• Governed bank activity by releasing payments, allocating cash balances, and researching transactions for reconciliation• Spearheaded the consolidation of two branches’ biweekly payment processes into the corporate accounting system by collaborating with five departments and cleaning six data sources; the transition reduced manual prep time by 50%• Created and maintain Excel-based cash forecast for an acquired company and integrated data into a combined-entity model with levers to change collection/payment terms based on payment method and invoicing procedures creating a visual for various scenarios of DSO/DPO used by leadership to plan investment schedule across the three business brands• Presented to senior management about Billing Support redundancies after analyzing large data sets pulled from Salesforce and Tableau with SQL queries and advised of possible solutions to streamline operations; the EVP used these reports to highlight common problem areas with our business partners to enhance vendor relationships• Analyzed departmental efficiency by creating Excel templates and dashboards with VBA macros to track KPIs such as employee productivity and team accuracy; these metrics, including collection rates and number of shipments audited, determine team bonuses and give Sales leadership insight into invoicing/collection related issues to relay to customers• Automated auditing and releasing shipments for high priority customers by writing a robotic process automation (RPA) with self-taught python, saving up to 30 man-hours per week and allowing director level management to focus on other projects

• Advised senior management of cash and investment settlements by researching metrics in banks and Bloomberg to use in building and administering daily Excel-based reports of the Bank’s liquidity position and daily cash flows• Improved efficiency of daily reporting by creating Excel macros and added data visualization to simplify payment scheduling

• Analyzed inventory valuation and customer patterns to identify 20% decline in sales of eyewear and barrier product lines shaping company strategy including team restructuring and introducing a new product to offset Q2 profit losses• Gathered and cleaned data from Oracle NetSuite; ran revenue analysis in Excel using relevant data, including multivariate conditions (e.g. sales of each product line by customer type by geographic location, etc.) to forecast Q3, Q4

• Initiated a 6-phase marketing campaign, which included email outreach, to create new business in the medical device industry; increased advertising viewership by more than 2x from previous year by implementing rating criteria to form a concentrated list of 125 target businesses from a sector of 8,000 health sciences companies to engage in effective marketing• Identified successful marketing techniques by analyzing metrics in Excel and presenting findings to VP Sales & Marketing to explain content engagement guide company’s approach to tailored messaging for each demographic of targeted clients

• Examined the financial stability of 39 Latin American importers to facilitate international shipping transactions by analyzing financial statements and evaluating growth, equity structure, and cash flow metrics for pinpointing sources of credit risk

• Liaised with customers to share new products and gather feedback; synthesized and shared feedback with Sales Director• Conducted extensive technical material research on 70 suppliers, which led to the development of an innovative new product; supported the company’s entrance into a new market by requesting, cataloguing, and analyzing 9 material samples• Demonstrated the use of laser safety products to lab researchers at 51 sites across 12 states