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 performance tracking compared to forecast.• 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, resulting in statistically insignificant changes to customer buying behaviors.• 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 are in line with expectations.

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 Power Query.• 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 viability and contingency program.• 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. • Develop geographical territories for the Sales teams associated with current customer base and new prospects using Easy Territory.• Monthly Ready to Buy, Product Support and Lapsing customer lead generation in Microsoft Dynamics.• Gather and develop monthly insight on Caterpillar market share reporting including data insights to executive leadership.• Utilize Power BI for monthly Caterpillar market share reporting and customer base key performance metrics. • Member of the Business Intelligence and Analytics Center of Excellence with a goal of developing Power BI Dashboards for executive level management.

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.• Utilize tools such as Excel, Sage Intacct, Kronos, and Salesforce to perform research and analysis.

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 database to calculate fuel based on pipe specific transportation deals through the Test, Stage, and Production environments. - Improve the internally priced basis and index market data process. - Enhance the daily manual valuation process involving FEA and StructureTool.• 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.