View Candidate Resume

Name: Jason Allen
Last Updated: 2018-11-28
Phone #: 2672513096
Address: 247 Twining Road
Lansdale, PA 19446
Jason F. Allen
247 Twining Road, Lansdale, Pennsylvania 19446

Financial Analyst

Qualifications Profile

Highly organized, multi-faceted, and goal-driven professional, with hands-on experience in

financial and cost benefit analysis, credit risk, and customer service; interested in a

position to utilize skills. Equipped with proven adeptness in project administration, change

management, and marketing. Armed with broad-based understanding of sales and credit analysis.

Technically proficient with Tableau, JMP, Qlik Sense; Oracle, Salesforce; and Microsoft Office

applications and advance level of proficiency in Microsoft Excel.

Summary of Relevant Experience

Financial Analysis | Strategic Planning and Implementation
Keenly studied pending commercial or consumer credit information of customers in reports from

Transunion, D&B, Experian, Paynet, Equifax and Customers audited financials to determine the

company’s eligibility for credit.
Held responsibility in identifying pricing and terms for the sales team; preparing documents

for the customer; and processing for funding.
Accurately priced and sold precious metals to clients by working with customers to identify

the best method for material processing and evaluating the constantly changing market.
Helped and addressed concerns of clients by adjusting current programs.
Effectively submitted verified invoices to the Accounting Department and transferred misplaced

materials and stocked products to appropriate locations.
Expertly directed the entire sales process, including proposal preparation until product

Addressed cost-effective and dependable products in compliance with OSHA standards by closely

communicating with internal departments, that led to acquiring favorable terms and pricing

with suppliers and successfully decreasing product costs by 15% to 20%.

Business Process Improvement
Improved working relations by serving as a liaison for De Lage Landen (DLL) CT&I’s Sales Team

and vendor representatives with regard to program information and processes.
Displayed competency in networking with colleagues and external customers daily toward

effective and efficient sales support process.
Established a documentation governance process in upgrading document templates within the

organization, which involved coordinating with different departments for project scope;

gathering data in specifying process for diminishing templates in the database; and

designating a Governance Team to handle process management.
Fulfilled customer service duties such as cultivating rapport with clients to promote positive

relationships, which boosted 20% of sales in a year.

Inventory Control and Data Management
Gained selection as outside sales representative, in charge of consumer supply shipping,

receiving, and tracking of the industrial metal and woodshop industries.
Assumed responsibility for physical inventory administration; tracking analysis by encoding

data; and product and materials inspection during site visits.
Carried out consultation services for clients and provided support in resolving technical

issues encountered.
Organized and presided over conference calls and web seminars discussing system


Work History

De Lage Landen - Wayne, PA
Business Flow Analyst 2013–Present

Abington Reldan Metal - Fairless Hills, PA
Customer Service | Purchasing Manager 2010–2012

Red Ventures - Charlotte, NC
Sales Representative 2008–2009

Nutrisystem - Horsham, PA
Inside Sales Representative

Maxwell Products Corporation - North Wales, PA
Product Control Specialist


Master in Business Administration, 2016 | Saint Joseph’s University-Haub School of Business -

Philadelphia, PA
Bachelor of Arts in Psychology | East Stroudsburg University - Bethlehem, PA

Professional Development

Six Sigma Green Belt, De Lage Landen - In Progress
Level 3 Excel Training, Cornerstone OnDemand, Inc.

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