Sales Analyst

Professional

Finance/Business Analyst

*** ***** **. ***** **********

92117

adilmq@r.postjobfree.com

(619) - 944 - 8882

Personal Statement

Strategic and diligent professional

with excellent analytical, interpersonal and problem-solving skills. An insightful decision maker who can assist clients to purchase property for the right price under the best terms. An expert to plan, develop, resolve, optimize, organize, direct, manage, and evaluate real estate and financial processes. Focus on strategies and methodologies to reduce costs and improve financial performance.

Education

Bachelor of Science in Business Finance Aug 2019

California State University Chico CA

Skills

Financial Modeling Project Management MS Excel VBA CRM Management Big Data Platforms Business Analysis KPI Dashboard & Scorecards Records Business Coordination Sales ERP SCM Data Analysis Multitasking Strength Customer Service Procedure Development Research Strategy Decision Making Conflict Resolution Team Leadership Process Improvement Presentation Personal Development Management Problem Solving Time Management Strategic Planning

STAPHON SMITH

Work Experience

Fortune Builders San Diego CA

Sales Operations Coordinator Dec 2019 to Mar 2020

Coordinate sales forecasting, planning, and budgeting processes.

Monitor and maintain high levels of quality, accuracy, and process consistency in the sales planning efforts.

Support the equitable assignment of sales force quotas and ensure quotas are optimally allocated to all sales channels and resources.

Aggregate weekly data onto team and company KPI Reports.

Sort financial and non-financial data in electronic form and presented reports.

Handle the processing of all orders with accuracy and timeliness.

Present sales, revenue, expenses reports and realistic forecasts to the management team.

MD7 San Diego CA

Project Control Specialist May 2019 to Dec 2019

Developed budgets and schedules to conform to project requirements.

Generated purchase order requests and vendor paper in assigned projects.

Guided, supported, trained and conducted quality control.

Issued appropriate legal paper work, documented billing and purchase orders and handled client PO’s.

Populated client databases and oversaw project procurement management.

Resolved vendor, billing, invoicing, and payment issues as per requirements.

Assigned tasks to internal teams and assisted with schedule management.

Handled project management activities, resources, equipment and information.

Lease Coordinator Dec 2018 to May 2019

Prepared lease agreements for application approvals.

Collected application fees and deposits and kept accurate records of all financial transactions.

Processed all checks and vendor invoices for accounting department.

Enforced policies, lease violations, maintained lease records and conducted lease audits.

Entered data into Md7’s proprietary CRM software system, Microsoft Excel, and MS Word.

Negotiated leasing terms and completed agreements.

Documented reports using software tools which mainly included VBA and Excel Applications as per requirements.

Evaluated client’s requirements and financial prosperity to make personalized presentations.

Trilogy Financial Services San Diego CA

Wealth Associate Jun 2018 to Oct 2018

Analyzed wealth reports and interpreted financial information while recommending further courses of action.

Handled costs, pricing, variable contributions, sales results and the company’s actual performance compared to the business plans.

Guided senior advisors while advising customers on investments within a portfolio of multi-million dollars.

Maintained the financial health of the organization.

Customized financial plans according to client’s changing needs.

Affiliations & Volunteers

The Investor’s Club, California State University, Chico

Member Feb 2017 - May 2018

Lambda Chi Alpha Fraternity

Member Sep 2015 - May 2018

Habitat for Humanity

Fundraising May 2019 – May 2019

Butte Humane Society

Fundraising Jan 2012 - Jan 2014

Certifications

Real Estate Salesperson License # 02095217

Excel VBA – The Complete VBA Course

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