Financial Analyst Account Executive
Resume:
Detail-oriented Financial Analyst/Pricing Adviser with 12+ years’ experience working for finance and tech institutions. I personally priced and approved hundreds of millions in new loans for commercial clients, analyzing their financial and credit worthiness. With excellent communication skills, I can connect with, manage and supervise personnel at all levels; a resourceful and creative designer able to work independently or with groups; and someone who really enjoys working under pressure solving the most difficult business challenges.
Experience
Pricing Advisor, Financial Analyst
Dell Financial Services, Round Rock, TX 9/2019 - present
•Partner with Business Development Managers and Sales to provide deal structure and pricing recommendations.
• Train pricing team members on policies and procedures.
• Coach sales team on different pricing structures and vendor relationships.
• Coordinate with operations and accounting to ensure all contracts are booked properly.
• Build relationships with Dell Finance team to negotiate available subsidy.
• Modify pricing scenarios as needed and develop multiple customer options
Senior National Account Analyst
Fifth Third Bank, Irvine, CA 11/2018 – 9/2019
• Work with sales team to provide complex and competitive lease structures to customers
• Review balance sheets and journal entries.
• Use Excel Pivot Tables, V-lookups to analyze complex financial information
• Initiate contract formation and finalize contracts.
• Work within corporate and public accounting standards and banking regulations pertaining to lending and commercial compliance, including fair lending laws.
Financial Analyst
CalFirst National Bank, Irvine CA 11/2016 - 11/2018
• Analyze audited financial statements & tax returns for companies with annual revenues between $25 Million - $8 Billion and determine credit worthiness.
• Develop detailed spreadsheets to identify trends and develop forecasts.
• Consolidate and analyze monthly results and budgets.
• Negotiate complex financial transactions.
• Prepare underwriting documentation consistent with industry standards.
Leadership Development Associate/Account Executive
Imperial PFS, Santa Ana, CA 06/2012 - 02/2016
• Completed extensive management training in various aspects of commercial lending/financing which included: E- commerce, Journal Entries, Compliance, Booking, Collections, Quoting, Variance Reports, Credit Underwriting, Account Receivables, Sales
• Forecast and tracked monthly P&L.
• Negotiated terms, rates and fees with vendors and trained them on company software.
• Conducted ROI analysis to evaluate efficiency and profitability of various programs & projects.
•Served on the Legendary Service Committee to conceive and execute projects that promoted internal and external legendary service throughout the company.
Education
University of Houston, C.T. Bauer College of Business, Houston TX
Bachelors of Business Administration in Finance 2008
William
Salinas
Financial, Data Analyst /Program Manager
Personal Info
Address
1201 Hummingbird Ct.
Round Rock, TX 78681
Phone
Cell: 562-***-****
***********@*****.***
Date of birth
04/23/1983
https://www.linkedin.com/in/william-salinas-4480b46/
Hard and Soft Skills
Salesforce (CRM)
Public Accounting
Corporate Accounting
Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook)
Excel: PivotTables, Pivot Charts, V-lookup, Flash Fill, Quick Analysis
SAP & Oracle
MySQL
Financial Accounting
Operating Lease
Capital Leases
Residual Value Calculation
EOL Concessions
Data mining and analysis
Project Management
Fraud Prevention
Risk and Relationship management
Vendor Relations
Communication and negotiation
Integrity
LMS
Helix
Odessa
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