As part of the Financial Planning and Analysis group I am involved in the forecasting, planning and analysis of the company's bookings and expenses. There is monthly reporting that is prepared for all members of the corporation from the low level managers to the board members with different detail/information needed.Involved in the preparation and presentation of the bookings forecast for all channels within the company and the yearly planInvolved in the monthly reporting and presentation of bookings and expense actuals to the board members and also all upper managementCreated a new forecasting model built in excel with another co-worker which consists of multiple excel files and macros for efficiency for the bookings forecastOversaw the project to implement a financial system (essbase) which is now used for actuals and all reporting and has improved team efficiencyManaging the operations channel (includes customer service, telesales, and product delivery) and working with the VP and all of his direct reports to help keep them on target to hit both the bookings and expense plan

As part of the Business Analysis group I am involved in the analysis and approval of all projects that the product delivery group proposes. Also, as part of the group I review and make recommendations as to the profitability of products and organizations within the company. I have also been managing all pricing projects for both new/existing products and improving the efficiency of the group for implementing the pricing changes that are needed.Involved in the evaluation of potential corporate acquisitionsInvolved in the profitability analysis of the current sales channels within the company and present recommendations to management based on my findingsCreated a detailed model for the purpose of analysis to facilitate recommendations to restructure certain customer programs which included new pricing and eligibility criteriaCreated a cost model which was incorporated into the forecast model for the direct sales teamInvolved in determining the new compensation plan and also the quotas for the direct sales teamInvolved in all forecast changes with the direct sales team which includes the quotas, compensation and costInvolved in the forecasting of sales for all of the sales channelsPrepare analysis on price tests that product marketing runs on the Storefront and through all other sales channelsOversee and manage all pricing related projects and implementationCreate business cases for all new product releases and also all product enhancements to determine profitabilityPrepare weekly and monthly analysis and reporting on campaign profitability for the outbound telesales team

As part of the Accounts Receivable group I was responsible for all monthly reporting and analysis. Also, I performed credit evaluations for any new or existing wholesale partner that was requesting a credit increase or credit for the first time. Compiles and analyzes cash and sales statisticsInvolved in the review and testing of new products and enhancements that will affect the day to day activities of the Accounts Receivable department.Performs pricing updates in both Singleview and CSR Tools for all retail products and services.Conducts credit reviews on existing wholesale partners to determine eligibility for a credit limit increaseConducts credit reviews on new wholesale partners to determine eligibility for a credit limit and the sufficient amount of credit to be given based on the company's financial strengthCreated the Refund Report and is responsible for analyzing company-wide refunds on a per product basis (report is submitted monthly to the Director of Accounts Receivables)Performs collection functions when needed for wholesale partner accountsPerforms credit card fraud investigations and analysis in the Fraud Management Tool when neededDaily interface with various teams within the Finance department and also other departments within the company to accomplish assigned tasks.

Taught principles of Economics to undergraduate students that were enrolled in the online business college. However, due to enrollment issues the class is no longer offered online.