Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
16
16
years of professional experience
Work History
Business Finance Manager
MTF Hamilton
02.2012 - Current
Increased revenue by developing and implementing strategic financial plans and sales strategies.
Streamlined financial processes for improved efficiency and cost reduction.
Managed sales team to exceed performance targets and drive company growth.
Developed strong relationships with key clients, fostering long-term partnerships and increasing customer retention rates.
Mentored junior finance professionals in best practices, contributing to the development of a highly skilled team.
Trained new and existing staff members in various financial procedures to prepare for job requirements.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Resolved customer issues quickly to boost client satisfaction.
Built relationships with customers and community to establish long-term business growth.
Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Finance Sales Agent
Fisher Funds
08.2008 - 02.2012
Increased sales revenue by consistently meeting and exceeding sales targets.
Developed strong relationships with clients through excellent customer service and regular followups.
Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
Conducted market research to identify trends and opportunities for increased sales growth.
Collaborated with marketing team to develop targeted promotional materials for specific industries.
Coordinated successful trade show exhibitions, showcasing company products to potential clients in a compelling manner.
Achieved top performer status within the company due to consistent high sales numbers.
Assisted call-in customers with questions and orders.
Handled administrative aspects of sales by completing customer contracts and warranties and accepting and processing payments.
Logged reports, expenses, receipts, and sales in company database.
Retained excellent client satisfaction ratings through outstanding service delivery.
Education
Bachelor of Arts - Communication Studies
University of Bangor
Bangor, North Wales
Skills
Financial Reporting
Strategic Planning
Project Management
Team Leadership
Verbal and Written Communication
Customer Satisfaction
Staff Training
Customer Relationship Development
Relationship Building
Customer Service
Languages
Welsh
Native or Bilingual
English
Native or Bilingual
Timeline
Business Finance Manager
MTF Hamilton
02.2012 - Current
Finance Sales Agent
Fisher Funds
08.2008 - 02.2012
Bachelor of Arts - Communication Studies
University of Bangor
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