Zachary Gagnon
Ada
Summary
I am a motivated business professional looking to apply extensive institutional strategic pricing knowledge, technical skills, an enjoyment in customer service and a strong work ethic to a challenging and rewarding opportunity to grow and maintain relationships within a sales position at GFS.
Overview
15
15
years of professional experience
Work History
Pricing Analyst
Gordon Food Service
Wyoming
12.2023 - Current
- Responsible for the creation, execution, and tracking of national and division-specific strategic pricing plays.
- Ownership and maintenance of strategic pricing tools, and corresponding sales markup data.
- Direct customer service support for strategic pricing tools, including sales representative sit-withs, in-person presentations, ad-hoc troubleshooting issues, and tool training
- Regular review and maintenance of strategic margin enhancement features, and metrics.
- Utilization of external pricing databases, internal databases (Microstrategy), and Google Workspace for sales and pricing analysis, pricing play ideation, and research.
Financial Analyst
City of Grand Rapids
Grand Rapids
05.2023 - 09.2023
- Responsible for annual rate analysis project and capital asset reconciliation in addition to daily accounts receivable reconciliation, reporting and billing database management, and preparation of related PowerPoint presentation slides
Senior Financial Analyst
Northpointe Bank
Grand Rapids
09.2021 - 03.2023
- Responsible for daily mortgage pipeline management from agency pricing execution, analysis, reconciliation, and methodologies to profitability reporting
- Further responsibilities included development, maintenance and production of internal best execution, pricing, and statistical variance models via Excel and hedging BI system, P&L analysis, upload and reconciliation of cost information, and collecting price data from private investors
Trader
Plante Moran
Grand Rapids
05.2020 - 09.2021
- Responsible for executing daily firm-wide equity and fixed income trades along with transaction and trend analysis to assist in managing internal client portfolio strategies
- Secondary duties included trade and pricing reconciliation and reporting, CRM workflow management, providing best execution expertise to advisors and clients, and Assets Under Management audit reporting to regulators using Excel and internal trade software
Liquidity Analyst
Deutsche Bank AG
Berlin
01.2015 - 12.2019
- Owner of monthly and quarterly published Central Liquidity Planning and Global Stress Test models and reports from methodology to production via Excel and SAP within Finance department, focused on dataset analysis and IT project deliveries according to strict business and internal audit initiatives in accordance with regulatory mandates
- Prior responsibilities included Funding Matrix dashboard design via Oracle BI, and fixed income forecasts and P&L models
- Roles involved regular travel to London and Frankfurt offices with senior colleagues
Analyst Intern
Scope Ratings
Berlin
03.2014 - 11.2014
- Responsible for translating and updating financial model methodologies and documentation between English and German in addition to intranet maintenance during a fixed-term internship
Portfolio Administrator
Plante Moran
Portage
04.2012 - 10.2013
- Responsible for daily updates and maintenance of pricing and portfolio reporting database, quarterly wealth report production, ad hoc analysis and reporting, vendor vetting, and client portal project implementation
APC Lead; Finance Team
Abraxas Worldwide
Kalamazoo
09.2010 - 04.2012
- Responsible for audit projects, vendor assessments and receivables as member of Finance Team (6 mos.)
- Former responsibilities included Team Lead and QC of 24-person data indexing team for multi-year projects
Education
Bachelor of Business Administration (BBA) - Finance
Western Michigan University
12.2010
Bachelor of Arts (BA) - German
Western Michigan University
12.2010
Free University of Berlin
07.2010
University of Bonn
07.2008
Skills
- Pricing analysis
- Relationship management
- Strategic pricing
- Financial modeling
- Excel reporting
- Customer service
- Effective communication
- Microsoft Excel
Languages
- English, native
- German, fluent
Accomplishments
- 2009 recipient of full-ride scholarship to Free University of Berlin
Timeline
Pricing Analyst
Gordon Food Service
12.2023 - Current
Financial Analyst
City of Grand Rapids
05.2023 - 09.2023
Senior Financial Analyst
Northpointe Bank
09.2021 - 03.2023
Trader
Plante Moran
05.2020 - 09.2021
Liquidity Analyst
Deutsche Bank AG
01.2015 - 12.2019
Analyst Intern
Scope Ratings
03.2014 - 11.2014
Portfolio Administrator
Plante Moran
04.2012 - 10.2013
APC Lead; Finance Team
Abraxas Worldwide
09.2010 - 04.2012
Bachelor of Business Administration (BBA) - Finance
Western Michigan University
Bachelor of Arts (BA) - German
Western Michigan University
Free University of Berlin
University of Bonn
Similar Profiles
Malik HillMalik Hill
Replenisher, Hi-Lo Operator at Gordon Food ServiceReplenisher, Hi-Lo Operator at Gordon Food Service
Lance James BenaventeLance James Benavente
Sales Service Driver at Gordon Food ServiceSales Service Driver at Gordon Food Service
Jacob NicholsJacob Nichols
Sales Associate at Gordon Food ServiceSales Associate at Gordon Food Service
Valerie O'NealValerie O'Neal
Assistant Manager/Team Leader at Gordon Food ServiceAssistant Manager/Team Leader at Gordon Food Service
Briana SmithBriana Smith
Sales Associate at Sally BeautySales Associate at Sally Beauty