Robert A
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Dynamic Salesman/Business Development with excellent phone skillls
Mansfield, Massachusetts
Active over a week ago
Salesman in Mansfield, Massachusetts
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Robert F. Almeida
4 Northridge Road
Mansfield, MA 02048
...
[email protected]
PROFESSIONAL OVERVIEW
A dedicated and highly motivated sales and finance professional with an accomplished 20 year history of surpassing management sales goals and client delivery expectations. A versatile leader with a unique combination of accounting expertise and marketing awareness. Possess sound business judgment, integrity and superior collaboration abilities.
PROFESSIONAL EXPERIENCE:
Accounting Management Solutions
Business Development Manager – Inside Sales – Consultant 2015 to 2016
• Business Development/Lead Generation
• Consult with For-Profits and companies that have recently gone public to introduce them to Accounting Management Solutions
• AMS is the area's leading provider of executive level accounting and financial professionals
• Our team consists of former CFO's, CEO's, VP's of Finance, Controllers, CPA's and Audit Managers
• Interim solutions consist of SEC filing (10Q - 10K) - Internal Control Testing - FP&A - Projects
Top Line Systems
Client Sales Representative 2014 to 2016
• Lead Generation – Business Development - Cold Calling
• Prospecting for new business through sales calls on behalf of clients, with a specialty in the manufacturing sector
• Communicating, problem-solving, and assisting clients to close opportunities in order to grow their businesses
• Generating, reviewing and importing prospect lists appropriate to client capabilities
• Developing, tracking and maintaining client sales pipeline
• Administrative duties relating to production support
• Participating in company administrative and production meetings
• Maintain accurate sales data using Salesforce
Iron Video, Mansfield, MA 2010 to 2013
Sales Executive – IP Video Surveillance
• Oversee sales and marketing of software and video surveillance products across the U.S.
• Manage dealers and integrators while coordinating CRM pipeline to maximize profitability
Health Resources, Woburn, MA 2007 to 2009
Occupational Health Sales Consultant
• Sell occupational health services to mid-to-large businesses
• Cold call and cold canvass for new business
• Develop written sales proposals and respond to RFP's
• Attend trade shows, conferences, and professional meetings
• Exceeded quota in 2008 ($2...k) and 2009 within 5 months ($600k)
Avitar, Inc., Canton, MA 2006 to 2007
Senior Sales Executive
• Sold alcohol and drug testing products while educating services to business for ROI
• Instituted webinar presentations to accompany cold calling and canvassing sales efforts
• Prospected and sold to 18 Steel Plants in Pennsylvania with over 10k employees
• Exceeded annual sales quota
JPMorgan Chase, Boston, MA 2003 to 2005
Assistant Vice President, Fund/Insurance Accounting
• Fund/Insurance Accounting
• Evaluate and develop a team of two supervisors and several analysts
• Develop current business structure to improve efficiency and reduce risk
• Ensure proper and timely calculation and transmission of NUV's
• Timely and accurate deliver of monthly G/L - quarterly Schedule D
• Control the fund audit process from pre-audit meeting to closing
• Communicate ideas and contribute to the development of department
• Accurately process all capital calls
• Increased revenue by $3 million without adding staff
• Lead SAS70 and Agreed Upon Procedures audits
John Hancock Financial Services, Boston, MA 2002 to 2003
Manager of Income Processing
• Promoted from Financial Analyst to Manager within three months of start date
• Managed 8 employees processing approx. $4 billion of income annually
• Controls documentation - Sarbanes Oxley
• Defined and developed performance measurements
• Analysis of risk related securities - AP/AR - Cash Clearing - Custody
• Support the on-going close of investment software to the G/L
• Implemented procedures and empowered the Income Team to reduce suspense account from over $100 million to under $3 million - Lowest in John Hancock history
• Schedule D ($40 billion) - Quarterly and Annually reconciliation
SunGard Insurance Systems 2001 to 2001
Northeast Reginal Sales Manager
• Build and maintain strong client relationships with current outsourcing clients and potential clients
• Sell Investment Accounting Software to P&C, L&H, and investment firms
• Generated $250k revenue in two months - $375k in four months
• Built sales funnel to $2 million - Cold Calling - WIN-WIN Process
ProMutual Group, Boston, MA 1989 to 2000
Senior Investment Accountant
• Manage the reconciliation of eight portfolios totaling $1.3 billion
• Balance ledger accounts - review and reconcile financials
• Liaison between Sr. Management, Fund Managers, and Custodial Bank
• Reconcile the custodial bank transfer of $1.3 billion
• Lead the RFP process for custodial banking
• AVR, IMR, RBC, investment schedules, and disclosures
• Secretary/Treasurer - NCCMMJUA - Control budget
EDUCATION:
Northeastern University, Boston, MA – BSBA Finance 2000
Miller Heiman – Strategic Selling Seminar 2001
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