Sales Analyst, Institutional Accounts

• Apr 2019 - Present

Manager

• Jul 2018 - Apr 2019

Assistant to Director

• Jun 2012 - Jul 2018

Assisted in the preparation of general operating budget. Utilized Excel to calculate and process biweekly payroll before moving to Sr. Systems software for ADP’s processing. Managed and negotiated all purchases for $50,000 budget, maintained and verified inventory of all purchases made to ensure contract terms were met. Managed all accounts payable functions. Assisted in daily operational needs, including supervision of staff, and hiring substitute staff, while providing… Show more Assisted in the preparation of general operating budget. Utilized Excel to calculate and process biweekly payroll before moving to Sr. Systems software for ADP’s processing. Managed and negotiated all purchases for $50,000 budget, maintained and verified inventory of all purchases made to ensure contract terms were met. Managed all accounts payable functions. Assisted in daily operational needs, including supervision of staff, and hiring substitute staff, while providing exceptional customer service and flawless execution on requests, inquiries and transactions utilizing bilingual language skills. Show less Assisted in the preparation of general operating budget. Utilized Excel to calculate and process biweekly payroll before moving to Sr. Systems software for ADP’s processing. Managed and negotiated all purchases for $50,000 budget, maintained and verified inventory of all purchases made to ensure contract terms were met. Managed all accounts payable functions. Assisted in daily operational needs, including supervision of staff, and hiring substitute staff, while providing… Show more Assisted in the preparation of general operating budget. Utilized Excel to calculate and process biweekly payroll before moving to Sr. Systems software for ADP’s processing. Managed and negotiated all purchases for $50,000 budget, maintained and verified inventory of all purchases made to ensure contract terms were met. Managed all accounts payable functions. Assisted in daily operational needs, including supervision of staff, and hiring substitute staff, while providing exceptional customer service and flawless execution on requests, inquiries and transactions utilizing bilingual language skills. Show less

INTERNSHIP: Business Development and Management Intern

• Jan 2017 - Apr 2017

Researched and orchestrated development and implementation of new Marketing and Events Department with projected $300,000.00 increase in yearly revenue. Developed new marketing to sell existing products and services through new e-commerce platform. Utilized Excel to document competitive research and presented findings and recommendations through a final PowerPoint presentation. Researched and orchestrated development and implementation of new Marketing and Events Department with projected $300,000.00 increase in yearly revenue. Developed new marketing to sell existing products and services through new e-commerce platform. Utilized Excel to document competitive research and presented findings and recommendations through a final PowerPoint presentation.

INTERNSHIP: Business Management Consulting Intern

• Jun 2015 - Dec 2016

Provided organizational re-structuring for small under-performing corporations. Utilized Excel to analyze financial position of companies under review, and identify restructuring model to increase revenue. Performed detailed expense analysis against budgets and forecasts for business decision makers. Reviewed all aspects of business model, resource allocation, obligation structure, position descriptions, and made recommendations for implementation. Maintained communication and… Show more Provided organizational re-structuring for small under-performing corporations. Utilized Excel to analyze financial position of companies under review, and identify restructuring model to increase revenue. Performed detailed expense analysis against budgets and forecasts for business decision makers. Reviewed all aspects of business model, resource allocation, obligation structure, position descriptions, and made recommendations for implementation. Maintained communication and followed up to ensure implementation plan was on track. Served as liaison between marketing and advertising departments to develop plan to build client’s brand. Show less Provided organizational re-structuring for small under-performing corporations. Utilized Excel to analyze financial position of companies under review, and identify restructuring model to increase revenue. Performed detailed expense analysis against budgets and forecasts for business decision makers. Reviewed all aspects of business model, resource allocation, obligation structure, position descriptions, and made recommendations for implementation. Maintained communication and… Show more Provided organizational re-structuring for small under-performing corporations. Utilized Excel to analyze financial position of companies under review, and identify restructuring model to increase revenue. Performed detailed expense analysis against budgets and forecasts for business decision makers. Reviewed all aspects of business model, resource allocation, obligation structure, position descriptions, and made recommendations for implementation. Maintained communication and followed up to ensure implementation plan was on track. Served as liaison between marketing and advertising departments to develop plan to build client’s brand. Show less

Asset Recovery/Commercial Lending

• Aug 2009 - Jan 2012

Provided support to Head Director and two Portfolio Officers in orchestrating the liquidation and collections of bank’s $600,000,000 commercial loan portfolio. Participated in negotiations with high net-worth clients, credit analysis; prepared all calculations and documentation required to close re-negotiated loans. Developed and utilized Excel spread sheets to calculate all elements of contract. Managed and oversaw vendors required to maintain foreclosed properties. Attended… Show more Provided support to Head Director and two Portfolio Officers in orchestrating the liquidation and collections of bank’s $600,000,000 commercial loan portfolio. Participated in negotiations with high net-worth clients, credit analysis; prepared all calculations and documentation required to close re-negotiated loans. Developed and utilized Excel spread sheets to calculate all elements of contract. Managed and oversaw vendors required to maintain foreclosed properties. Attended training in Commercial Lending, Loan Ratings and Reserves. Show less Provided support to Head Director and two Portfolio Officers in orchestrating the liquidation and collections of bank’s $600,000,000 commercial loan portfolio. Participated in negotiations with high net-worth clients, credit analysis; prepared all calculations and documentation required to close re-negotiated loans. Developed and utilized Excel spread sheets to calculate all elements of contract. Managed and oversaw vendors required to maintain foreclosed properties. Attended… Show more Provided support to Head Director and two Portfolio Officers in orchestrating the liquidation and collections of bank’s $600,000,000 commercial loan portfolio. Participated in negotiations with high net-worth clients, credit analysis; prepared all calculations and documentation required to close re-negotiated loans. Developed and utilized Excel spread sheets to calculate all elements of contract. Managed and oversaw vendors required to maintain foreclosed properties. Attended training in Commercial Lending, Loan Ratings and Reserves. Show less

Accounts Payable Supervisor/Research

• Feb 2007 - Jul 2009

Orchestrated application and qualification process for Housing and Bankruptcy counseling, with the U.S. Department of Housing and U.S. Department of Justice, resulting in $100,000.00 increased yearly revenue. Managed accounts payable department to ensure proper internal controls were maintained. Orchestrated application and qualification process for Housing and Bankruptcy counseling, with the U.S. Department of Housing and U.S. Department of Justice, resulting in $100,000.00 increased yearly revenue. Managed accounts payable department to ensure proper internal controls were maintained.

Financial Specialist

• Aug 2003 - Feb 2007

Managed assigned “Book of Business” clients throughout the United States, Central and South America. Met and surpassed established goals by acquiring new clients and expanding existing relationship standards in the production of Loan Products, Deposit Accounts and Certificates of Deposit. Managed assigned “Book of Business” clients throughout the United States, Central and South America. Met and surpassed established goals by acquiring new clients and expanding existing relationship standards in the production of Loan Products, Deposit Accounts and Certificates of Deposit.