Manager Sales Executive
Resume:
Kathy Borlo
Germantown, TN 38138
******@*****.***
PROFILE
Enthusiastic Financial and Operations Management Relations Professional with a record of success in developing long-term relationships with a portfolio of clients. Coordinate between customers and cross-functional internal teams to ensure the timely and successful delivery of solutions according to clients' needs. Broad strengths in management, business and account development, and finance. Outstanding communication, presentation, and negotiating skills. Fully experienced in increasing sales revenues, exceeding targeted sales goals, developing profitable and productive business relationships, and coordinating with decision-makers. AREAS OF EXPERTISE
• Operations Manager/Project Management
• Financial Analysis/Budgeting
• Leadership/Train/Manage/Mentor Staff
• Human Resources/Benefits
• Growth Strategies/Strategic Planning
• Software Design
• Performance Standards/Quality Assurance
• Financial Models
• Process/Procedures Improvements
• Financial Reporting/Quarterly Business Reviews
• Problem Resolution
• Word/PowerPoint/Adv. Excel/QuickBooks
• Prioritizing Objectives/Ability to Manage
Multiply Projects
• Strong Relationship Building Skills/Client
Relationship Management
PROFESSIONAL EXPERIENCE
GOLDEN BEAR SOLAR, Los Gatos, CA 2019 – 2020
Operations Manager/Project Manager
Led and managed complex design-build solar projects, which includes project development, preconstruction services, and construction of solar and other design-build energy contracts. Managed land development and permitting, interconnection, and off-take timelines for a growing solar energy company.
• Worked with development and engineering to develop preliminary design budget.
• Created full project development(SmartSheets) schedules and high-level construction and interconnection schedules, to establish reasonable and achievable construction start and commercial operation dates. SALT FLATS, LLC, Chicago, IL 2016 – 2019
Human Resources and Financial Operations Manager
Offered competitive compensation packages to assist with recruiting talent and minimizing turnover for an innovation consulting firm. Collaborated with product and engineering team members to define and develop new operating process.
• Supported and promoted the company's benefits plans such as health insurance and compensation packages.
• Built financial model for new HR business unit.
• Developed, communicated, and enforced all company policies and procedures.
• Classified, recorded, and summarized numerical and financial data to compile and keep financial records.
• Designed QuickBooks financial software to facilitate treasury operations.
• Performed cash flow statements on monthly basis. CRESTLIGHT VENTURES, Palo Alto, CA 2012 – 2016
Investor Relations Manager
Built relationships with new and existing institutional and high net-worth clients, both domestically and internationally, to retain and gather new assets for four different hedge funds.
• Acted as liaison between end client and members of the executive staff, portfolio managers, and traders. KATHY BORLO
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• Project management lead after discovering a need for CRM software. Queried both internal and external partners to develop and implement new management system.
• Developed and facilitated presentation material for individual meetings and the annual investor meeting. CHARLES SCHWAB, Denver, CO 2000 – 2012
Operations Manager/Trader
Led a cross-site team to ensure all operational workflow for the service organization is completed with the highest quality for a multinational financial services company.
• Administered transactions for stock option plans, restricted stock units and awards, stock appreciation rights, and employee stock purchase plans.
• Communicated complex and sensitive programs to clients on their individual equity award compensation plans.
• Assisted clients to navigate products and services, and respond to client inquiries including account servicing, cost basis information, and product knowledge support.
EDUCATION
Christian Brothers University, Memphis, TN
Bachelor of Science in Finance and Economics, magna cum laude, 1999
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