A highly motivated and results-oriented professional with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, accounting, and operations.
compliance, retention, management, tax, satisfaction, strategy, reporting, product management, customer support, operations, research, product development, solutions, p l
consolidation, thomson reuters, cash flow, and sales, strategy, sales support, lead generation, cash, collections, acquisitions, finance, real estate, inside sales, salesforce
Southern Careers Institute
Managed marketing, sales, and product development, including the development of a new product line, the integration of the business, and training of new employees.
Manage the operations of the company including: sales, marketing, risk management, compliance, compensation, communications, and reporting.
Provide strategic direction and support to the sales team, including the development of a new product pricing strategy, and monitoring the satisfaction of the customer.
Managed the Finance team of four including sales, marketing, and financial analysts, and the development of a new account opening process, which included the creation of a new POS system, the creation of a new
Managing the Finance team of four including the development of a new financial model, training of all sales teams, and the creation of a new P&L and balance sheet.
Created and implemented a new marketing campaign to promote best practices and provide real-time feedback to the sales team.
Chief Financial Officer
U.S. Security Associates
Direct the financial management of the company including the development of a new retail business, including the creation of a new product line, a real estate market, and a multi-year sales plan.
Responsible for the development of the Finance and sales teams, including the creation of a new business plan, the creation of a global financial model, and the execution of the annual operating plan.
Created a financial model to evaluate the company's profitability and growth of the company. Led the development of a new product line that included the creation of a new cash flow model, which enabled the company to manage
Created and implemented a new marketing strategy to improve the company's overall financial performance. Reduced the number of trade show by 20%.
Responsible for the development and execution of a strategic marketing plan that included the creation of a new client base, and the development of a comprehensive financial model.
Responsible for all aspects of the financial services team including: Opening new accounts, managing due diligence, and reviewing and approving all capital and expense transactions.