Anthony White Jr
Manager of sales - Financial Analyst
Jamaica,NY
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Work collaboratively with team members from different disciplines to coordinate new business acquisitions . Highly experienced in sales.
Overview
19
19
years of professional experience
Work History
Managed Partner
City Dronez
New York, NY
11.2021 - 02.2022
- Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.
- Spoke with peers to verify task completion, meeting tight deadlines and schedules.
- Worked with leadership to strategize and introduce office initiatives.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal and local regulations across organization.
- Provided outstanding service to all individuals, promoting effective and lasting business relationships.
- Kept meticulous records of all correspondence with customers for future reference.
Financial Analyst
Alpine Inc
06.2021 - 10.2021
- Managing over $100 million in assets
- Assisting small businesses in the United States with assets to grow their business
- Data collecting on how to grow not just out business but small businesses in the United
- Tates Providing small businesses with financing to help them grown Budgeting for our company to make sure we’re consistent moving forward to succeed in the future
- Growing our company financially, but more importantly from the leadership role knowing how from a managerial standpoint.
Capital Specialist/Financial Analyst
Fora Financial
09.2019 - 01.2021
- Working with small businesses around America Identifies financial status by comparing and analyzing actual results with plans and forecasts
- Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions
- Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management
- Reconciles transactions with attention to detail by comparing and correcting data in order to maintain accuracy, transparency and accountability
- Maintains database by entering, verifying, and backing up data
- CRM systems (e.x
- Salesforce)
- Increases productivity by developing automated accounting applications; coordinating information requirements
- Protects operations by keeping financial information confidential
- Maintains technical knowledge by attending educational workshops and reviewing publications
- Contributes to team effort by maintaining excellent work ethic, flexibility and effective working relationships with various individuals in the organization
- Utilizes excellent verbal and written communication skills to effectively convey information to clients during the loan qualification process.
Consultant
ProNexus
02.2018 - 05.2019
- Providing consulting services securing government funds for technologies to the
- Aryvale Education Center
- Auditing financial data and analyzing how to save money on broadband access and technologies for the school
- Writing appeals to government agencies including the Federal Communication
- Ommission (FCC).
New York Regional Manager/Project Manager
E-Rate Central
08.2002 - 09.2017
- Providing E-rate Consulting Services for school districts
- E-rate is a program under the
- Niversal Service Fund, providing funds to schools
- Provide daily oversight and assistance to school districts attempting to secure federal funding under the “E-rate Program” for high speed broadband connectivity and the associated infrastructure and equipment (switches, routers, access points, cable lines, servers, etc.) Working with SaaS and presenting clients with online applications including, but not limited to Salesforce, Google apps, Docusign, and Dropbox
- Software Engineer - Developing, testing, and reviewing software for all employees assurring up kept security and performance
- Manage the end-to-end life cycle process for clients
- This includes managing filing deadlines for various FCC forms, budget planning and analysis, invoice reviews, FCC item 25 reviews and discount rates
- Strategic sales partner to the Vice President and President
- Manager of sales acquisitions
- Manage company policies and professional development maximizing office efficiency
- Managed a team of 4 account managers and 4 administrative assistants
- Collectively we are responsible for covering 400+ clients
- Secured $177mm in funding over the trailing 12 months resulting in a profit of $6.5mm
- Coordinate KPMG audits for all clients
- Develop and implement annual employee performance reviews
- Assisting schools with implementing competitive bidding processes assuring cost effective contracts
- Provide client service support to all New York State applicants
- Assisting schools nationally writing RFP’s (Request for Proposal) assuring compliance with the rules and regulations of their given state and the Federal E-rate program
- Streamline contracts and invoicing for all regional offices
- Maximizing E-rate discount rates for both school districts and schools utilizing Federal and State poverty data.
Program Integrity Assurance Auditor
School and Libraries Division, SLD
12.2001 - 07.2002
- Completed and processed FCC Form 471 applications; following strict FCC procedural guidelines, using third party websites, internal databases, Pennsylvania/New York State
- Ducational websites, and district/state approved technology plans
- Implemented policies and procedures for reviewing FCC form 471’s Continuously evaluated all site and district wide discount rates in compliance with State and SLD guidelines
- Evaluated the compliance of all applicants in the Schools and Libraries Universal
- Ervice Support program and their eligible services (Telecommunications, Internet
- Ccess and Internal Connections)
- Provided follow up support for clients requesting funding
Financial Analyst
IBM Corporation
05.2001 - 10.2001
- Coordinated and presented management with financial analytical data in the Piscataway regional office on a weekly and monthly basis
- Managed over $5 million which included, but not limited to, salaries, business expenses, equipment expenses, and quarterly costs for all other expenses throughout the regional office.
Education
Bachelors of Arts - Economics
Wheaton College
Skills
● Proficient in all Microsoft Office Software (Ex: Office, Excel, PowerPoint)
● Proprietary Databases
● B2B Sales
● C2B Sales
● CRM Software
● Field Sales Representative
● Salesforce Software
● Proficient in CRM Systems
- Relationship Building
- Business Forecasting
- New Client Acquisition
- Debt Restructuring and Refinancing
- Market Evaluation
- Data Interpretation
● Expert writing Request for Proposals
Timeline
Managed Partner
City Dronez
11.2021 - 02.2022
Financial Analyst
Alpine Inc
06.2021 - 10.2021
Capital Specialist/Financial Analyst
Fora Financial
09.2019 - 01.2021
Consultant
ProNexus
02.2018 - 05.2019
New York Regional Manager/Project Manager
E-Rate Central
08.2002 - 09.2017
Program Integrity Assurance Auditor
School and Libraries Division, SLD
12.2001 - 07.2002
Financial Analyst
IBM Corporation
05.2001 - 10.2001
Bachelors of Arts - Economics
Wheaton College
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