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Skills

  • Financial planning software proficiency Salesforce
  • High-Net-Worth Client Advisory
  • Portfolio Management
  • Business Development
  • Client acquisition strategies
  • Client service and support
  • Investment risk assessment and reduction
  • Financial strategies
  • Mutual funds and liabilities
  • Performance-based portfolio restructuring

Work Experiences

  • Developed a business plan and identified target customers by interacting on the phone and in person, handling basic inquiries and providing quotes.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Monthly expense variances and explanations were collected and reported.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Assisted department staff with clerical and administrative tasks.
  • Reconstructed accounting records using checks and cash receipts from clients.
  • Collaborated with project management to ensure that budgets were met.
  • Established procedures for the custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Was in charge of all phases of certified audits for an 85-person CPA firm.

Summaries

  • Account Assistant with a strong desire to improve team efficiency and streamline operations.
  • Senior Financial Advisor with 7 years of experience in cross-functional collaboration.
  • As a Senior Financial Advisor, she seeks a challenging role.
  • In the process industry, eager to take on high-volume operations.
  • Certified accountant with five years of experience providing audit, tax, and other financial services for a CPA firm.
  • Senior Financial Advisor with 14 years of successful budget management and risk assessment experience.
  • Account management, contract negotiation, and compliance are all skills that a successful Credit Control Officer possesses.
  • Efficient Senior Financial Advisor with skills in process improvement and risk assessment.
  • Asana is something I know a lot about.
  • Multi-talented Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.

Accomplishments

  • Process Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2024.
  • Resolved product issue through consumer testing.
  • Authored quarterly and annual financial reports for high-net-worth clients, improving customer satisfaction score by 70% points.
  • Implemented tax-efficient withdrawal strategies, saving clients an average of $15 in taxable income annually.
  • Mentored and trained junior financial advisors, increasing overall team productivity by 84%.
  • Collaborated with team of 15 in the development of program.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Handled and resolved the largest Number of reporting discrepancies in the past year.
  • Led client onboarding process through initiative, increasing onboarding efficiency by 30%.

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Society of Trust and Estate Practitioners (STEP)
  • Toastmasters
  • Financial Planning Association (FPA)
  • Institute of Management Accountants (IMA)
  • Financial Industry Regulatory Authority (FINRA)
  • Certified Public Accountant (CPA) Network
  • International Council of Nurses
  • Chartered Alternative Investment Analyst (CAIA) Association
  • Association for Financial Professionals (AFP)

Certifications

  • Member of category
  • Accredited Estate Planner (AEP) - 2016
  • Certified Retirement Counselor (CRC) - 2018
  • Certified Business Analysis Professional (CBAP)
  • Accredited Wealth Management Advisor (AWMA) – 2016
  • Association for Project Management (APM)
  • CompTIA Network+
  • Certified Investment Management Analyst (CIMA) — 2020
  • Chartered Financial Analyst (CFA) - 2016
  • ServSafe

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