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Samantha Kaplan

Samantha Kaplan

Senior Manager, Customer Insights & Analytics

New York City Metropolitan Area, United StatesManagement Consulting
Company
Diageo
Title
Whiskey Insights Manager
Seniority
Senior
Department
Master Information Technology
Location
New York City Metropolitan Area, United States
Industry
Management Consulting

About

Experienced Manager with a demonstrated history of working in the financial services industry. Skilled in Management, Microsoft Excel, and Data Analysis. Strong professional with an MBA from NYU Stern School of Business and Bachelor’s Degree in Finance from The College of New Jersey. Currently pursuing a Masters of Information from Rutgers University.

Experience

Whiskey Insights Manager

Diageo

Present

Senior Manager, Customer Insights & Analytics

American Express

International Risk Finance Manager

American Express

Financial Analytics Manager

American Express · New York, New York

Analyze a newly created database to extract client-level P&L by creating, troubleshooting, and maintaining SQL code Utilize data to analyze and provide insights for senior management to improve business decisions Support the annual planning processes for corporate clients by completing ROIs, reviewing operating expenses, and providing client segment level guidance Hire and lead a Senior Financial Analyst

Senior Financial Analyst

American Express · New York, New York

Execute provision and reserve forecast for International Lending and International Charge markets, Non-Card portfolios, and related Outside Agency fees under four base and recessionary scenarios for biannual stress tests Interpret changes to write offs and provision using portfolio analytics, macroeconomic changes, rate-volume analysis, and waterfalls Analyze card member spend and write offs using data pulled from an internal database to provide additional insights into behavior and trends Continually review and improve models to simplify the processes, automate, and enhance methodology Create ad-hoc analyses to provide additional insights into model performance and provide value to stress test process and business partners Prepare and review documentation detailing the methodology and reasoning for stress test write offs and Provision team models

Foresight Fellow

Future Today Institute

Valuation Associate

Appraisal Economics · Paramus, New Jersey

Develop and execute valuation models using methods such as discounted cash flow analysis, guideline company method analysis, Monte Carlo simulations, and Black-Scholes computations Prepare extensive reports detailing the valuation analysis and conclusions for assignments in accordance with Uniform Standards of Professional Appraisal Practice (USPAP)

Disney College Program Intern, Merchandise

Walt Disney World

Merchandise intern at Disney’s Hollywood Studios working at retail locations as well as renting and distributing strollers, wheelchairs, and electronic convenience vehicles (ECVs) Responsible for money handling, POS usage, and opening and closing procedures Positioned in a high traffic area while providing efficient transactions as well as exceptional guest service

Financial Services Intern

Wyndham Hotel Group · Parsippany, New Jersey

Analyzed unapplied payments and outstanding charges reflected on current franchisee statements. Worked with franchisees to review discrepancies and to resolve issues Collaborated with other interns to develop hotel enhancements and other improvements to serve various life stage groups. Designed enhancements and developed marketing and other initiatives Completed ad hoc projects for department such as finding and updating franchise financing information Compiled information requests from company attorneys for franchise accounts in arrears

Education

New York University

Master of Business Administration - MBA, Tech Product Management; Business Analytics; Financial Systems & Analytics

The College of New Jersey

Bachelor’s Degree, Business Administration, Finance

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