Joseph Coutinho
Franklin,TN
Summary
Accomplished sales representative and account manager with a proven track record at USHEALTH Group and Seven Solar, LLC, and Mercedes Benz. Expert in cash flow analysis and relationship building, with a strong will for enhancing financial efficiency and client satisfaction. In every opportunity, boosted sales and demonstrated a unique blend of analytical prowess and interpersonal skills.
Finance professional prepared to leverage comprehensive experience in finance and sales management. Highly collaborative and results-driven, capable of adapting to dynamic business environments.
Overview
6
6
years of professional experience
Work History
Senior Health Advisor
USHEALTH Group
01.2024 - Current
- Monitored economic trends and regulatory changes to provide informed advice and guidance to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Updated clients on changes in tax laws and other regulations affecting investments.
CFO
Seven Solar, LLC
07.2021 - 12.2023
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
Sales & Finance Manager
Ray Catena Mercedes Benz of Union
05.2018 - 07.2021
- Streamlined financial processes for improved efficiency, resulting in significant cost savings.
- Developed pricing strategies that optimized product margins while remaining competitive in the marketplace.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Education
Bachelor of Science - Finance
New Jersey City University
Jersey City, NJ05-2018
Bachelor of Science - Marketing
New Jersey City University
Jersey City, NJ05-2018
Skills
- Cash Flow analysis
- Performance reporting
- Relationship Building
- Account Management
- Client Relations
- Increasing sales
- Product Knowledge
- Goal-Oriented
Timeline
Senior Health Advisor
USHEALTH Group
01.2024 - Current
CFO
Seven Solar, LLC
07.2021 - 12.2023
Sales & Finance Manager
Ray Catena Mercedes Benz of Union
05.2018 - 07.2021
Bachelor of Science - Finance
New Jersey City University
Bachelor of Science - Marketing
New Jersey City University
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