Top talent is on Pangea

You are viewing Spencer's profile as a guest. Book a free call with our team to discuss your options for hiring fractional workers on Pangea's industry-leading talent marketplace.

Spencer Stephenson

Data Analyst • Product Analyst • Austin, TX, US
Analytics
Analytical Thinking
VBA
Microsoft Office
Python
Visual Basic
Microsoft Excel
Available for hire fromNegotiable
Contracts
Experienced Financial Coach and Analyst
With a Master of Business Administration from Texas A&M University-Corpus Christi and a bachelor's degree in Finance and Economics from Washington State University, this professional has a strong educational background. They have gained extensive experience in various roles, including as an Analyst at Liberty Mutual Insurance, where they played a key role in achieving significant financial milestones. Their expertise also extends to enterprise software sales and marketing, having worked at Insight and Farmers Insurance. Additionally, they have interned at Ciena and worked as a Distribution Assistant at LifeCare Solutions, showcasing their diverse skill set. Currently, they are the Company Owner and Financial Coach at Simoleon Substance LLC, where they help young couples manage their finances effectively. With a focus on financial planning and analysis, this professional has demonstrated a commitment to helping individuals and businesses achieve their financial goals.

Work History

S

Company Owner / Financial Coach

Simoleon Substance LLCOct 2023 - Present • 1 yrHelping young couples get ahold of their financial future! We create personalized plans to help young couples budget, pay off debt, or prepare for their future.
L

Analyst, Product

Liberty Mutual InsuranceApr 2022 - Present • 2 yrs 6 mosUtilized SAS to analyze full state auto books and determine by coverage rates needed to obtain goals. Part of the team that wrote modeled rates to gain $2 Billion in Direct Written Premium. Analyzed effect of making systems changes with in multiple states (>$100M DWP). Provided recommendations to Director of State Operations based on analysis of pricing and strategy. Conducted in depth research of competitor filings utilizing various sources. Assisted in ad hoc projects building pivot tables and charts for use in state analysis. Conducted product analysis under minimal supervision. Queried data to conduct ad hoc analysis of metrics. Provided analysis to help support business decisions. Completed state review analysis and modeling.
I

Enterprise Software Account Representative

InsightAug 2016 - Mar 2019 • 2 yrs 8 mosCreated reports in Microsoft Bi for tracking sales data and identified expansion possibilities for new products. Completed multi-million-dollar sales with the government. Tracked sales results and expectations for weekly reports for managers used to identify top producers. Attended product trainings provided by vendors to enhance knowledge in software products. Created excel-based reports that teammates adopted to track individual sales progress. Constructed step by step tutorials to pull quote reports and organize the data via pivot tables. Devised formulas with concatenation in excel to update files for ease of comparison. Prioritized workload to meet deadlines with orders, while managing phone calls and incoming emails.
F

Marketer

Farmers InsuranceAug 2014 - Apr 2016 • 1 yr 9 mosContacted businesses and private individuals by telephone in order to secure appointments for agent follow up. Maintained records of contacts and activities tracking through excel spreadsheet. Enhanced tracking process through advanced excel techniques creating templates to show who called which customer that was then shared between all marketers. Managed cash drawer and tracked end of day cash receipts to monitor for accuracy.
C

Inventory Management Intern

CienaMay 2015 - Aug 2015 • 4 mosExecuted and reported a physical audit of all inventory items. Performed, monitored, and reported on all transactions related to inventory movement as required by finance and R&D teams. Analyzed and reported on cycle counting activities as well as full physical inventory counts. Reviewed and approved capital asset usage prior to shipment to non-Ciena premises. Assisted with Monthly R&D Lab Asset Review & Upload as per corporate accounting policies.
L

Distribution Assistant

LifeCare SolutionsOct 2009 - Dec 2013 • 4 yrs 3 mosReceived, validated and stored incoming shipments. Packaged and label shipments. Monitored stock levels at all times. Operated pallet jack and ladders to move shipments around the warehouse. Maintained record of stocks and shipments in company provided database.
L

Property Claims Adjuster

Liberty MutualMar 2019 - Apr 2022 • 3 yrs 2 mos• Investigated homeowner losses, interpreted policies, and made coverage decisions • Evaluated contractor estimates to determine fair and reasonable pricing and negotiate to come to an agreement • Prepared and negotiated claim settlements with customers and agents. • Facilitated services of local police departments and vendors to assist insured with coordination of emergency benefits and services • Worked with insureds and agents to address policy issues • Reviewed claim load balancing reports to identify load balancing issues and redirect to appropriate parties • Handled customer complaints in a timely fashion and completed to their satisfaction • Identified risk factors with customers including fraud, underwriting, and subrogation potential

Education

T

Texas A&M University-Corpus Christi

Master of Business Administration - MBA, Management Information Systems, General2021 - 2023
W

Washington State University

Business, Finance and Economics2012 - 2016
C

Central Valley High School

2008 - 2012

How Pangea Works

Effortlessly discover top talent

We’ve distilled the candidate search from endless hours down to just a few minutes. Using Pangea’s AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company’s niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea’s fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team’s capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We’ve combined every part of the hiring process into one platform to eliminate the miscommunication that’s unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
Experienced Financial Coach and Analyst
With a Master of Business Administration from Texas A&M University-Corpus Christi and a bachelor's degree in Finance and Economics from Washington State University, this professional has a strong educational background. They have gained extensive experience in various roles, including as an Analyst at Liberty Mutual Insurance, where they played a key role in achieving significant financial milestones. Their expertise also extends to enterprise software sales and marketing, having worked at Insight and Farmers Insurance. Additionally, they have interned at Ciena and worked as a Distribution Assistant at LifeCare Solutions, showcasing their diverse skill set. Currently, they are the Company Owner and Financial Coach at Simoleon Substance LLC, where they help young couples manage their finances effectively. With a focus on financial planning and analysis, this professional has demonstrated a commitment to helping individuals and businesses achieve their financial goals.

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call

Top talent is on Pangea

You are viewing Spencer's profile as a guest. Book a free call with our team to discuss your options for hiring fractional workers on Pangea's industry-leading talent marketplace.

Spencer Stephenson

Data Analyst • Product Analyst • Austin, TX, US
Analytics
Analytical Thinking
VBA
Microsoft Office
Python
Visual Basic
Microsoft Excel
Available for hire fromNegotiable
Contracts

Work History

S

Company Owner / Financial Coach

Simoleon Substance LLCOct 2023 - Present • 1 yrHelping young couples get ahold of their financial future! We create personalized plans to help young couples budget, pay off debt, or prepare for their future.
L

Analyst, Product

Liberty Mutual InsuranceApr 2022 - Present • 2 yrs 6 mosUtilized SAS to analyze full state auto books and determine by coverage rates needed to obtain goals. Part of the team that wrote modeled rates to gain $2 Billion in Direct Written Premium. Analyzed effect of making systems changes with in multiple states (>$100M DWP). Provided recommendations to Director of State Operations based on analysis of pricing and strategy. Conducted in depth research of competitor filings utilizing various sources. Assisted in ad hoc projects building pivot tables and charts for use in state analysis. Conducted product analysis under minimal supervision. Queried data to conduct ad hoc analysis of metrics. Provided analysis to help support business decisions. Completed state review analysis and modeling.
I

Enterprise Software Account Representative

InsightAug 2016 - Mar 2019 • 2 yrs 8 mosCreated reports in Microsoft Bi for tracking sales data and identified expansion possibilities for new products. Completed multi-million-dollar sales with the government. Tracked sales results and expectations for weekly reports for managers used to identify top producers. Attended product trainings provided by vendors to enhance knowledge in software products. Created excel-based reports that teammates adopted to track individual sales progress. Constructed step by step tutorials to pull quote reports and organize the data via pivot tables. Devised formulas with concatenation in excel to update files for ease of comparison. Prioritized workload to meet deadlines with orders, while managing phone calls and incoming emails.
F

Marketer

Farmers InsuranceAug 2014 - Apr 2016 • 1 yr 9 mosContacted businesses and private individuals by telephone in order to secure appointments for agent follow up. Maintained records of contacts and activities tracking through excel spreadsheet. Enhanced tracking process through advanced excel techniques creating templates to show who called which customer that was then shared between all marketers. Managed cash drawer and tracked end of day cash receipts to monitor for accuracy.
C

Inventory Management Intern

CienaMay 2015 - Aug 2015 • 4 mosExecuted and reported a physical audit of all inventory items. Performed, monitored, and reported on all transactions related to inventory movement as required by finance and R&D teams. Analyzed and reported on cycle counting activities as well as full physical inventory counts. Reviewed and approved capital asset usage prior to shipment to non-Ciena premises. Assisted with Monthly R&D Lab Asset Review & Upload as per corporate accounting policies.
L

Distribution Assistant

LifeCare SolutionsOct 2009 - Dec 2013 • 4 yrs 3 mosReceived, validated and stored incoming shipments. Packaged and label shipments. Monitored stock levels at all times. Operated pallet jack and ladders to move shipments around the warehouse. Maintained record of stocks and shipments in company provided database.
L

Property Claims Adjuster

Liberty MutualMar 2019 - Apr 2022 • 3 yrs 2 mos• Investigated homeowner losses, interpreted policies, and made coverage decisions • Evaluated contractor estimates to determine fair and reasonable pricing and negotiate to come to an agreement • Prepared and negotiated claim settlements with customers and agents. • Facilitated services of local police departments and vendors to assist insured with coordination of emergency benefits and services • Worked with insureds and agents to address policy issues • Reviewed claim load balancing reports to identify load balancing issues and redirect to appropriate parties • Handled customer complaints in a timely fashion and completed to their satisfaction • Identified risk factors with customers including fraud, underwriting, and subrogation potential

Education

T

Texas A&M University-Corpus Christi

Master of Business Administration - MBA, Management Information Systems, General2021 - 2023
W

Washington State University

Business, Finance and Economics2012 - 2016
C

Central Valley High School

2008 - 2012

How Pangea Works

Effortlessly discover top talent

We’ve distilled the candidate search from endless hours down to just a few minutes. Using Pangea’s AI-powered search tools, you can find top fractional talent able to take on your next project. Our system looks at your company’s niche and your needs to find the perfect match faster than any traditional hiring platform.

Start working with talent today

The top talent on Pangea is ready to get started with you right now. You can message or hire a candidate right from their profile page and start assigning work as soon as they respond. And the best part? Pangea’s fractional contract structure lets you start small and ramp up as your needs change, keeping your costs manageable and your team’s capabliities flexible.

Track work and invoices in one place

Assign tasks, track progress, and complete invoices all on Pangea. We’ve combined every part of the hiring process into one platform to eliminate the miscommunication that’s unavoidable on other freelance platforms. We even send out 1099s to your contractors at the end of the year!

Talk with a Talent Expert

Members of our team are available to help you speed through the hiring process.
Available Now
Book a Call
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