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Skills

  • Financial accounting systems development
  • Relationship development
  • First Aid/CPR
  • Marketing strategy
  • Funds distribution
  • MS Office
  • Fiscal policy implementation
  • Financial modeling
  • System equipment
  • Billing and invoicing processes

Work Experiences

  • Achieved a retention rate exceeding 35% for high-net-worth clients.
  • Kept track of loans, payables, and receivables to stay current.
  • Achieved 35% portfolio growth for an institutional client.
  • Increased market share and earned #7 ranking by leapfrogging competitors.
  • Put in place daily operating procedures to keep the store clean, well-stocked, and organized.
  • Achieved a 38% reduction in cost overruns through in-depth analysis of vendor contracts and operational expenditures.
  • Submitted reports to senior management in order to assist them in making business decisions and planning.
  • Focused on completing timely performance evaluations, providing positive feedback, and rewarding superior performance when recruiting and retaining top talent.
  • Exceeded sales targets and met business objectives by motivating employees and promoting targeted products.
  • Aided in strategic growth decisions.

Summaries

  • Streamlining framework processes for better support and method work has been proven to work.
  • Discussing sales performance, maintaining accountability, and recognizing excellent performance were all successful ways to engage with employees.
  • Self-motivated leader who excels at fostering business relationships, increasing sales, and developing practical solutions in response to client needs.
  • Invoice coding, check processing, and payment collection are all areas in which I excel.
  • In-depth knowledge of all aspects of store operations, as well as the ability to identify and capitalize on improvement opportunities.
  • Client-facing professional with a positive attitude and expertise in cross-functional collaboration and budget management.
  • Microsoft Excel is something I'm familiar with.
  • Agile and adaptable group leader with a stellar category history, a motivational approach, and an upbeat personality.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Astute Financial Services Coordinator who is dedicated to providing excellent customer service and assistance.

Accomplishments

  • Assisted in the integration of a new financial reporting software system leading to a streamlined workflow and a 59% reduction in manual processing errors.
  • Utilized financial modeling techniques to forecast market trends, resulting in a 26% gain in revenue for Power BI.
  • Reconciled discrepancies in corporate tax filings, averting regulatory penalties and saving the company $2 in potential fees.
  • Negotiated favorable terms with vendors for financial services technology systems, resulting in a $3 savings for Lakeside Partners.
  • Played a key role in budget planning and monitoring, ensuring adherence to a budget cap of $8 throughout several months.
  • Performed risk assessment for the company’s investment portfolio, resulting in a 26% improvement in risk-adjusted returns.
  • Provided strategic financial consulting that lowered interest expense on corporate debt by $17 and improved liquidity ratios.
  • Managed top-tier client relationships, delivering effective financial planning solutions that secured $9 in new business annually.
  • Revamped client invoicing procedures, boosting on-time payments by 35% and reducing late payments across managed accounts.
  • Implemented an early payment initiative, reducing days sales outstanding (DSO) by 13 days and unlocking additional liquidity.

Affiliations

  • Certified Financial Planner (CFP) Board
  • National Association of Federal Credit Unions (NAFCU)
  • International Fiscal Association (IFA)
  • Financial Planning Association (FPA)
  • Association of Information Technology Professionals
  • Project Management Institute
  • International Association of Registered Financial Consultants (IARFC)
  • National Business Officers Association (NBOA)
  • American Marketing Association
  • Financial Executives International (FEI)

Certifications

  • Certified International Investment Analyst (CIIA)
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • Chartered Alternative Investment Analyst (CAIA)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Regulatory and Compliance Professional (CRCP)
  • CCM (Certified Cash Manager)
  • Project Management Professional (PMP)
  • Fundamentals of Finance Analytics Certification (Lakeside Partners, 2016)
  • Global Association of Risk Professionals (GARP) Certification

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