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Sales Management

Location:
Memphis, Tennessee, 38125, United States
Posted:
March 28, 2011

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**** *********

PROFILE

**** is a Financial Analyst, Private Banker and Wealth Manager with experience in:

• Private Banking; life-time planning, wealth management, asset allocation and relationship managements

• Financial modelling: Income tracking and allocation of foreign exchange Transactions.

• Financial product innovation; solutions provider, development, customisation and bundling.

• Financial analysis & Advisory; budgeting / planning, forecasting, resource allocation and tracking.

• Treasury; Treasury services and sales, Financial modelling, Product bundling.

• Employee skill development and training.

My work experience is internationally diverse; spanning Nigeria and Canada, albeit customer focussed and timely.

STRENGTHS

1. Strategic Planning 2. Financial Planning & Analysis 3. Financial Investment Advisory

4. Asset Management 5. Stakeholder Negotiations 6. Presentation & Proposal

Writing

7. Management 8. Contract Management 9. Product Development &

Consulting Bundling

10. Innovation & 11. Project Management 12. Training / Recruitment

Customisation

PROFESSIONAL TRAINING

Canadian Securities Course (CSC),

Derivatives Fundamentals Course (DFC),

Project Management Professional (PMP)

Investment Management Techniques (IMT) On-going

In-House Training:

Euro-money training – Financial Planning & Wealth Management.

Euro-money training – Private Banking – Products and Processes

HR Indexx – Customer service

Solix Technologies – Introduction to Microsoft.

IBFC Agusto Training – Understanding Banking Business, Basic accounting, Credit Analysis and Operations.

H. Pierson – Basic Treasury Skills.

Tom Associates – Workshop on Business Writing & Communication

13.

EDUCATION

14.

15. Master of Business Administration, 2000; Concentration: Advanced Financial Accounting.

16. Post Graduate Diploma Financial Management, December 1997; Concentration: Financial Management

17. Bachelor Of Science, December 1992; Concentration: Sociology & Anthropology

Professional Affiliations

Canadian Securities Institute (CSI)

Project Management Institute (PMI)

Certified Investment Manager (CIM) – On going

PROFESSIONAL EXPERIENCE

Deputy Manager Business Development – IBFCAgusto Training Ltd.: VI, Lagos. June 2010 – Nov 2010

18. Planning and implementation of project product economics.

19. Strategic planning of business growth, retention expansion of customer base.

20. Research, development and facilitation of training course content for clients operating with various markets.

21. Collaborate with Team Leads business support group to develop, negotiate and facilitate presentation courses to

local and institutional clients.

22. Review and analysis of Admin and UCR variances for new sales units with the sales department.

Olufemi *********, Mobile: 901 *** ****, Address: 3880, Inverness Drive, Apt 201, Memphis TN 38125, email: *************@*****.***

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23. Creation of customized product solutions driven by identified needs of individual corporate clients.

24. Facilitated creation of automated bespoke reports to reduce information sourcing and processing time.

Financial Consultant, UBA Prestige Banking, {Private Banking - International Bank}, May 2007- Dec 2009

25. Developing and proffering of customised Financial plans; and conducting asset allocation based on the risk return

profile, investment time horizon, income, life cycle and customer goal expectations.

26. Evaluating new and renewal lending proposals, negotiating terms with customers and, where appropriate, submitting

proposals to the credit department for approval.

27. Public presentations of the prestige bank private banking concept and organisation of cluster marketing campaigns.

28. Evaluate market research and competitor analyses in order to formulate marketing plans and strategies.

29. Evaluate, analyze and recommend the creation of risk assets to increase business office profitability.

30. Implement and track customer financial plan in conjunction with Relationship Managers.

31. Increase customer retention and growth through an aggressive cross sell of the bank relevant financial products and

thereby promote an optimum build-up of revenue.

32. Provision of client-facing financial advisory services to customers wherever necessary either directly or indirectly

through Relationship Managers and Junior Financial Consultants.

33. Participate in the preparation of annual marketing plans and strategies for financial products generation to enable

achievement of targeted growth objectives.

34. Gather data on customer segments & analyze to develop managerial reports.

35. Contribute to the effective launching of new products to ensure favourable market response and optimum build-up of

revenue.

36.

Financial Analyst - Agency Assignment (Robert-half Toronto, Canada.)

Projects, Ontario Clean Water Agency, Toronto, Canada

{Provincial Water and Waste Management Company}

May 2005 – Feb 2007

Reported to the Financial Controller and the board of directors; coordinated, compiled and analysed financial information for

the entire region of Waterloo, Canada.

Responsibilities included budgeting, account analysis, evaluation and presentation of actual vs. planned activities for various

multi-million dollar projects.

37. Preparation of company wide segmentation reports by market.

38. Developed business cases and conducted analysis to recommend the adoption of potential third party service

providers.

39. Monitored and reported on Multi-million dollar budget variances; executed financial model for budgeting, forecasting

and tracking actual expenses and produced monthly variance analysis reports for the finance team.

40. Preparation of periodic executive presentations and Briefing books for delivery to existing stakeholders.

41. Reports by market segmentation for performance analysis at regular intervals, analysis of budget variances and

forecast in line with contract specifications for revenue and expense by region.

42. Advising regional General Managers on cost effective solutions to meet their business needs and project risk

management.

43. Preparation of Sales & Field Contribution, Ranking and Margin Reports

44. Preparation of sectorial quarterly and weekly Accounts receivable reports due to vendor accounts for both US and

Canadian Merchants

45. Review and analysis of Admin and UCR variances for new sales units with the sales department.

46. Monitoring of purchase orders, bidding requests, sourcing and payments for compliance with project tracking and

contractual agreements.

47.

48. Business Analyst, Imperial Oil Ltd., Toronto, Canada

September 2003-February 2005

Main Stream Oil and Gas Industry – Lubricants Advertising, Products Planning and Promotions

49. Budget analysis- planned vs. actual expenditure for advertising, sales and promotional budgets organised both in

Canada and US

2

50. Maintained effective stakeholder relationships with all marketing representatives of IOL and effected changes in

billings, rates, tradeshow products and promotional estimates.

51. Reviewed billing of IOL tradeshow customers to ensure compliance with contractual conditions.

52. Consolidation of marketing and advertising cost for joint tracking, resource allocation and reporting.

53. Proposed and managed the development of customer contact database to facilitate payments, billings monitoring

and tradeshow volume reports.

54. Coordination and sourcing of tradeshow inputs from both internal and external stakeholders.

55. Managed implementation of Tradeshow marketing plans and logistics.

56. Analysis of business unit performance against established corporate plans, budgets and operating objectives for

tradeshows.

57. Analysis of quarterly reports on vendor disbursements for Local and International merchants.

58. Facilitated creation of automated bespoke reports to reduce information processing time.

59. Sourcing and review of promotional item tenders, resource management, strategic planning and development of

value propositions.

60. Account reconciliation for issued cheque requisitions, purchase orders and invoices.

61.

62. Accounts Analyst – Agency assignment (Manpower, Toronto Canada)

63. Canadian Imperial Bank of Commerce, Toronto, Canada; [Canadian Big Five]

64. February 2001-August 2003

65. Daily/Monthly extraction and analysis of activity reports on profitability of bank products such as student loans and

Visa offsets.

66. Account investigation and updates to default VISA, CLASS and Student loans.

67. Maintained delinquent accounts by write-off entries, closing accounts and notifying credit counsellors.

68. Compiled, verified and reported on added updates on written off debts on COINS and RMS database.

69. Compiled and processed late mortgage payments and monitored end of day closure of books.

70. Liaise with credit counsellors and defaulting customers with regard to effecting moratorium on customer accounts.

SOFTWARE SKILLS

SAP (user), PeopleSoft, Lotus Notes, Hyperion ESSBASE, CITRIX, NUCLEUS, FMW, PALMTREE, Platinum, Microsoft

Office suite (Excel, Word, PowerPoint, Access).

Personal Details:

Address: 3880, Inverness Drive, Apt 201, Memphis TN 38125

Mobile: 901 *** ****

Email: *************@*****.***, *************@*******.***

Interests: Squash, Prolific Reader (will read anything)

References Available on Requests

Olufemi *********, Mobile: 901 *** ****, Address: 3880, Inverness Drive, Apt 201, Memphis TN 38125, email: *************@*****.***

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