Jonathan Lin Email & Phone Number

Mahwah, New Jersey, United States

Oversee network performance and guide retailer behavior by designing incentive programs aligned with company goals. Partner with executive management to foster positive relationships with Volvo dealers, facilitating effective communication, and promoting collaboration between departments and the dealer network.- Governance of the Retailer Bonus and Margin Program- Development of digital tools for the retailer to analyse KPIs for decision making- Direct the relationship between Volvo and the Retailer Advisory Board- Foster the continued development of the Retailer Portal for ease of use and improved content

Communications:Responsible for communications to the retail network originating from the executive office. Collaborating with our Retail Advisory Board to determine and prioritize the concerns of the network with Volvo's executive team. Performance:Management of the retail margin and bonus program and approval of the allocation of funds on a monthly basis. Implementation of various incentive and Volvo Excellence award programs. Development of retailer facing dashboards.

Rockeligh, Nj

Responsible for the management of budgets & forecasts. Identifying areas ofopportunities for revenue growth or expense reduction in order to fulfill our full year plan. Keybusiness partners include:New Car Pricing & Incentives, Customer Service / Aftersales, Retail Network Development

Sales Analytics Focusing on New York Life Mutual Fund and ETF products sold through wholesalers.Tracking of sales and assets through various channels and aligning them to our sales territory structure.Developing performance trends vs. goal as well as market share insight.Determining strategic areas of opportunity to cross sell by leveraging historical trends in asset flows.

Greater New York City Area

Analyzing insurance policies placed through Willis for trends in aggregate data.Provide consultancy services to specific insurance carriers on deficiencies during the insurance placement process with respect to new and renewal business.Track and calculate commission uplift amounts on insurance business placed through specific insurance programs. Compare and forecast revenue against their targets by region and line of business.

Greater New York City Area

Financial Analyst for the NY Metro retail business with a focus on Sales Forecasting.Adjusting monthly sales forecasts based on in depth discussion on the month's new business prospects & renewal business on an account level.Monthly revenue analysis comparing revenue versus prior year sales.Calculate year over year growth in revenue for specific teams and industry groups to determine eligibility for annual bonus compensation.Establish budget targets for specific teams and industry groups on an account level.Sales Prospect Pipeline Reporting:Forecast pitting an office's prospect pipeline against their annual sales goal to predict if they are on target to meet their plan on a weekly basisSalary Forecast for North American Business Unit:Weekly calculation of fluctuating salary & benefits expenses measured against our S&B forecast and outlook for the year

Greater New York City Area

Working with Finance Analysts to track new business growth and development in North AmericaTracking and analysis of sales revenueIdentification of new business prospects in specific industries and marketsMarket Share Analysis