Summary
Overview
Work History
Education
Skills
Timeline
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Shibin Koshy

Bala Cynwyd,USA

Summary

Results-oriented professional with expertise in client relationship management and demonstrating a successful track record in sales and leadership within the fitness industry. Proven ability to thrive in fast-paced environments, driving efficiency and achieving organizational goals. Specializes in customer relationship management, strategic sales planning, and membership growth, with a focus on retention and expansion. Recognized for high productivity and effective communication skills, ensuring positive outcomes in dynamic settings.

Overview

13
13
years of professional experience

Work History

Senior Membership Consultant

AFC Fitness
Bala Cynwyd, PA
01.2024 - 04.2025
  • Consistently exceeded monthly personal sales quotas
  • Assisted in the development and implementation of sales strategies, contributing to a 20% increase in overall team revenue
  • Mentored and trained new Membership Consultants, improving their initial sales performance by a major margin
  • Conducted personalized tours and consultations to understand individual fitness goals and recommend appropriate membership options
  • Contributed to marketing initiatives, resulting in revenue increase
  • Built strong relationships with members and local community, leading to a 80% overall retention month-month

Membership Consultant

AFC Fitness
Bala Cynwyd, PA
01.2022 - 01.2024
  • Outreach to prospects to set appointments and tour the facilities
  • Provided excellent customer service to prospective and current members

Senior Audit Associate

Kelmar Associate, LLC
Wilmington, DE
01.2019 - 10.2021
  • Drafted and reviewed audit memorandums for all audit stages, ensuring accuracy and compliance
  • Prepared detailed audit schedules and conducted thorough research on complex audit issues
  • Developed and presented recommendations for improved internal controls and enhanced business efficiency, leading to [mention a specific positive outcome if possible]
  • Recommended methodologies for effectively obtaining, analyzing, and evaluating evidentiary data
  • Critically reviewed financial documents, records, and operational methods for accuracy, effectiveness, and adherence to regulations
  • Prepared comprehensive working papers that accurately recorded and summarized audit data
  • Conducted preliminary discussions with operating personnel to verify deficiencies, obtain explanations, and document responses
  • Reported audit findings and provided actionable recommendations for correcting unsatisfactory conditions, improving operations, and reducing costs
  • Established and maintained strong working relationships with client personnel, third-party stakeholders, and firms under audit

Audit Associate

Kelmar Associate, LLC
Wilmington, DE
01.2015 - 01.2019
  • Efficiently reviewed and organized financial documents and information relevant to compliance audits
  • Actively participated in audit-related meetings and conference calls, meticulously documenting discussion points and action items
  • Prepared clear and concise reports and supporting documentation to substantiate audit findings
  • Developed a strong understanding of audit approaches, processes, methodologies, and tools
  • Provided support in reviewing the work of junior team members as requested by management
  • Effectively performed other duties as assigned to contribute to the overall audit process

Accountant

Saint Christopher’s Hospital for Children
Philadelphia, PA
04.2013 - 12.2014
  • Provided crucial support in the financial close process and the preparation of financial statements for the Hospital
  • Accurately prepared monthly journal entries and performed detailed balance sheet account analysis
  • Efficiently prepared, billed, and reconciled invoices for reverse services and the Nursing school
  • Developed and prepared schedules to support the budget and forecast processes
  • Conducted thorough audits of petty cash and inventory at the hospital, ensuring accuracy and compliance
  • Mentored a student intern in accounting and bookkeeping principles and practices

Financial Planner Intern

Lincoln Financial Advisors
Cherry Hill, NJ
06.2012 - 08.2012
  • Prepared comprehensive reviews and presentations detailing high-net-worth clients’ portfolios for an established wealth management practice
  • Developed financial models to analyze cash flow, tax implications, and wealth creation strategies for clients
  • Gained valuable knowledge of various investment and insurance products utilized in the high-net-worth market
  • Observed and learned from seasoned advisors by auditing several client meetings to understand effective presentation techniques

Education

Bachelor of Science - Business Administration: Accounting Option

The Pennsylvania State University
Abington, PA
12.2012

Skills

  • Membership Sales
  • Lead Generation
  • Sales Closing
  • Customer Relationship Management
  • Client Retention
  • Needs Assessment
  • Consultative Selling
  • Team Leadership
  • Mentoring
  • Performance Management
  • Goal Setting
  • Budget Management
  • Training & Development
  • Microsoft Office Suite
  • VFP CRM
  • Club Automation CRM

Timeline

Senior Membership Consultant

AFC Fitness
01.2024 - 04.2025

Membership Consultant

AFC Fitness
01.2022 - 01.2024

Senior Audit Associate

Kelmar Associate, LLC
01.2019 - 10.2021

Audit Associate

Kelmar Associate, LLC
01.2015 - 01.2019

Accountant

Saint Christopher’s Hospital for Children
04.2013 - 12.2014

Financial Planner Intern

Lincoln Financial Advisors
06.2012 - 08.2012

Bachelor of Science - Business Administration: Accounting Option

The Pennsylvania State University
Shibin Koshy