Marisa Larson Email & Phone Number

Eden Prairie, Minnesota, US

Eden Prairie, Minnesota, US

• Worked alongside Sales Leaders to set budgets aligned to overall financial objectives and educate on definitions of success from a financial perspective
• Automated reporting of Net Retention metrics in conjunction with Business Applications teams to provide accurate, timely, and insightful analyses to top leadership
• Conducted competitor analyses to set benchmarks for financial success across a long-term view

Eden Prairie, Minnesota, US

• Reconfigured reporting for Board and Investor deliverables to highlight key financials, including SaaS metrics analysis, and home in on a cohesive story
• Led forecasting methodology revisions across the company focused on benefits and tax expenses to simplify close analyses and communication to business partners
• Operated as the administrator of Adaptive Insights for the entire FP&A organization

Toronto, ON, CA

• Streamlined month end reporting to increase efficiency and provide more analytical insight on priority areas
• Managed the creation of full year opportunity lists and quota setting to be distributed at the earliest point in the Segment history
• Reconfigured and automated tools in Tableau to help the business push towards a multi-million-dollar price capture goal
• Identified and simplified an inefficient pricing process to reduce customer frictions and capture more revenue while also easing system requirements
• Contributed to analyses and support that have led to year-to-date Segment performance significantly ahead of plan across all major targets
• Actively met with internal stakeholders on a weekly basis to identify necessary support areas and prioritize Segment objectives

Minneapolis, MN, US

• Assisted in weekly performance reporting to drive growth across Ameriprise advisor businesses
• Utilized Alteryx to automate portions of weekly reporting
• Provided financial advisors with data driven insights on how to improve their book of business

Toronto, ON, CA

• Improved efficiency of subscription allocation process to save 8 hours monthly utilizing Alteryx
• Automated royalty payment consolidation process to reduce time spent by 10 hours each quarter
• Aided in month-end reconciliations of royalty contract payments

• Created a positive, safe environment with an emphasis on open communication and respect
• Coordinated an active calendar of appointments, athletics, and activities to manage time and foster a fun environment

• Coordinated numerous scheduled and drop-in appointments for 18 stylists
• Aided in training guest relations team members to help instill confidence and capability
• Provided excellent and professional customer service both in person and over multiple phone lines

Bachelor Of Science - Bs, Accounting And Finance

Education record