Roger Johnson - Business Development Manager Resume Simple
A highly motivated and results-oriented professional with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, accounting, and project management.
Managed the credit union and financial lending solutions for the branch. Developed and implemented a budget and forecasting process for the sales team.
Provides leadership and direction to clients in the areas of financial planning, budgeting, security, and portfolio maintenance.
Working with the business development team to develop a new pipeline of over $1 million in loans and lines of credit, and increase the relationship between the client and the firm.
Responsible for the development of the annual audit plan and the execution of the financial planning process for the client base, including the opening of new accounts, closing of existing accounts, and the creation of a new
Manages the company's net assets and investments for the company. Works with the business partners to develop and implement a new pipeline of all the bank and the branch.
Manages the business plan for the company, including the development of the team. Coordinates the delivery of the client’s service and quality services.
Omaha Public Schools
Processed credit card payments for all clients, including troubleshooting and resolving any issues. This was a large amount of outstanding credits.
Negotiating with vendors to ensure that all terms and conditions are met. This includes the review of the contract and the agreement of the terms.
Managed the daily operations of the accounting department, including the preparation of journal entries, account reconciliations, and financial statements.
Responsible for the preparation and distribution of monthly financial reports. Review and analyze financial data. Prepare and present monthly, quarterly and annual reports.
Maintained and updated customer files and records, and assisted in the preparation of financial statements. Prepared and reviewed monthly and quarterly reports.
Provide support to the team members by providing information and guidance. May be able to work independently and in a fast-paced environment.