Jared Coats
Chief Financial Officer
Charlotte,NC
Summary
Driven and ambitious Chief Financial Officer dedicated to continuous business improvement focused on enhancing revenue and streamlining business operations. Diligent in driving profit maximization through multifaced business approaches. Results-oriented Chief Financial Officer while achieving both financial and non-financial business goals with effective controls and planning.
Overview
2
2
Certifications
5
5
years of post-secondary education
6
6
years of professional experience
Work History
Chief Financial Officer
Phoenix Captive Solutions
Charlotte, NC
08.2017 - Current
- Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Built and deployed strategies to achieve company vision and enhance tactical operations.
- Investigated and addressed business development challenges to proactively mitigate problems.
- Completed in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Introduced new matrix organizational plan with clear roles and responsibilities to enhance processes while ensuring quality and regulatory compliance.
Account Executive
FullHR
Charlotte, NC
07.2014 - 07.2017
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Upsold special packages while preparing quotes for potential clients, consistently maintaining accuracy.
- Distributed marketing materials to existing and prospective clients and presented materials to client audiences.
- Improved sales processes to streamline customer acquisition and onboarding strategies.
- Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
- Created effective strategies to target new markets after researching and analyzing competitor behavior.
Education
Bachelor of Science - Finance
Wingate University
09.2010 - 05.2014
MBA - Healthcare Management
Wingate University
Wingate, NC 01.2020 - Current
Skills
Accounting principles
Strategic Planning
Operational decision making
Financial Management
Negotiation
Consulting
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Accident & Health License
Quote
Know the true value of time; snatch, seize, and enjoy every moment of it. No idleness, no laziness, no procrastination: never put off till to-morrow what you can do to-day.
Philip Dormer Stanhope, Lord Chesterfield
Timeline
MBA - Healthcare Management
Wingate University
01.2020 - Current
Chief Financial Officer
Phoenix Captive Solutions
08.2017 - Current
Account Executive
FullHR
07.2014 - 07.2017
Accident & Health License
07-2014
Life Insurance License
07-2014
Bachelor of Science - Finance
Wingate University
09.2010 - 05.2014