Thomas Lari Email & Phone Number

Orange County, California Area

Create actionable analysis to focus sales efforts on highly profitable customers and products

Orange County, California Area

• Designed one simple overview for senior executives to understand future profitability changes based on internal business and external market changes. This significantly shortened the meeting and allowed us to focus on.
• Lead rollout of customer profitability that connect production teams (credit and sales) with effects on the bottom line
• Created a lead generation tool that listed all potential customers with their size, main products and distribution of business to us and our key competitors

Irvine, CA

• Provide business solutions through relevant strategic analysis and advice, creating financial plans, implementing agile system changes, research market trends, managed regulatory review and establish pricing model.
• Headed cross functional Agile Team of 25 people that implemented customer focused system changes to significantly enhance pricing. Leadership for system design & implementation
• Chaired Product and Pricing Committee meetings with executive leaders to recommend pricing changes and address current strategic plans. This decision support and presentations enabled us to quickly resolve strategic.

Irvine, CA

• Created actionable recommendations on strategic direction, new business analysis, establishing / tracking key performance indicators, economic opportunities, competitive landscape and pricing strategy.
• Structured 5 successful new partner / aggregator relationships with over $4 million in annual revenue.
• Pulled back on approvals in the lowest return business and increased pricing in many products before competitors. This allowed profitability throughout the recession when competitors failed.
• Guided production staffing levels by analyzing regional sales opportunities. This increased growth by 5% per year by focusing business performance in high value target areas.

Irvine, CA

• Improved securitization program, new volume profitability, business partner financial analysis, balance sheet and interest rate risk management.
• Created monthly performance strategy (key metrics) reports by Regional Offices including expected future profitability. Business maintained a 15% ROE from identifying high performing offices and sharing best practices.
• Negotiated with Rating Agencies (S&P, Moody’s) securitization structures. Met with investors and Investment Bankers to sell $6 billion of debt annually while reducing costs by millions of dollars.

Master Of Business Administration (M.B.A.), Finance, General

Activities and Societies: Beta Gamma Sigma

Bachelor’S Degree, Accounting

After graduation, passed the CPA exam.