Financial Analyst Sales Executive

Jesus Montoya

** *** ********** **, *** *R, White Plains, NY, 10605

adhiuc@r.postjobfree.com

Mobile number: 914-***-****

SUMMARY

Dependable, detail oriented entry level business financial analyst with strong client facing skills, providing excellent service, handling transactions, referring credit products, extensive experience in building rapport and providing solutions.

CORE SKILLS:

● Speak fluent Spanish

● Strong analytical skills, detail oriented, excellent interpersonal skills

● Team player, Self-motivated, goal-oriented, organized and efficient

● IT Skills: Microsoft Office: Word, PowerPoint, Outlook and Explorer

EDUCATION:

Qualifications

Name of Institution

Date Attended

BA (Honours) Business Management with Finance

Pearson College

London, UK

University of Kent

Sept. 2016-December 2019

EXPERIENCE:

June 2019 – December 2019 Sheraton Grand London Park Lane

Finance Analyst Trainee London, United Kingdom

Follow departmental policies, procedures and service standards.

Worked with the finance team to develop business unit reports and product reports to project future project goals.

Consolidated financial data reporting by partnering with Senior Analyst.

Assisted Financials in the formation of financial forecasts and plans.

Conducted presentations under the supervision of Financial Analyst Team.

Balanced financial data in reporting programs.

August 2018 – December 2019 Sheraton Grand London Park Lane

Concierge – Part Time London, United Kingdom

Follow departmental policies, procedures and service standards. Keep up to date on all hotel services as well as VIPs and special events.

Be knowledgeable on external locations, attractions, and landmarks in the vicinity.

Project a professional manner with an emphasis on hospitality and guest service

Consistently provide thoughtful, caring and sincere service in assisting guests. Understanding customer’s needs and provide them with personalized solutions by suggesting activities and facilities provided by the hotel.

Arrange events, excursions, transportation etc. upon request from hotel residents

Report to the hotel’s Operations Manager and work with the management staff to ensure prompt responses to guests’ inquiries and to notify the appropriate party immediately of supply issues and other concerns.

October 2016 – July 2018 Hilton Hotels – Wembley

Concierge – Part Time London, United Kingdom

Follow departmental policies, procedures and service standards. Keep up to date on all hotel services as well as VIPs and special events.

Be knowledgeable on external locations, attractions, and landmarks in the vicinity.

Project a professional manner with an emphasis on hospitality and guest service

Consistently provide thoughtful, caring and sincere service in assisting guests. Understanding customer’s needs and provide them with personalized solutions by suggesting activities and facilities provided by the hotel.

Arrange events, excursions, transportation etc. upon request from hotel residents

Report to the hotel’s Operations Manager and work with the management staff to ensure prompt responses to guests’ inquiries and to notify the appropriate party immediately of supply issues and other concerns.

Assist Sport teams with the necessary requirements.

Providing support in the logistics of the team when heading out to games.

March – October 2016 GLH Hotels – Barbican Hotel

Rooms Sales Executive – Groups London, United Kingdom

Get to know regular guests and take steps to personalize their stay to build loyalty and keep updated with hotel information including functions and VIP’s staying in-house.

Fully understand market segmentation and other statistical tracking requirements to accurately "qualify" booking data ensuring all no-shows are charged where applicable and reports are compiled and filed.

Convert every booking enquiry into a sale and provide prompt resolution to every enquiry and request at the initial contact and ensuring all company and agents booked in at the hotel have credit where applicable.

Effectively resolve issues using appropriate business rationale all Customer Sales Agent queries with regards to difficult guests, group bookings and other scenarios as well as maintaining and updating guest / company / agent profiles in line with the reservations business process.

01 September 2015 – 25 February 2016 GLH Hotels – The Tower Hotel

Rooms Sales Executive – Individuals London, United Kingdom

Complying with data protection regulations and all other related policies as well as driving revenue by upselling products to all guests.

Ensuring all correspondence checks are completed for the following day and all reservations are accurate and ensuring all no-shows are charged where applicable and reports are compiled and filed.

Assist Front Office and Finance with all related reservation correspondence and assisting Meeting and Events and Front Office in booking of day use and syndicate rooms.

Ensuring all company and agents booked in at the hotel have credit where applicable.

Jan 2011 – July 2014 WELLS FARGO BANK

Personal Banker New York, USA

Sell retail banking products and services to customers and prospects as well as manage customer portfolio, service relationships and cross-sell all products and services.

Exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.

Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards as well as Accepting and accurately processing all financial service transactions.

Use profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio and acting as a resource to identify and resolve client service issues

Making product suggestions based on the client's needs and refer to a member of the branch team.

Manage and resolve client’s concerns following procedures to minimize errors and manage risk on behalf of our customers, while providing information on new products and services.

Meeting individual established referral production goals and providing excellent customer service.

Social Media Manager and Photographer:

2017 to Present

Won the12th Photographer finalist at 2019 Photo box Instagram Photography Awards

I was featured at so many prestigious websites https://sports.yahoo.com/in-pictures-stunning-uk-snaps-lead-search-for-worlds-best-instagram-photographers-151042812/photo-londons-trafalgar-square-glows-unconventional-140230404.html

Deliberate planning, strategy and goal setting to development of brand awareness and online reputation

Content management (instagram @newyorkunveiled)

SEO (search engine optimization) and generation of inbound traffic

Cultivation of leads and sales (featured client: oud scented candles)

Reputation management

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