Sales Accounting

Jamie Schloss

*** ******** ***, *********, ** *7211 • 918-***-**** • ***********@*****.***

Professional Summary

Recently graduated Finance major with excellent interpersonal skills and a proven ability to work in a team environment. Looking for a medical sales company seeking highly motivated professionals wanting to grow and seize opportunities within the company.

Skills

Flexible team player

Analytical thinker

Stocks and bonds knowledge

Project management

Accounting principles

Excellent time management skills

Pivot Tables

Strong presentation skills

Microsoft Office suite

SalesForce

Research and data analysis

Financial consulting

Negotiation Skills

Excel Superuser

Work History

Executive Recruiter, 06/2020 to 08/2020

Eminent Consulting – Nashville, TN

Produced $129,000 in gross profit in 4 weeks for Eminent Consulting by placing travel nurses in a variety of different roles.

Sales Leader for NYC travel nurse contract.

Negotiated unique compensation packages to attract and close candidates.

Worked with recruiting teams and human resources representatives to accomplish hiring objectives.

Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.

Followed up with selected job candidates about decisions.

Monitored hiring market and potential executive candidates.

Successfully recruited ICU RNs, Med Surge RNs, PCU RNs, PACU RNs, and Chief Nursing Officers.

Financial Advisor Intern, 05/2019 to 11/2020

Small & Associates Financial – Tulsa, OK

Worked on LinkedIn project to expand practice and acquire prospects

Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance

Sat in on meetings with wholesalers that sold mutual funds,ETFS, 529s, and gave updates over tactical changes to address market changes

Learned and operated Small & Associates Brokerage Site, Salesforce, and MobileAdvisor

Evaluated portfolio performance and risk exposure to ensure client success

Uncovered and resolved strategic and tactical issues impacting sales management and business operations

Developed and presented proposals for new investments

Oversaw and completed numerous projects in a timely manner

Assisted with month-end closing processes and verified journal entries.

Assisted with account reviews and preparation for account reviews.

Banquet Server, 05/2018 to Current

Southern Hills Country Club – Tulsa, Ok

Developed and maintained positive working relationships with others to reach business goals.

Consistently provided professional, friendly and engaging service.

Engaged in suggestive selling and other sales techniques.

Guided guests through menus while demonstrating thorough knowledge of the food, beverages and ingredients.

Club Staff, 06/2017 to 08/2017

Vail Mountain Club, Vail Resorts Management Company – Vail, CO

Handled all member relations issues in a gracious manner and in accordance with company policies.

Provided an elevated member experience to generate a loyal clientèle.

Shared best practices for sales and member service with other team members to help improve the Clubhouse's efficiency.

Earned management trust by serving as key holder, responsibly opening and closing Clubhouse.

Education

Bachelor of Business Administration: Finance, 05/2020

University of Tulsa - Tulsa, OK

Business courses: Accounting 1 & 2, Business Finance, Principles of Management, Principles of Marketing, Operations Management, Statistics 1 and 2, Investment Analysis & Portfolio Management I, Business Programming 1, Business Law, Intro to Computer Information Systems,Intro to Spreadsheets, Advance Spreadsheet Applications, Financial Institutions and Markets, Futures and Options, International Finance, Intermediate Financial Accounting, Cost accounting, Mortgage Backed Securities and Real Estate, Monetary Policy, Chinese Economy, Macro and Micro Economy, History of Economic Theory, and Society and Economics.

Affiliations

Member, Kappa Alpha Order, 2016 to 2020

Member, Friends of Finance, 2016 to 2020

Volunteer, Reading Partners, 2016 to 2020

Volunteer, Practice Player, 2018 to 2020

Volunteer, Food Bank, 2018 to 2018

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