LISA PETERSON
Covington,WA
Summary
Process-oriented business operations professional with exceptional planning and analytical abilities. Highly motivated team player skilled at fostering partnerships and aligning stakeholders while establishing enduring relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
24
24
years of professional experience
Work History
Underwriting Technical Assistant
RYAN TURNER SPECIALTY
Bellevue, WA
03.2022 - Current
- Responsible for clearing, binding, endorsing, and issuing surplus insurance policies for a 20+ state territory in our commercial insurance division.
- Continuously lead the underwriting assistant team in total binds completed and revenue booked monthly.
- Analyze broker dashboard data for revenue growth opportunities and sales trends to review monthly with the territory team.
- Troubleshoot and address client concerns effectively, and resolve issues related to quotes and policies with expertise.
- Manage the lifecycle of financed policies for clients by setting up finance agreements, reviewing terms with the client, and acting as a liaison to resolve issues that might arise during the span of the loan.
Sales/Trade Marketing Analyst
SUJI'S KOREAN CUISINE
Seattle, WA
07.2019 - 05.2020
- Managed pricing, project tracking, and sales analytics, and inventory reconciliation.
- Developed and implemented trade promotion tracking process for real-time sales effort efficacy.
- Calculated product pricing by managing cost components to align with company targets.
- Created and distributed monthly IRI sales reports and ad hoc data reports needed for field sales.
- Acted as backup to the logistics manager when needed, managing the sales order process.
Sr. Sales Analyst - Sales Strategy Support
STE MICHELLE WINE ESTATES
Woodinville, WA
10.2007 - 03.2019
- Supported the senior sales leadership team and field sales through data gathering, analysis, and reporting of sales-related budget, unit and category sales, new product launches, and product pricing.
- Assisted with the annual goal-setting process for 150+ sales force, including evaluating the key product and sales objectives for the year with the executive sales team.
- Managed performance metrics for sales staff, developed scorecards, and acted as point of contact for monthly sales reviews.
- Responsible for the development and distribution of depletion, shipment, and points of distribution reports, including year over year and trend analysis.
- Managed allocation spreads for high-priority products and reviewed quarterly with region VP.
- Performed annual pricing review to capture new programs or price changes and reviewed with state managers, and helped implement new pricing process to streamline procedures.
- Organized and led monthly pricing meetings with senior leadership team and key stakeholders.
- Responsible for the maintenance of inventory management reporting and development of run-out metrics.
Business Analyst
MICROSOFT CORPORATION
Redmond, WA
03.2006 - 10.2007
- Facilitated annual financial planning processes for Microsoft's Enterprise and Partner worldwide sales team, ensuring alignment with cross-functional timelines and providing business/financial insight to help decision makers effectively manage their business.
- Reviewed program return on investment by comparing program spend to corresponding time-bound initiatives.
- Assisted in target setting, budgeting, budget restatements, and quarterly forecasts to ensure accuracy and business buy-in.
- Developed and maintained financial reports, analyses, and functional scorecard for quarterly business review with leadership.
- Managed the quarterly internal finance review with senior business management and VP.
- Compiled quarterly key success indicators in functional scorecard and facilitated business reviews to track progress and drive accountability.
Financial Analyst
STARBUCKS COFFEE COMPANY
Seattle, WA
11.2002 - 03.2006
- Supported the development of the Information Technology department's annual operating budget and quarterly forecasts, and established schedules to ensure plans are delivered on time and in coordination with other cross-functional team objectives.
- Provided analysis and feedback on the IT department's financial performance and key performance measures to department managers, directors, and VPs.
- Managed the balanced scorecard, which included statistics and measures of overall performance.
- Engaged in capital project planning and managed depreciation forecasting.
- Prepared monthly and year-to-date management reports and provided variance explanations, as well as identified opportunities and risks.
- Prepared financial models and provided analytical support for business initiatives and managers.
Financial Analyst
AT&T Wireless
Redmond, WA
06.2001 - 11.2002
- Supported FP&A group by facilitating monthly balance sheet forecasting, including inventory forecasting and accruals, along with reporting on sales channels controllable expenses and financial metrics.
Management Analyst
KPMG Consulting
Seattle, WA
01.2001 - 06.2001
- Managed and tracked issues relating to billing system data conversion and facilitated communication among functional team members to expedite the resolution.
Education
BA - Business Administration: Majors in Finance and Management Information Systems, Minor in Communications
WESTERN WASHINGTON UNIVERSITY
Bellingham, WASkills
- Cross-functional Coordination
- Effective Communication and Team Collaboration
- Performance Metrics and Statistical Analysis
- Financial Modeling
- Budgeting, Forecasting and Variance Analysis
- Process Development and Improvement
Timeline
Underwriting Technical Assistant
RYAN TURNER SPECIALTY
03.2022 - Current
Sales/Trade Marketing Analyst
SUJI'S KOREAN CUISINE
07.2019 - 05.2020
Sr. Sales Analyst - Sales Strategy Support
STE MICHELLE WINE ESTATES
10.2007 - 03.2019
Business Analyst
MICROSOFT CORPORATION
03.2006 - 10.2007
Financial Analyst
STARBUCKS COFFEE COMPANY
11.2002 - 03.2006
Financial Analyst
AT&T Wireless
06.2001 - 11.2002
Management Analyst
KPMG Consulting
01.2001 - 06.2001
BA - Business Administration: Majors in Finance and Management Information Systems, Minor in Communications
WESTERN WASHINGTON UNIVERSITY
Similar Profiles
Tindel WestonTindel Weston
Account Executive at Ryan Turner Specialty Insurance GroupAccount Executive at Ryan Turner Specialty Insurance Group
Arthur PenningtonArthur Pennington
Surplus Lines Tax Specialist at Ryan Turner SpecialtySurplus Lines Tax Specialist at Ryan Turner Specialty
Brandi VincentBrandi Vincent
Healthcare Production Associate at Ryan Specialty Group – RT Specialty ProExecHealthcare Production Associate at Ryan Specialty Group – RT Specialty ProExec