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Sales Financial Analyst

Location:
San Diego, CA
Salary:
70000
Posted:
July 26, 2018

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Resume:

PETER SCALETTA

**** ******* ******* ** #**** • San Diego, CA 92108 • 408-***-**** • **********@*****.***

Strategically minded Financial Professional with over four years of proven success in the industry. Highly adept at increasing company revenue and productivity through financial analysis. A hard-worker who thrives in high-pressure situations. Possesses the ability to work in a team environment but also demonstrates proficiency in individual tasks.

PROFESSIONAL EXPERIENCE

Financial Analyst April 2016 - Present

SOS Entertainment, Escondido, CA

●Created and managed our sales reporting system and saw a 25% increase in sales over 12 months

●Started a weekly "Bottom Line Review" meeting with our CEO to discuss profitable revenue activities

●Since starting our Bottom Line Review meetings, SOS saw a 125% increase in Net Income over the 2016-2017 period as well as a 60% increase in Net Income from 2017-2018 year-to-date

●Uncovered 3 cases of embezzlement in our company that saved us over $20,000

●Discovered that we were overpaying for our Worker’s Compensation insurance and was able to get a refund of over $30,000

●Analyzed financial reports such as our Profit and Loss Statement, Balance Sheet and Statement of Cash Flows on regular basis and reported to our executive team

Financial Consultant January 2015 - November 2015

AXA Advisors, San Diego, CA

●Developed and analyzed financial statements for clients with wide ranging financial situations

●Presented legal and financial information to clients regarding their retirement plans

●Increased my sales through careful tracking and forecasting

●Obtained my Series 7 and Series 66 licenses for the position

Credit Specialist April 2013 - July 2014

Comerica Bank, San Jose, CA

●Transcribed financial statements, prepared annual credit reviews and participated in other administrative tasks in order to help analyze and underwrite loans

●Increased the amount of loans our team was able to give by being a key part of the underwriting process

●Organized weekly credit meetings and presented weekly progress reports during these meetings

EDUCATION

Bachelor of Science, Business Administration: Finance December 2012

California State University, Chico

HIGHLIGHTS

●Expert knowledge of QuickBooks Online Software

●Expert knowledge of the Microsoft Office suite including Word, Excel and PowerPoint

●Strong Computer Skills



Contact this candidate