfolios, performed budgeting and forecasting, controlled operating expenses, and created tax restart, summary of fees, concession tools, and built great relations with internal departments.• Provided monthly financial to Controller, GM, division, and corporate, reporting P&L statements, growth trends in sales and operations, and KPI data for incentive programs.• Collaborated with multiple departments, achieving YOY plan since 2011.• Supported sales, client relations, payroll / benefits, and legal departments, providing knowledgeable advice regarding competitor pricing, billing statements, and contract agreements.• Analyzed month-end and YTD productivity and financial results, risks and opportunities Show less

• Developed a new budgeting model to forecast all departments for 2011• Initiated a new market analysis to locate new sales territories across the US for the sales reps to enter• Performed monthly, quarterly, and yearly financial analysis of New Home & Resale Divisions• Created ad-hoc analysis to find solutions to problems that are not observed from the financial statements