Steven Bruno Email & Phone Number

Altamonte Springs, Fl, Us

Orlando, Florida, United States

• Department lead in Accounts Receivable and responsible for timely processing of invoices for 30+ clients.• Communicates with customers to answer questions and ensure clear understanding between internal team-members and external partners.• Trained and mentored new hires on fine details with our cloud software system Zoho, the promo industry standards, and specific customer needs on an client by client basis. • Assists with Accounts payable and other areas when necessary.

New Smyrna Beach (Feb 2022 - May 2023)• 3rd Wave Cafe & Wine Bar• Jimmy Hula's• Ocean BreezeNaperville (Jan 2021 - Nov 2021)• Jimmy's Grill

Florida, United States

• Researched, planned out, and traveled business to business in order to determine if potential clients desired to update their current POS system• Daily entry into salesforce for findings & reached daily/weekly quotas required by the firm• Cultivate positive connections to sell our products ideally in the short term, but also to keep conversation flowing for a future sale when it works better for the client

Usa

• Provided support services for advisors and performed research projects for portfolio manager• Interacted with clients and resolved issues by working with product partners, operations personnel and other staff. Responsible for monthly reports, data entry, and client follow up• Used planning software to build financial plans for advisors. Series 65 license

Schaumburg, Illinois

Accounts Receivable:• Responsible for entering & allocating all cash into Sage300: our reporting system• Ensure Daily/monthly entries exactly match our bank account• Answers internal & external questions regarding invoices & paymentsBilling:• Coordinated invoices to ensure costs are accounted for• Each invoice is unique, specific to the design and booth layout per client's order

Indianapolis, In

Greets customers, assists customers with store inquiries, answers the phone and/or directs callers, tabulates purchases using the register for transactions. Use safe money handling procedures and secure transaction practices.

Indianapolis, In

Analyzed financial statements and tax returns to create financial profiles of companies for further analysis and to be included in the business valuation report.Performed national and local economic research and industry research to determine the market condition for a specific business/industry at the valuation date.

Indianapolis, In

Finance Student Analysts report to the managing director of the Butler Business Consulting Group for employment purposes. Works directly for and is supervised by a project manager when working on client assignments. Interns must demonstrate a desire for broad business process understanding, strong ethical behavior, and a concern for the ethical and successful outcomes of each project. Responsibilities includes client service delivery, working to further the Accelerator's strategic goals, and client value creation.

Naperville, Il

Started as an Assistant but worked my way up to head Instructor. Taught classes ranging from 10-20 students whom mainly were children ranging from 5-14 years old. Worked with many different people and had to constantly adjust my teaching style to suit each individual's needs.