Results-driven and experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Proactive leader with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Business Banking Center Manager
NBH Holdings
01.2022 - Current
Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Supported financial director with special projects and additional job duties.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Developed strategic plans for day-to-day financial operations.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Complied with established internal controls and policies.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Established internal audit procedures to validate and improve accuracy of financial reporting.
Created financial dashboards to provide insights into key performance indicators.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Owner/CFO
Storm Guard Roofing And Construction Franchise
02.2018 - 01.2022
Managed day-to-day business operations.
Consulted with customers to assess needs and propose optimal solutions.
Trained and motivated employees to perform daily business functions.
Evaluated suppliers to maintain cost controls and improve operations.
Established foundational processes for business operations.
Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
Generated revenues yearly and effectively capitalized on industry growth.
Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
Prepared bank deposits and handled business sales, returns and transaction reports.
Managed large budgets, collaborating with other departments to eliminate redundancies.
Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Put together realistic budgets based upon costs and fees for successfully operating business.
Introduced new methods, practices, and systems to reduce turnaround time.
Adhered to regulatory and policy changes and made necessary adjustments to maintain overall success.
Worked with marketing teams to create print and online advertisements to bring in new customers.
Prepared annual budgets with controls to prevent overages.
Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
Generated detailed sales reports and forecasts to analyze performance and track progress.
Sales Manager
Bank Of America
03.2015 - 02.2018
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Resolved customer issues quickly to close deals and boost client satisfaction.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Met with clients, delivering presentations, and educating on product and service features and offerings.
Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
Built relationships with customers and community to establish long-term business growth.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Implemented systems and procedures to increase sales.