Marketing Consultant
Current• Responsible for reporting on $6B+ portfolio for Cat Financial and delivering results on pricing, new business volume, and spread.• Manage the $6B+ rolling monthly volume forecast, report results to the Corporate Marketing team, and collect commentary for 30 day forecast variance.• Report monthly and quarterly incentive results for 100+ salespeople within the region.• Plan and lead monthly pricing meeting for Cat Financial executive leadership, region managers, and others where rate adjustment decisions are made based on the monthly results.• Developed weekly report to show how rates were affected by current cost of funds to drive better decision making week-over-week when it comes to rate changes.• Automated most of a previously developed leads report to save time reporting results at the beginning of the month.• Deliver a weekly report that gave sales persons details on how their deals were doing each week when it came to spread.• Calculate YoY results for use for yearly awards.• Collaborate with other departments to correct booking mistakes and assure accuracy of reporting.