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Skills

  • Audit project leadership
  • Comprehensive financial planning
  • Debt restructuring experience
  • Organization
  • Cost-benefit analysis
  • System equipment
  • Change management in finance operations
  • Business expansion financial guidance
  • Supervision
  • Regulatory compliance

Work Experiences

  • Assessed financial risks.
  • Analyzed market trends.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Achieved results within 5 months.
  • Addressed shifting market conditions.
  • Actively liaised with tax professionals.
  • Aligned savings with business expansion goals.
  • Achieved savings across 14 of clients.
  • Advised clients on comprehensive financial plans, including investments, estate planning, and retirement strategies, leading to 48% satisfaction rate through measurable financial results.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Achieved savings over 3 years.
  • Contributed to a combined revenue boost of $18.
  • Deep expertise in financial planning.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved a 32% success rate.
  • Strengths in risk assessment and performance reporting backed up by Accounting and Finance training.
  • Achieved results over a 6-year period.
  • Achieved operational efficiencies.

Accomplishments

  • Designed and delivered client financial education sessions, increasing client engagement and trust levels by 85%, fostering long-term relationships.
  • Developed and executed tailored financial strategies for high-net-worth clients, increasing portfolio growth by 21% over 3 months.
  • Implemented systems for tracking and reducing financial risk, contributing to the company maintaining its framework rating for 11 consecutive years.
  • Prepared in-depth valuation models utilizing Adobe Creative Suite, resulting in the successful divestiture of a $14 business unit.
  • Re-engineered a major client's debt structure, decreasing annual interest payments by $7 and improving liquidity.
  • Successfully advocated for client tax optimization strategies, saving clients $9 in federal taxes during the fiscal year.
  • Documented and resolved standard which led to initiative.
  • Secured Lean and utilized it to introduce innovative financial models, resulting in a company-wide cost reduction of $2.
  • Analyzed and synthesized financial data using QuickBooks platforms, providing actionable insights that led to a 52% increase in operational efficiency.
  • Collaborated across departments to produce comprehensive financial forecasts, improving accuracy by 70% and informing key capital allocation decisions.

Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • Certified Financial Planner Board of Standards (CFP)
  • Freemason
  • Association of Corporate Treasurers (ACT)
  • National Association of Social Workers
  • Association of Information Technology Professionals
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • National Endowment for Financial Education (NEFE)

Certifications

  • Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE)
  • Chartered Tax Professional (CTP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Accredited Investment Fiduciary (AIF)
  • Certified Anti-Money Laundering Specialist (CAMS) by ACAMS
  • Salesforce
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Certified Management Accountant (CMA) by IMA
  • Chartered Investment Counselor (CIC)

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