Managed a team of two analysts which operated as a business unit tasked with finding and adding value to the top line. This team substantially increased revenue while also supporting the core business model through market research and ongoing performance evaluations.• Prepared financial reporting and presentations to be shared with senior leadership.• Developed forecasts and applied them to company budgets and goals.• Researched market trends and assessed the company’s performance to various benchmarks. • Project lead in multimillion-dollar contract negotiations, resulting in deals that often surpassed our competition.• Monitored and evaluated the company’s performance against contractual obligations to limit exposure to financial risk and to ensure commitments were delivered.• Constructed financial models and ‘what-if’ scenarios for proposed partnerships, incorporating numerous inputs and assumptions.• Personal oversight of a client program valued at over $160M and growing.• Initiated a reorganization of the company’s sales records to add layers of depth and clarity to the data, allowing our analytics to see the big picture and identify actionable insights.• Appointed as a member of the key integration team following the company’s corporate acquisition to ensure a smooth transition.• Integral part in the sale of the franchise business through the compilation and presentation of data that aided in valuing the segment.• Worked as liaison between IT and Finance to implement out and test new Amazon Web Services data warehouse.

• Drove profitability analysis and margin improvement in key categories.• Reported and analyzed customer trends, sought corrective action based on the findings.• Designed and executed a process that identified costly errors in pricing, immediately capturing $525k in revenue when implemented and will prevent similar occurrences going forward.• Played lead role in developing national pricing strategy through methodical use of applicable metrics and tailored presentations to clients.• Engineered a tool that identified and prioritized markets that had fallen behind the competition and emphasized driving factors, resulting in innovative guidance that steered us into areas that needed our attention the most.• Streamlined recurring tasks to free up the team to take on more, all the while encouraging analysis of our results not just reporting.

• Responsible for continual forecasting of customer counts and expected revenue.• Optimized labor hours to best complement sales projections and budget goals.• Developed an upload process to feed crucial payroll information into store systems and dashboards.• Processed variance analysis to highlight stores out of compliance and address underlying concerns. • Implemented and evaluated the effectiveness of various company initiatives and tests.• Partnered with cross-functional teams on cost-reduction projects.• Key member in the design and building of the company’s new business intelligence platform. Worked heavily with our IT department, consultants, and store finance team to ensure we produced the necessary KPI’s in an intuitive way.• Reported and evaluated store performance at all levels of the company, undertaking root cause analysis to identify issues and derive solutions.

• Demonstrated leadership in the supervision of a team of two analysts.• Managed financial analysis and coordinated monthly reporting.• Optimized capital expenditure process in all areas (policy, approval process, budgeting/forecasting, reporting). Absorbed what was a full-time position’s daily duties generating payroll savings.• Actively partnered with business stakeholders in the construction of complex financial models to support key business initiatives.• Assisted all departments of the company in the development of capital projects and modeling.• Completed the analysis of costs, expense, and expected benefit to establish an ROI for each project.• Spearheaded a new ‘Gross Margin Leak’ team created to seek out and resolve areas of lost profitability. This multi-functional team was responsible for saving $10M for the company.• Harnessing the power of our historic loyalty data, engineered a process to determine long-term value of our different customer types, allowing us to prioritize what we do today based not only on current benefit but future as well.

• Constructed annual fiscal budgets, incorporating a variety of focuses including company goals, trends, and category managers’ expectations.• Conducted ongoing research and analysis leading to an enhanced marketing budget and stronger return on investment.• Designed and implemented numerous tools used to aid in driving our business.• Performed various ad-hoc requests and analysis on company initiatives.• Integral part in calculating and securing the funds owed to the company through vendor support.• Key involvement in the hiring and training of new analysts in our department.

• Provided ongoing KPI reporting for our various lines of business and core product categories.• Pioneered the reporting on our new loyalty program focusing on segmentation, retention, and customer acquisition.• Forecasted the impact to sales and margin given changes to both our price and cost.

•Managed both the credit union’s ALM Decision Model and ALM Budget Model.•Facilitated in the automation of many credit union tasks optimizing time efficiency and error prevention. •Designed a system to both simplify and accelerate the budgeting process. In addition, took hands-on approach in scheduling meetings with department leaders to prepare and review their budgets.•Created a prototype of an account cross sell system, a reward based system for tellers developed to create incentive for product promotion.

•Handled the administrative services of Goldman Sachs hedge funds.•Responsible for the daily reconcilement of various funds. •Oversaw fund activity and identified and resolved discrepancies between fund management and broker. •Assisted on the preparation of various fund financials for month-end reporting.