Steve B. Westfall

***** **** **** ( Conroe, TX **385 ( Mobile: 832-***-**** (

abg20x@r.postjobfree.com

Value Offered Versatile administrative, financial and insurance related

background skills

Contract review, updates and revision experience

Collaborate with management on key topics

Classify materials & requests upon receipt in order of

priority and completion date

Work independently without supervision or strategically

within team dynamics

Negotiate & represent best interests of the organization

Exceptionally organized thus enabling readiness to assist

others and further develop skills

Key Skills Insurance, Financial and Tax Extensive Excel Use

experience Strong Analytical Skills

Research & Prepare Data for Customer Service &

Proposals Resolution

Develop File & Compliance

Systems

Career Western Governor's University 2010- Present

Progression

Operations Specialist, Services Manager, 2009-20 10

Financial Services Advisor,

2003-2009

Bank Consultant, 1999-2003

Achievement Commendations for exceeding forecasted goals and creating

Highlights vital, lean processes designed for today's fast-changing

business environment. A firm's survival depends upon

responsiveness - quickness, agility and ability to adapt to

changing demands.

Services Manager Communicate with people about the processes, and invite ideas

(2009 to 2010): for alternative methods to operate more efficiently. (1stQ,

2010 +$1.3M unanticipated revenue)

Created & maintained a contract management system on the

network server for intra-company inquiries / retrieval.

(meta-data)

Developed an efficient sales map process beginning with

client data analysis and discarded resources that did not

provide value. Contributing to overall group success.

Using people effectively to leverage & exploit resources.

Efficiency & effectiveness.

Effectively working with other departments to ensure overall

team success.

As FSA (2003 to Extensive research and data gathering required to create

2009): reports and presentations. Review financial, insurance, and

tax documents (with/without CPA & Attorney present), and

provide explanation / purpose. Maintain filing system and

documentation control to ensure compliance regulations were

adhered to. (hard copy and electronic)

Experience with financial regulations and audits by

Government entities.

Reviewed and secured over $32M in financial contracts.

Familiar with financial terms such as revenue recognition,

cash flow & intangible assets.

Familiar with corporate strategy such as vertical

integration, concentric diversification and SWOT analysis.

Worked as team member creating a Business Continuity Plan &

Emergency Action Plan. (manual, solution design, testing,

RPO, RTO)

Attend networking events, Rotary Club meetings and

Make-a-Wish Foundation charitable fundraising activities.

As Bank Actively managed a $45M portfolio for the bank's 2,200

Consultant (1999 clients across 8 branches. Building community strengths and

to 2003): trust with stakeholders.

Team lead in recommending and negotiating new broker/dealer.

Initiated requests for proposals and reviewed RFPs from

prospective firms.

Successfully assisted people in making educated, profitable

decisions.

Education WESTERN GOVERNORS UNIVERSITY

Bachelors of Science, Business Management, graduation 05/2012

Central Texas College (Satellite branch), U.S. Naval Base,

Major in Business Law

Technology MS Office (Word / Excel / PowerPoint / Outlook), Ten Key

proficient, SAP experience, ADP EZ Labor payroll

Supervisor, Salesforce.com, Gold Mine (CRM software),

Sendouts Surge (data storage), Call Fire, Webex,

GoToMeeting, Skype, Microsoft Access, website creation and

the ability to learn other stand alone systems quickly.

-Currently training in Six Sigma (Green Belt) & Spanish.

Awards / Recognition

United States Marine Corps:

11 Letters of Commendation and Appreciation

4 Meritorious Recognition Masts / Ceremonies

2 Meritorious Promotions, 1 Field Promotion

Overseas Service Ribbon

Meritorious Unit Commendation

Navy Unit Citation

Good Conduct Medal

Non-Commissioned Officers School

Other:

Montgomery County Test Scores 01/26/2011:

Math 94% Admin 94%

Excel 93% Word 86%

Typing Test 46 WPM

*Inactive Security Clearance: Critical Sensitive OPM/DOE

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