Dynamic finance professional skilled in credit analysis, cash flow forecasting, and effective communication. Proven ability to lead cross-functional teams and evaluate financial risks, ensuring optimal financial solutions for clients.
Overview
6
6
years of professional experience
Work History
Finance Representative
Caterpillar Financial Services Corporation
04.2025 - Current
Executed loan application processing and performed detailed financial statement analysis to assess eligibility for equipment financing.
Responded to customer inquiries regarding finance options and account details.
Implemented strategies to coordinate internal team efforts, fostering effective communication and elevating service delivery standards.
Maintained accurate financial records and updated client information in systems.
Engaged with commercial contractors in five states to build and maintain robust customer relationships.
Senior Sales Support Representative
Caterpillar Financial Services Corporation
01.2024 - 04.2025
Facilitated cross-functional communications between sales and operations teams to enhance service delivery.
Developed and maintained comprehensive product knowledge to support sales initiatives effectively.
Managed customer inquiries, ensuring timely resolution and satisfaction in service-related issues.
Streamlined documentation processes to improve workflow efficiency for sales support activities.
Delivered expert knowledge and support for various systems to enhance operational efficiency.
Credit Analyst
Caterpillar Financial Services Corporation
03.2022 - 01.2025
Conducted comprehensive credit analysis to evaluate financial risk and determine loan eligibility.
Developed financial models to support credit decisions and streamline approval processes.
Collaborated with cross-functional teams to enhance underwriting strategies and improve turnaround times.
Mentored junior analysts, fostering professional development and ensuring adherence to best practices.
Project Manager
Thompson Machinery
01.2020 - 03.2022
Led cross-functional project teams to deliver successful outcomes within timelines and budgets.
Developed comprehensive project plans, ensuring alignment with organizational goals and stakeholder expectations.
Implemented risk management strategies to identify potential project obstacles and mitigate impacts.
Facilitated regular status meetings to enhance communication among team members and stakeholders.
Education
Bachelor of Science - Project And Operations Management
Southern New Hampshire University
Hooksett, NH
01.2022
Skills
Microsoft Excel
Credit analysis
Portfolio management
Cash flow forecasting
Project management
Reporting analysis
Certification
Moodies Financial Analysis
Dale Carnegie: Skills for Success
Lean Management for Leaders
Project Management Institution: CAPM
Timeline
Finance Representative
Caterpillar Financial Services Corporation
04.2025 - Current
Senior Sales Support Representative
Caterpillar Financial Services Corporation
01.2024 - 04.2025
Credit Analyst
Caterpillar Financial Services Corporation
03.2022 - 01.2025
Project Manager
Thompson Machinery
01.2020 - 03.2022
Bachelor of Science - Project And Operations Management