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Project Manager/financial Consultant Resume

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Plano, TX

PROFESSIONAL SUMMARY:

  • Project Managements.
  • Strategic Accounts Managements
  • Accounting, Banking & Finance
  • Planning, Presentation & Execution.
  • Financial/Business Analyst
  • Sales & Marketing.
  • Auditing, Compliance & Risk Managements
  • Excellent communication skills

PROFESSIONAL EXPERIENCE:

Confidential, Plano, TX

Project Manager/Financial Consultant

Responsibilities:

  • Manage and analyzed key internal Accounting, Finance and Auditing. Identify and resolve project and accomplish goals and issues, interdependencies, and extensive knowledge in cash managements.
  • Ensure positive outcomes.
  • Leads corporate sales & distribution functions, infrastructure and processes to ensure that sales goals are achieved.
  • Prepared, Weekly, Monthly, Quarterly and annually financial reports.
  • Develop team members and provide ongoing professional guidance in Capital Management Assets, Sales and meeting goals.
  • Provide support to capital markets and prepare presentations for all company financial projects, advice and counseling with the scope.
  • Treasury and/or financial/capital markets experience strongly desired.
  • Leads corporate sales & distribution functions, infrastructure and processes to ensure that sales goals are achieved.
  • Leader in public and privately held business experience and in a matrix type organization.
  • Tracked all time by client and job, issue invoices, and monitored and posting of cash receipts.
  • Reviewed the processing of accounts payable, receipts and creating weekly and monthly financial reports.
  • Help trained managers, cashiers and staff in accordance with the company Finance and Banking policies.
  • Closed monthly accounts.
  • Track record of performance excellence (KPI) meeting targets and objectives.
  • Extensive knowledge and supervised corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development of internal control policies and procedures.
  • This includes payment of all invoices, issuance of bills and collection of cash Strong analytical, Cost Accounting and manufacturing, planning, forecasting and budgeting / financial skills.
  • Respectful and outstanding leadership skills that motivates staff to exceed expectations.
  • Specific pricing for cash, finance and lease offers, including OEM and captive finance company incentives, Connect via client's back end system for credit application processing and decisions. Finance & Insurance (F&I) product and service presentation.
  • Performs bank reconciliation statements, Lead, Coordinate full cycle of all financial project.

Confidential, Plano/ Richardson, TX

Sr. Consultant - Project Manager/Financial Analyst

Responsibilities:

  • Analyses and reports project status and research information; monitors project performance to maintain the quality of services, deliverables, and content.
  • Collaborates and communicates with other project managers and leaders to coordinate cross-project initiatives and activities corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as development of internal control policies and procedures.
  • This includes payment of all invoices, issuance of bills and collection of cash.
  • Monitors expenditures and uses cost-benefit thinking to set priorities. Develops and manages predictive models, segmentation models, and portfolio analytics.
  • Analyzed all credit portfolios and recommended and advice. Loans processor and experience salesman advised clients of available options regarding mortgage banking, assessments, financial reporting and bankruptcy as dictated by law.
  • Review and provide support to HUD i.e., Housing, Conversional loans and Urban Development accounts and all business Acumen, SAFE Etc.
  • Managed and handle escalation calls.
  • Analyze Credit Bureau Report and General Accepted Accounting Principle.

Confidential, Cedar Hill, TX

Retail Consultant/ Store Manager

Responsibilities:

  • Manage, Hire and Trained, and strategize with excellent sales customer care support of all Confidential & Confidential products and logistics.
  • Advise clients and train new hire.
  • Processing accounts payable, receipts, Invoices and creating weekly and monthly financial reports.
  • Runs Payroll and Develop solutions and training compliance
  • Assess quality of credit decisions across ; determine effectiveness of overwriting, account monitoring, portfolio management and problem account identification; evaluate compliance with company’s and policies/procedures;
  • Validate integrity of customer risk rating and risk classifications and adequacy of loan and lease valuations. I
  • Identify project integration issues across portfolios. Implements Payroll / Time - sheet and adjustments.
  • Review and coordinate individual credit files and understands existing processes; determine accuracy of Sales, Marketing and data, accessories in key business systems, identify policy and process weaknesses and recommend changes.
  • Received, prepared and closed daily accounts, which included balancing the sales to the receipts
  • Manages and help trained staff on all Telecommunications and Equipment/ Logistics transactions in District of Texas.

Confidential, Dallas, TX

District Manager & HR Dev. Manager

Responsibilities:

  • Analyzed, Monitored and manage all sales and assist in all customer contacts and purchases accurately.
  • Developing financial models for Internal Audit, Daily Journals, General Ledger and Suspend accounts.
  • Maintain timely and accurate financial statements, Payroll, Audited and reports in accordance with company policy and generally accepted accounting principles and excellent sales skills. Receiving all goods and stockings, pricing and stock inventories.
  • Perform all bookkeeping functions including maintenance of the general ledger, accounts payable, accounts receivable and payroll and managed over 65 staff members. Help trained new hires with excellent customer service skills professionally.
  • Tracked all time by client and job, issue invoices, and monitored and posting of cash receipts.
  • Reviewed the processing of accounts payable, receipts and creating weekly and monthly financial reports. Help trained managers, cashiers and staff accordance with the company policies
  • Closed daily accounts, which included balancing the sales to the receipts.

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