Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

OLTA CALI

Jacksonville,FL

Summary

Experienced professional with a strong background in sales and finance seeking a challenging role where I can utilize my expertise. Enthusiastic in pivoting from Sales to the Finance field that offers professional growth and advancement within diversified areas of the industry. I aim to build lasting relationships while strategically analyzing financial data and employing effective sales techniques to drive revenue growth and exceed client expectations.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Account Manager

Dun & Bradstreet
06.2022 - Current
  • Performed needs-based assessments to make a tailored solution that would work best for clients and their needs
  • Managed to take 40+ calls/day, with 3+ hour talk time every day
  • Achieve 110% of quota in 2023 and generate $120K+ in annual revenue.
  • Maintained high standards of customer service by answering pricing, availability, use, and business credit questions accurately.
  • Anticipated clients' needs by staying in touch on regular basis.

Finance Intern

Dun & Bradstreet
04.2022 - 06.2022
  • Develop clear, accurate, and timely reporting solutions for both internal and external customers.
  • Maintained current knowledge of applicable procedures and compliance requirements to optimize effectiveness
  • Completed various administrative tasks such as making phone calls, answering emails, and inputting data into systems.
  • Tracked financial transactions to update balance sheets with accurate, current information.

Senior Case Coordinator

Moneysolver
12.2021 - 04.2022
  • Develop clear, accurate, and timely reporting solutions for both internal and external customers
  • Maintained current knowledge of applicable procedures and compliance requirements to optimize effectiveness
  • Completed various administrative tasks such as making phone calls, answering emails, and inputting data into systems

Case Coordinator

Moneysolver
05.2021 - 12.2021
  • Maintaining specific case requests, including, but not limited to: create, process, and withdraw Powers of Attorney as well as other legal documents
  • Coordinated multiple facets of process without sacrificing performance.
  • Administrating cases and placing accounts into various statuses ; Tracking financial progress on cases by using QuickBooks.


Education

BACHELOR'S OF BUSINESS ADMINISTRATION - FINANCE

University of North Florida
Jacksonville, FL
04.2024

Associate of Arts -

Florida State College
Jacksonville, FL
05.2022

Skills

  • Sales Management
  • Active Listening
  • CRM SalesForce
  • D365
  • Customer Service
  • Product recommendations
  • Fast learner
  • Business Development
  • Team collaboration
  • Attention to Detail
  • Microsoft Office (Word, Excel, PowerPoint, Access)
  • Financial Analysis
  • Sales Analysis
  • Month-end reporting

Certification

  • Real Estate Sales Associate (DBPR)
  • Finance and Accounting (IBMI)
  • Basics of Project Management (IBMI)

Languages

Albanian
Native or Bilingual
English
Native or Bilingual
Spanish
Professional Working

Timeline

Account Manager

Dun & Bradstreet
06.2022 - Current

Finance Intern

Dun & Bradstreet
04.2022 - 06.2022

Senior Case Coordinator

Moneysolver
12.2021 - 04.2022

Case Coordinator

Moneysolver
05.2021 - 12.2021

BACHELOR'S OF BUSINESS ADMINISTRATION - FINANCE

University of North Florida

Associate of Arts -

Florida State College

Similar Profiles

CREATE PROFILE
OLTA CALI