•Demonstrated initiative and ability to be a self-starter while working as a collaborative team member on an incentive plan for salespeople and business support team members.•Collected data from multiple individuals and complied in order to evaluate ROI for sales trips including both qualitative relationship improvements and bottom-line profitability.•Developed financing tools in excel for customers to automatically calculate payment and funding requirements under certain conditions.•Created forecasting tool in excel and tableau based on company run rate pulled from data warehouse to anticipate month and sales awards allowing company leaders to predict upcoming awards and bonuses.

• Analyzed and rebalanced portfolio allocations for accounts over $5 Million to maintain customer objectives and market position• Examined and drafted leases to ensure continuity and liability protection• Evaluated and adjusted account fee structures to increase revenue by roughly $10,000 and prepare for audit

• Analyzed over $20 Million municipal budget to allow for allocation of funds• Processed financial payments to allow for use of city structures• Examined 10+ year tax incentives to promote economic development and maintain business relationships