Roberto Morales
Hampshire,IL
Summary
Customer-oriented, strategic-thinking sales management professional successful in cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in implementing pricing models, managing vendor relations and expanding territory.
Overview
18
18
years of professional experience
Work History
Director of Finance
Seasonal Landscape Solutions
Algonquin, IL
05.2022 - 01.2024
- Developed and maintained short-term and long-term financial plans.
- Coordinated with external auditors for the annual audit process.
- Managed budgeting processes for multiple departments or divisions within an organization.
- Compiled and analyzed financial information to prepare entries to accounts, such as general ledger accounts, documenting business transactions.
- Evaluated existing systems of control and made recommendations for improvement where necessary.
- Provided guidance on capital expenditure projects to ensure they meet company objectives.
- Reviewed contracts related to finance activities to ensure compliance with applicable laws and regulations.
- Assisted senior management in developing strategies for improving overall financial performance of the organization.
- Worked closely with other departments such as marketing, sales, production, providing advice on how best to achieve their goals while maintaining fiscal responsibility.
- Maintained up-to-date knowledge of industry trends and developments affecting organizational finances.
- Advised executive leadership team on investment opportunities that could maximize return on capital investments.
- Collaborated with legal counsels regarding all corporate finance matters including mergers and acquisitions, debt financing.
- Created reports analyzing current projects' profitability against projected targets.
- Reorganized finance and accounting departments to improve efficiency and cut excess spending.
- Created and enforced company-wide controls regarding revenue and expenses in concerted effort to protect organization's assets.
- Evaluated budget plans and current costs to project trends and recommend updates.
- Reviewed applications against established parameters to determine approval, rejection or modification requirements.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Invoiced and kept a ledger of ongoing project for billing purposes.
- Paid salespeople accordingly for month to month sales.
- Worked directly with estimator to establish an estimating system and produce accurate estimates as well as comfortable profit marjins for the company.
Sales Manager
KCT Credit Union
Elgin, IL
07.2014 - 11.2021
- Built strong rapport with new and existing clients to maximize sales potential
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Designed sales and service strategies to improve revenue and retention.
- Developed and maintained client rapport to meet financial service needs and drive company loyalty.
- Educated customers on variety of loan/service products and available credit options to promote valuable decision-making.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Networked within communities to identify and capitalize on business opportunities.
- Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Executed loan origination process and ordered credit reports, appraisals, preliminary title reports, insurance information and flood certificates.
- Coordinated special update and conversion projects and monitored key performance metrics.
- Reviewed applications against established parameters to determine approval, rejection or modification requirements.
- Directed team members in authorizing loans and opening checking and savings accounts.
- Analyzed products and policies and recommended changes to maximize profitability.
- Delivered associate performance evaluations to determine merit increases and bonus amounts.
- Examined markets to inform customers on profitable purchases and financial opportunities.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Conducted weekly consultative sales meetings with prospects and clients to drive deposit growth.
- Developed and implemented sales and marketing strategies to align with annual sales initiatives.
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
- Maintained professional network of potential clients and business opportunities.
- Boosted team morale and overall sales volume by creating employee incentive sales contests.
- Developed and implemented new sales strategies to update product lines.
- Formalized sales process to enhance operations and promote acquisition of new customers.
- Worked directly with school district executives from U46, D300, Judson University, ECC, D131 and 426 regarding district needs.
- Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
- Partnered with marketing team to align sales strategy with brand messaging across communication channels.
- Reduced process gaps by hiring, supervising and coaching employees on sales strategies and protocols, optimizing performance, growth and profitability.
- Tracked monthly sales to generate reports for business development planning.
Tax Preparer/Branch Manager
H & R Block
Dundee, IL
09.2010 - 04.2016
- Built strong rapport with new and existing clients to better serve financial needs and maximize upsales potential.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Designed sales and service strategies to improve revenue and retention.
- Developed and maintained client rapport to meet financial service needs and drive company loyalty.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Networked within communities to identify and capitalize on business opportunities.
- Coordinated special update and conversion projects and monitored key performance metrics.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Managed largest branch in the Schaumburg district achieving high customer satisfaction rates as well as highest sales of additional services
- Stored copies of completed returns and related documents according to company procedures and business regulations.
- Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Performed detailed research and used findings to support audit reports.
- Researched local tax liabilities to support senior tax professionals.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Crew Leader
W A Management
West Chicago, IL
05.2010 - 04.2014
- Managed multiple employees in various job tasks throughout phases of project completion.
- Monitored task completion to meet company standards for performance.
- Delegated daily tasks to team members to optimize group productivity.
- Inspected cleanliness, organization and safety of job sites after every shift.
- Mentored newly hired crew members to prepare each for job roles.
- Supervised project contributions to meet organizational deadlines and expectations.
- Enforced safety mandates and OSHA restrictions with good leadership skills.
- Assigned duties to specific employees and teams according to roles and skills.
- Operated landscaping equipment to maintain grounds and remove trees.
- Maintained garden areas and landscaping greenery to enhance property appearance and plant health.
- Cleared pathways of overgrowth, debris and snow to reduce hazards.
- Pruned trees and bushes to improve visibility and shapes.
- Trimmed shrubbery and trees to help plants produce more flowers and fruit to benefit wildlife.
- Planted bulbs, bushes, trees and flowers to enhance environment.
- Arranged shrubs and flowers to create landscape effects.
- Troubleshot mechanical issues and completed basic repairs to keep equipment working at peak levels.
- Fertilized, cultivated and weeded soil to deliver steady supply of nutrients to plants.
- Swapped out plant containers and flowerbeds each spring, summer and fall.
- Planted trees, shrubs, bushes and flowers in decorative planters and displays.
- Shoveled snow and spread salt on walkways and parking lots.
Crew Member
Tecza Group
Elgin, IL
06.2006 - 09.2007
- Assisted in planting trees and shrubs according to landscape design plans.
- Operated a variety of hand tools, power equipment, and trucks for landscaping projects.
- Installed rocks, mulch beds and other decorative elements to enhance the look of landscapes.
- Removed debris from work sites after completion of each project.
- Loaded and unloaded materials onto trucks for transport to job sites.
- Adhered to safety protocols when operating heavy machinery on the job site.
- Performed routine maintenance on all types of landscaping equipment.
- Organized supplies before beginning each project to ensure availability of necessary items.
- Cultivated soil prior to planting trees or flowers in order to create ideal growing conditions.
- Trimmed hedges and bushes into desired shapes using pruning shears or hedge trimmers.
- Sprayed herbicides or pesticides around plants in order to protect them from pests or disease.
- Weeded flowerbeds and spread fertilizer throughout gardens as needed.
Education
Bachelor of Arts - Business Administration And Management
Judson University
Elgin, IL03.2022
Associate of Arts - Business Administration
Judson University
Elgin, IL05.2019
GED -
Elgin Community College
Elgin, IL05.2014
Larkin High School
ElginSkills
- Account analysis expertise
- Regulatory compliance
- Dependable
- Reliable
- Key performance indicators
- Energetic
- Deductive reasoning ability
- Multi-tasking ability
- Bilingual in Spanish
- Basic mathematical aptitude
- Excellent work ethic
- Strong interpersonal skills
- Excellent communication skills
- Financial Industry Computer Systems Loan Accountant
- Strategic planning
- Customer and vendor relations
- Staff supervision
- Excellent time management skills
- Client relationship management
- Employee training
- People-oriented
- Relationship selling
- Sales closing
- Key account generation
- Prospecting skills
- Customer retention abilities
- Lead generation
- Negotiation Tactics
- Sales development
- Personnel training
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Affiliations
Volunteering has been a passion that I have been able to explore mainly in the Carpentersville IL areal. I have served the community from being part of the Special Events Commission to being a board member of the Carpentersville Family Resource Center as a Treasurer. I have serving the community from 2017 to 2021.
Accomplishments
- Recognized for record breaking in loan sales and additional service products such as GAP, MRC, and insurance products.
Licenses
- Real Estate Broker with Coldwell Banker Realty
Timeline
Director of Finance
Seasonal Landscape Solutions
05.2022 - 01.2024
Sales Manager
KCT Credit Union
07.2014 - 11.2021
Tax Preparer/Branch Manager
H & R Block
09.2010 - 04.2016
Crew Leader
W A Management
05.2010 - 04.2014
Crew Member
Tecza Group
06.2006 - 09.2007
Bachelor of Arts - Business Administration And Management
Judson University
Associate of Arts - Business Administration
Judson University
GED -
Elgin Community College
Larkin High School
Similar Profiles
Juan Carlos AlvarengaJuan Carlos Alvarenga
Carpenter at Seasonal Landscape SolutionsCarpenter at Seasonal Landscape Solutions
Shantaya SchwabShantaya Schwab
Landscaping And Groundskeeping Laborer, And Receptionist at Bear Lake Landscape (Seasonal)Landscaping And Groundskeeping Laborer, And Receptionist at Bear Lake Landscape (Seasonal)
Jo McFarlaneJo McFarlane
Operations Administrator - Labour Coordinator at Seasonal SolutionsOperations Administrator - Labour Coordinator at Seasonal Solutions