See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Obie Usategui is a seasoned professional with 13 years of experience in finance, accounting, and business development. He has a strong background in financial planning, budget preparation, and cost analysis. Obie has worked in various roles, including Financial Advisor, Director of Corporate Development, and Co-Owner of several companies. He holds a Bachelor of Business Administration degree from the University of Miami - School of Business. With expertise in social media, claims handling, accounting, sales, report writing, data analysis, legal writing, business development, business analysis, negotiation, and finance, Obie is a versatile professional with a unique blend of skills and experience. Obie has successfully led companies to turnaround and has implemented various business strategies, including a five-year business plan and a new marketing program. He has also trained and assisted sales personnel in a newly-developed marketing campaign. Obie is fluent in English and Spanish and has a strong understanding of the Hispanic market.

Experience

    • Author
    • Author
      • Nov 2010 - Present
  • Sunshine Graphics - American Labels, Inc.
    • 1300 N.W. 29th Street, Miami, Florida
    • Financial Advisor
      • 2010 - 2014
      • 1300 N.W. 29th Street, Miami, Florida

      • Assist owners of the company with core administrative functions: cash management, financial planning, budget preparation, sales and marketing projections; creation and development of software(s) used for cost and profitability analysis. • Preparation of financial statements and related reports...

    • Director of Corporate Development
      • 2009 - 2010

      Ultimate was a novel cardiology network catering to Humana Health Care and its affiliated providers, utilizing Information Technology as a platform for cost-reductions and revenue-enhancing solutions offered to client’s cardiovascular programs. • Implemented a complete re-organization, invoking ...

    • Co-Owner
      • 2006 - 2009

      Insurance claims adjusting firm, specializing in residential claims, most of which originated by the passing of hurricane Wilma through Florida on October 2005. As a licensed all-lines adjuster was able to:• Successfully settle over $1,200,000 in residential claims. • Was responsible for all ac...

    • Co-Owner CEO
      • 1985 - 2006

      Manufacturer of coextruded plastic films and vacuum pouches used principally in packaging red meats. Started company in 1985 with personal savings and a vision of introducing novel technology developed in Germany to the meat packaging industry in the U.S., ultimately designed to reduce packaging...

    • Bookkeeper
      • 1969 - 1985

      Family owned and operated accounting firm, established by my father a CPA, in 1965. Firm specialized in cash-accounting. Firm had a clientele of approximately 150 clients, of which 80%+ were small businesses. • Became proficient in accounting, including tax preparation. • Assisted in mont...

Education

  • University of Miami - School of Business
  • University of Miami - School of Business, New York University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles