Manuel Guzman

• Evaluates credit files, reports, and financial statements to assess prospective and current customer base for credit extension and reevaluation

• Manages over $12,000,000 in Accounts Receivable for commercial/residential plumbing customer base

• Collaborates with sales/operations teams to strategize opportunities to boost growth, increase trading profit

• Reports potential bad debt, write off recoveries, A/R disputes

• Collaborated with team of 4 to implement financial chatbot for credit applications.

• Executed data cleaning and retrieval from Compustat, earnings calls, and SEC/Edgar reports using Python.

• Presented progress and solutions, including chatbot upgrades, to Business Credit Analyst Team at UniCredit.

• Secured five candidate placements, generating over $80,000 through negotiations with CFOs and senior leaders at consulting firms.

• Developed spreadsheets to monitor daily client outreach and manage candidate pipelines effectively.

• Scheduled quality phone appointments for Equity Sales Team to negotiate art investments worth thousands of USD

• Made 250-300 phone calls a day to renew existing client accounts, contributing towards potential art investment

• Monitored bank statements, accounts, financial information using Excel

• Designed graphics with Canva & Adobe Photoshop, to present company results, data to clients