Management Sales
Resume:
DANIEL D. RODRIGUEZ - RAMIREZ
Bradenton, FL 34207
*******@***.***
PROFESSIONAL EXPERIENCE
SARASOTA COUNTY GOVERNMENT
**** ******** **** - ********, **
Financial / Operations / Systems Analyst
October 2004 to January 2009
Analyzed financial, operating performance and new business opportunities as
well as the impact of strategic business decisions and the related
financial alternatives. Perform studies to assess the value of proposed
capital expenditures - for property, plant, equipment and new projects.
Created financial statements analysis as well as a qualitative discussion
on all assumptions, costs and benefits of the capital expenditure to the
county. Performed forecasting, planning, trend analysis, or reporting as
requested. Supported departments with cost and expense analysis as
requested. Plan and collect data to determine cost of business activity,
analyze data, and present results. Installed, supported, and maintained
servers or other computer systems. Planned and responded to service outages
and other problems while managing systems-related projects. Supervised and
trained computer operators, and became the consultant for computer problems
beyond the knowledge of technical support staff.
METLIFE
1819 Main St Ste 1300 - Sarasota, FL
Financial Services Representative
June 2004 to October 2004
Helped clients manage every aspect of their financial life - from strategic
investments to comprehensive financial planning and wealth management.
Offered clients financial solutions tailored in areas including: Written
Financial Plans, Asset Allocation & Diversification, Investment Management,
Portfolio Reviews, Retirement Planning, Tax & Estate Planning, Education
Planning, Charitable Planning, Insurance & Risk Management, and Hedging
Strategies.
WAL* MART
5315 Cortez Rd - Bradenton, FL
Associate - Candidate for Management Training Program
June 2003
to June 2004
Contributed to corporate sales and customer satisfaction within fast-paced
retail environment assisting patrons in the selection and location of
diverse product lines. Rotated inventories following FIFO standards and in
compliance with state and federal regulations on safety and Health
Department policies governing perishable food handling. Verified inventory
levels and analyzed turnover for reordering purposes. Enhanced visual
presentation of merchandise to increase sales appeal. Worked hand-in-hand
with assistant manager conducting new hire training.
FIRST NATIONAL BANK OF FLORIDA
3700 South Tamiami Trail - Sarasota, FL
Credit Analyst
May 2002 to June 2003
Analyzed and processed financial information provided by commercial loan
officers and/or companies applying for commercial loans. Evaluated
financial statements, risks, PBTs (for three years) and credit worthiness.
Compiled records, prepared recommendations and presented case to Commercial
Loan Board. Contributed to marketing efforts promoting other financial
services to existing and new clients. Managed credit life portfolio with
values ranging from $100,000 to $2 million and commercial loans of $200,000
to $5 million while following compliance with governing laws and
regulations. Reviewed loan files of moderate complexity to determine
protection; evaluated a banking institution's loan underwriting and credit
administration practices; discussed with bank management concerns regarding
specific loans and file documentation; reviewed real estate appraisals of
moderate complexity for conformance with internal lending policies to
comply with federal and state regulatory guidance.
EDUCATION
UNIVERSITY OF PUERTO RICO Bayam n, PR
BBA: Finance Minor: Management
? Student Senate, Treasurer and Public Relations Officer
Relevant Coursework:
? Financial Analysis ? Managerial Accounting ?
Business Finance
? Production Management ? Management ? Money and
Banking
? Strategic Management ? Salary and Wages ?
Statistics
? Accounting I & II ? Investments ? Public
Finance
? Human Resource Management ? Credit and Collections
SEMINARS
? Investments, Salomon Smith Barney, 2001
? Wealth Management, First National Bank of Florida, Sarasota, FL 2003
? The Right Insurance, MetLife, Sarasota, FL, 2004
? Revenue Forecast and Analysis, GFOA, Chicago, FL, 2005
? Intermediate Governmental Accounting, GFOA, Ft. Lauderdale, FL 2005
? Forecasting Summit, Orlando, FL, 2006
? Forecast- Pro, Boston, MA, 2006
? Forecasting Summit, Orlando, FL, 2007
LICENSES / CERTIFICATES
? Certified Managerial Accountant, Institute of Managerial Accountants,
In-process
? Certificate of Achievement in Lean Six Sigma, Villanova University
? Microsoft Certified (MCITP) 5681685
? OnBase Certified System Administrator
IT SKILLS
MS Office (Word, Excel, PowerPoint, Access, Outlook), OnBase, SharePoint,
SQL Server, Quick Books, Crystal, Forecast-Pro, IMPLAN, IFAS, MAXIMO,
Corel, Lotus Notes, Internet Explorer and Firefox.
LEADERSHIP
Organizations
. Institute of Managerial Accountants (IMA)
. USA Triathlon (USAT)
. National Society of Hispanic MBA's (NASHMBA)
. Cambridge Who's Who
Volunteer Work
. The Bridge Church at Palma Sola - Bradenton, FL
. Community Housing Trust - Sarasota, FL
. United Way 2007 Campaign - Sarasota, FL
. Church of Hope - Sarasota, FL
. Bayshore Elementary School, School Advisory Council - Bradenton, FL
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