Finance and client-facing professional with experience in financial analysis, account management, and consultative sales. Known for strong interpersonal skills, high emotional intelligence, and the ability to build trust with clients and internal teams. Seeking a dynamic role with growth opportunities where analytical thinking and relationship-building drive measurable results.
Overview
3
3
years of professional experience
Work History
Mechanical Solutions Consultant
Comfort Systems USA Southwest
12.2024 - Current
As a mechanical solutions consultant, I am immersed in a full sales cycle role. I take part in lead generation, business development, equipment surveys, verification meetings and proposals. This dynamic position has exposed me to exciting areas that I would like to specialize in moving forward. Specifically analyzing a deal's profitability and client relations.
Prospected and identified new commercial HVAC accounts to target, building a pipeline from the ground up through outbound efforts, cold calls, and cold drop in visits.
Conducted site surveys and equipment assessments to understand customer needs and develop tailored mechanical solutions.
Estimated project costs and maintenance plans based on company pricing standards and provided competitive and timely proposals when applicable.
Sold over $26,500 in maintenance agreements and on track to eclipse $110,000 by end of the fiscal year.
Financial Analyst
Boeing
04.2023 - 12.2024
In this role I was responsible for multiple accounts across the Defense Enterprise. Much of my work involved communicating with engineers and project managers on the C-17 International program, many of whom were stationed across the world. I enjoyed working with a diverse team to come up with solutions to unique problems.
Optimized budgeted labor hours and improved resource allocation.
Ensured healthy and on time month-end processes by reconciling accounts and addressing discrepancies.
Created a custom views and analysis to display clear cost trends and project cost performance.
Delivered advanced analytics to present views and stories to make accurate financial decisions.
Hosted and operated a metric review process which tracked our monthly deliverables and key performance indicators.
<ul>
<li>Performed preventive maintenance on industrial machinery and equipment.</li>
<li>Identified mechanical issues through visual inspection and testing of components.</li>
<li>Repaired or replaced malfunctioning parts, including motors, pumps, valves, seals, bearings.</li>
<li>Assign maintenance tasks and ensure compliance with quality standards</li>
<li>Operated hand tools to repair or replace defective parts.</li>
<li>Inspected moving parts for wear or damage on a regular basis to prevent breakdowns.</li>
<li>Dismantled defective machines and reassembled them after repairs were made.</li>
<li>Maintained records of all work performed in the form of written reports or computer logs.</li>
<li>Troubleshooted electrical control systems using schematics and other diagnostic tools.</li>
<li>Maintained a safe working environment by adhering to safety regulations and standards.</li>
<li>Reviewed schedules with the maintenance team before 5S audits</li>
<li>Conduct routine inspections of hoists and cranes for operational safety</li>
<li>Implemented solutions to prevent future problems</li>
<li>Key Equipment: Hytrol Conveyors, Automated See Grid Systems, Auto Store, Dematic Conveyors, Gorbel Hoists, and Coffin Hoists</li>
</ul> at AMENTUM<ul>
<li>Performed preventive maintenance on industrial machinery and equipment.</li>
<li>Identified mechanical issues through visual inspection and testing of components.</li>
<li>Repaired or replaced malfunctioning parts, including motors, pumps, valves, seals, bearings.</li>
<li>Assign maintenance tasks and ensure compliance with quality standards</li>
<li>Operated hand tools to repair or replace defective parts.</li>
<li>Inspected moving parts for wear or damage on a regular basis to prevent breakdowns.</li>
<li>Dismantled defective machines and reassembled them after repairs were made.</li>
<li>Maintained records of all work performed in the form of written reports or computer logs.</li>
<li>Troubleshooted electrical control systems using schematics and other diagnostic tools.</li>
<li>Maintained a safe working environment by adhering to safety regulations and standards.</li>
<li>Reviewed schedules with the maintenance team before 5S audits</li>
<li>Conduct routine inspections of hoists and cranes for operational safety</li>
<li>Implemented solutions to prevent future problems</li>
<li>Key Equipment: Hytrol Conveyors, Automated See Grid Systems, Auto Store, Dematic Conveyors, Gorbel Hoists, and Coffin Hoists</li>
</ul> at AMENTUM
Commercial Developer for Mechanical Solutions and Refrigeration in the Caribbean Islands & Mexico at SAEG Engineering Group by DaikinCommercial Developer for Mechanical Solutions and Refrigeration in the Caribbean Islands & Mexico at SAEG Engineering Group by Daikin