Finance Professional

•Built and maintained strong relationships with clients, understanding their financial needs, and providing tailored investment recommendations.
•Engaged and educated clients on investment products, ensuring alignment with their financial objectives.
•Demonstrated a strong ability to connect clients to advanced technology solutions, optimizing their financial strategies.

•Established and deepened customer relationships, resulting in improved account retention and revenue growth.
•Utilized consultative sales techniques to recommend rental solutions that fit the unique needs of each client.
Negotiating contractual rental agreements with credit account, cash, and potential customers, providing subject matter expertise, along with building data pipeline and cases, utilizing customer relationship management (CRM) technology (Salesforce) driving new account retention and revenue growth
Providing branch and logistical support, optimizing sales solutions and customer satisfaction with local and national account securing reservations, while conducting operational processes
Collaborating with the accounting department, encouraging organization-wide cooperation with account management, processing payments and credits/adjustments on invoices and A/R

•Collaborated with cross-functional teams, formulating key metrics for individual program objectives and gauging the impact on a Non-Profit Organization (NOP); crafted a Cost/Benefit Analysis backed by program KPIs.
•Conducted analyses on Capital Expenditures (Capex) for brick-and-mortar locations, developed forecasting tools to scrutinize revenue variance, business pipeline, and industry trends.
Synthesized and analyzed Capital Expenditures Capex for Brick-and-Mortar locations, collectively prepared financial and DCF models, conducting an; Market Scope and Structure Analysis, COVID-19 Scenario Analysis, Market Research Report, Key Market Segment, Artificial Intelligence AI, and compliance & security regulations.

Strategic planning of optimizing venue profitability, by marketing and branding to enhance product
sales, and brand awareness.
Increased targeted revenue growth to 5%- 10% month-to-month, by developing KPIs for ticket sales of
celebrity appearances and concerts, reservations, merchandise sales, food and bottle service, special
events, sport and game days
Communicated merchandise needs, pricing concerns and operations problems to management for
problem resolution.

Performed GTM go-to-market strategy, for marketing initiatives and leveraged ownership branding networks to promote business development, arranged potential client contacts, cultivated relationships and followed through all service needs.
Coordinated with owners and Identified new business operations model, marketing strategies and prospective vendors for timely delivery of bottles and merchandise.
Built and cultivated long-term quality relationships with RARE’S owners; Texans Hall of Fame, Andre Johnson, Senegalese- American Singer, Akon, and Professional athlete partners, addressing needs and providing recommendations.