Dan Greensage

***** ********** **. *****,

FL *3549 813-***-****

aca5i7@r.postjobfree.com

Professional Summary

Accomplished, results driven,

and professional Account

Executive, Business Manager,

and Grants Director

experienced in improving the

operation and production

quality of businesses. Have

worked in the business to

business arena within the

technology, software, and

financial industries. A goal

oriented, self starter, and a

team player that is results

focused. Excels in the ability to

generate, finalize, and

maximize sales orders.

Proficient in creating new

funding opportunities, budget

forecasting, troubleshooting,

customer service, data analysis,

addressing concerns, and

implementing solutions.

Professional Experience

Account Executive

July 2007 to June 2013

Intuit

• Engaged in selling

financial software that

increased the efficiency

and profitability for

business owners.

• Promoted sales of

additional products to

current customers and

proactively negotiated

annual renewals,

applications, and

licenses.

• Cultivated strong

business relationships

generating revenue up

to $3M annually.

• Continued to

consistently exceed

monthly quota by an

average of 20%

• Utilized consultative and

solution selling

approach to fit the

clients’ needs and drive

revenue across multiple

software products;

including web

development,

accounting

management, payment

platforms, and

distribution of their

sales.

• Conveyed technical

and instructional support for

customers utilizing online

small business accounting

software by troubleshooting

computer and operator errors.

• Arranged and

scheduled follow up

appointments to ensure all

issues were resolved to the

client’s expectations and

business needs.

Finance Manager

September 2003 to July 2007

TMM Family Services

• Managed all aspects

of the Finance and

Accounting functions to

enhance the business

structure and growth of the

organization.

• Continually

analyzed current processes

in areas of cash

management, vendor

relationships, new business

flows, budget development

and forecasting to

implement improvements

and facilitate improved

procedures.

• Responsible for

daily cash management of

consolidated operations.

Conducted cash pooling,

overnight

investing/borrowing, and

long term forecasting

through banking relations.

• Generated

comparative analyses of

operating programs by

forecasting costs in relation

to services performed

during the previous fiscal

year and submitted reports

to the direction of the

organization with

recommendations for

budget revisions.

• Recruited, hired,

provided training, and

retained a sufficient

number of qualified

staff to carry out the

responsibilities of the

Business Office.

Grants Manager

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• Directed the processes

of the grant management

web portal system from the

front end through to payment

for the state and county

Department of Justice

Programs for over 300+

clients.

• Researched and

identified new grant

opportunities, managed

inquiries, applications and

their review process; and

maintained and improved the

company’s evaluation

standards and processes for

reimbursement programs.

• Reviewed grant

proposals and expenditures

before submissions for

accuracy, completeness, and

compliance with all

applicable policies,

procedures, and regulations.

• Entered all required

and approved fields of data

into the Department of

Justice grants management

system.

• Maintained accurate

records of forecasted grant

opportunities, including key

information

• such as organizational

contacts, anticipated

response dates and amount

of award.

• Participated in

preparing the forecasts of

projected clients’ revenue.

Financial Planner

December 1997 to August 2000

Prudential Financial

• Established new

business by contacting

prospective and existing

clients; explaining service

benefits; preparing and closing

contracts; presenting broad

financial product line

products.

• Created multiple client

relationships by reviewing

their financial situation,

objectives, short term and

long term goals, and

investment preferences.

• Attended Financial

Planning meetings and

continuing education sessions

to stay current about products,

services, and all industry rules

and regulations.

• Made

recommendations for

improvement, and selects

appropriate investments

compatible with the

clients’ goals, and risk

tolerance.

• Monitored and

managed clients’ portfolio by

completing investment

research, evaluating

industry, company data, and

market conditions.

Education

Texas St University San

Marcos, Texas

December 1997

B.B.A

Bachelor of Business

Administration

Technical Skills

Skills

Microsoft Excel, Word, Access,

PowerPoint, Outlook, Drake Tax

Software, Salesforce, FTP, Mac

OSX, QuickBooks, TurboTax,

Lacerte, J.D. Edwards

Accounting, Fund EZ, Lotus

Notes, Adobe Illustrator,

SharePoint, Network

Concepts,CRM.

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