Financial Analyst Sales
Resume:
Dale Mbambi
Business Professional / Financial Analyst
*********@*******.***
https://www.linkedin.com/in/dalembambi
Experienced Financial Analyst who thrives in a multiple avenues and numerous working environments. Analytically minded individual seeking new challenges to improve skills and enhance financial background.
PROFESSIONAL EXPERIENCE
Sales / Financial Analyst
Curt Manufacturing, Dallas, TX, 2016–Present
Created, Developed, and distributed annual, monthly, and weekly sales reports. Overhauled daily budget report to a more accurate and more reliable system.
Produced cost saving plans regarding nationally housed warehouses and personnel.
Provided sales analysis on newly acquired companies.
Maintained rebates and co-ops for best performing clients.
Financial Analyst
BCD Travel, Irving, TX 2015–2016
Hybrid accounting and financial based position. Direct responsibility for over 30 large companies. Handled monthly and quarterly reconciliations and contractual obligations.
Assisted in budgeting, contribution, and forecasting analysis for managed accounts.
Improved outdated accrual system regarding payroll and other daily billings.
Prepared and modified journal entries reports for financial managers and directors.
Coordinated regular financial reports with local and regional finance teams. Included monthly financial receivables, revenue analysis, weekly and quarterly cash flow analysis.
Financial Representative
TD Ameritrade, Fort Worth, TX 2013–2015
Certified FINRA stock broker for valuable clients and institutions. Provided valuable customers with personalized reports and knowledgeable trade counsel.
Analyzed multiple multi-million dollar portfolios filled with cash and financial assets.
Improved sales within team by 26%
Completed wires and other bank functions.
SKILLS
Financial Planning & Analysis
Trend & Profit Analysis
High Level Presentation skills
Forecasting & Budget projections
Financial Modeling
Advanced Excel Skills (V-Lookups & Pivot Tables)
Financial Reporting
Journal Entries & General Ledger Experience
GAAP Accounting Principles
Portfolio Management
Communication Skills
HIGHLIGHTS
Handled senior level ad hoc projects from multiple Directors and Vice Presidents
Created reward system for best performers on a weekly basis
Coordinated cost reduction plans for previous employer
Occasionally managed 6-10 associates
Utilized multiple ERP systems including Oracle, Access, and Peoplesoft
Presidents Club award for 2 out of 4 Quarters
for profit and revenue growth at TD Ameritrade
EDUCATION
Bachelor of Business Administration with concentration in Finance, Fall 14’
University of North Texas, Denton, TX
Masters of Business Administration, Fall 20’
Tarleton State University, Fort Worth, TX
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