Jonathan Lin

Experience

• 

  Willis

  Nov 2009 - May 2015

  Financial Analyst for the NY Metro retail business with a focus on Sales Forecasting.Adjusting monthly sales forecasts based on in depth discussion on the month's new business prospects & renewal business on an account level.Monthly revenue analysis comparing revenue versus prior year sales.Calculate year over year growth in revenue for specific teams and industry groups to determine eligibility for annual bonus compensation.Establish budget targets for specific teams and industry groups on an account level.Sales Prospect Pipeline Reporting:Forecast pitting an office's prospect pipeline against their annual sales goal to predict if they are on target to meet their plan on a weekly basisSalary Forecast for North American Business Unit:Weekly calculation of fluctuating salary & benefits expenses measured against our S&B forecast and outlook for the year Show less

  • Business Analyst

    May 2014 - May 2015

  • Financial Analyst

    Nov 2011 - May 2014

  • Business Analyst (Sales Operations)

    Nov 2009 - Nov 2011
• 

  New York Life & MainStay Investments

  Jun 2015 - Jun 2017

  Senior Associate

  Sales Analytics Focusing on New York Life Mutual Fund and ETF products sold through wholesalers.Tracking of sales and assets through various channels and aligning them to our sales territory structure.Developing performance trends vs. goal as well as market share insight.Determining strategic areas of opportunity to cross sell by leveraging historical trends in asset flows.

• 

  Volvo Cars

  Jul 2017 - Apr 2024

  Communications:Responsible for communications to the retail network originating from the executive office. Collaborating with our Retail Advisory Board to determine and prioritize the concerns of the network with Volvo's executive team. Performance:Management of the retail margin and bonus program and approval of the allocation of funds on a monthly basis. Implementation of various incentive and Volvo Excellence award programs. Development of retailer facing dashboards. Responsible for the management of budgets & forecasts. Identifying areas ofopportunities for revenue growth or expense reduction in order to fulfill our full year plan. Keybusiness partners include:New Car Pricing & Incentives, Customer Service / Aftersales, Retail Network Development

  • Performance & Communications Manager - Retail Network

    Jan 2020 - Apr 2024

  • Business Controller

    Jul 2017 - Jan 2020
• 

  Volvo Car USA

  Apr 2024 - now

  Retail Network Performance and Dealer Relations - Senior Manager

  Oversee network performance and guide retailer behavior by designing incentive programs aligned with company goals. Partner with executive management to foster positive relationships with Volvo dealers, facilitating effective communication, and promoting collaboration between departments and the dealer network.- Governance of the Retailer Bonus and Margin Program- Development of digital tools for the retailer to analyse KPIs for decision making- Direct the relationship between Volvo and the Retailer Advisory Board- Foster the continued development of the Retailer Portal for ease of use and improved content Show less