Sales Financial Analyst
Resume:
JOSE JEFFREY M. STA. ANA
email: *********@*****.***,
093*-******* (Mobile)
PROFILE
A Territory Sales Manager for 10 years, handling institutional accounts and dealers.
a. Territory Sales Manager (Institutional Accounts) 2008 - 2010
b. Territory Sales Manager (Dealers) 2010 - 2011
c. Territory Sales Manager (Institutional Accounts) 2011 - 2012
d. Territory Sales Manager (Dealers) 2012–2017
CORE COMPETENCIES
Source and develop client referrals
Prepare sales action plans and strategies
Schedule sales activity
Develop and maintain a customer database
Develop and maintain sales and promotional materials
Plan and conduct direct marketing activities
Make sales calls to new and existing clients
Develop and make presentations of company products and services to current and potential
clients
Negotiate with clients
Develop sales proposals
Prepare and present sales contracts
Conduct product training
Maintain sales activity records and prepare sales reports
Respond to sales inquiries and concerns by phone, electronically or in person
Resolve customer complaints regarding sales and service
Ensure customer service satisfaction and good client relationships
follow up on sales activity
Perform quality checks on product and service delivery
Monitor and report on sales activities and follow up for management
Carry out market research and surveys
Participate in sales events
Monitor competitors, market conditions and product development
Prepare budgets and expenditures
Project sales and determine the profitability of products and services
Determine discount rates or special pricing plans
Plan and coordinate training programs
Monitor competitors’ market share
A Financial Analyst with over 14 years of progressively responsible experience in financial analysis, planning, and budgeting.
A skilled decision-maker, problem solver and team leader.
CORE COMPETENCIES
Technical Competencies
Cash Planning and Handling
Finance Systems, Design and Implementation
Finance Planning and Budgeting
Financial Analysis and Evaluation
Risk and Insurance Management
Management Reporting
Financial Accounting
Credit and Accounts Management
Tax Administration and Consultancy
Business Controls
Financial Consulting for Sales and Distribution Business Partner
Banking and Investment
Work Support Leadership Competencies
Conceptual
Ability to learn
Business Perspective
Interpersonal
Integrity/ Principle Driven
Communication
Self-development
Operational
Results Orientation
Problem solving
Decision-making
Adaptation/Flexibility
Customer Orientation
PROFESSIONAL EXPERIENCE
1.San Miguel Mills, Incorporation
a. Territory Sales Manager 2008 - 2017
Pasig City
2. San Miguel Corporation
a.Financial Analyst III - Corporate Services Unit July 2007 - 2008
Head Office Complex
Mandaluyong City
Coordinate with Region Finance Officers of subsidiaries regarding accounts receivables, past due accounts, discounts, credit memorandum of distributors for reduction and eventual elimination of past due accounts and long outstanding account receivables-trade; evaluate and monitor monthly financial performance of each subsidiary.
Facilitate subsidiaries’ collateral requirements of distributors.
Prepare and analyze budget of organization.
Provide accurate and timely reports such as profit & loss statements, accounts receivables, and past-due accounts.
b. Beer Division
i. Region Finance Officer October 2004 – September 2005
ii. Financial Analyst III August 2003 – June 2007
Angeles City
iii. Financial Analyst II May 2001 – August 2003
San Fernando, Pampanga
iv. Financial Analyst I November 1997 - May 2001
Guiguinto, Bulacan
As concurrent Region Finance Officer and Team Leader, prepared, analyzed and explained Profit & Loss and Funds Usage and Operational Budget.
Maintained “Very Satisfactory” rating of corporate audit by religious implementation of internal controls and audit findings pursuant to management directions and guidelines .
Analyzed major increases of certain accounts and assisted sales organization in the reduction of overdue accounts.
Monitored and collaborated with external counsels for the collection of past due accounts.
Prepared inventories and reports such as Profit &Loss Statement, Discounts Analyses, and Funds Usages.
3. Philippine Dai-Ichi, Inc.
a. Senior Cost Accounting Clerk March 1995 - October 1997
Binan, Laguna
b. Cost Accounting Clerk I February 1994 - March 1995
Las Pinas, Metro Manila
Handled daily production monitoring reports, costing of inventories such as raw materials and work-in process.
Prepared management reports including Profit and Loss Statements, Variant Analyses – budget versus actual, Report Schedules, Stock Issuance Reports, Fixed Assets Schedules.
EDUCATION
UNIVERSITY OF THE ASSUMPTION City of San Fernando, Pampanga
Bachelor of Science - Accountancy 1993
SKILLS AND INTERESTS
Interests : body building and weight lifting, cars, basketball
Skills : More than average computer literacy in Microsoft Office Excel, Microsoft Office Word,
Microsoft Office PowerPoint, Systems Application and DataProcessing(SAP), driving
TRAININGS AND SEMINARS
1. TEAMBUILDING November 1997
2. VALUES SOCIALIZATION WORKSHOP November 1997
3. SEVEN BASIC HABITS OF HIGHLY EFFECTIVE PEOPLE November 1997
4. TEAMBUILDING CHALLENGE May 1998
5. EMPLOYEE ORIENTATION COURSE November 1997
6. DEALER INFORMATION SYSTEM SEMINAR July 2000
7. TEAM BUILDING SEMINAR March 2001
8. INFORMATION REC MANAGEMENT ORIENTATION March 2001
9. 5S ORIENTATION March 2001
10. OFFICE TPM STEP 0 January 2002
11. OFFICE TPM STEP 1 January 2002
12. CNLA AUDIT TRAINING August 2002
13. OFFICE TPM STEP 2 Februay 2003
14. COMPUTER WORKSHOP II (INTERMIDIATE EXCEL) May 2003
15. BUDGET LEARNING SESSION July 2003
16. OFFICE TPM STEP 3 September 2003
17. RUNNING EFFECTIVE MEETINGS October 2003
18. SYMPOSIUM BUFFET: STRESS MANAGEMENT & TIME November 2003
MANAGEMENT
19. CREDIT MANAGEMENT SEMINAR December 1998
20. CREDIT MANAGEMENT SEMINAR April 2005
21. INDIVIDUAL SELF EFFECTIVENESS DEVELOPMENT May 2007
22. MANAGEMENT / SUPERVISORY SKILLS DEVELOPMENT May 2007
23. SALES EXCELLENCE August 2011
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