Business Development Account Management
Resume:
PEDRO N. ECHEANDÍA ESQUILÍN
**** ******* ***** *****, *******, FL., 32824
**********************@*****.***
OBJECTIVE
Excited and motivated accountant with experience in sales and client development. My experience in management roles, business consulting, sales, accounting, insurance and financial consulting has helped me develop a series of skills focused on business development. I am seeking to fill an account management or business development position. I want to be part of an analytics and business consulting position that can leverage my previous experience and expand my knowledge in an organization that requires the ability to analyze and solve problems for the clients in a team-based environment. My experience and knowledge will support the entity in the development of their objectives.
EDUCATION
• Master’s degree - School of Business Administration (50 credits) - (2013 - 2015)
Major: Accounting - GPA: 3.5 / 4.0 scale
Interamerican University of P.R., San Juan Metro Campus
• Bachelor’s Degree - School of Business Administration (161 credits) - (2005 - 2010)
Majors: Finance and Marketing - GPA: 3.3 / 4.0 scale
Minor: Entrepreneurship Development
University of P.R., San Juan Rio Piedras Campus
• Licensed Insurance Broker - Insurance Commissioner (2012)
Risk Management and Financial Planning
Life - Term, Universal, Index Universal Life, Return on Premium and Whole Life.
Disability and Health - Short Term Disability, Long Term Disability, Health Insurance and Long - Term Care.
Property and Casualty - Commercial, Personal, Car, House, Public Responsibility, Malpractice and Business Income.
Annuities - IRA, Roth IRA, Fixed Annuities and Index Annuities.
WORK EXPERIENCE
Supplier Account Management, Certification & Accounting Saff (2016 – Current)
P.R.M.S.D.C. / N.M.S.D.C. – Ethnic Minority Supplier Organization – Non-Profit, affiliated to N.M.S.D.C.
• Grew 10.5% the number of suppliers that possess membership with the organization.
• Assist and train other coworkers in different assignments of the entity and help clients with their needs.
• Provide excellent customer service and maintain records of suppliers (M.B.E.).
• Participated in tradeshows clarifying questions to clients or prospects.
• Implemented A.R. system that accurately corrects errors and increased event sales by 2%.
• Support payroll, Accounts Receivable and Accounts Payable.
• Implemented certification tracking process and status system to accurately follow up with the five hundred plus members in the database of the regional office.
• Support different areas of the business correcting and minimizing errors.
• Audit member applications as a certification and recertification services specialist for companies that submit Financial and Legal documentation to get certified as an M.B.E. that provide products or services in the U.S.A. with structures as L.L.C., Corp. and D.B.A.
• Maintain up to date application C.R.M. programs: Central and Intranet.
Accounts Payable Manager (2017 - 2020)
N.M.S.D.C. – Ethnic Minority Supplier Organization - Non-Profit Headquarter in N.Y.
• Achieved timely and weekly invoice payments to suppliers supported by Accounting Schedules with up-to-date G.L. expense accounts.
• Guidelines for processing payments were established by signed contracts detailing payment phases that were stored physically and digitally.
• Supervised assignments of employees that provided accounting support.
• Managed around twenty people that worked in the payment and registration booth in the biggest tradeshow of the company, supported technical questions and payment transactions.
• Processed payments of G.L. by using M.S. Great Plains Dynamics accounting software.
• Created Excel spreadsheets for accounts that affect the vendor ledger.
• In charge of tracking and documenting all invoices and processing payments related to the organization events, employee benefits and service providers.
• Review and reclassify G.L. entries to avoid accounting errors.
• Evaluate and process travel expense reports submitted by the employees to comply with organization’s guidelines.
• Review and reconcile bank transactions with General Ledger entries to avoid fraud.
• Prepared the A.P. Schedule and the 1099 Miscellaneous Income Tax Forms.
Accountant – Part Time - Seasonal (2020 - 2022)
E.H. Consulting, LLC - Accounting, Financial Consulting and Law Services
• Executed a quality service by adding value to our clients by organizing and correcting errors.
• Team member of Accounting Staff in University of Puerto Rico consulting and audit service.
• Provided bookkeeping service, preparing Financial Statements and submission of Puerto Rico Tax Returns.
• Collaborated in business acquisition and financial restructuring consulting.
• Analyzed Property and Casualty Insurance Claims for private insurance companies.
• Worked in the assessment of Capital Distribution on Inheritance and Will Cases.
Commercial Equipment Financing Rotation Program – Internship (2015)
C.E.F.I. - Commercial Equipment Finance, Inc. - Commercial Financing
• Implemented A.R. tracking system in Excel.
• In charge of entering quotes and providing client service by clarifying questions.
• Used Loan and Lease Equipment Financing software (Aspire and Lease Plus) for quoting.
• Supported collections of A.R. and documented such process.
• Documented contracts and requesting insurance coverage for the equipment financed by C.E.F.I.
• Analyzed Loan or Lease approval for the financing of the equipment.
• Handled weekly meetings with sales department giving them support.
Accounting – Internship (2014)
GOAS / PSC - Accounting Firm
• Provided bookkeeping services.
• Performed bank reconciliations.
• Daily activities: using Sage 50 (Peachtree) for entering debit payments from bank statements, checks and deposits in transit.
Finance – Internship (2014)
Fastenal Company - Industrial and Construction Products Store
• In charge of the stores A.R. Schedule and generating weekly reports.
• Implemented an A.R. tracking system and created invoices.
• Matched purchase orders to invoices.
• Daily activities were contacting A.P. departments of clients to which products were supplied.
Marketing – Internship (2014)
Nielsen - Global Information, Data and Measurement
• Created presentations that analyzed mass consumer products in high volume stores.
• Analyzed fabricator brands and competitors’ products presentation, size of product, market penetration, promotion, product presentation, number of units sold, monetary sales, distribution channels and price segments.
Sales Financial Services Professional (2011)
Mass Mutual Financial Group - Financial Planning and Insurance
• Among top of new sales professionals with nearly $20,000 in policies within first four months.
• Transferred $80,000 of retirement savings of client during the first months.
• In just three months brought eight new clients to the company.
• Brought fifteen large new deals prospects for consulting on business succession and state planning.
• Obtained knowledge of Retirement Planning, 401K, KEOGH and IRA.
• Received training in Business Owner Consulting, State Planning and College Funding.
Insurance Agent - Property, Casualty, Life, Disability and Health
• Experienced Insurance Broker with various insurance companies and variety of business segments as personal or commercial property, professional liability, permanent or term life, R.O.P., Disability, Business Income and I.R.A.
• Developed great business relationship with clients mostly professional backgrounds as lawyers, accountants, engineers, M.D. and business owners.
• Have provided excellent service experience.
• Have applied selling strategies such as cross sell, up sell, vertical and horizontal selling.
• Created a CRM excel and profile system storing renewal policy details, birthdays and expiration date tracking system.
• Managed to provide financial consulting services.
SKILLS
• Great ability to develop business relationships.
• Experience with Great Plains Accounting Software.
• Microsoft applications (Excel, Word, Power Point and Outlook)
• Fully bilingual in English and Spanish. Good oral and written communication skills.
• In progress learning Italian.
• Teamwork oriented and committed to successful business results.
Contact this candidate