Managing and overseeing a $6 million budget for 2 departments; receives top 10% rating as it relates to client satisfaction.Utilize capital budgeting strategies to improve the outlook of both departments; identify over 12 oversights which resulted in 6 figure savings amongst both departments.Improve Funding Requests on behalf of technology department leaders; maintain software spend by noticing 10 overlaps in vendor spending.Identify areas of improvement and propose corrective actions that benefit 1,000 department products.Communicate data insights to department heads from 12+ data sources; reimagine company’s reporting process involving overlooked software data; resulting in 90% more visibility for stakeholders. Collaborate with an international team from various regions of North America, Asia & Europe.Execute strategies to keep departments' targets and goals while remaining compliant with company guidelines regarding headcount, labor and other resources.Review Monthly Financial Projections with stakeholders Performs ad hoc reporting for stakeholders as required

-Generates reports using SQL, Tableau, and Python for the purpose of better decision making for the department, thus leading to business insights-Identifies unresolvable creditors using past historical data in order to decrease clients' resolution time by 30-60 days-Works with Underwriting, Data Science, and Operations departments as it relates to feature selection which resulted int better communication across departments-Participates in On-site Machine Learning Workshops with the Director of Data Science in order to gain further knowledge to assist company outlook-Applies numerous Credit Risk Modeling techniques; as it relates to Banking, Insurance, and Debt Resolution spaces-Writes Risk and Underwriting Reports for Management and Executive Board-Uses Python libraries (pandas, Numpy, Matplotlib) to determine optimal client retention strategies and department operations-Creates machine learning models in Python, using Pandas/Sklearn, to solve business problems (client cancellation, litigation)-Uses Google Sheets, Salesforce, and Zendesk to monitor client accounts

-Determinedcustomers' financial services needs and prepare proposals to sell services that address these needs.-Contacted prospective clients to present information and explain available services-Sold services, such as trusts, investments, insurance policies, or check processing services-Prepared forms and agreements to complete sales-Became trained in Anti-Money Laundering (AML) and Know-Your-Client procedures-Familiarized self with Portfolio Management and Investment Strategies-Developed prospects from current commercial customers, referral leads, or sales or trade meetings -Kept Senior Advisors abreast of new financial planning technologies