Summary
Overview
Work History
Education
Skills
Timeline
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Lloyd James Jr

Ontario,CA

Summary

Dynamic Sales Director/General Manager with a proven track record at 24 Hour Fitness, driving revenue growth through strategic planning and team development. Adept at fostering a results-oriented culture, I excel in training and communication, achieving significant performance improvements while enhancing customer retention. Passionate about innovation and operational excellence.

Overview

12
12
years of professional experience

Work History

Sales Director

24 Hour Fitness
Rialto
09.2024 - Current
  • Fostered a culture of continuous improvement by encouraging feedback and innovation within the sales team.
  • Supported management team by providing timely feedback regarding operations efficiency.
  • Developed strategies to position business that shape and capitalize on emerging customer and market needs.
  • Led a team of sales managers and representatives, providing training and development to enhance performance.
  • Coached, developed and motivated team to achieve revenue goals.

Tax Specialist

Intuit
Ontario
01.2023 - Current
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Ensured compliance with applicable federal, state, and local laws governing taxation policies.
  • Computed taxes owed or overpaid for clients.
  • Educated clients on the implications of tax laws and their financial decisions.
  • Used tax form instructions and tables to complete tax forms.
  • Furnished taxpayers with sufficient information and advice to verify correct tax form completion.

Certified Tax Preparer

InnerVision Financial Services, LLC
Apple Valley, CA
10.2019 - Current
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Performed detailed research and used findings to support audit reports.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.

Accountant

InnerVision Financial Services,LLC
Apple Valley, CA
10.2019 - Current
  • Analyzed financial statements and income statements to review company's financial performance.
  • Prepared monthly and year-end closing statements, financial documents and invoices.
  • Investigated and resolved discrepancies in monthly bank accounts.
  • Identified process inefficiencies and recommended improvements.
  • Reviewed and reconciled discrepancies in accounts and financial documentation.
  • Prepared P&L reports and financial statements for review by management.
  • Managed financial operations, month-end reporting, financial schedules and reconciliations.
  • Calculated and determined accurate monthly revenues by reconciling and reviewing operations databases and accounting system records.

Owner

InnerVision Financial Services,LLC
Apple Valley, CA
10.2019 - Current
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Developed business and marketing plans and prepared monthly financial reports.
  • Led startup and opening of business and provided business development, creation of operational procedures and workflow planning.
  • Analyzed client business needs and assisted in determining appropriate resources and strategies.
  • Set pricing structures according to market analytics and emerging trends.

General Manager

24 Hour Fitness
Inland Empire, CA
12.2016 - Current
  • Established clear performance goals and metrics for revenue, P&L, customer service and customer retention.
  • Delivered exceptional client experiences through hands-on leadership of associates and managers.
  • Built and maintained loyal, long-term customer relationships through effective account management.
  • Designed sales and service strategies to improve revenue and retention.
  • Managed shrink processes and inventory levels for corrective action planning to save costs.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Enhanced operational performance by developing effective business strategies, systems and procedures.
  • Participated in organizational transformation and implementation activities to monitor corporate restructures.

Case Manager

Rancho Milagro Recovery
Temecula, CA
01.2020 - 06.2021
  • Developed appropriate care plans for at-risk individuals and high-risk families.
  • Coordinated support services and optimized communication between healthcare workers and patients.
  • Collaborated with various healthcare providers to facilitate delivery of services.
  • Informed patients and families of treatment options and at-home care strategies to reduce unnecessary burden on hospital resources.
  • Optimized program resource utilization to prevent unnecessary hospital admissions.
  • Communicated with legal services providers, social services agencies and local judicial systems regarding cases.
  • Reviewed treatment plans against individual goals and healthcare standards.

Certified Tax Preparer

TMW Financial Solutions
Atlanta, GA
10.2019 - 12.2020
  • Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.

Sales Manager

24 Hour Fitness
Apple Valley, CA
01.2015 - 12.2016
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
  • Maintained professional network of potential clients and business opportunities.
  • Boosted team morale and overall sales volume by creating employee incentive sales contests.
  • Developed and implemented new sales strategies to update product lines.
  • Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
  • Oversaw management and implementation of new revenue strategies, sales initiatives and customer engagement tactics to increase market share.
  • Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability.
  • Tracked monthly sales to generate reports for business development planning.
  • Implemented CRM strategy to automate leads management.
  • Achieved company growth for several consecutive years through market expansion and sales.

Operations Manager

24 Hour Fitness
Victorville
08.2016 - 12.2016
  • Monitored and improved efficiency of processes, team performance, and customer service.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics.
  • Built strong operational teams to meet process and production demands.

Fitness Manager

24 Hour Fitness
Victorville, CA
08.2016 - 12.2016
  • Managed the daily operations of the fitness center, ensuring safety standards were met.
  • Achieved or exceeded financial and personal training goals consistently.
  • Coordinated promotional campaigns for membership packages and other services offered by the facility.
  • Analyzed budget reports on a monthly basis to identify areas for cost savings or revenue growth opportunities.
  • Provided excellent customer service to ensure client satisfaction.
  • Recruited, interviewed and trained new staff members as needed.
  • Implemented personalized training to each employee, providing guidance and information to strengthen skills needed to accomplish tasks.

Assistant Sales Manager

24 Hour Fitness
Apple Valley, CA
08.2014 - 05.2015
  • Helped sales professionals finalize customer sales and handled escalated concerns.
  • Taught new associates sales tactics and performance improvement techniques.
  • Met with entire team on weekly basis to identify sales opportunities, discuss strategies and execute new promotions.
  • Established action plans for team members and helped each person attain objectives.
  • Collaborated closely with management team to recruit top-level sales talent to fill positions within department.
  • Achieved consistent growth rate with effective planning and management strategies.
  • Sourced and onboarded well-qualified inside and outside salespeople to enhance revenue generation.
  • Developed effective sales team members through highly individualized coaching.
  • Opened and closed store, set up registers and secured cash.
  • Oversaw office operations and maintained store compliance.

Membership Counselor

24 Hour Fitness
Apple Valley, CA
08.2013 - 08.2014
  • Welcomed both new and existing members to organization by delivering kind greeting upon entrance.
  • Marketed facility, classes and services to current and potential members.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Built strong, professional relationships through identification of client needs, which increased overall sales and opportunities.
  • Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
  • Networked to build client base and promote products to new and existing clients.
  • Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
  • Presented professional appearance and assisted with product placement and visual merchandising tasks.
  • Exceeded sales goals using consultative sales talents and effectively explaining programs and services to generate interest.
  • Improved profitability and developed pipeline leveraging multiple marketing channels and sales strategies.

Education

Work in Progress - Accounting And Business Management

Cal State Northridge
Northridge, CA, USA

Skills

  • Results-oriented
  • Training and development
  • Results-oriented
  • Proficiency in planning and strategy
  • dependability
  • attention to detail
  • adaptability
  • self-motivated
  • strong work ethic
  • critical thinking
  • communication
  • passionate
  • conflict resolution
  • team player
  • positive attitude
  • coachable

Timeline

Sales Director

24 Hour Fitness
09.2024 - Current

Tax Specialist

Intuit
01.2023 - Current

Case Manager

Rancho Milagro Recovery
01.2020 - 06.2021

Certified Tax Preparer

InnerVision Financial Services, LLC
10.2019 - Current

Accountant

InnerVision Financial Services,LLC
10.2019 - Current

Owner

InnerVision Financial Services,LLC
10.2019 - Current

Certified Tax Preparer

TMW Financial Solutions
10.2019 - 12.2020

General Manager

24 Hour Fitness
12.2016 - Current

Operations Manager

24 Hour Fitness
08.2016 - 12.2016

Fitness Manager

24 Hour Fitness
08.2016 - 12.2016

Sales Manager

24 Hour Fitness
01.2015 - 12.2016

Assistant Sales Manager

24 Hour Fitness
08.2014 - 05.2015

Membership Counselor

24 Hour Fitness
08.2013 - 08.2014

Work in Progress - Accounting And Business Management

Cal State Northridge
Lloyd James Jr