Sam Willner Email & Phone Number

Denver, Colorado, United States

•Executed the month end close process across the Northwest Region.•Ensured all monthly operating expenses and accounting entries were complete and accurate.•Coordinated pre-close review processes.•Assisted in the coordination and development of annual operating expense budget and quarterly forecasts.•Coordinated the gathering and pressure testing of relevant facts around monthly operating expense variances to budget/forecast across the region's business units.•Reviewed/presented summary results for monthly operating expense to understand the correlation of expenses associated with monthly activity. •Summarized and presented results in an easy to understand manner and made recommendations for operational and/or financial performance improvement.

Rochester, New York Area

Major in Corporate Finance Minor in Financial AccountingDean's List RecipientMerit Scholarship RecipientSecond Year Coach to incoming studentsBeta Gamma Sigma Honor Society member

Rochester, New York, United States

• Analyzed financial statements for inefficiencies through a weighted expense percentage review and operational needs analysis, identifying areas of greatest impact, leading to recommendations.• Developed operational efficiency analysis for four areas of impact, resulting in recommended changes including cost savings of $50,000 through divestiture of assets/programs and increasing of revenue by +10% with minimal cost to implement.• Managed consulting engagements across multiple operational areas, navigating through historically embedded processes, resistance to change, and unrealized costs.

Knoxville

• Managed account base of 1,200+ high risk loans; interacted with customers, ensuring on time payments leading to increased company profits and reduction in loan delinquency.• Designed and implemented repayment strategies/plans for clients to prevent asset loss.• Analyzed customer budgets and identified reducible costs.• Researched localized nonprofits and assembled lists for in need customers.• Built relationships with customers resulting in higher client satisfaction and improved company reputation.

Knoxville, Tennessee Area

Knoxville, Tennessee Area

Knoxville, Tennessee Area

Established a charity bike rally for the University of Tennessee Knoxville and developed it from concept until fully carried out.

Germantown, Tennessee

•Money management•Sales•Customer relations

•Customer relations•Customer assistance

Master Of Business Administration - Mba, Corporate Finance, Accounting, Gpa 3.84

Bachelor'S Degree, Business Management/ International Business, 3.88 Gpa

Activities and Societies: Management Society of UT, Phi Kappa Phi Honor Society, National Society of Collegiate Scholars.University.

Study Abroad, International Business, 4.0

Activities and Societies: Studied international marketing in Italy while touring local businesses and met with executives.Studied.

Education record