SUMMARY

• As a results - oriented strategic thinker with skills in financial analysis, team building, sales, and management, I have been implementing and administering a sales operations analytics process for the last 5 years, with an additional 10+ years of experience in sales operations, financial and sales analytics.
• My expertise lies in successfully creating open channels of communication between departments and key decision makers, building relationships amongst my team members, and becoming a trusted voice that is sought by senior leadership during key projects and business critical decisions.

PROFESSIONAL EXPERIENCE

Confidential

Vice President

Responsibilities:

• Responsible for the coordination of all financing activities necessary for a non-bank lender to originate up to $60M in commercial real estate financing monthly.
• Managed ongoing relationships with Wall Street investment banks to model cash flow scenarios and help to facilitate two successful securitizations of commercial lending portfolios into Commercial Mortgage Backed Securities.
• Created, and ongoing maintenance of, the complete 5 year financial model for the two business entities. This model is used by our Hedge Fund investors on Wall Street and in other potential merger and financing presentations.
• Oversight and management of a staff of two direct report financial analysts.
• Coordination of all compliance reporting necessary for our investment partners.
• Audit and approval of all remittance to our existing securities.

Confidential

Senior Financial Analyst

Responsibilities:

• Developed and maintained a Confidential model which is accurate to +-3% over the course of 4 years and is used as a basis in key impactful business decisions with respect to sales, marketing, and product management.
• Lead Sales Ops analysis to better understand sales opportunities and recommend how to capitalize on those opportunities.
• Creation of international sales commission programs that work together to engage and motivate sales teams and customers to achieve overall corporate objectives.
• Management of entire commissions program, while working with sales leadership, to continually develop new incentives, plan budgets, and align sales representative and management key goals.
• Provided data based intelligence during customer negotiations using detailed market and pricing models custom built for each scenario
• Presented commission plan, financial analysis, and sales opportunities to a national sales team of 50+ individuals at regional and national sales conferences.

Confidential

Lead Pricing Analyst

Responsibilities:

• Developed pricing exposure and opportunity analysis to create and additional $3.5MM (3.5%) in annual division revenue.
• Constructed a program to more efficiently allocate excess product producing an additional $600k in revenue annually.
• Built and delivered pricing models to Strategic Account Managers and Corporate Account VPs showing the impact of pricing changes on our customers.

Manager, Confidential

Confidential

Responsibilities:

• Design and execute the short and long term department strategic operation plan, in addition to supporting expense control, budgets and staffing in order to reinforce business strategy.
• Provide support and facilitate collaboration with the sales staff at the Director and VP of Sales Level, to increase customer penetration and develop additional sales efficiencies to meet 25% YOY sales growth targets.
• Hire, train, develop, review, manage and mentor a staff of 13 direct reports (Customer Integration Managers).
• Identify, advance, test and implement processes to improve/automate quality of service and customer satisfaction.

Customer Integration Manager

Confidential

Responsibilities:

• Liaison between Confidential ’s manufacturing facility, the customer, and field sales team to troubleshoot product supply issues, capitalize on lost opportunity, and drive business results.
• Devise ranking tools that measure individual sales reps based on several quantifiable statistics. Ranking tools were nationally adopted and utilized in performance reviews and staffing decisions.

Confidential

Commercial Loan Officer

Responsibilities:

• Responsible for cultivating potential customers for loans from $250K to $10MM and creating credit approval presentations for these proposed commercial loans to present to credit review board for approval.
• Management of a portfolio of existing loans totaling $200MM.
• Established a commercial lending program focusing on lending to companies participating in Green Energy initiatives. Pilot program was accepted and executed.

Confidential

Senior Credit Analyst/Financial Analyst/Risk Analyst

Responsibilities:

• Responsible for credit and risk analysis of mortgage brokerage customer’s entire lending portfolio. Routine presentation of findings to executive level management, Credit Review Board and Board of Directors.
• Instituted new and unique credit analysis procedures, including sole responsibility for the development of a statistical client scoring model that was adopted division-wide.
• Evaluated client financials and prepared financial analysis into presentations demonstrating financial viability. Utilized Excel to transition this information into an industry financial evaluation tool.
• Position included direct management of a staff of three assistants, instituted lending program to a group of 122 account executives.

Confidential 

Project Manager

Responsibilities:

• Designed, produced and implemented a wide range of training interventions, including in-person and web-based product training for major German auto manufacturers including BMW, Porsche and Volkswagen.
• On location organization, training and management of groups of 10-15 professional facilitators for three national vehicle launch events (BMW 3 Series, Porsche 911 and Volkswagen Jetta).
• Collaboration with client VPs and head engineering staff to successfully design curriculum that provides new and unique ways to convey key concepts and educate the sales team on features and benefits of new product.