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Skills

  • Team management
  • Cross-functional team leadership
  • Regulatory compliance
  • Budgets
  • Business operations
  • Business Development
  • Portfolio Management
  • Reporting familiarity
  • Cost reduction strategies
  • MS Office

Work Experiences

  • Achieved a 63% ROI for client portfolios.
  • Achieved a 7-year record of Outstanding Service Award.
  • Achieved no material discrepancies.
  • Coordinated with 17 cross-functional teams.
  • Achieved results within the first 3 months.
  • Achieved 23% revenue growth.
  • Coordinated with the legal team to enforce contract compliance policies, mitigating potential financial and reputational risks.
  • Improved customer retention by 15% by resolving escalated customer issues.
  • Achieved a 63% improvement in team performance.
  • Avoided costly penalties.

Summaries

  • Adept at managing high-value portfolios.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Accomplished Financial Services Administrator.
  • Senior Branch Manager with 4 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Versatile Financial Services Administrator with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Accounting and Finance where talents in performance reporting and quality assurance will be valuable.
  • Adept at identifying cost-saving opportunities, achieving a reduction of overall department costs by 72% through data analysis and workflow improvements.
  • Adept at identifying cost-saving opportunities.
  • Accomplished Financial Services Administrator with a focus on creating detailed forecasting models to help clients reduce expenses by 78% and optimize investments.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.

Accomplishments

  • Led the deployment of financial analysis tools that increased investment analysis accuracy by 62%, supporting portfolio growth in excess of 5%.
  • Developed comprehensive dashboards and reporting tools utilizing Asana that increased the transparency of financial data for stakeholders.
  • Streamlined financial documentation processes utilizing Asana, cutting documentation preparation time by 45% and enhancing accuracy.
  • Conducted performance reviews for 14 analysts, resulting in a 39% improvement in preparation efficiency and overall client satisfaction.
  • Trained a team of 5 financial analysts in advanced portfolio management techniques, resulting in a departmental performance increase of 36%.
  • Implemented a Lean Six Sigma process improvement strategy that optimized account reconciliation workflows, reducing reconciliation time by 79%.
  • Collaborated with internal development teams to integrate financial planning technologies that improved service delivery for over 2 clients.
  • Successfully completed OSHA, greatly enhancing team competence in complex financial analysis and asset management strategies.
  • Optimized treasury management systems, reducing processing time by 9% and improving cash flow forecasting by 37%.
  • Drove the standardization of financial reporting processes through consistent documentation practices, reducing variation in financial statements by 67%.

Affiliations

  • International Association of Credit Portfolio Managers (IACPM)
  • Institute of Certified Financial Planners (ICFP)
  • Certified Public Accountant (CPA) Alumni Organization
  • American Bankers Association (ABA)
  • Financial Executives International (FEI)
  • Insured Retirement Institute (IRI)
  • International Council of Nurses
  • Jaycees
  • National Society of Compliance Professionals (NSCP)
  • Accounting & Financial Women's Alliance (AFWA)

Certifications

  • Certified Investment Management Analyst (CIMA)
  • First Aid/CPR Certified
  • CompTIA A+ Technician
  • CompTIA Network+
  • Chartered Wealth Manager (CWM)
  • Certified Global Management Accountant (CGMA)
  • Financial Modeling & Valuation Analyst (FMVA) from Brightline
  • Certified in Financial Forensics (CFF)
  • Cisco Certified Network Associate (CCNA)
  • Certified Treasury Professional (CTP)

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