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Skills

  • MS Office proficiency
  • Fiscal policy implementation
  • Regulatory controls
  • Recordkeeping strengths
  • Training development aptitude
  • Client relationship management
  • Budgeting and forecasting
  • Credit card processing
  • Computational skills
  • Strategic sales knowledge

Work Experiences

  • Collaborated with managers to create annual expense plan objectives.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 14%.
  • Created accounts with a 4 product cross-sell ratio.
  • Was in charge of processing payments and applying them to customer balances.
  • Created and maintained a database of records to help financial transactions run smoothly.
  • Dealt with foreign currency and exchange.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Created reports that included a variety of metrics and account data.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Wrote the annual audit reports in their entirety, including all footnote disclosures.

Summaries

  • Working with stressed, confused, and upset people who need benefits information and supportive guidance to navigate category systems is one of my specialties.
  • Successful at multitasking, prioritizing tasks, and supervising and training a team of 3 coordinators.
  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Financial Services Associate with entry-level training in Banking and Financial Services and workflow optimization.
  • Demonstrate knowledge of insurance products, services, and customer interactions.
  • Professional who is approachable and has the skills to assist clients in achieving their objectives.
  • Financial Services Associate with 13 years of successful process improvement and strategic planning experience.
  • Excellent ability to communicate, make decisions, and plan.
  • Within Banking and Financial Services, senior Financial Services Associate and outstanding performer in client relations and project management.
  • Client engagement, time management, and multitasking are among the skills offered.

Accomplishments

  • Led portfolio reviews that helped clients achieve an annual portfolio growth rate of 33% while minimizing risk exposure.
  • Contributed to financial crime prevention programs, reducing vulnerabilities and averting potential losses of $10 per year.
  • Optimized clients' retirement portfolios, leading to sustained annual growth of 51% in managed assets over two years.
  • Received the Outstanding Service Award in 2023.
  • Collaborated with the underwriting team to reduce processing times by 72% through enhanced financial analysis and risk evaluations.
  • Increased financial product adoption by 37% by providing personalized financial advice that aligned with client goals and risk profiles.
  • Tax Returns: Performed tax methods applicable to business revenues and like-kind exchanges. Prepared annual individual, corporate, trust, estate, gift and partnership tax returns.
  • Established cost-effective tax mitigation strategies for high-net-worth individuals, resulting in 50% tax reduction.
  • Maintained a 20% client retention rate by proactively addressing client concerns and enhancing the advisory experience.
  • Revised the customer onboarding process, reducing error rates by 66% while improving compliance with regulatory standards.

Affiliations

  • International Council of Nurses
  • Institute for Portfolio Alternatives (IPA)
  • American Medical Informatics Association
  • Global Investor Relations Association
  • Association of Accredited Small Business Consultants
  • Association of Information Technology Professionals
  • Financial Planning Association (FPA)
  • Analytics and Financial Decision Club
  • International Association of Registered Financial Consultants (IARFC)
  • National Association of Personal Financial Advisors (NAPFA)

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Financial Modeling and Valuation Analyst (FMVA) – Beacon Labs
  • Salesforce
  • Certified Risk Management Assurance (CRMA)
  • Registered Financial Consultant (RFC)
  • Certified Public Accountant
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Financial Planner (CFP)
  • ServSafe
  • Financial Risk Manager (FRM) - Lakeside Partners

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