Affable & results-driven leader with comprehensive professional experience establishing,
developing, maintaining and managing healthy relationships with clients & business contacts.
Experience in financial analysis, accounting operations, sales/business development & recruitment
strategies, seeking an opportunity in the financial, banking & investment industries to gain insight
and mentorship while utilizing experience/knowledge, a willingness to learn & contribute,
application of quantitative financial analysis and client/customer relationship management. Offering
a commitment-to-results, ambitious work ethic, and technical and interpersonal skill set. Possess
excellent critical reasoning, quantitative / analytical skills, effective interpersonal written and verbal
communication skills, presentation abilities, working knowledge of business-to-business sales,
strategic business operations and practical understanding of financial concepts, analysis, modeling,
reporting and intermediate accounting techniques. Committed to learning & leading all business
teams / projects. Successful in client-facing sales, recruiting, project management, business analysis
and business development. Proactive professional with commercial approach to solving problems.
Budgets, Client, Information Systems, Operations management, Strategic
Budget, Support, Information Technology, Optimization, Tax
Business Intelligence, Client support, Investments, Payroll, Technical assistance
Business Operations, Data Analysis, Invoicing, Personnel, Phone
C, Dell, Managing, Presentations, Troubleshooting
Call center, Documentation, Market research, Problem Solving, Unique
Charts, Due diligence, Marketing, Processes
Work History
Business Development Manager / Operations Associate, 05/2016 - Current Ebsco Industries – Birmingham, AL,
Successfully generated company profit by retaining accounts and converting new business
clients through market research, communication strategies, dynamic sales process conversion
and executive-level networking events, establishing strong service bonds and preserving return
business by maintaining long-term relationships with senior & C-level executives.
Created and delivered financial models / charts to analyze & optimize operations management,
forecasted revenue growth, performance metrics and sales/marketing strategic improvements.
Marketed, coordinated & executed client meetings and customer support responses, discussing
and negotiating client specific project goals, budgets, contracts, customer issues, and
correction/closure of any deficiencies.
Recommended specific staffing models and/or positions of improvement to customers based on
unique technical or budgeting requirements, and long/short term servicing commitment of each.
Formulated custom cost-benefit analyses / client-specific financial models, and presented
strategic proposals to C-level executives, ensuring customer demand correlated with staffing
budgets and exceeded clients’ satisfaction.
Implemented marketing / communication techniques and delivered business data-analytics
projects which contributed to operations management, strategic sales optimization, efficient
team improvement, new billable business, revenue maximization and company growth.
Increased sales commissions by 25% each quarter of 2019 and increased company revenue by
$20,000 with successful new account conversion / new hires in Q3 2019.
Secured, managed and retained 10 client accounts (Q3/Q4: 2019; Q1: 2020) in multiple industry
sectors in the greater Houston area, solving staffing / recruiting challenges & goals, meeting and
exceeding budget constraints.
Formulated, presented and explained proposals detailing features / benefits, staffing budget
analyses, custom models, and other marketing communications deliverables.
Generated, formulated, maintained, analyzed, tracked and reported company-wide financial
accounting reports & statements, spreadsheets and documentation: weekly, quarterly, and
annual aging and revenue reports, cost/billing margin reports, billing/invoicing/receivables for
>50 clients and payroll for 200+ employees.
Initiated, researched, and coordinated the successful collection of over $350,000 in
overdue/unpaid receivables from a Fortune 500 client, providing due diligence and managing
correspondence to multiple billing contacts and divisions in Q1-2016.
Analyzed clients’ record of accounts to discover payment discrepancies, customer account
reconciliation and total past due amounts; resolved any variances promptly through effective
communication with billing contact.
Streamlined accounting operations by supporting accounting personnel and senior management
with financial reports, spreadsheets, models, and analysis.
Technical Support Representative, 07/2001 - 02/2002 Stream International / Dell Technologies – City, STATE,
Recognized for outstanding customer satisfaction: Dell's Customer Experience Award.
Suggested and advised operational improvements to department heads and team which
resulted in savings, customer resolution, and improved profit margins.
Handled 12-15 inbound/outbound calls per hour on average to address customer inquiries,
analyzed concerns and resolved troubleshooting processes.
Resolved technical user software problems, improved call center & team operations having
provided exceptional client support.
Increased customer satisfaction by resolving issues with Dell user issues.
Devised solutions to operations issues related to Dell PCs and Windows operating systems,
working closely with customers via phone, email, and live chat.
Processed over 80-90 support requests weekly for technical assistance on wide range of issues
related to desktop machines and peripheral hardware devices.
Education
Business Finance / Money, Markets & Institutions / Quantitative Applications in Finance /
International Finance / Investments / Employee Benefits / Advanced Financial Management /
Financial Planning / Portfolio Theory & Management / Intermediate Accounting / Individual
Income Tax / Management Information Systems / Enterprise Architecture / Enterprise Systems
using SAP / Business Intelligence / Information Systems Architecture
Minored in Enterprise Information Systems (E.I.S. / M.I.S.)
Member of Finance Club & A.I.T.P. (Association of Information Technology Professionals)
Certification: Audio Engineering & Studio Techniques, (2002)
Dallas Sound Lab / Media-tech Institute - Dallas, TX
L1 Candidate CFA Exam
CFA Institute
Incomplete / In Progress
: , Expected in 2021 - - , GPA:
Bloomberg Market Concepts
Bloomberg
Incomplete / In Progress
: , Expected in 2021 - - , GPA:
Bachelor of Business Administration: Finance, Enterprise Information Systems, Expected in May 2016 - University of Houston - Houston, TX GPA:
Affiliations
Association of Information Technology Professionals (A.I.T.P.) – Student/Attendee
Financial Executives Networking Group (F.E.N.G.) – Attendee
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School Attended
University of Houston
Job Titles Held:
Business Development Manager / Operations Associate
Financial Analyst / Accounting Operations Analyst
Technical Support Representative
Degrees
<ul><li>Business Finance / Money, Markets & Institutions / Quantitative Applications in Finance /
International Finance / Investments / Employee Benefits / Advanced Financial Management /
Financial Planning / Portfolio Theory & Management / Intermediate Accounting / Individual
Income Tax / Management Information Systems / Enterprise Architecture / Enterprise Systems
using SAP / Business Intelligence / Information Systems Architecture</li><li>Minored in Enterprise Information Systems (E.I.S. / M.I.S.)</li><li>Member of Finance Club & A.I.T.P. (Association of Information Technology Professionals)
Certification: Audio Engineering & Studio Techniques, (2002)
Dallas Sound Lab / Media-tech Institute - Dallas, TX
L1 Candidate CFA Exam
CFA Institute</li><li>Incomplete / In Progress</li></ul>
<ul><li>Bloomberg Market Concepts
Bloomberg</li><li>Incomplete / In Progress</li></ul>
