Joel Knutson
Castle Rock
Summary
Personable and driven with natural ability to build relationships and motivate teams. Possesses deep understanding of consumer behavior and market trends, complemented by strong skills in negotiation and strategic planning. Committed to driving sales growth and achieving impactful business results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sales Manager
Western Sugar Cooperative
09.2021 - Current
- Manage retail private label portfolio of over $100M/year revenue.
- Grew retail program 23% in 3 years.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Develop/maintain strong customer relationships.
- Negotiate volumes, pricing and payment terms.
- Work closely with Supply Chain team assisting in production scheduling, inventory pre-build planning, clearing opportunities, packaging procurement and forecasting, etc.
- Sales and Revenue forecasting.
Financial Analyst
Digital Evolution Group, LLC
01.2019 - 09.2021
- Verify accuracy of T&M effort, fixed fee and percentage of completion milestones prior to posting revenue to GL
- Ensure revenue is recognized appropriately for services and deliverables per contract
- Provide internal company-wide reporting of key performance indicators on a weekly to monthly basis for Senior Leadership including but not limited to: Monthly Project Realization by Associate and Labor Category, Monthly New Employee Utilization, Weekly Percent Client Work
- External reporting on Income Statement, Balance Sheet, Staff/Non-staff costs and Intercompany balances
- Manage contract analysis and approval process of contracts worth up to $500K in revenue
- Assist in payment remittance for client past due balances
- Other ad hoc reporting as needed
- Monthly, quarterly and annual forecasting responsibilities: Analyze historic actuals variance from prior forecasts, Research secured revenue against prior forecasted amounts, Analyze Sales opportunity pipeline for both new and existing clients, Inputting adjustments to reflect the above analyses and research, Assist in budget development by producing ad hoc expense drivers by account
Fund Accountant
State Street Corporation
08.2018 - 08.2019
- Calculate Net Asset Value per share for the pricing of multiple funds including domestic, foreign and fixed income funds
- Verify capital stock, expenses, trades and income for money market, equity and bond funds Multi-Currency Horizon, NAV Alert and Excel
- Ensure timely and accurate processing of subscriptions and redemptions to clients' portfolios
- Process daily portfolio cash, trade and corporate action activity for each fund
- Studied the root cause of accounting discrepancies and provided corrective actions
College Financial Representative (Internship)
Northwestern Mutual Life Insurance Company
05.2018 - 08.2018
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability
- Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs
Education
BBA - Finance
Park University
Kansas City, Missouri12.2025
Skills
- Relationship building
- Goals and performance
- Verbal and written communication
- Product knowledge
- Sales expertise
- Client relationship management
- Sales strategy development
Certification
- Dale Carnegie Skills for Success
Timeline
Sales Manager
Western Sugar Cooperative
09.2021 - Current
Financial Analyst
Digital Evolution Group, LLC
01.2019 - 09.2021
Fund Accountant
State Street Corporation
08.2018 - 08.2019
College Financial Representative (Internship)
Northwestern Mutual Life Insurance Company
05.2018 - 08.2018
BBA - Finance
Park University
- Dale Carnegie Skills for Success
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