Finance Manager

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JOHN HANLEY

Chesterton, IN *****

************@*****.*** / 219-***-****

SUMMARY

Highly motivated professional with 20+ years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals. SKILLS

Operations Management

Strategic Planning

Business Development

Contract Negotiation Expertise

Team Oversight

Financial Management

Customer Relations

Staff Training and Development

Client Service

Business Administration

Budget Development

Marketing and Advertising

EXPERIENCE

Exceptional Student Aide / Chesterton High School – Chesterton, IN 08/2024 - Current

Assist in classroom management

Keep teacher and/or reading specialist informed of special needs or problems of individual

Assist classroom teachers with documenting and maintaining student records including data collection methods

Support students with emotional or behavior concerns and assist them in developing appropriate social skills Insurance Agent / Reli Exchange - Valparaiso, IN 09/2023 – 09/2025

Appointed with Progressive Auto Insurance.

Provided customers with information regarding plan features, pricing, and availability.

Researched insurance plans to find good options for clients' needs.

Engaged customers and provided high level of service by carefully explaining details about documents. Owner/Travel Agency / Authentic Irish Tours Travel Agency - Valparaiso, IN 09/2018 - Current

Founded a full-service travel agency specializing in personalized travel experiences for individuals, families, and groups.

Developed and implemented strategic business plans to drive revenue growth, increase brand visibility, and expand client base.

Built and maintained strong relationships with suppliers, including airlines, hotels, tour operators, and cruise lines, to negotiate favorable contracts and ensure competitive pricing for clients.

Implemented effective marketing strategies, including social media campaigns, email newsletters, and promotional events, to attract new clients and engage existing ones.

Managed all aspects of business operations, including staffing, budgeting, financial planning, and customer service, to ensure smooth and efficient day-to-day operations.

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Owner/Entrepreneurial Agent / AAA Valparaiso - Valparaiso, IN 04/2016 – 08/2023

Designed detailed business plans to outline finances, goals and operations of company.

Monitored financial objectives and prepared budgets according to projections.

Supervised company social media and marketing efforts to expand brand awareness and attract new customers.

Reviewed company performance metrics on a regular basis to identify areas of improvement or growth potentials.

Provided leadership and training for new agents regarding industry best practices and company policies.

Researched complex underwriting issues and provided solutions for customers' satisfaction.

Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.

Advised clients on their insurance needs and coverage options based on individual requirements. Agent Aspirant / State Farm - Valparaiso, IN 08/2014 - 04/2016

Received underwriting approvals after accurately completing applications for insurance coverage.

Engaged customers and provided high level of service by carefully explaining details about documents.

Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.

Provided customers with information regarding plan features, pricing, and availability.

Researched insurance plans to find good options for clients' needs. Finance Manager / Senior Finance Analyst / Daniel J. Edelman, Inc. - Chicago, IL 08/2000 - 06/2014

Analyzed actual financial results vs budget to prepare variance reporting to functional groups.

Created monthly performance metrics that tracked key performance indicators.

Prepared financial documents such as budgets, forecasts and reports.

Developed forecasting models utilizing historical data trends to predict future revenues and expenses.

Provided guidance on accounting issues related to new business initiatives. EDUCATION AND TRAINING

BBA: Business Administration/International Business 05/1994 Loyola Marymount University - Los Angeles, CA

LICENSES

Indiana Life, Accident and Health, Property and Casualty Insurance License

Illinois (non-resident) Life, Accident and Health, Property and Casualty Insurance License

Michigan (non-resident) Life, Accident and Health, Property and Casualty Insurance License

All Licenses valid through 2026

ACCOMPLISHMENTS

Office held an overall 9.8/10 rating via Medallia Customer Survey

Grew Book of Business from $500k to $1.7mil

Managed over 1400 customer policies

VOLUNTEER / SUPPORT

Special Needs Coach for All-Star Cheer Program

Sponsor for various Community Youth Activities (i.e. athletic teams, etc.)

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