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Finance Professional - Analyst / Junior Associate

Houston, TX
March 26, 2018

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Houston, TX *****



Self-motivated, eager and results-driven business professional pivoting career into corporate finance, private equity or investments; offering a committed work ethic and background in financial analysis, customer relationship management, business-to-business sales, and intermediate accounting operations. Possess qualitative and quantitative applications of data analysis, financial modeling, and strategic business operations. Interest for business strategy, investment banking and financial operations fueled by practical applications of effective communication, ethical standards, passion in attentive research and dedicated problem-solving to exceed client expectations.


Clayton Personnel Services (staffing firm) Houston, TX Territory Account Manager / Business Development May 2016 – Present

Create and utilize financial models, data analytics/visualization tools that chart and forecast sales performance metrics, cost-benefit analyses and various accounting/operations reports via Excel.

Generate new accounts in territory by researching target market and initiate sales cycle from inception to completion: cold calling, prospecting and qualifying, implementing marketing campaigns, scheduling appointments, networking and relationship building.

Understand clients’ staffing goals, present custom proposals, formulate and explain cost-benefit analyses.

Use CRM / ATS system to input client / candidate data; track all communications and sales orders.

Implement sales optimization and business analytics projects that assist in operations management: improving efficiency, allocating resources, and maximizing revenue.

Assist in recruitment of new candidates: screen, qualify, schedule, interview, and coach candidates via phone, email, and face-to-face communication.

Accounts Receivable Clerk / Office Assistant May 2006 – May 2016

Generate and analyze weekly, quarterly, and yearly aging reports for multiple branches.

Accountable for posting daily cash receipts from lock box and ACH bank deposits into the company’s accounting database system.

Responsible for initiating and successfully collecting over $350,000 in unpaid receivables from client’s multiple billing contacts and divisions in Q1-2016.

Analyzed clients’ record of accounts to discover payment discrepancies, customer account reconciliation and total past due invoices; resolved any variances promptly by effectively communicating with billing contact.

Streamlined accounting operations by supporting accounting personnel and owner with financial reports, administrative duties, payroll documentation.

Initiated collection proceeding against accounts overdue.

Tracked and reported on branch-specific monthly, quarterly, annual cost/billing documents and receivables.

Formulated and maintained general margin spreadsheets to determine company-wide sales goals. EDUCATION

CFA Institute

CFA Level I Candidate June 2018

University of Houston – Downtown Houston, TX

Bachelor of Business Administration May 2016

Major - Finance / Minor - Enterprise Information Systems (EIS/MIS) Relevant Coursework: Business Finance, Money/Markets/Institutions, Quantitative Methods in Finance, International Finance, Investments, Employee Benefits, Advanced Financial Management, Financial Planning, Portfolio Management, Intermediate Accounting, Individual Income Tax; Business Intelligence, Enterprise Architecture, Information Systems Infrastructure, Enterprise Systems (using SAP), Microcomputer Applications in Business CLAYTON J. LEONARD


- Quantitative Financial Modeling &

Financial Analysis

- Customer Relationship Management

- Project Management

- Cost-Benefit & Data Analysis

- B2B Sales & Account Management

- Business Strategy & Operations

- Complex Problem Solving

- Statistical Analysis

- Marketing

- Billing & Receivables

- Software Proficiencies: Telnet,

Pick D3, CATSone, MS Office

Suite, MS Project, MS Windows,


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