- Assesses renewal health of internal revenue lines with pending opt out risk, adjusts values in Salesforce to account for conversions of contingent revenue and documents changes in monthly risk report. - Creates and/or adjusts internal contracts and revenue lines in Salesforce and Excel on a daily basis to ensure revenue reporting is timely and accurate.- Escalates errors or discrepancies to the appropriate parties, uploads calculations and other required documentation, and maintains up-to-date commentary in company related queue.- Facilitates communication between members of the finance team, commercial team, and member institutions in a clear, professional, and concise manner.

- Compiled year over year analysis for comparisons against New / Renew trending analysis to determine customer spending activities.- Assisted with month-end financial reports and posted journal entries.- Worked with the finance and sales department on yearly forecasting efforts and supported the sales andcommissioning processing team.- Validated Excel formulas to make sure reports were accurately stated.- Proofed Sales Reports and Budget Submissions.- Processed T&Es, Invoices, and Overheads- Data entry

- Reviewed and modified raw company data into presentable summary reports using Microsoft Excel and PowerPoint.- Analyzed reports to predict company trends in order to improve customer satisfaction and increase sales activity.

- Conducted qualitative and quantitative research projects by designing and implementing marketing questionnaire surveys.- Analyzed and recorded research in order to improve marketing strategies, understand customer needs and improve client satisfaction

- Conducted qualitative and quantitative data by compiling a database of over 1,000 potential clients via email and phone to help implement Project Mosaic's mission. - Coordinated and managed personal time schedule to work across national boundaries and time zones.