Sales Years Experience

OBJECTIVE

Seasoned Finance professional recognized for expertise in financial

modeling, budgeting, forecasting, variance analysis and advanced

Excel/ACCESS skills, looking for long term position with potential for

growth.

EXPERIENCE

Corporate Finance- Analyst/Senior Analyst (10 years experience)

. Served as a financial consultant for small to medium sized businesses

helping them to build databases and use information to measure and

manage the financial health of their business.

. Built cash-flow models to help companies prepare for slow periods and

to help them manage through this tough economic period by being

prepared and altering behaviors as necessary to minimize impact of

decreasing sales.

. Automated the dashboard/scorecard formatting process for a multi-

billion dollar services company, to easily track changes over previous

week's cash handling results.

. Built extensive cash forecasting models using advanced excel features.

. Worked extensively with management staff at 65 city locations to

determine best practices for cash collection/deposit activity, analyzed

these processes and made recommendations about future company policy.

. Created and modified billing processes to limit the number of input

sources to reduce the possibility of errors and reduce cycle time for

invoice creation for a healthcare company with 500+ million dollars in

revenue.

. I created and maintained a reporting database in Microsoft Access for

this healthcare company to track the sales process and also created

reports to allow operations to better align personnel for optimal

account coverage during peak periods.

. Work as point of contact for business unit for Corporate Finance and

worked closely on monthly forecasting and annual budget for the same

healthcare company.

. Worked monthly with Large Business Sales Assistant Vice President at a

large multi-billion dollar telecommunications company to formulate and

compile a dashboard and briefing book for business review calls with

Directors and President of the company division.

. Developed a reporting system utilizing an existing network drive and

Excel, by which the sales teams input data without having to send

information through management for this same telecommunications

company.

. Analyzed large amounts of data from extensive databases to make

recommendations for quota setting and sales blitzes, as well as

evaluation of customer product mix for sales teams to target market.

. Have held reporting meetings to discuss operating results and make

recommendations to C-level executives based on variances to

budget/forecast at these companies as well.

Benefits Administration - 401-K and Pension Benefits Administrator (3 years

experience)

. Obtained series 6 and series 63 securities certifications (expired)

. Extensive knowledge of 401-K regulations and knowledge of investment

guidelines for helping employees determine best investment portfolios

. Worked with many different employee groups and offered transactional

help for participants.

Insurance Sales- Agent (4 years experience)

. Sold insurance in designated territories, meeting sales quotas and also

won awards for salesmanship

. Obtained Life and Accident and Health license in the State of Tennessee

(expired)

. Worked with clients to determine insurance needs and made

recommendations regarding coverage for their family.

Retail Management- Store Manager (4 years experience)

. Hired and trained various store employees and managed schedules and

evaluations including disciplinary reviews

. Managed all store operations including marketing and accounting

. Supervised assistant management team

. Was responsible for profit/loss of store operations and met or exceeded

sales goals

. Managed inventory including ordering and audits

SKILLS

Excellent computer skills - proficient in Microsoft Excel, ACCESS, Word,

and other Microsoft Office

Salesmanship, relationship management

Ability to communicate effectively with all levels within organizations

Management skills, motivation skills, up to 5 direct reports and

approximately 25 indirect reports

Excel in a fast-paced, deadline-oriented environment

Outstanding mathematical, problem solving, and analytical skills

Excellent organizational, multi-tasking and time management skills

Strong leadership and interpersonal skills

Excellent written and oral communication skills including public speaking

Experienced at training and teaching

High degree of integrity and honesty

EDUCATION

M.B.A. - Finance Concentration,

Middle Tennessee State University, Murfreesboro, Tennessee

B.B.A. - Finance

Middle Tennessee State University, Murfreesboro, Tennessee

WORK HISTORY

Southeastern Business Solutions, LLC- Murfreesboro, TN

Central Parking Systems- Nashville, TN

Health ways- Nashville, TN

BellSouth Business Systems- Nashville, TN

Bankers Trust/MetLife- Nashville, TN

Acme Boot- Murfreesboro, TN

Woodmen of the World - Pulaski, TN

Food Lion Inc. - Columbia, TN

C OMPUTER SYSTEM EXPERIENCE

. Oracle Financials

. Hyperion ESSBASE

. NOETIX

. Brio Explorer

. Brio Navigator

. Siebel

. Crystal Reports

. Adaptive Planning

. SalesForce.com

. QuickBooks Pro

Contact this candidate