Sarah Graham Email & Phone Number

Fredericksburg, TX, US

Bedford, TX

• Analyze current economic, business, and industry conditions to assist management with financial decisions regarding risk and profitability.
• Develop and accomplish sales, profit, expense, service, and productivity goals that support and are consistent with organizational goals
• Use MS Excel to analyze trends and prepare forecasts through CPI (Collateral Protection Insurance account analysis.
• Recommend rates to Executive Vice President & National Sales Manager for new business pricing and existing account underwriting.
• Maintain pricing effectiveness reports for executive management to assess the company’s performance.
• Cross departmental projects between Legal, Accounting, Marketing and IT departments.

Bedford, TX

Irving, TX

• Primary responsible analyst for preparing the Texas Region's annual operating expense plan through the use of SAP, Business Warehouse, and Hyperion Essbase.
• Team lead on Specialty Lines and Homeowner initiatives and quantification in addition to providing quarterly forecasts on premium and loss factors.
• Continual expense management and expense distribution of the Texas Region's departments and five territories.
• Regularly consult with department leaders and strategy team regarding expense management and best practices.
• Create financial models in Excel and perform sensitivity analysis to determine the impact from rate increases and Homeowners policy coverage changes.
• Provide integrated strategic, operational, and financial forecasts that reveal key business insights on premium and loss projections by company and product line.

Irving, TX

• Redesigned cash flow models for all incoming agents in the Texas Region, to determine how much capital and resources were required. Presented findings to Regional Sales Leader and Controller.
• Participated in agency deployment tracking and optimal agency placement project through the analysis of zip codes, demographics, capital, and market share.

Richardson, TX

• Prepared monthly financial reports and analysis such as the income statement.
• Built Excel spreadsheet reports to analyze key performance indicators.
• Created an employee transfer process flow for transfers internally and externally.

Bryan/College Station, Texas Area

• Directly responsible for the safety and collegiate acclimation of hundreds of students while coordinating various team and networking activities.
• Sales and customer service.

Mba, Business Administration

Bachelor Of Business Administration, Finance

Activities and Societies: Financial Management Association, Society for Women Engineers, Texas BEST (Boosting Engineering Science &.