Dan Greensage
FL *3549 813-***-****
aca5i7@r.postjobfree.com
Professional Summary
Accomplished, results driven,
and professional Account
Executive, Business Manager,
and Grants Director
experienced in improving the
operation and production
quality of businesses. Have
worked in the business to
business arena within the
technology, software, and
financial industries. A goal
oriented, self starter, and a
team player that is results
focused. Excels in the ability to
generate, finalize, and
maximize sales orders.
Proficient in creating new
funding opportunities, budget
forecasting, troubleshooting,
customer service, data analysis,
addressing concerns, and
implementing solutions.
Professional Experience
Account Executive
July 2007 to June 2013
Intuit
• Engaged in selling
financial software that
increased the efficiency
and profitability for
business owners.
• Promoted sales of
additional products to
current customers and
proactively negotiated
annual renewals,
applications, and
licenses.
• Cultivated strong
business relationships
generating revenue up
to $3M annually.
• Continued to
consistently exceed
monthly quota by an
average of 20%
• Utilized consultative and
solution selling
approach to fit the
clients’ needs and drive
revenue across multiple
software products;
including web
development,
accounting
management, payment
platforms, and
distribution of their
sales.
• Conveyed technical
and instructional support for
customers utilizing online
small business accounting
software by troubleshooting
computer and operator errors.
• Arranged and
scheduled follow up
appointments to ensure all
issues were resolved to the
client’s expectations and
business needs.
Finance Manager
September 2003 to July 2007
TMM Family Services
• Managed all aspects
of the Finance and
Accounting functions to
enhance the business
structure and growth of the
organization.
• Continually
analyzed current processes
in areas of cash
management, vendor
relationships, new business
flows, budget development
and forecasting to
implement improvements
and facilitate improved
procedures.
• Responsible for
daily cash management of
consolidated operations.
Conducted cash pooling,
overnight
investing/borrowing, and
long term forecasting
through banking relations.
• Generated
comparative analyses of
operating programs by
forecasting costs in relation
to services performed
during the previous fiscal
year and submitted reports
to the direction of the
organization with
recommendations for
budget revisions.
• Recruited, hired,
provided training, and
retained a sufficient
number of qualified
staff to carry out the
responsibilities of the
Business Office.
Grants Manager
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• Directed the processes
of the grant management
web portal system from the
front end through to payment
for the state and county
Department of Justice
Programs for over 300+
clients.
• Researched and
identified new grant
opportunities, managed
inquiries, applications and
their review process; and
maintained and improved the
company’s evaluation
standards and processes for
reimbursement programs.
• Reviewed grant
proposals and expenditures
before submissions for
accuracy, completeness, and
compliance with all
applicable policies,
procedures, and regulations.
• Entered all required
and approved fields of data
into the Department of
Justice grants management
system.
• Maintained accurate
records of forecasted grant
opportunities, including key
information
• such as organizational
contacts, anticipated
response dates and amount
of award.
• Participated in
preparing the forecasts of
projected clients’ revenue.
Financial Planner
December 1997 to August 2000
Prudential Financial
• Established new
business by contacting
prospective and existing
clients; explaining service
benefits; preparing and closing
contracts; presenting broad
financial product line
products.
• Created multiple client
relationships by reviewing
their financial situation,
objectives, short term and
long term goals, and
investment preferences.
• Attended Financial
Planning meetings and
continuing education sessions
to stay current about products,
services, and all industry rules
and regulations.
• Made
recommendations for
improvement, and selects
appropriate investments
compatible with the
clients’ goals, and risk
tolerance.
• Monitored and
managed clients’ portfolio by
completing investment
research, evaluating
industry, company data, and
market conditions.
Education
Texas St University San
Marcos, Texas
December 1997
B.B.A
Bachelor of Business
Administration
Technical Skills
Skills
Microsoft Excel, Word, Access,
PowerPoint, Outlook, Drake Tax
Software, Salesforce, FTP, Mac
OSX, QuickBooks, TurboTax,
Lacerte, J.D. Edwards
Accounting, Fund EZ, Lotus
Notes, Adobe Illustrator,
SharePoint, Network
Concepts,CRM.