Account Manager Resume Profile

SUMMARY:

7 years professional experience, including 2 years in banking and commercial lending.
Competent at writing and documenting business plans and business requirements document BRD , functional specification documents FSD , business cases.
Proficient in writing SQL queries
Very Proficient in financial analysis, and creating business cases in relation to structured debt financing.
Proficient in data mapping, financial modelling, project management, financial analysis and reporting.
Excellent communication skills.

KEY COMPETENCIES

Self-starter with the ability to manage multiple projects with competing priorities and deadlines.
Experienced in banking, commercial lending including: working capital loans, SBA loans, equipment finance, real estate term loans and commercial mortgages
Proficient in gathering and document business requirements and understanding the workflow concept with the ability to gather and document current processes
Experience in extracting data for mapping purposes, developing analytical strategies and delivering insights
Experience in database management and administration to perform ad hoc analysis, also experienced in using a variety of statistical software packages to extract and summarize data for reporting
Experience in writing SQL queries, statistical analysis, reporting, predictive modelling and data management

Technical Skills:

Commercial Account Manager

Confidential

Role Responsibility:

Managed a commercial portfolio of 1.2 million in annual revenue, for a diversified client base of 70 clients in the industry verticals such as retail, professional services, mining, forestry and oil gas.
Created business cases in support of structured credit applications for working capital loans, capital leases, commercial mortgages and term loans that generated 300k in new business
Successfully used financial data to create structured customized solutions for commercial lending
Successfully identified areas of revenue leakage in the portfolio in the areas of currency exchange, and engaged a subsidiary banking partner specializing in currency hedging services to retain the client's foreign exchange revenue in the amount of 100k
Built successful internal partnerships generating 9 cross-selling referrals to other business units at RBC, which generated new business in the amount of 100k for the Equipment Leasing team, 3 product referrals to Cash Management, 3 new clients for the Personal Banking team, and 1 new client for the Retirement Planning team.
Technical Skills: Advanced Excel MS SQL MS CRM MS Sharepoint

Independent Consultant

Confidential

Successfully presented a strategic analysis of the governance structure and current strategic issues facing the society and presented recommendations to the Board of 12 members on the future direction of the non-profit
Interviewed Business Users to understand their needs and requirements for the project
Performed analysis of current revenue stream and identified revenue gaps and developed pricing strategies to improve cyclical revenues by 7K - 9K annually
Developed a marketing and promotions plan by gathering and analysing market data related to competitor organizations, with the proposition that an investment of 4-6K would yield annual returns of 8K in sponsorships and endorsements.
Continued to serve as Liaison to the Chair of Board following the conclusion of the project.

Technical Skills:

Advanced Excel, MS Project, MS Office

Finance Associate

Confidential

Developed a revenue model and financial strategy for a start-up's product launch
Compiled a revenue forecast for the Good Clean Company's anticipated financial position, taking into account market conditions
Developed proforma financial statements for the first 12 months through the extensive use of sensitivity and scenario analysis, calculating a realistic NPV of the capital investment and positive ROE in the third year of operations

Technical Skills: Advanced Excel, MS Project, MS Office