Teams at GreatAmerica Financial Services

Lead the Salesforce engineering team, ensuring delivery of innovative solutions across the Salesforce ecosystem while fostering a culture of growth and collaboration.

Manages commercial credit portfolios through underwriting, annual reviews, covenant and document compliance, risk grading, portfolio reporting, and exception resolution. Analyzes financial statements, tax returns, cash flow, collateral, industry conditions, and third-party reports to assess borrower risk and recommend loan structures. Supports originations, renewals, problem-loan reporting, workouts, regulatory compliance, and credit memoranda while partnering with credit leadership, operations, business development, and borrowers.

Lead financial planning and analysis for business support units: build financial models (P&L, balance sheet, cash flow), forecast and monitor performance, create reports and dashboards, recommend revenue growth or cost savings, and support data-driven decision making and process improvements.