Finance graduate (Magna Cum Laude) leveraging strong skills in financial analysis/reporting, business intelligence, and data analytics, along with hands-on experience in sales and customer service at exclusive retail venues to drive impact in financial/business analyst roles. Able to leverage robust analytical and problem-solving skills along with a customer-centric communication style and continuous improvement mindset to deliver consultative, personalized service and advisory for complex financial products and services. Collaborative professional who excels in both leadership and individual contributor roles, with the ability to guide and mentor team members on operational and customer service best practices while consistently meeting and exceeding individual goals/targets.
Overview
10
10
years of professional experience
Work History
Business and Revenue Analyst
AFuzion, Inc., Global Avionics Services Company
01.2021 - Current
Prepare and deliver comprehensive, data-driven revenue reports for the CEO/CFO showcasing revenue growth trends as well as costs incurred quarterly and annually
Leverage technical & marketing expertise to author and deliver proposals for Domestic and International Civilian and Government contracts
Negotiation of terms and rates to ensure company profitability, while showcasing the value of AFuzion services to achieve proper aviation certification, training, or technical engineering support
Lead & support outreach to new accounts and tenured client follow up to ensure net new business capture and relationships in order to maintain AFuzion’s nearly 100% client repeat rate
Monitor quarterly and yearly costs to maintain budget goals and ensure the accuracy of capital expenditures while examining revenue streams to track profit margin goals established by the CEO
Develop quarterly and annual budgets (including separate budgets for distinct projects), in addition to transcribing agendas and meeting notes from business partner meetings
Identified, connected, and closed over $2M in new client business in 2023.
Collaborated with cross-functional teams to develop comprehensive sales plans aligned with company goals and objectives.
Developed insightful management reports highlighting key revenue drivers, risks, and opportunities for growth.
Influenced company strategy by presenting compelling evidence regarding the potential benefits of pursuing new business opportunities or refining existing offerings based on profitability analysis.
Enterprise Sales Development Representative
CrowdStrike, Inc., Global Company
01.2023 - 08.2023
Provide new lead outreach through one-to-one calls and email to gain Net New Logo business by selling, setting, and confirming follow up meetings with senior sales
Goal: to introduce the next step in driving incremental customer & growth
Maintain proper communication with customer accounts to inform & train them on new modules being offered or how to better utilize and leverage the products they are currently using or introduce new options
Develop new leads through prospecting using tools provided while maintaining proper hygiene the Salesforce CRM to ensure information for each contact was accurate and up to date.
Increased client base by identifying potential enterprise customers and conducting targeted outreach.
Developed strong relationships with key decision-makers to ensure long-term business partnerships.
Sales Specialist
Rolex Boutique - Geary’s, Rodeo Drive
01.2020 - 01.2023
Surpassed all monthly and annual sales goals while becoming one of the top associates consistently delivering high sales revenue for this #1 Domestic Rolex store
10M sales in 3 years
Established and nurtured consultative relationships with high-profile clients while utilizing in-depth product knowledge to drive sales and add to their Team & culture focused.
Built strong client relationships through consistent communication and effective problemsolving.
Exceeded sales targets by consistently meeting and surpassing monthly quotas.
Collaborated with cross-functional teams to deliver comprehensive solutions for clients'' needs.
Boosted customer satisfaction by providing exceptional product knowledge and tailored recommendations.
Developed custom proposals for high-value prospects, successfully closing major deals.
Provided ongoing support to existing clients, maintaining a high level of satisfaction and encouraging repeat business.
Stayed current on industry trends by attending workshops, seminars, reading trade publications; applying newly acquired knowledge into daily activities.
Adapted selling approach based on each customer''s unique needs/preferences; tailoring product offerings accordingly.
Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
Demonstrated product features, answered questions and persuasively overcame objections.
Client Advisor – Luxury Retail
Louis Vuitton Rodeo Drive
01.2017 - 01.2020
Promoted from Seasonal Support Associate to Luxury Client Advisor within 7 months in recognition of sales and performance excellence
Assisted with associate training for new product launches in the Watches and Jewelry category while building client books from the ground up and consistently driving new sales revenue
Ranked among the Top 40 (Top 10%) Client Advisors for entire West Coast Region
6M in sales in 2 years.
Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
Strengthened client relationships through regular communication and proactive follow-up on inquiries.
Contributed to company growth by identifying new business opportunities and cross-selling services.
Collaborated with team members to develop innovative solutions for complex client needs.
Excelled in meeting sales targets, contributing significantly to the overall success of the team.
Provided exceptional customer service, consistently receiving positive feedback from clients and colleagues alike.
Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
Participated in networking events to establish valuable connections within the industry and community at large.
Enhanced team morale through consistent collaboration efforts aimed at fostering a positive work environment.
Client Services and Sales Support
Hillcrest Country Club, Los Angeles, CA
01.2014 - 01.2016
Delivered a personalized, premium level of customer service to patrons, members, and guests of this exclusive private golf club
Members included: CEOs, top political officials, celebrities, sports team owners, and other notable public figures
Oversaw and organized all aspects of the members' golf experience, including preparation of their cart, personal golf bag, shoes, balls, T-shirts, preferred beverages, and meals while greeting members upon arrival
Managed pro-shop sales, merchandising, inventory, re-stocking, and ordering efforts while coordinating the course setup duties for tournaments and special events
Hosted VIP Golf Club Tours of the playing course including caddying and playing golf with CEOs, top political officials, celebrities, sports team owners, and other notable public figures.
Education
Bachelor’s Degree in Finance, Magna Cum Laude (GPA: 3.72) -
Southern New Hampshire University
Manchester, NH
01.2022
Skills
Organizational Leadership
Client Success Strategy
Client Relations/Customer Service
Strategic Planning & Execution
Financial Analysis
Sales Operations
Data Analysis & Forecasting
Relationship Building
Budgeting & Cost Analysis
Fiscal Management
Business Strategy & Analysis
Revenue & Profit Growth Strategy
Cross-Functional Collaboration
Business Intelligence (BI)
Team Leadership & Training
Budget Planning
Data Interpretation
Sales Analysis
Forecasting Techniques
Statistical Analysis
Business Forecasting
Business Development
New Client Acquisition
Client Relationship Development
Salesforce CRM
Interpersonal Communication
Accomplishments
Performed comprehensive revenue analysis for Afuzion (a major avionics company), including analyzing annual costs to monitor overall profitability growth across the years, allocate budgets for future projects, and develop strategies to increase profits.
Drove $12M+ in sales over 2 years at Gearys - Rolex Boutique Rodeo Drive while cultivating and maintaining robust relationships with a high-end clientele to deliver consistent revenue and profit growth.
Achieved recognition as one of the top sales associates in the high-end product category at Louis Vuitton Rodeo Drive, ranking #3 storewide for watches and jewelry sales.
Timeline
Enterprise Sales Development Representative
CrowdStrike, Inc., Global Company
01.2023 - 08.2023
Business and Revenue Analyst
AFuzion, Inc., Global Avionics Services Company
01.2021 - Current
Sales Specialist
Rolex Boutique - Geary’s, Rodeo Drive
01.2020 - 01.2023
Client Advisor – Luxury Retail
Louis Vuitton Rodeo Drive
01.2017 - 01.2020
Client Services and Sales Support
Hillcrest Country Club, Los Angeles, CA
01.2014 - 01.2016
Bachelor’s Degree in Finance, Magna Cum Laude (GPA: 3.72) -
Contracts & Procurement Officer at SPIE Global Services Energy / North Oil CompanyContracts & Procurement Officer at SPIE Global Services Energy / North Oil Company