Ted Taylor
Kelowna,BC
Summary
Ambitious Finance/Sales/Project Manager offering over 30 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Highly experienced in being apart of talented teams and making decisions promptly. Dedicated team player experienced in overseeing business goals and increasing sales and productivity. Develops successful programs to improve profitability. Organized and motivated eager to apply time and organizational management skills in various environments.
Overview
21
21
years of professional experience
Work History
Credit Analyst
Dynamic Capital
01.2022 - Current
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness. EBITDA
- Assessed loan requests for accuracy, completeness and conformance with established lending guidelines.
- Analyzed customer payment histories to assess credit risk profiles.
- Determined appropriate loan terms based on borrower's creditworthiness.
- Conducted detailed analysis of customers' liquidity, capital structure, borrowing capacity and debt serviceability.
- Performed due diligence on new applicants by verifying income, assets and liabilities through public records or third-party sources.
- Provided recommendations regarding loans applications based on sound credit evaluation principles.
- Interpreted complex financial data such as balance sheets, cash flow statements and income statements.
- Identified areas where additional information was needed to complete a thorough analysis.
- Communicated regularly with borrowers throughout the application process.
- Collaborated with other departments within the organization to ensure efficient processing of loan applications.
- Developed relationships with external partners such as creditors, appraisers, title companies, in order to facilitate smooth processing of loan applications.
- Prepared basic and preliminary credit analyses to determine creditworthiness and compliance.
Finance/Business Manager
Gasoline Alley H-D Kelowna
Kelowna, BC
04.2018 - 12.2022
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance/warranty products while complying with provincial laws and business procedures.
- Promoted finance/sales products to customers and sales force to increase penetration.
- Reviewed financial projections relating to business and industry trends and identified areas requiring improvement.
- Analyzed sales activity to identify and correct errors or price discrepancies.
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
- Created and updated financial reports on frequent basis to present information to general manager.
- Analyzed market trends to facilitate business growth.
- Recommended new financial software packages. replacing various non-integrated offerings.
- Analyzed financial data to identify discrepancies and develop solutions.
- Developed comprehensive financial models for forecasting, budgeting and variance analysis.
- Performed complex financial analyses to assess risk associated with potential investments or business decisions.
Business/Sales Manager
Norburd RV Sale & Service
Terrace, BC
03.2012 - 01.2018
- Developed relationships with prospective customers and offered sale/finance solutions.
- Maintained current customer relationships by providing support, updates and new opportunities.
- Analyzed, prepared and distributed reports to summarize information.
- Upgraded services with existing clients by successfully resolving customer issues.
- Identified potential sales opportunities.
- Conducted training sessions with sales teams to develop and execute prospecting campaigns for target sectors.
- Attended seminars to stay updated on market trends.
- Coordinated meetings with managers to discuss sales goals.
- Researched market potential to develop business plans and goals.
- Recommended products and service solutions that drove revenue, reduced unnecessary cost and maximized growth.
- Provided direction and support to sales teams regarding contract development and negotiations.
- Facilitated meetings with teammates to align goals and best practices.
- Managed complete sales process from customer presentation to order, installation and post-sale service.
- Collaborated with owner, product vendors and customers to develop solutions addressing client needs.
Sr. Sales Executive
Bell Media
01.2002 - 01.2012
- Expanded new business with implementation of effective networking and sales strategies.
- Presented products and features to customers, responded to concerns and redirected objections.
- Negotiated contract terms, conditions and pricing for sales.
- Developed new business opportunities and partnerships.
- Identified and solved complex strategy problems that impacted sales management and business direction.
- Improved profitability and developed pipeline by leveraging multiple marketing channels and sales strategies.
- Secured long-term accounts by delivering polished sales presentations to promote brand effectiveness.
- Developed and implemented strategic sales plans to increase revenue and market share.
- Identified new business opportunities through research, customer feedback and industry analysis.
- Collaborated with marketing team to develop promotional materials and campaigns for target markets.
- Managed a team of sales representatives by setting goals, providing guidance, monitoring performance and offering coaching as needed.
- Created reports detailing sales activities such as weekly, monthly, quarterly results, forecasts, territory analyses .
- Assisted in developing budgets for sales initiatives such as advertising campaigns or special promotions.
Education
Marketing/Business Management - Business Analysis And Process Management
Selkirk College
Castlegar, BC09.1996
Skills
- Proficient in CRM/Microsoft/Excel programs
- Prioritizing and Planning
- Financial Forecasting
- Expense and Revenue Analysis
- Time Management
- Networking
- Financial Modeling
- Project/Operations Management
- Creative and Innovative
- Critical Thinking Problem Solver
- Business/Marketing Management
- Strategy Development
- Comparative Analysis
- Sales Management
- General Ledger Journal Entry
- Financial Resource Management
- Financial Consulting
- Business Leadership
Timeline
Credit Analyst
Dynamic Capital
01.2022 - Current
Finance/Business Manager
Gasoline Alley H-D Kelowna
04.2018 - 12.2022
Business/Sales Manager
Norburd RV Sale & Service
03.2012 - 01.2018
Sr. Sales Executive
Bell Media
01.2002 - 01.2012
Marketing/Business Management - Business Analysis And Process Management
Selkirk College
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