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Skills

  • Organization
  • Education funds
  • Communications
  • Team building
  • Acquisition analysis
  • Audit and compliance
  • Client Satisfaction Improvement
  • Method equipment
  • Retirement needs
  • Customer service

Work Experiences

  • Conducted due diligence for a $12 acquisition.
  • 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.
  • Achieved 78% forecast accuracy on market downturns.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved results over 2023 financial reviews.
  • Conducted due diligence for a $12 acquisition by examining cost structures and cash flow dynamics, assisting in successful deal closure.
  • Collaborated with Six Sigma certified advisors to ensure compliance with global financial policies, enhancing client trust and reputation.
  • Answered 14 calls per several months to help customers with their questions and concerns.
  • Achieved $5 additional returns.

Summaries

  • Accomplished Client Portfolio Finance Specialist skilled in driving regulatory compliance initiatives, ensuring Portland operations remain fully aligned with legal and audit requirements.
  • Client Portfolio Finance Specialist with a consultative approach.
  • Client Portfolio Finance Specialist committed to excellence in ESG investment management, consistently driving a 77% increase in sustainable portfolio assets while aligning with client values and goals.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Analytical Client Portfolio Finance Specialist delivering actionable insights through comprehensive KPI reporting, supporting informed decision-making processes for senior leadership during regular portfolio reviews.
  • Accomplished Client Portfolio Finance Specialist.
  • Accelerated report generation by up to 60%.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.

Accomplishments

  • Led compliance audits for 15 major portfolios, securing total compliance with regulatory standards.
  • Undertook comprehensive portfolio audits leading to a 51% reduction in financial reporting errors.
  • Collaborated on system integration for Salesforce, improving portfolio management speeds by 71%.
  • Secured Top Performer for exemplary portfolio management, overseeing $4 in client assets with minimal risk.
  • Delivered risk-adjusted financial recommendations that resulted in a 18% decrease in portfolio volatility.
  • Enhanced portfolio forecasting techniques, improving performance projections by 61% for 2019.
  • Created and maintained financial models resulting in a 64% increase in forecast precision for 2021.
  • Led key profitability analyses across 17 portfolios, producing $16 in additional client revenue in 2015.
  • Negotiated contracts with 15 external vendors, saving $16 in auditing and compliance costs.
  • Monitored and optimized the financial health of 10 client portfolios, culminating in $14 cost reductions.

Affiliations

  • Fixed Income Analysts Society (FIASI)
  • Association of International Wealth Management (AIWM)
  • National Investor Relations Institute (NIRI)
  • Investment Management Consultants Association (IMCA)
  • National Association of Active Investment Managers (NAAIM)
  • Society of Women Engineers
  • Alternative Investment Management Association (AIMA)
  • National Association of Corporate Directors (NACD)
  • Turnaround Management Association (TMA)
  • Financial Industry Regulatory Authority (FINRA)

Certifications

  • Apple Certified Associate (ACA)
  • Performance Measurement Attribution Certificate (PMAC) by CIPM Program
  • Certified Trust and Fiduciary Advisor (CTFA) by ABA Institute of Certified Bankers
  • CompTIA A+ Technician
  • Certified Treasury Professional (CTP) by Association for Financial Professionals
  • Certified Financial Planner (CFP) by CFP Board
  • Chartered Investment Counselor (CIC) by Investment Counsel Association of America
  • Series 7 General Securities Representative License by FINRA
  • Certified Private Wealth Advisor (CPWA) by Investments & Wealth Institute
  • SHRM Certified Professional (SHRM-CP)

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