Greater Tampa Bay Area
Strategic Sales Leader with a strong foundation in finance and auditing, bringing over a decade of experience in driving revenue growth, building client relationships, and improving business operations. Known for blending analytical expertise with sales leadership, I have successfully managed high-performing teams, developed customer-focused strategies, and delivered measurable results. My background in auditing and financial consulting gives me a unique edge in identifying opportunities, managing risk, and implementing cost-saving solutions, while my entrepreneurial experience - including launching and selling food and retail businesses - reflects my adaptability and drive for success.
• Develop and execute comprehensive marketing strategies and campaigns that align with the company's goals and objectives. • Lead, mentor, and manage a high-performing sales team, fostering a collaborative and results-driven work environment. • Develop and maintain relationships with existing clients to ensure clients satisfaction.
-Provide control consulting services to management to add value and improve an organization's operations and control environment. -Execute audit programs in line with established IA methodology and leading the fieldwork phase of the audit in assisting the audit manager -Preform reviews of working papers to ensure accuracy and completion and assist in clearing any review points provided by team leads and / or audit management. -Execute fieldwork by performing audit testing through inquiry, observation, re-performance and ensure clear documentation of results in working papers. -Develop internal audit scope, performing test procedures, and preparing internal audit reports reflecting the observation and recommendation of audits performed.
As an Internal Auditor I provide independent and objective evaluations of financial and operational business activities, including corporate governance. I ensure our companies comply with laws and regulations, follow proper procedures and function as efficiently as possible. See a highlight of my duties below. -Ensure adherence to internal controls, accurate recording of revenue and departmental and company budgetary constraints are met by developing audit procedures across 30 branches in the USA with a total revenue of $2.5B -Full audit planning and execution for site visits that includes process, product, and system audits by completing walkthroughs in order to test the risks and effectiveness of the control. -Write audit reports and management letters for review by the Director of Internal Audit and developed recommendations to correct deficiencies observed in audits and reviews. -Assisted with ongoing projects to determine efficiency and effectiveness of IT and Operational controls.
-Provide audit services to public, and private companies in industrial, financial services and health care -Plan and execute operational audits of various business areas using risk-based audit methodology -Test the design and operating effectiveness of internal controls by completing walk-through's - Identify and communicate accounting and audit matters to senior associate and management Direct and educate junior team members on auditing techniques and software
At the Holland Group, I specialized in income protection and clients investment for retirement. Outliving your saved retirement fund is the major issue for majority of retirees. Therefore, understanding my client's vision and need is the major key to my success. This enables me to provide my clients with the right service to achieve their goal. See blow a highlight of my duties. -Analyzing and understanding client current investment strategy -Future income, and growth planning -Process applications and follow up with all entities where funds are transferring from -Build and analyze financial portfolios to maximize client growth potential -Track trading accounts and process all transactions to ensure proper fund allocation