Supporting the Commercial Banking divisions strategy by influencing change in our sales processes through technology solutions and effective reporting. -Bank’s product owner of Salesforce.com, I am responsible for improving and implementing processes as it relates to sales use of technology, forecasting, sales productivity, deal process, effective prospecting, and sales call management.- Manage the delivery of metrics and related insights to senior leadership, relationship manager, and sales management. Develop effective reporting through utilization of both current financial packages as well as pipeline that provide predictive, forward looking views that are actionable.- Contributor to the development of commercial staff through training of our sales process, developing Salesforce to support the sales process, and promoting the culture of collaboration around the client-Certified Salesforce.com Power UserSalesforce, PrecisionLender, Hoovers, Essbase-Hyperion, Oracle Planning.

Finance Manager for the Commercial Bank & Treasury Management divisions at Mutual of Omaha Bank. -Developed monthly financial reporting packages and identify trends that would impact future profitability, forecasting & budgeting, and board presentations.-Contributed to the development of the banks’ sales process and designing processes and metrics to deliver results.

Technology Finance. Supporting the CTO & COO in managing technology fixed assets, depreciation, amortization, and capital planning & forecasting. Prepare monthly financial reviews reports for management, create business cases for technology investments, and work with Strategic sourcing to procure the assets. Administer fixed assets and depreciation according to GAAP. President of the Finance Enrichment Team administering the annual engagement surveys for management review and promote events for the department to socialize and get involved in the community

Budgeting, forecasting, & financial modeling. Worked with the Controller to reconcile balance sheet accounts and prepare trial balance reports for accurate processing of quote and sales orders. Worked with the CFO and VP of Finance on the annual budget creating integrated reports modeling revenue, COGS, and overhead expenses to project balance sheet, income statement, and statement of cash flows. Managed and maintained the ERP system to accommodate for business changes. VBS Financials, FRx reporting experience