Bilingual professional adept in financial administration, data analytics, and consultative sales. Successfully combined analytical skills with client relationship management to generate actionable insights and optimize market strategies. Experienced in utilizing various tools, including Salesforce and Tableau, to drive performance and enhance client engagement across multiple sectors.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Corporate Financial Consultant & Accountant
Rick M. Loftis CPA PA
Jacksonville, FL
02.2025 - Current
Maintaining comprehensive financial records and reconciliations; ensuring absolute data integrity across corporate accounts receivable processes, including billing and collections.
Directing payroll administration, financial reporting, and cash application for a diverse client portfolio to ensure strict compliance with legal frameworks.
Serving as a primary consultant for clientele, translating complex financial data into clear, actionable insights to support cash flow efficiency.
Calculating monthly and quarterly returns, tracking operational metrics, and leveraging financial modeling to analyze data trends and inform strategic reporting.
Realtor®
Flat Fee MLS Realty (Part-Time)
Jacksonville, FL
10.2024 - Current
Identified and captured unlisted market opportunities through aggressive prospecting and data driven lead generation.
Managed full cycle consultative sales for off-market investor clients, ensuring seamless contract execution.
Leveraged Salesforce CRM to optimize a pipeline funnel exceeding 200 warm buyer leads.
Utilized buyer data in FlexMLS to forecast market trends and enhance outreach strategies.
Performed comparative market analyses to justify capital expenditures and provide ROI projections.
Conducted asset health assessments, including cost benefit analyses for rehabilitation projects.
Facilitated multi stakeholder negotiations with legal and financial entities to secure high value contracts.
Maintained adherence to ethical standards set by National Association of Realtors to ensure regulatory compliance.
Marketing Strategist
Birch Tree Day Spa
Birmingham, Alabama
02.2023 - 04.2024
Designed targeted promotional campaigns and data driven client outreach initiatives across multiple channels, increasing storefront retail sales by 18%.
Launched and optimized automated workflows in Intuit Mailchimp, boosting email open rates by 22% and click through rates by 16%.
Developed tailored customer models using SPSS and Excel to segment outreach, enhancing client engagement and conversion metrics.
Sales Development Intern
RippleMatch Technology
New York, New York
08.2022 - 12.2022
Executed high volume outbound prospecting campaigns via digital platforms and networking events to drive platform adoption and territory growth.
Analyzed engagement metrics to refine outreach strategy, optimizing conversion rates for core target demographics.
Developed custom CRM tracking system in Excel to streamline applicant flow and enhance management of targeted client segments.
Education
Master of Business Administration -
Samford University
Birmingham, AL
08-2024
Bachelor of Science - Business Administration
Samford University
Birmingham, AL
04-2023
Skills
Rapid Information Mastery: Rapidly absorbing dense, highly regulated data with a zero-error mindset; equipped to master complex clinical portfolios
Data-Driven Decision Making: Analyzing regional data and customer segments to optimize outreach and identify trends
Analytical Tools: Advanced Excel (Pivot Tables, V-Lookups), Tableau, SPSS, and R
Client Relationship Management: Managing active client portfolios and building trust with key accounts
Needs Based Assessment: Uncovering client pain points, value gaps, and operational requirements
Research & Market Intelligence: Gathering data on local competitors, market trends, and unlisted opportunities
CRM & Platforms: Salesforce, HubSpot, FlexMLS, and Qualtrics
Certification
HubSpot Certification in Social Media Marketing
HubSpot Certification in Customer Experience Management (CRM)
Member of the National Association of Realtors ® (NAR)