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Skills

  • Client relationship management
  • Financial product knowledge (HubSpot)
  • Portfolio Management
  • Certified Financial Planner (CFP) Certification
  • Cost reduction strategies
  • Employee satisfaction initiatives
  • Business operations
  • Regulatory compliance
  • First Aid/CPR
  • Project organization

Work Experiences

  • Achieved results over 18 months.
  • Analyzed loan applications.
  • Acted as a liaison between clients and internal departments to ensure successful resolution of complex financial inquiries within 6 months.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Aligned on risk and control assessments.
  • Answered 7 calls per 6 months to help customers with their questions and concerns.
  • Contributed to a 32% revenue increase in 2022.
  • Collaborated with human resources to automate reporting processes, saving 13 hours of manual work and improving data accuracy.
  • Achieved recovery within the past year.
  • Analyzed client financial history and created tailored investment strategies resulting in increased revenue growth of 34%.

Summaries

  • Accomplished Finance Representative with a long-standing record of building high-performing portfolios for high-net-worth individuals, growing assets by $7 within 6 months.
  • Achieved results within three years.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Finance Representative is a multi-talented Finance Representative who is consistently rewarded for planning and operational improvements.
  • Adept at working with cross-functional teams.
  • Achieved results across 18 months.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved Innovation Award for innovative financial recommendations.
  • Built high-performing portfolios for high-net-worth individuals.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.

Accomplishments

  • Optimized revenue cycle processes to decrease payment turnaround times by 38%, improving cash flow.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Consulted on cash flow management for small-to-mid clients, improving liquidity ratios by 80%.
  • Collaborated with the sales team to develop tailored financial solutions, converting leads at a 73% higher rate.
  • Successfully introduced category to over 11 clients, exceeding initial revenue targets by 77%.
  • Managed a portfolio of 12 clients with assets totaling $10, driving 58% revenue growth through cross-selling of financial products.
  • Implemented comprehensive sales pipeline management strategies, resulting in 76% growth in leads converted to sales.
  • Prepared and presented accurate financial statements and reports to investors, improving transparency and client trust.
  • Revised financial risk strategies, cutting loss rates by 60% across 15 client accounts within 2021.
  • Assessed risk factors and proposed adjustments to credit terms, reducing bad debt exposure by $9.

Affiliations

  • Risk Management Association (RMA)
  • National Association of Securities Professionals (NASP)
  • Certified Financial Planner (CFP) Board
  • Lions Club
  • American Society of Safety Professionals
  • Certified Management Accountant (CMA) Society
  • Toastmasters
  • International Association for Financial Engineers (IAFE)
  • American Marketing Association
  • Society of Women Engineers

Certifications

  • Apple Certified Associate (ACA)
  • Salesforce
  • Series 7 - General Securities Representative License by Financial Industry Regulatory Authority (FINRA)
  • Financial Risk Manager (FRM) by Global Association of Risk Professionals (GARP)
  • Financial Modeling & Valuation Analyst (FMVA) Certification from Corporate Finance Institute (CFI)
  • Certified Private Wealth Advisor (CPWA) by Investments & Wealth Institute
  • Chartered Financial Consultant (ChFC) by American College of Financial Services
  • Certified Management Accountant (CMA) from Institute of Management Accountants (IMA)
  • Certified Public Accountant (CPA)
  • Certified Information Systems Auditor (CISA) by Information Systems Audit and Control Association (ISACA)

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