Manage, develop, maintain, and communicate various financial analysis and performance metrics across all companies. Provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, gross margin analysis and other projects requested by senior management. Act as the analytical engine of the company to provide insights and support for… Show more Manage, develop, maintain, and communicate various financial analysis and performance metrics across all companies. Provide financial consulting and strategic support to senior management including preparing board presentations, financial presentations, capital expenditure analysis, industry/peer group comparisons, new business opportunities, gross margin analysis and other projects requested by senior management. Act as the analytical engine of the company to provide insights and support for ‘optimal’ business decision making. • Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures • Monitor KPIs, highlighting trends and analyzing causes of unexpected variance • Manage and oversee the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools • Ad-Hoc Reporting and Analysis • Prepare Quarterly and Monthly Financial reports • Implement and work with a Business Intelligence Tool and Dashboard reports • Improve financial performance by evaluating processes to drive efficiencies and understand ROI implications for process improvement/cost reduction opportunities • Develop financial models and analyses to support strategic initiatives • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes • Support Management Team and Departments heads with in-depth analysis • Prepare and present information to Management Team Show less

D1 Training is a fast-growing, nationwide fitness franchise backed by pro athletes that helps children and adults of all ages and abilities meet their fitness goals through group workouts, personal, small group, team, off-site, and virtual training options.Opened and operated the franchise’s first location in Minnesota in downtown Saint Paul.Strategic planning, market & financial analysis, budgeting, management, HR, accounting, financial reporting, sales, marketing, customer… Show more D1 Training is a fast-growing, nationwide fitness franchise backed by pro athletes that helps children and adults of all ages and abilities meet their fitness goals through group workouts, personal, small group, team, off-site, and virtual training options.Opened and operated the franchise’s first location in Minnesota in downtown Saint Paul.Strategic planning, market & financial analysis, budgeting, management, HR, accounting, financial reporting, sales, marketing, customer support/retention, partnerships, social media, communications, special events, training, coaching, information technology, facility operations, and development & analysis of KPIs. Show less

Conventions, Sports & Leisure International (CSL) is a leading advisory and planning firm specializing in providing consulting services to the convention, sports, entertainment and visitor industries. CSL provides focused research and expertise for new/expanded event facility feasibility studies, organizational reviews/performance enhancement studies, destination master planning, industry benchmarking, negotiation assistance and related services.Conducted more than 300 event facility… Show more Conventions, Sports & Leisure International (CSL) is a leading advisory and planning firm specializing in providing consulting services to the convention, sports, entertainment and visitor industries. CSL provides focused research and expertise for new/expanded event facility feasibility studies, organizational reviews/performance enhancement studies, destination master planning, industry benchmarking, negotiation assistance and related services.Conducted more than 300 event facility and visitor industry feasibility, strategic planning, and operational studies throughout the world, assisting a variety of both public and private entities with their strategic investment in major capital expenditures. Developed strong communication and presentation skills, both written and verbal.Projects included arenas, stadiums, ballparks, recreational sports facilities and complexes, convention centers, performing arts centers, theaters, fairgrounds, hotels, arts and cultural centers, museums, shopping malls other aspects of the entertainment, tourism, hospitality, and retail industries. Analysis of financial operations, return on investment, market demand, comparable/competitive markets and facilities, historical facility performance, industry characteristics and trends, local market conditions, sales and marketing practices, operational policies and procedures, demographic and socioeconomic characteristics, economic and fiscal (tax) impacts, pricing, building program, site/location, sustainability, and funding options. Show less

Purchase and redeem mutual funds, bonds, annuities, insurance products, certificates, etc.Process transactions for advisors & clients online, via phone, and in writing, ensuring both compliance & accuracyTrack and report progress against KPIs, Research and resolve issues related to investment portfolios, products, accounts, laws, and tax implications

Strategic analysis of client portfolios using research software and industry techniquesEvaluation of account performance and presentation of investment recommendations based on client goalsExtensive outreach to current and prospective clients highlighting advantages of effective money management

Assist account holders with servicing needs and transactions, troubleshooting problems and driving resolutionsCredit analysis and risk management assessmentsOffer product or service recommendations to customers based on their needs and preferences