• Analyzed quarterly cash flow estimates versus actuals across three global divisions and systems to improve forecasting approach
• Conducted and mapped out survey results to capture the Voice of Customer from finance teams and identify main themes regarding the international planning process
• Outlined 32 process steps by coordinating with a cross-functional team of nine to develop a centralized and consistent forecasting methodology; decreased deviations from $41M/80% to $12M/16%

• Managed a portfolio of 34 accounts by analyzing client financials and market position to complete ongoing reviews of borrowers
• Led seven-person team to develop the first cable industry overview by aggregating client metrics from different offices and systems; presentation was used to update portfolio management strategy

• Served as product expert on credit facilities; deals include selection as fronting risk bank on a revolver, a proposed term loan, and replacement of credit facility
• Ran pricing scenario analysis for proposals, RFPs, renewals, and extensions that directly contributed to return models and transaction memos presented to senior management for approval
• Built and implemented financial table templates that facilitated process consistency and decreased time spent on client reviews

• Presented assessment of transaction risk to portfolio management and head of municipal risk; received accounts after first year
• Trained junior analyst to ensure an effective transition to the team and continued mentorship afterwards