Responsible for the coordination and implementation of internal and external institutional reporting, assembly and analysis of data supporting institutional planning, assessment and decision making.

Provide direct, technical assistance to clients in the research and development of business plans, marketing plans, loan proposals, and related topics. Educate clients on the availability of public and private sources of debt and equity business financing, including the financial products of the U.S. Small Business Administration.

Analyze data with statistical methods, interpret results and provide written summaries of data analysis.

Researched and collected data for Northeastern Wisconsin Innovation Capacity Index.Researched and collected data for Northeastern Wisconsin Entrepreneurial Capacity Index.Collaborated on writing surveys and collecting data for Tri-County Tourism study.

Helped customers and vendors with questions and maintained customer relations by efficiently and effectively solving problems.Performed cost benefit analysis before making major expenditures. (i.e. hiring additional employees, purchase additional trucks, driving vs. flying to job sites)Prepared sales presentations, cost estimates for projects, and bid documentations for government projects.Ordered equipment for jobs, by analyzing the best quantity to order to maximize profit, and when to order to minimize storage costs.Reconciled accounts payable and receivables, prepared invoices, maintained customer and vendor accounts, called on late payments, recorded payments in computer and balanced bank accounts.