Stephanie Foster Email & Phone Number

Charlotte, NC, US

• Support the Marketing Operations team with customer insight on promotional campaigns, identifying prospects to grow market share, and facilitate share of wallet growth campaigns.
• Develop a business case and incremental revenue forecast for marketing campaigns. Provide Marketing Operations with operational and executive Power BI dashboards to track campaign performance along with monthly.
• Coordinate with the Digital Operations team to develop, track, and analyze customer behavior when migrating customers to one digital portal. Segment customers and provide leadership with weekly behavioral tracking.
• Complete monthly reporting on the Loyalty Program performance and analyze actual revenue to forecast providing insights to leadership.
• Audit quarterly customer Loyalty Program rebates to ensure all revenue is captured and attributed appropriately prior to rebate distribution.
• Create a promotional discounting Power BI report to provide insight to YoY and MoM discounting at a departmental level; gaining leadership visibility to promotional discount performance and ensuring discounted dollars.

Omaha, NE, US

• Primary analyst for the Caterpillar business unit facilitating Sales, Product Support, and Rental Services with Go-To-Market insights based on historical and competitive industry data utilizing Excel, SQL, Power BI and.
• Support Quarterly Business Reviews and Monthly Marketing meetings providing leadership strategic analysis pertaining to current market share and opportunity growth within the CAT Dealer territory.
• Construct PowerPoint presentations to relay data to executive leadership for strategic decision making and recommendations.- Geographic market and customer base research providing actionable insights for dealer branch.
• Customer Rental behavior and seasonality tracking to target customers for Rental contract growth.
• Establish industry code specific customer leads to provide robust leads for sales team based on current inventory.
• Persona targeting using Caterpillar tools including Power BI, Tableau, Dodge Reporting, EDA UCC filings and Hoover’s D&B.

Omaha, NE, US

• Create and update a monthly Flash report including the company actual financial position vs budget and industry KPIs for executive level management and board members.
• Analyze monthly cash flows for each subsidiary and forecast the cash positions.
• Update financial models and projections based on monthly actuals vs budget variance analysis.
• Monitor budgeted operating expenses on a monthly basis; analyze variances and identify trends.
• Analyze budget vs actual headcount and provide management with insight and recommendations on specific department growth and efficiency.
• Develop a report to weekly analyze the impact on written premiums and client payroll due to the pandemic.

Omaha, NE, US

• Collaborate with Deal Capture Control Group, Structured Products Group, and Traders to understand deal valuation and resolve valuation differences.
• Provide quantitative support with respect to market data and deal valuation; execute weekly and monthly reporting for trader and executive level management.
• Enhance and develop new techniques for valuation improvement using Microsoft Excel and VBA. - Construct First of Month Change Analysis report to analyze the transportation valuation. - Help develop code in internal.
• Make supported valuation decisions regarding the valuation of complex deal structures. - Research variations in deal valuation regarding pipeline pricing, contract constraints, or fuel assessment.
• Onboard, train, and assist a new team of Analysts while balancing daily, weekly, and monthly reporting deadlines.
• Mentor Market Risk Interns and provide guidance with focus on job-specific supervision and training on professional development.

Omaha, NE, US

• Manage and update market derived inputs to the valuation and risk measurement process; execute daily portfolio valuation.
• Execute FAS 133 and revolving credit facility valuation reporting.
• Analyze deal valuation utilizing Excel to write complex formulas along with a variety of tools such as pivot tables, goal seek, VBA coding, and SQL.
• Run monthly regressions to analyze the change in total demand valuation based on new or modified deals mid-month.

Hauppauge, NY, US

• Calculate Net Asset Values for complex funds holding various investment vehicles including mutual funds, swaps, mortgage-backed securities, bonds, futures, and options.
• Perform cross-check reviews of coworker calculations of daily net asset values on a variety of mutual funds.
• Mentor coworkers through instruction and coaching, providing real time on the job experiences, modeling effective methods, and advising on best practices.
• Create security master files in accounting system, update and interest and dividend rates, manual prices, and monthly factor updates.
• Train new and existing employees on fund accounting processes.
• Process and reconcile funds using Sungard InvestONE OLE Spectra and Excel.

Hauppauge, NY, US

• Lead and undergo an accounting system integration while balancing the current workload and meeting daily deadlines in both systems.
• Monitor daily trading, general ledger activity, and pricing of funds to ensure accuracy of daily NAV calculation.
• Contact fund advisors in order to reconcile trade or pricing issues.
• Prepare monthly reconciliations and periodic auditor requests.
• Learn and apply new finance principles to various investment vehicles.

Hauppauge, NY, US

• Provide fund advisors with timely and accurate cash forecast.
• Apply daily trading activity and cash flow for each mutual fund in the accounting system by market close.
• Verify prices using Bloomberg and Interactive Data Corporation.
• Reconcile mutual funds to a proof using Microsoft Excel.
• Work effectively as an individual and within a team environment.

Fremont, Nebraska, US

• Balance daily cash logs.
• Answer customer inquiries and log monetary transactions.
• Complete monthly inventory of paperwork from automotive sales.

Lincoln, Nebraska, US

• Analyze credit card accrual to actual expenses and quantify differences.
• Run financial reports from Business Planning and Consolidation.
• Audit credit card contracts with billing.
• Research and apply customer invoice payments.