Lead client engagements to understand needs, convey advisory capabilities, configure solutions to meet needs and constraints, design and deliver ongoing communications.Evaluate client portfolios to uncover areas of opportunity using data mining techniques and analytics.Develop and maintain quantitative models, including economic benefit estimation for corporate end-users and banks, predictive models to identify and prioritize prospects for banks to sell Deluxe solutions and market assessment models to define industry revenue and profit pools.Driving initiative to expand current advisory capabilities to target growth areas in the organization. Developed and led methodologies and supporting infrastructure for these areas including sales enablement tools, pitch content, training documents and data mining methodologies.Assist Account Executives in closing new logos / competitive replacement deals by marketing advisory services as a differentiator and creating a compelling business case to quantify the potential savings/ incremental fee gain.Conduct training for bank’s sales staff to help them convey the value of the solution and capabilities, deal with customer objections and uncover potential pain points for prospects.

Collaborated with project leads and consulting partners to size benefits tied to various accounts payable and inventory opportunities.Completed insightful, actionable analysis of accounts payable and cash flow performance.Prepared summary materials and commentary for senior leadership and business partners.Performed data analysis to define a baseline against which value unlock of various working capital initiatives will be measured against.  Developed and maintained a data-driven model to ideate, design, and implement a robust forecast process improving cash flow forecast accuracy, maximizing excess cash available for Global Treasury to re-deploy into liquid investment vehicles, and/or strategic company investments.Created and maintained an import tariff model to understand the magnitude of risk associated with increased duty rate announcements and develop mitigation strategies to reduce P&L impact.

Developed complex financial models to support management decision-making for new product development, product portfolio analysis, capital investments, revenue models and impact of regulatory changes. Responsible for reporting and reconciling monthly operating results on the Retail Divisions’ financial statements/expenditures including measuring actuals against budgets and root cause diagnosis. Maintained detailed budgeting templates for tracking days of supply inventory and COGS productivity against budgets.Created a detailed business case model to size various initiatives across supply chain, calculating additional savings/expenses across various Supply Chain divisions (e.g., Transportation Cost, Store Labor).Performed ad-hoc analysis and forecasts for internal management teams and external customers.

Assigned and adjusted client credit limits based on external credit report ratings and observed historical performance.Communicated with active and prospective clients to assess credit worthiness, understand business model and assign an appropriate credit limit to satisfy client’s needs, while minimizing risk.Worked closely with multiple departments to locate client payments, address purchase documentation issues and resolve disputes to release orders on credit hold.Mentored and trained new analyst in Financial Statement Analysis, Microsoft Excel and SQL.Analyzed high exposure client financial statements to understand current financial health, areas of risk/opportunity and build robust business cases to inform management and leadership decision-making.Completed monthly risk analysis report for Executive Leadership on highly active retail classified clients highlighting current exposure, account aging report, financial performance and credit recommendation.

Made a minimum of 150 collection calls to individuals and business accounts to reduce account aging and minimize bad debt.Responded to client emails pertaining to payment processing and invoicing questions. Received incoming calls while logged into the collection queue to assist with client questions.Managed an assigned $11M portfolio by calling on past due accounts listed by priority and risk.Researched accounts without valid contact information to avoid writing off past due balances to fraud or a third party agency.Partnered with Cash Applications, Credit, and Unclaimed Property to resolve past due invoices.