Organizational professional who is versed in multiple facets of inventory and asset control and has 10+ years of experience in finance & customer service roles, with a strong ability to learn and adapt to new information and processes.
Overview
7
7
years of professional experience
Work History
Finance Manager
Green Home Systems Inc.
Northridge, USA
08.2022 - 08.2024
Collaborated with homeowners and salespersons to evaluate and secure loans for solar energy systems and related projects, enhancing funding accessibility for customers.
Managed daily reporting of all company sales, providing expertise in oversight and management of secured loans for each customer.
Acquired and maintained lending partners to enhance financial service capabilities, fostering positive relationships with all partnered lenders.
Customer service interactions as needed if related to financing concerns of proposed projects.
Projecting income for business with ownership as contribution to profit-loss statements.
Skills needed to complete primary tasks daily: Time Management, Computer Skills (CRM software, Microsoft Excel & Word & Powerpoint, Google Sheets & Drive, Quickbooks), Organization Management, Customer Service, Financial Literacy, Relationship Building, Procurement, Auditing, Casework
Inventory Manager
High Times Delivery
Los Angeles, USA
07.2020 - 07.2022
Managed receiving, storage, and handling of all on-site inventory items, including company vehicles and merchandise, ensuring compliance with company policies.
Supervised appointed team in handling all inventory items, fostering an organized and efficient inventory management process.
Managed the inspection, documentation, storage, and maintenance of inventory to ensure compliance with DCC regulations and company policy.
Assisted the primary manager in overseeing all staff on property and supported general operations in customer service and sales.
Led all outreach programs in-house in tandem with marketing department to further promote the business to the public.
Skills needed to complete primary tasks daily: Time Management, Computer Skills (POS software, METRC - Government software, Google Sheets & Drive, Microsoft Excel & Word & Powerpoint), Organization Management, Customer Service, Cash Register Skills, Relationship Building, Procurement, Machine Maintenance, Event Planning, Community Outreach, Auditing
Store Manager
Mountain High Recreation
Sacramento, USA
09.2017 - 01.2020
Oversaw receiving, storage, and handling of all inventory items housed on-site in addition to supervising conduct & operations of team members & support staff working during operating hours.
Coordinated onboarding and offboarding of staff while assisting with payroll and timesheets to streamline workforce management.
Customer service interactions with clientele given the sales-driven nature of the company.
Conducted daily sales performance audits and evaluated KPIs with business owners to inform future campaigns and strategic goals.
Maintained safe and compliant work environment in alignment with DCC and state & federal regulations.
Skills needed to complete primary tasks daily: Time Management, Computer Skills (POS software, METRC - Government software, Google Sheets & Drive, Microsoft Excel & Word & Powerpoint), Organization Management, Customer Service, Relationship Building, Procurement, Limited Payroll Knowledge, Human Resources, Auditing, Financial Acumen, Policy & Process Development
Enterprise Customer Success Delivery Manager at More Tasks Business SolutionEnterprise Customer Success Delivery Manager at More Tasks Business Solution