Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
Work History
Sales Representative
Vivint Home Security
Tampa, FL
03.2021 - Current
Developed and maintained relationships with existing clients to ensure customer satisfaction.
Generated new sales leads through cold calling and networking activities.
Organized client visits, presentations, product demonstrations and trade shows.
Researched competitors' products, prices, and sales techniques.
Presented products and services to prospective and existing customers to meet client needs.
Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Senior Internal Auditor
Xerox Business Solutions
Tampa, FL
09.2018 - 03.2020
Ensure adherence to internal controls, accurate recording of revenue and departmental and company budgetary constraints are met by developing audit procedures across 30 branches in the USA with a total revenue of $2.5B
Full audit planning and execution for site visits that includes process of revenue, operations and IT audits by completing walkthrough to test the risks and effectiveness of the control
Write audit reports and management letters for review by the Director of Internal Audit and developed recommendations to correct deficiencies observed in audits and reviews
Identified over $400K in un-invoiced purchases during a review and worked with controller of the branch to help clear these amounts, and an efficient control in place to help clear these amounts on regular basis
Determined that a company overcharged a client over $100k in print per copies during an audit review of contracts
Assisted with ongoing projects to determine efficiency and effectiveness of IT and Operational controls.
Experienced Associate
Pricewaterhousecoopers (PwC)
Tampa, FL
11.2015 - 08.2018
Provide audit services to public, and private companies in industrial, financial services and health care
Plan and execute operational audits of various business areas using risk-based audit methodology
Test the design and operating effectiveness of internal controls by completing walk-throughs
Identify and communicate accounting and audit matters to senior associate and management
Direct and educate junior team members on auditing techniques and software.
Financial Advisor Assistant
The Holland Group
Clearwater, FL
02.2015
Working with clients to increase future income, and growth planning for retirement
Process applications with broker dealer and gather financial document to transfer assets
Build and analyze financial portfolios to ensure client is well invested to maximize returns with low risk.
Education
Bachelor of Science in Finance -
University of South Florida - MUMA College of Business
12.2014
Skills
Strong analytical, gathering skills
Attention to detail, and effective communication
Knowledge of GAAP Rules and Accounting Principals
Knowledge of auditing principles including audit planning, risk assessments, processes and controls design assessments, and controls operating effectiveness
Computer: Microsoft Office, Aura Workflow, Quick Books, Workpaper Manager
Sales Closing
Competitor Research
Lead Prospecting
Prospecting Skills
Timeline
Sales Representative
Vivint Home Security
03.2021 - Current
Senior Internal Auditor
Xerox Business Solutions
09.2018 - 03.2020
Experienced Associate
Pricewaterhousecoopers (PwC)
11.2015 - 08.2018
Financial Advisor Assistant
The Holland Group
02.2015
Bachelor of Science in Finance -
University of South Florida - MUMA College of Business