Melissa Graham
Pasadena
Summary
Results-driven Financial Business Analyst with extensive experience at Sandy Spring Bank, specializing in financial data analysis and strategic decision-making. Achieved a significant 50% increase in sales efficiency through optimized financial strategies. Proficient in analytical forecasting, delivering impactful financial solutions that drive business growth. Committed to leveraging analytical expertise to foster innovation and elevate organizational performance.
Overview
17
17
years of professional experience
Work History
Financial Business Analyst, AVP
Sandy Spring Bank
Olney
03.2022 - Current
- Collaborated with cross-departmental teams to create comprehensive financial strategies.
- Developed automation tools to optimize financial reporting workflows.
- Formulated detailed budgeting strategies consistent with corporate goals.
- Created comprehensive financial reports with actionable data for stakeholder evaluation.
- Identified cost-saving opportunities through detailed review of financial performance metrics.
- Assisted in the budgeting process by providing detailed revenue and expense forecasts.
- Determined and tracked budget expenses with accuracy and transparency.
- Analyzed financial data to identify trends, patterns and strategies.
Senior Sales Support Analyst
Sandy Spring Bank
Olney
12.2014 - 02.2022
- Utilized company CRM system to enhance sales efficiency.
- Designed production dashboards to measure Key Performance Indicators.
- Designed customized strategies to enhance performance of distinct revenue streams.
- Enhanced CRM effectiveness through comprehensive cross-functional collaboration and result analysis.
- Optimized processes for higher revenue production.
- Expanded calling volume, referral growth, and overall output with respective increases of 46%, 11%, and 50%.
- Designed frameworks to establish objectives for diverse incentives, campaigns, and initiatives.
- Managed allocation and tracking of budget expenditures.
- Conducted data trend evaluations and developed predictive forecasts.
- Introduced process improvements to boost productivity.
- Managed logistics of year-end Executive sales event.
- Managed planning and execution of company-wide quarterly marketing webinars.
Senior Personal Banker
Sandy Spring Bank
Olney
04.2014 - 12.2014
- Built strong rapport with clients to enhance relationships.
- Formulated sales techniques that enhanced branch production levels.
- Elevated selling practices to exceed expected revenue benchmarks.
- Created strategic financial solutions to suit individualized client needs.
Teller Supervisor II
Sandy Spring Bank
Olney
05.2010 - 04.2014
- Performed routine weekly, monthly, and quarterly audit reviews for compliance.
- Motivated and coached team members to achieve service standards.
- Led staff instruction sessions encompassing job tasks and organizational procedures.
- Evaluated and monitored compliance of security processes across banking operations.
- Leveraged opportunities to market financial products and services effectively.
Teller
Sandy Spring Bank
Olney
09.2007 - 05.2010
- Fostered revenue growth through strategic promotion of banking offerings aligned with customer needs.
- Fostered customer retention through proactive communication and solutions.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Identified opportunities to refer customers to other areas of the bank for additional services.
Education
2nd Bachelor of Science - Finance
University of Maryland Global Campus
true03.2026
Maryland Banking School - Banking
Maryland Bankers Association
Annapolis, MD08.2022
MBA Emerging Leaders Program -
Maryland Bankers Association
Annapolis, MD01.2020
Bachelor of Science - Business Administration with concentration in Human Resource Management
Strayer University
Millersville, MD01.2011
Associate of Science - Business Administration
Anne Arundel Community College
Arnold, MD01.2007
Skills
- Standard Operating Procedure Documentation
- Project Coordination
- Analytical Forecasting Skills
- Financial Budgeting
- Effective Interpersonal Communication
- Strategic Decision Making
- Financial Data Analysis
- Presentation skills
Affiliations
- Treasurer for Sunset Elementary School PTA
- Catechist for St. Jane Frances
Accomplishments
- Lilian T. Moffat award for highest GPA at Maryland Banking School (2022)
- The Leading Our Values Award - Sandy Spring Bank (2024)
References
References available upon request.
Timeline
Financial Business Analyst, AVP
Sandy Spring Bank
03.2022 - Current
Senior Sales Support Analyst
Sandy Spring Bank
12.2014 - 02.2022
Senior Personal Banker
Sandy Spring Bank
04.2014 - 12.2014
Teller Supervisor II
Sandy Spring Bank
05.2010 - 04.2014
Teller
Sandy Spring Bank
09.2007 - 05.2010
2nd Bachelor of Science - Finance
University of Maryland Global Campus
Maryland Banking School - Banking
Maryland Bankers Association
MBA Emerging Leaders Program -
Maryland Bankers Association
Bachelor of Science - Business Administration with concentration in Human Resource Management
Strayer University
Associate of Science - Business Administration
Anne Arundel Community College
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