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Skills

  • Profitability analysis
  • Project organization
  • Education funds
  • Trend analysis expertise
  • Cash Flow Forecasting
  • Stock market understanding
  • Customer service
  • Due diligence analysis
  • System integration
  • Business Development

Work Experiences

  • Assisted in successful deal closure.
  • Collaborated closely with finance, legal, and external auditors to ensure all client documentation aligned with regulatory standards at Boston.
  • Automated finance reporting.
  • Captured 8 in new business.
  • Achieved a 70% improvement in client returns.
  • Advised clients on optimal asset allocation.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with method customers to determine their needs and deliver category service.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Aligned investments with client sustainability goals.

Summaries

  • Client Portfolio Finance Specialist is a multi-talented Client Portfolio Finance Specialist who is consistently rewarded for planning and operational improvements.
  • Client Portfolio Finance Specialist with a consultative approach, leading the development of high-quality financial models resulting in 42% improvement in portfolio evaluations and risk forecasts.
  • Adept at developing real-time dashboards.
  • Adaptable Client Portfolio Finance Specialist proficient in portfolio diversification and risk management, achieving 72% improvement in client returns year-over-year while driving new business worth $7.
  • Client Portfolio Finance Specialist with 10 years of successful team leadership and performance reporting experience.
  • Strengths in client relations and quality assurance backed up by Accounting and Finance training.
  • Achieved 53% improvement in portfolio evaluations.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Adaptable Client Portfolio Finance Specialist.

Accomplishments

  • Resolved product issue through consumer testing.
  • Provided financial advisory support that resulted in 4% improvement in client's investment yield over two years.
  • Executed 6-dollar contract negotiations with auditors, achieving 25% under budget cost savings.
  • Produced quarterly performance briefs for senior management, influencing key investment strategies for 6 high-profile clients.
  • Undertook comprehensive portfolio audits leading to a 51% reduction in financial reporting errors.
  • Reduced misallocated portfolio funds by 23%, saving $17 annually for the firm.
  • Optimized cash flow models for 4 portfolios, delivering $17 in liquidity improvements.
  • Secured Top Performer for exemplary portfolio management, overseeing $4 in client assets with minimal risk.
  • Developed new financial KPIs, improving forecasting accuracy by 41% across client portfolios.
  • Created and maintained financial models resulting in a 64% increase in forecast precision for 2021.

Affiliations

  • International Institute for Finance (IIF)
  • Women in ETFs (Exchange Traded Funds)
  • Association for Computing Machinery
  • Investment Advisers Association (IAA)
  • Society of Financial Service Professionals (SFSP)
  • Institute for Portfolio Alternatives (IPA)
  • Society of Women Engineers
  • Rotary International
  • Association of International Wealth Management (AIWM)
  • Alternative Investment Management Association (AIMA)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Network Associate (CCNA)
  • Financial Modeling and Valuation Analyst (FMVA) Certification by Corporate Finance Institute (CFI)
  • Certified Asset Management Specialist (CAMS) by Institute of Asset Management
  • Certified Financial Services Auditor (CFSA) by The Institute of Internal Auditors
  • SHRM Certified Professional (SHRM-CP)
  • Series 7 General Securities Representative License by FINRA
  • Certified Treasury Professional (CTP) by Association for Financial Professionals
  • CompTIA Security+
  • Chartered Financial Analyst (CFA)

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