Results-driven financial operations professional with over 5 years of experience in financial tracking, forecasting, invoicing, and process improvement. Manages financial administration for a multi-state portfolio of $5M–$10M, overseeing 50+ annual transactions. Skilled in enhancing processes and facilitating cross-team collaboration to address financial and operational challenges.
Overview
6
6
years of professional experience
Work History
Credit Sales Manager
Resource Environmental Solutions
Athens, Georgia
2023.06 - Current
Managed end-to-end transaction process from initial client contact to pricing proposals, contract review, invoicing, payment collection, and final sales reports to ensure timely and accurate deal closure.
Managed financial and operational administration for $5m–$10m annual portfolio across Georgia, Tennessee, and South Carolina, supporting over 50 annual transactions for environmental consultants, developers, data centers, transportation organizations, and other clients.
Reached 100% of annual booking target in 2026 after meeting at least 75% of the target in both 2024 and 2025.
Built weekly, monthly, quarterly, and rolling 15-month revenue forecasts using pipeline and bookings data to support financial planning and management decisions.
Conducted market and financial analysis on pricing, inventory, competitor activity, regulatory updates, client demand, and future project activity to recommend pricing changes that informed strategic leadership decisions.
Led commercial and bid administration for $4m+ advance bulk purchase by Georgia Department of Transportation (GDOT), including market analysis, competitive pricing, procurement compliance, bid documentation, and on-time submission.
Oversaw detailed record-keeping and backup documentation for contracts, sales ledgers, inventory, client accounts, regulatory requirements, and financial transactions for RES, three additional companies, and a joint venture to ensure compliance and operational integrity.
Researched and resolved complex financial, client, regulatory, and operational issues by coordinating across internal teams, senior leadership, and external stakeholders.
Redesigned sales operating procedures after CRM transition, creating workflows and controls for contracts, ledgers, inventory, banking information, and other critical data; elements later adopted in additional markets.
Created Excel tracking tools for complex contracts and transactions, providing clear documentation and audit trails for ongoing financial and operational activity.
Trained a colleague to independently support territory during extended leave, including transaction administration, pipeline and ledger management, reporting, invoicing, and government bid submissions.
Showroom Manager
Design Tiles By Zumpano
Athens, GA
2021.01 - 2023.05
Led day-to-day showroom operations and customer transactions from initial consultation to project completion, ensuring seamless product selection, ordering, invoicing, and payment processing.
Coordinated orders and maintained sales pipeline and customer records, actively monitoring transaction progress and resolving product, payment, and project-related issues to enhance customer satisfaction.
Consulted with customers to clarify project requirements and research suitable products, effectively guiding purchasing and design decisions.
Education
Bachelor of Arts - Art And Visual Culture, Minor in Art History
Appalachian State University
Boone, NC
2021-12
Skills
Revenue forecasting
Financial operations and reporting
Financial and market analysis
Invoice and payment administration
Contract administration
Accounts management
Procurement support
Data integrity
Pipeline management
Process improvement
Cross-functional collaboration
Team collaboration
Timeline
Credit Sales Manager
Resource Environmental Solutions
2023.06 - Current
Showroom Manager
Design Tiles By Zumpano
2021.01 - 2023.05
Bachelor of Arts - Art And Visual Culture, Minor in Art History