Summary
Overview
Work History
Education
Skills
Timeline
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Sam Stein

Parkville,MO

Summary


Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, and contract management. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

7
7
years of professional experience

Work History

Contract Financial Analyst

Netsmart Technologies, Inc
04.2023 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends, and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.

Brand Ambassador

Holladay Distillery Inc
10.2019 - 10.2022
  • Increased brand awareness through event marketing, demonstrations, sales and brand promotion.
  • Communicated product information with confidence and educated consumers about company.
  • Communicate effectively with customers to build brand awareness of products and increase product sales
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
  • Learned products inside and out to give best possible demonstrations and answer consumer questions.
  • Built personal relationships with guests to promote positive experiences through hour long tour.

Laborer

Trey's Lawn & Landscape
01.2019 - 08.2019
  • Worked alongside team to accomplish work goals according to schedule.
  • Supported senior managers and department leaders by completing projects and problem resolution under tight budgets and schedule demands.
  • Drove team success through shared vision and recognition of quality performance.
  • Closely collaborated with project members to identify and quickly address problems.

Growth Strategist

WiseGuys Digital Marketing
04.2018 - 01.2019
  • Developed personal cold calling strategies leading to new client acquisition
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Capitalized on industry and marketplace trends to strategize solutions and enhance business operations in an ever changing market
  • Developed the success of local businesses in the Kansas City area through digital marketing efforts
  • Listened to clients and introduced solutions to satisfy business and personal needs.

Education

BBA - Finance

University of Missouri
Kansas City, MO
12.2022

Associate of Arts -

Metropolitan Community College
Kansas City, MO
05.2020

Skills

  • Communication skills
  • Market Research & Analysis
  • Data Entry
  • Building Customer Trust and Loyalty
  • Microsoft Excel
  • Salesforce
  • Efficient and Detail-Oriented
  • Business Management

Timeline

Contract Financial Analyst

Netsmart Technologies, Inc
04.2023 - Current

Brand Ambassador

Holladay Distillery Inc
10.2019 - 10.2022

Laborer

Trey's Lawn & Landscape
01.2019 - 08.2019

Growth Strategist

WiseGuys Digital Marketing
04.2018 - 01.2019

BBA - Finance

University of Missouri

Associate of Arts -

Metropolitan Community College

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Sam Stein