William Salinas Email and Phone Number
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Detail-oriented Financial Analyst/Pricing Adviser with 12+ years’ experience working for finance and tech institutions. Consolidated, reviewed and analyzed P&Ls across large corporate structures. I personally priced and approved hundreds of millions in new loans for commercial clients, analyzing their financial and credit worthiness. With excellent communication skills, I can connect with, manage and supervise personnel at all levels; a resourceful and creative designer able to work independently or with groups; and someone who really enjoys working under pressure solving the most difficult business challenges.
Tricentis
View- Website:
- tricentis.com
- Employees:
- 1627
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Manager, Go-To-Market Planning And AnalyticsTricentisAustin, Tx, Us -
Manager, Gtm Analytics And ModellingTricentis Mar 2024 - PresentAustin, Texas, Us -
Financial Analyst IiiKodi Collective Dec 2022 - Mar 2024Nashville, Tn, Us•Prepare and analyzes income and balance sheet statements, consolidated statements, P&L and other various accounting statements and reports.•Analyze financial reports, makes studies or recommendations relative to the accounting for reserves, assets, expenditures, revenues, etc.•Perform complex financial analysis. Analyze and evaluate the company's operating results and financial position. •Lead coordination of accounting matters with other departments, locations, and plants.•Serve as resource for management in effecting efficiency and cost improvements.•Subject Matter Expert for local facility in application of LSC Communications finance practices.•Function as team lead within the department and on inter-departmental task forces. -
Financial Analyst, Pricing AdvisorDell Sep 2019 - Dec 2022Round Rock, Texas, Us•Partner with Business Development Managers, Sales, Treasury and Credit Teams to provide deal structure and pricing recommendations. • Report, Forecast, and Analyze using near and long-range modeling to strategically enhance monthly, quarterly and annual decision-making.• Coordinate with operations and accounting to ensure all contracts are booked properly. • Build relationships with Dell Finance team to negotiate available subsidy.• Modify pricing scenarios as needed and develop multiple customer options and ad-hoc pricing. -
Senior National Account ExecutiveCeltic Commercial Finance A Division Of Mb Equipment Finance, Llc Nov 2018 - Aug 2019•Identify, communicate with and provide customer service to both private andpublicly owned companies with historically high annual capital expendituresapplying for financing, examine their financial documents & tax returns, anddetermine acceptable credit risk.• Develop strategy and tactics aimed at delivering desired customer experienceand resultant levels of quality and satisfaction.• Work with next generation business platforms that I have built from the groundup.• Initiate contract formation and finalize contracts.•Work with all federal and state banking regulations pertaining to lending andcommercial compliance, including fair lending laws.• Fraud & risk analysis.
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Financial AnalystCalifornia First National Bank Nov 2016 - Nov 2018•Facilitate executive deal reviews to leadership; incorporate comprehensive financial analytics & obtain buy-in of dependent teams and related stakeholders • Develop detailed spreadsheets to identify trends and develop forecasts. • Consolidate and analyze monthly results and budgets. • Negotiate complex financial transactions. • Partner with Executive Management team to provide ad hoc financial analysis. • Prepare underwriting documentation consistent with industry standards. -
Account ExecutiveImperial Pfs Feb 2014 - Jan 2016Kansas City, Missouri, Us• Maintains a current book of $27 million in annual commercial insurance premium loans• Brought in over $3.8 Million in new business premium from over 67 new agents in the last 12 months on top of increasing premiums of current book by 15%• Invent new marketing strategies to retain and grow new business• Close commercial contracts ranging from $500 to $1.5 Million in amount financed• Prospect and Cold Call insurance agencies and successfully schedule meetings • Successfully completed 18 months of extensive training in various aspects of premium financing which included: Account Profitability, Large Account Quoting, Booking, Collateral Administration, Collections, Variance Reports, Credit Review, Account Receivables, etc. • Trained Multiple Branches in CRM and Knowledglelake Imaging and developed new operation processes to streamline office efficiency • Meet face to face with agency owners and managers thank for current business, inquire about lost business and forecast expected business• Negotiate terms, rates, down payments and fees with agents regarding individual accounts and entire programs• Serving on the Legendary Service Committee where we promote internal and external Legendary Service through out the whole company• Train multi-state agencies via teleconferences proper use of our website for quoting, payments, account status and updating account info -
Leadership Development AssociateImperial Pfs Jun 2012 - Feb 2014Kansas City, Missouri, Us• Successfully completed 18 months of extensive training in various aspects of premium financing which included: Account Profitability, Large Account Quoting, Booking, Collateral Administration, Collections, Variance Reports, Credit Review, Account Receivables, etc.
William Salinas Skills
William Salinas Education Details
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University Of HoustonAccounting And Finance
Frequently Asked Questions about William Salinas
What company does William Salinas work for?
William Salinas works for Tricentis
What is William Salinas's role at the current company?
William Salinas's current role is Manager, Go-to-Market Planning and Analytics.
What is William Salinas's email address?
William Salinas's email address is wi****@****hoo.com
What is William Salinas's direct phone number?
William Salinas's direct phone number is +181662*****
What schools did William Salinas attend?
William Salinas attended University Of Houston.
What skills is William Salinas known for?
William Salinas has skills like Sales, Customer Service, Marketing, Business Development, Public Relations, Leadership Development, Microsoft Excel, Advertising, Customer Satisfaction, Insurance, Leadership, Life Insurance.
Who are William Salinas's colleagues?
William Salinas's colleagues are Vedika Khanvilkar, Harshita Tak, Ankush Bhat, Meital Matsafi, Daniel Aharon, Tuan Lam, Junseo Lee.
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