Director Of Financial Administrative Services resume example with 2+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Innovative and performance-driven, Marketing Professional. Brand builder, product evangelist, and key member of the leadership team, providing vision and implementing strategy to lead companies to growth. Combining traditional marketing tools and digital marketing strategies to develop brand awareness and create fiercely loyal customer base. Thought leader with exceptional communication, organizational, and analytical skills.

Core Competencies
  • Brand Building / Growth Marketing
  • Customer Experiences / Success
  • Marketing Strategy / Initiatives
  • Digital Marketing
  • Enterprise Branding Strategy
  • Project Management
  • Market Trends/ Data / Analytics
  • Social Media Marketing / Strategy
  • Marketing Materials
  • SEO
  • Customer Insights / Intelligence
  • Marketing Campaigns
  • Innovative / Creative Approaches
  • C-Suite Relations
  • Channel Partner Relations
  • Content Creation / Management
  • Story Telling
  • Cross-Functional Collaboration
Indiana University South Bend South Bend, IN Expected in 05/2020 Bachelor of Science : Business - GPA :
  • 3.871 GPA
  • Minor studies in Digital Marketing, Consumer Behavior, and Marketing Research
  • Dean's List Honoree all semesters attended, Ranked in Top 10% of class
  • Global Marketing Award Recipient
  • National Society of Leadership & Success (NSLS) Member
  • Marketing and Advertising Club Member
  • Management Information Systems Club Member
Loyola University of Chicago Chicago, IL Expected in Associate of Science : Biological And Physical Sciences - GPA :
  • 3.8 GPA
  • Minor studies in Physiology, and Biology
  • Dean's List Honoree all semesters attended
  • Loyola's Presidential Scholarship Recipient
Professional Experience
Arthur J Gallagher & Co. - Account Coordinator
Naperville, IL, 05/2021 - Current
  • Schedule and lead client meetings and calls, sending pre-meeting focal points/agendas.
  • Maintain detailed notes that are used to report next steps internally and externally.
  • Prepare internal documents to engage Project Management and resources needed per client ask.
  • Prepare and track quotes and official scopes of work for clients.
  • Develop, test, and execute internal process improvements to better track and report projections and project status.
  • Coordinate with Project Manager and Capacity Planner to develop timelines that meet team needs and client due dates.
  • Use familiar/learn how to use unfamiliar tools to increase knowledge of changing industry, standards and trends related to accounts.
  • Prepare billing for upper management and Controller execution.
  • Prepare detailed task instructions for Graphic Designer, Copywriter, Developer, Sr. Media Planner/Buyer, Data Analytics Manager, and Digital Director based on individual role needs.
  • Review production of advertising copy and art layouts to confirm alignment and specs with client ask and brand guidelines.
  • Demonstrate urgency towards client questions and concerns by providing thoughtful and valuable responses within timely manner.
  • De-escalate problematic client concerns, maintaining calm, friendly demeanor.
  • Actively listen to internal teammate concerns and asked questions to better understand needs.
  • Manage high-volume of inbound and outbound client communications.
  • Update clients on consistent basis regarding project statuses and timelines.
  • Create and manage documents, reports and logs to identify and manage budget burn and support process driven activities in close collaboration with Project Management.
Coulter, LLC. - Client Strategy Manager/Director of Finance
City, STATE, 07/2020 - 04/2021
  • Set objectives and goals, researched and defined target audiences, developed marketing and communication strategies, drove and measured adoption.
  • Worked closely within paid search, display, rich media, and video, mobile, social, search engine optimization (SEO), conversion rate optimization (CRO), and affiliate marketing space. Ensured integration of digital marketing with offline marketing strategies.
  • Defined and measured key customer success metrics and indicators. Ensured consumer insights are leveraged for key strategy development and implementations and to validate elements of brand strategy with market analysis/ consumer intelligence.
  • Led multiple full-lifecycle high-profile brand and marketing projects, from conception to delivery. Working closely with cross-functional teams and resources to achieve project objectives, within established timeframes.
  • Cross-functional partner with sales and senior leadership to develop and circulate written communications, including sales pitches and marketing materials, that build brand awareness, communicate value propositions, and drive sales.
  • Anticipated clients' needs through analysis of profiles, competitors, and shifting landscapes.
  • Measured effectiveness of distributed materials with Google Analytics.
  • Designed content with Adobe Creative Suite, including thought leadership videos, external reports, graphics, and more.
  • Managed social media channels, producing creative content geared towards key audiences while integrating priority topics.
  • Part of management team that led company to record sales and earnings through team development, sales growth, and process improvement.
  • Collaborated with sales team to strengthen client relationships and generate new revenue opportunities.
  • Trained administrative staff in customer service initiatives and realized 100% client retention rate within 2 years.
  • Played key role in reporting, marketing, and eventual sale of company within 7-month period.
Coulter, Inc. - Brand Specialist/Manager of Finance
City, STATE, ["Financial Managers"] 07/2019 - 07/2020
  • Led implementation of marketing and brand strategy - including campaign development, digital marketing road map, and communication plan.
  • Drove key internal initiatives and worked cross-functionally with leadership and internal stakeholders to establish consistent, scalable processes and tools to drive customer success outcomes and improve overall customer health scores.
  • Led strategic market assessment to determine optimum service, price, and brand positioning to maximize penetration and profitability.
  • Worked closely with senior management team to ensure all sales propositions were operationally, commercially, and economically viable.
  • Executed sales contract with top paint &coating company that resulted in $1.0M increase in revenue and made up 15% of 24% growth year over year.
  • Outlined market research findings in detailed documentation to support decision-making by executive team, managers, and marketing and sales director.
  • Worked as part of 3-person team to develop innovative branded marketing collateral for use by sales team.
  • Analyzed marketing trends to evaluate consumer buying habits and competitor strategy
Coulter, Inc. - Marketing Associate/Administrative
City, STATE, ["First-Line Supervisors of Office and Administrative Support Workers"] 05/2018 - 06/2019
  • Used analytical and marketing skills to tell story of what is driving performance, make data-driven decisions and recommendations on growing customer engagement and lifetime value.
  • Applied creativity and partnered with internal teams to identify appropriate client solutions, upselling and cross-selling opportunities and developed compelling value proposals and marketing materials; winning new customers, and increasing current customer satisfaction metrics.
Coulter, Inc. - Customer Relations/Sales Associate/Area Manager
City, STATE, 06/2015 - 04/2018
  • Served as Voice of Customer, refined and measured key customer success metrics and indicators. Ensured consumer insights were leveraged for key strategy development and implementations and to validate elements of brand strategy with market analysis / consumer intelligence.
  • Utilized consultative selling methodologies and upselling/add-on techniques to drive sales performance and customer success metrics.

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Resume Overview

School Attended

  • Indiana University South Bend
  • Loyola University of Chicago

Job Titles Held:

  • Account Coordinator
  • Client Strategy Manager/Director of Finance
  • Brand Specialist/Manager of Finance
  • Marketing Associate/Administrative
  • Customer Relations/Sales Associate/Area Manager


  • Bachelor of Science
  • Associate of Science

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