Reed Tasche Email & Phone Number

Kenmore, WA, US

Bellevue, Washington, United States

This role is key in providing vision and strategic direction for overall financial planning and accountability, compensation creation and management, business/sales analytics, reporting and overall business strategy. This role will drive strategic programs, develop and monitor financial planning and analysis, oversee the entire sales compensation life.

Bellevue, Washington, United States

Bellevue, WA

Bothell, WA

• Member of executive leadership team; managed account executives team (three FTEs) charged with overseeing all day-to-day business associated with 80+ accounts. Held overarching responsibility for fiscal rhythm of.
• Developed and implemented new financial management system adopted company-wide; based in MS Access with backend database infrastructure. This effectively pivoted company from manual to automated process capable of.
• New system was far less cumbersome, saving substantial MoM and YoY man-hours, and resulted in requisite overhaul of company’s entire annual business review process spanning all 80+ accounts. The streamlining made it.
• Managed key business relationship with Amazon (AWS, Central Vendor Platform, etc.) paramount to company’s ability to remain viable. Leveraged deep understanding of the relationship and related tools/technology stack.

Bellevue

• Responsible for managing an $80M P&L and six member team of business and financial analysts. Drove the budget/CAPEX management, financial forecasting, and strategic planning processes. Additional areas of purview.
• Led team through ongoing processes to create and implement new financial reports, KPI metrics, and executive-level reporting decks.
• Designed compensation models in Excel for 150+ high-level employees including executive compensation arbitrage and long-term incentives (LTI), incorporating matrixed sales targets, basis points, and sales compensation.
• Managed a highly complex territory planning process (commensurate with new compensation models) spanning 75+ distinct territories across the United States.
• Established first-ever internal immersion program for Symetra Retirement Sales division, mentoring two student interns each year. Based on research completed by one UW Statistics major, furthered the growth/utilization.

Bellevue

• Responsible for managing financial planning and forecasting models for a $110M budget, including alignment with business objectives, and KPI metric analysis to illuminate drivers of revenue, expenses and operational.
• Created and led implementation of a new company-wide compensation tool capable of seamlessly managing $7M+ monthly payroll, and reducing an obstreperous, two-day process to a single hour.
• Worked closely with IT department and BI reps to achieve process improvements, facilitate accurate data collection and infrastructure development, and transition territory planning from Excel to Cognos.
• Managed third party vendor for implementation of new Hyperion financial management system and linked Hyperion with Cognos. Assisted with rollout and training processes.

Bellevue, WA

• Tasked with providing ongoing operational and quantitative analysis for monthly, quarterly, and ad hoc processes; directly supported divisional and organizational Vice Presidents and GMs with analytical services.
• Managed a team to create and implement an automated territory alignment tool that reduced existing manual process from two months to two weeks.
• Led significant efficiency increases by introducing advanced Excel templates and Pivot Tables that automated numerous manual processes. Created more effective and accurate trend reports, and month-end and quarter-end.

Analyzed financial statements to help CEO better understand revenues, costs, and expenses. Negotiated contracts with physician clients and health insurance companies. Created trend reports to examine balance sheets, income statements, and fund statements over time, including month end and forecasting reports. Helped streamline month-end reporting process.

Analyzed customer needs and sold them appropriate mortgage, checking and savings products. Established professional yet personable, acquaintanceships with clients, helping them with wealth management and maximizing their financial potential. Exceeded goals every quarter.

Sold consumer loans and small business lines of credit along with checking, savings and money market accounts. Helped clients identify and analyze their goals and needs then select appropriate products to meet their needs. Top seller in district for three quarters.

Bachelor Of Science (B.S.), Finance

Bachelor Of Science (B.S.), Economics

A.A., Business