Steven Schwenkler
Ocala,FL
Summary
Skilled communicator. Achieved results by leveraging cross-departmental collaboration to drive business growth by 10%. Ability to adapt, focus and increase sales.
Overview
10
10
years of professional experience
Work History
Employment Specialist
ReEntry Center of Ocala
06.2025 - Current
- Assisted clients with completing job applications and submitting resumes to improve interview chances.
- Established strong relationships with local employers to match clients with suitable job opportunities achieving 90% placement rate.
- Provided ongoing support and guidance for clients during their job search, leading to increased confidence and motivation.
- Enhanced client employability by conducting thorough assessments and identifying individual strengths and weaknesses.
Senior Financial Analyst
R+L Global Logistics
03.2023 - 06.2025
- Developed revenue forecast and budgeting models utilizing Power BI and Excel.
- Collaborated with Business Development Teams and VP of Sales to enhance cross-functional processes and develop sales metric KPIs.
Service Support Specialist
Time for Freedom, Inc.
09.2021 - 12.2022
- Optimized HR and financial workflows to boost team efficiency.
Financial Analyst
Innovative Technology Solutions, Remote (Contract)
06.2021 - 09.2021
- Collaborated with FP&A team to support IT department's financial planning and analysis.
- Created performance dashboard on Power BI to present relevant program metrics.
Financial Advisor
Edward Jones, Ocala, FL
Ocala, FL
07.2020 - 05.2021
- Engage with over 25 daily leads and contacts to secure potential deals.
- Exceeded financial expectations within initial six months through strategic portfolio management.
Financial Associate
Edward Jones, Ocala, FL
Ocala, FL
01.2020 - 06.2020
- Informed community about Edward Jones’ services and identified financial needs.
- Successfully passed Series 7 and Series 66 examinations.
Financial Analyst
The Centers, Ocala, FL
Ocala, FL
07.2018 - 12.2019
- Coordinated with staff to develop accounting and budget frameworks while analyzing trends.
- Implemented automated reporting tools to reduce errors and boost productivity.
- Streamlined financial report analysis, resulting in a twofold increase in efficiency.
Program Manager
The Centers, Ocala, FL
Ocala, FL
05.2016 - 06.2018
- Established advisory board of community leaders to boost presence and raise awareness.
- Achieved $100K funding increase by submitting a compelling grant proposal.
- Managed program's finances, achieving surplus from initial deficit.
Education
Master of Business Administration - undefined
Saint Leo University
Saint Leo, FL01.2013
Bachelor of Arts - Business Administration
University of Central Florida
Orlando, FL01.2009
Skills
Business Development
Consultative Selling
Marketing Analytics
Emotional Intelligence
Active Listening
Customer Service
Timeline
Employment Specialist
ReEntry Center of Ocala
06.2025 - Current
Senior Financial Analyst
R+L Global Logistics
03.2023 - 06.2025
Service Support Specialist
Time for Freedom, Inc.
09.2021 - 12.2022
Financial Analyst
Innovative Technology Solutions, Remote (Contract)
06.2021 - 09.2021
Financial Advisor
Edward Jones, Ocala, FL
07.2020 - 05.2021
Financial Associate
Edward Jones, Ocala, FL
01.2020 - 06.2020
Financial Analyst
The Centers, Ocala, FL
07.2018 - 12.2019
Program Manager
The Centers, Ocala, FL
05.2016 - 06.2018
Master of Business Administration - undefined
Saint Leo University
Bachelor of Arts - Business Administration
University of Central Florida