
Product and financial services professional with experience analyzing product and business performance, pricing, profitability, market trends, inventory, credit, underwriting, and customer data to support strategic decision-making. Skilled at translating complex data into actionable insights and recommendations, developing performance reports and dashboards, and identifying trends and opportunities. Advanced Excel and Power BI experience with hands-on Salesforce reporting, data visualization, insurance risk analysis, and financial analysis. Proven ability to apply data-driven insights to improve profitability, manage risk, identify business opportunities, and drive revenue.
• Manage a high-volume product portfolio, analyzing sales performance, market trends, pricing, inventory, and profitability to support product strategy and business decision-making.
• Analyze market pricing and supply conditions across multiple states, incorporating market trends, weather, product quality, and availability to determine optimal sourcing and purchasing strategies.
• Develop and maintain Excel and Salesforce reports to monitor inventory levels, inbound and outbound product activity, customer demand, and purchasing requirements, ensuring products are available to fulfill weekly customer orders.
• Partner daily with Sales, Operations, Finance, and leadership to analyze business performance, identify opportunities, improve processes, and support strategic decisions; translate product and market analysis into actionable recommendations.
• Generated Power BI reports and analyzed sales and business performance data to identify trends, improvement opportunities, and initiatives to improve company margins.
• Managed a 10-state territory and increased sales 18% year-to-date through data-driven customer development, account management, and business development strategies.
• Generated $3.1M in new diesel fuel and truck service business while retaining $6.2M in renewal business through strategic account management and customer relationship development.
• Collaborated with the Business Intelligence and Data Analytics team to develop Power BI dashboards for visualizing and analyzing pipeline data.
• Analyzed client financials, underwriting data, loss history, and business information to assess risk, determine eligibility, and support pricing decisions.
• Partnered with underwriting and actuarial teams to evaluate risk, structure business opportunities, and develop comprehensive client proposals incorporating financial and risk analysis.
• Exceeded quarterly sales targets by 10%, generating $1.6M in new insurance premiums and retaining $2.1M in renewal business.
• Collaborated with cross-functional teams across analytics, credit, and risk management to evaluate business opportunities, support strategic decision-making, and achieve shared objectives.
• Identified and mitigated credit risk by analyzing credit reports, income statements, debt-to-income ratios, and borrower financial information; escalated high-risk applications for further review.
• Reviewed and processed residential mortgage applications, evaluating borrower creditworthiness and financial profiles to support lending decisions and ensure compliance with lending standards and risk policies.
• Collaborated with underwriters, loan officers, and clients to collect, verify, and analyze financial documentation, supporting accurate underwriting decisions and efficient loan closings.
• Managed detailed loan documentation and application data throughout the mortgage process, ensuring accuracy, completeness, and adherence to established lending requirements.