Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joey Baaklini

Miami,FL

Summary

Dynamic finance professional with a strong analytical background and a passion for leveraging insights to drive strategic growth and sustainability. Experienced in identifying market trends and optimizing decision-making processes, committed to continuous learning and applying advanced techniques to enhance business outcomes.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Development Program

UnitedHealthcare
Miami, FL
06.2023 - Current
  • Maintained a strong track record as the site's highest-ranked agent while ensuring excellent customer satisfaction.
  • Identified opportunities for enhanced service integration and value-based care in Medicare and Medicaid, leading to revenue growth.
  • Collaborated with colleagues on a project targeting improved communication and retention within Sales Development Program.
  • Effectively utilized product portfolio knowledge to assess individual prospect needs, providing tailored guidance for optimal product selection.

Sales Representative

Cardinal Group
Miami, FL
01.2023 - 05.2023
  • Analyzed neglected leads reports to uncover potential business opportunities.
  • Utilized data analysis and spreadsheets to evaluate market trends, identify sales opportunities, and improve revenue, enhancing competitive positioning.
  • Consistently achieved and surpassed performance goals while ensuring exceptional customer experience.
  • Collaborated with executives to devise and put into action effective territory-focused business strategies.
  • Maintained accurate records of all leased properties in a database system.

Financial Accounting Intern

BMW
Beirut, LB
05.2021 - 08.2021
  • Assisted in the preparation of financial statements and reports for management review.
  • Performed reconciliations of bank accounts, general ledgers, and other balance sheet accounts.
  • Prepared journal entries to record daily business transactions.
  • Created itemized profit and loss statements focusing on direct and indirect expenses to identify cost-saving resource allocations.
  • Reviewed invoices for accuracy and completeness prior to payment processing.

Education

Bachelor of Science - Banking & Finance

Lebanese American University
Beirut
08.2022

Skills

  • Financial Modeling
  • Microsoft Excel
  • Financial Reporting
  • Market Analysis
  • Profitability Analysis
  • Financial Forecasting and Modeling

Certification

  • Bloomberg Certificate in Finance Fundamentals
  • Harvard Business School Online Certificates:
  • Financial Accounting
  • Business Analytics
  • Alternative Investments

Timeline

Sales Development Program

UnitedHealthcare
06.2023 - Current

Sales Representative

Cardinal Group
01.2023 - 05.2023

Financial Accounting Intern

BMW
05.2021 - 08.2021

Bachelor of Science - Banking & Finance

Lebanese American University
Joey Baaklini