Stephen Thulin Email & Phone Number

Miami Lakes, Florida, United States

• Led budgeting and forecasting processes for depository units, enhancing accuracy and strategic planning.• Developed comprehensive pro formas to evaluate potential new market opportunities and inform strategic decisions.• Streamlined the incentive program by analyzing performance data and creating detailed scorecards for effective tracking.• Designed and implemented KPI/KRI dashboards for deposit units, enabling data-driven decision-making and performance monitoring.• Calculated and managed quarterly payments to referral partners, ensuring accuracy and timely disbursement.• Constructed detailed business cases for new business opportunities, providing financial insights to support strategic growth initiatives.

Miami Lakes, Florida, United States

• Managed and supported all phases of financial planning and analysis for the expense and deposit units including forecasting, analytics, and reporting.• Actively assisted in the development of annual budgets, quarterly forecasts, quarterly leadership reviews, and 3-year strategic plans.• Partnered with executives to oversee designated business lines' financial resources to drive profitability, appropriately manage spending, and achieve year end targets.• Provided information to executive management clearly, accurately, and consistently by assembling and summarizing data and preparing/presenting findings, analysis, and recommendations on an on-going basis.

Miami-Fort Lauderdale Area

• Performed outbound calls and set appointments for producing market leader in accordance with market initiatives and branch goals• Opened and processed accounts, products, and services for customers• Balanced currency, coin, and checks in a cash drawer and compared total amounts with data

Peabody, Ma

• As part of TeamONE Hockey, I took over full day to day operations• Worked with my team to build a website and create a social media presence• Grew sign ups from 50 to over 300 since joining TeamONE• Coordinated daily logistics including ice times, coaching schedules, and tournaments

Ny

• Managed customer’s QuickBooks, Needles, and Timeslips accounts daily and archived over five thousand invoices• Created and analyzed data to assess productivity during work from home and helped increased productivity by three percent • Developed various databases for new clients and tracked expenses

West Dundee, Il

Dekalb, Il

• Conducted 10 hour per week of classroom instruction• Responded to student questions both in classroom and electronically• Responsible for administrative tasks, including PowerPoints, data entry, and grading

Peabody, Ma

• Improved client relationship management as well as client retention• Met with new clients to introduce them to the services of the company• Researched methods of different financial plans to help reduce client risk

Masters, Business Administration And Management, General

Masters, Sport And Fitness Administration/Management

Finance, Graduated

Activities and Societies: Mens Ice Hockey

High School

Activities and Societies: Culinary Club, Yoga Club, Math Team, Ping Pong