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Financial Recovery Analyst

Pompano Beach, Florida, United States
November 30, 2017

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Julian A. Jackson

Present: *** ***** ****’s Circle, Apt. 100 Casselberry, FL 32730

954-***-**** •

Career Objective:

To pursue a rewarding career in finance / or banking industry.


Tetra Tech, Orlando, FL, Financial Recovery Specialist, September 2017-November 2017

Reconcile federal and state grants, cost estimates, audits, and other initiatives that support disaster recovery efforts

Reconcile timesheet records, invoice records, materials used for grant funded programs

Assemble and reconcile invoices and material documentation

Organization and data entry of time, invoice and material data for grant funded program

Reviewed and accounted all productivity logs of the debris workers

Perform extensive data entry and review of financial documentation

Assist in evaluating allocation of program funds in order to disburse capital proposed by the city government

Foresters Financial, Maitland, FL, Financial Professional, May 2017-present

Educate potential clients about the most appropriate financial solutions for their individual needs

Recommend certain services such as life insurance, investments and long-term care insurance to consumers

Build relationships with clients and communities

Determine client’s financial needs and areas of improvement

Provide solutions for short term and long-term financial goals

Negotiate sales agreements and contracts

Create brand awareness to all potential customers

Develop prospects from referral leads, sales and networking meetings

Black Rock Marketing Consultants, Maitland, FL, Leading Account Manager, May 2016 – January 2017

•Direct consumer commission sales and business development for Fortune 500 company products and services

•Manage new customer acquisition and maintenance to ensure sales quotas.

•Create brand awareness to all potential customers

•Maintain up to date product knowledge

•Tailoring solutions package to meet and exceed customer’s product expectations

•Overcoming customer objections to positively close sales while meeting sales projections

•Training/ Coaching newly hired representatives on the field on company’s sales concepts

•Interviewing potential candidates for the entry level position

Great HealthWorks, Ft. Lauderdale, FL Marketing Intern, Summer 2015

Designed and developed mimes and info-grams for social media campaigns

Collaborated with social media content editors and graphic artists to market the Great LearningWorks brand

Formatted info-grams and mimes to fit all social media platforms (Twitter, Facebook, Instagram, LinkedIn, Pinterest, Google Plus)

Interviewed company personnel on specific topics to design mimes for current company business trends

Interpreted annual and quarterly projections and revenue streams

HWS Sports Information Department, Geneva, NY, Sports Information Associate, January 2015-May 2016

Assist with the HWS athletic social media efforts by updating Facebook, Twitter pages

Update event programs for sports events with team statistics by researching each individual school website; programs were distributed to external audiences.

Converted archived sports information from old formats to new updated HTML files

Taylored Athletics Basketball, Boca Raton, FL, Marketing Intern/Business Associate/Basketball Coach, June-August 2013, 2012, 2015

Handled inventory and finances for apparel

Worked on graphic design by using Photoshop for building mimes for marketing the company on to social media

Documented weekly revenue

Reviewed consumer projections and sales for the company to understand how many participants were expected on a weekly basis during summer camp sessions

NCAA Athletics

Hobart College Division III Varsity Football, Geneva, NY, Member, 2012-2015

Served as the Lifting Leader


HWS Entrepreneurial Leadership Program, Geneva, NY, Member, January 2015-Present

Learn multiple styles of leadership from analytical, emotional, idealistic, adamant, and passive

Gain knowledge of power between the follow and the leader and understand how both roles fit in a business setting

Gain an understanding of how to handle high risk situations in business and how to become to be better prepared as a Leader

Engage in public speaking techniques in order to professionally address large groups of people

Volunteer Work

Geneva Reads Charity, Geneva, NY, Volunteer, 2015

Participated in a fundraiser that helps raise money in the local Geneva, NY community

Hobart and William Smith Super Bowl Fundraiser, Geneva, NY, Volunteer, 2015

Helped raise money for the hungry by setting up a booth at the school cafeteria


Strong Analytical Skills Strong Communication Skills Strong Problem Solving Skills Customer Service Strong Negotiation Skills Interpersonal/ Customer Service skills Results Driven Adaptable to change Customer Service Sales Training

Computer: Proficient in Microsoft Office (Word, PowerPoint, Excel), PhotoShop, Photo Mechanic Software

Language: Spanish, English


Northcentral University, Scottsdale, AZ

Masters: Business Administration

Florida Department of Financial Services: Health and Wellness Insurance Certificate

Hobart College, Geneva, NY

Bachelor’s: Economics

Minor: Media and Society,


Public Assistance – FEMA

Debris Operations – FEMA

Emergency Management - FEMA

Awards/ Recognitions

2-15 Florida Life and Health Wellness Certificate

Top 50 CenturyLink Representatives in America

National Honor of High School Scholars

Statesman Scholar- Fall 2012, 2013

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