Tobias Craig Email & Phone Number

North Billerica, Massachusetts, United States

•Utilize Excel extensively to best predict consumer buying patterns•Provide marketing material recommendations based on analytical models and historical data•Construct postage forecasts weekly to assist with company-wide budgeting; postage being the largest expense •Build MMMs to help best determine which marketing activities and expenses affect the bottom line most greatly•Constantly advance current processes and instruction manuals to make operations more efficient and optimized

Chelmsford, Massachusetts, United States

• Carried out full cycle accounts payable; from matching and batching of invoices to check runs using QuickBooks• Handled accounts receivable cash receipts and performed ACH reconciliations• Analyzed historical cash flows and revenue streams to present viable and lucrative opportunities to the President and Sales Team• Utilized Excel daily to maximize efficiency throughout multiple departments (V-lookups, Pivot Tables)

Dover, Nh

• Collected and produced materials from client accounts and broker-dealers for client reviews and meetings• Researched and presented fixed income securities to manager based on clients’ situations and goals• Populated CRM with client/vendor information and input data into financial planning platform, Finance Logix• Participated in and annotated client reviews and meetings• Gained strong experience in financial planning and supported clients meeting their financial goals

Nashua, Nh

• Inputted Accounts Payable invoices from utility expenses into CRM system, Vantaca• Worked closely with accounting team during (CRM) software migration to Vantaca to ensure smooth transfer of financial data into Vantaca• Attended various successful sales pitches as well as a condominium/property management exposition• Assisted with cultivating and transitioning new condominium associations into the current portfolio

Pepperell, Ma

• Constructed sales reports to best predict future demands and applied this information to place purchase orders• Compared sales year over year to develop revenue forecast which would drive restocking decisions• Aided in warehouse when necessary by fulfilling orders as well as rearranging inventory to improve efficiency