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Skills

  • Account reconciliation
  • Strong negotiation skills
  • Insurance decisions
  • Financial Data Auditing
  • Customer relationship management (CRM) tools
  • Customer service
  • Supervision
  • Trend analysis expertise
  • Team management
  • Budgets

Work Experiences

  • Achieved year-over-year account growth of $12.
  • Championed cross-departmental communication efforts, decreasing response times to customer inquiries by 30% and enhancing client satisfaction.
  • Achieved a post-sale increased retention rate of 50%.
  • Automated 6 processes.
  • Actively participated in the rollout of Workday, training 15 team members, and directly contributing to generating $17 in new revenue in 2020.
  • Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
  • Actively participated in the rollout of Salesforce.
  • Averaged 14 transactions per day.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Achieved a 75% increase in sales during metric.

Summaries

  • Achieved Top Performer for outstanding financial service in 2019.
  • Achieved 77% reduction in transaction errors.
  • Achieved 71% reduction in outstanding payment issues.
  • Achieved 55% reduction in outstanding debts.
  • Applied best practices.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Achieved results over one year.
  • Accomplished Financial Account Representative specializing in customer satisfaction through efficient account reconciliation and prompt resolution of financial discrepancies.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.

Accomplishments

  • Designed custom financial reports in HubSpot that increased data visibility and enabled more strategic decision-making for key accounts.
  • Leveraged Jira to build real-time models that projected revenues for client portfolios, increasing profit margins by $13.
  • Documented and resolved procedure which led to program.
  • Developed tailored financial strategies resulting in an average portfolio growth of $6 for high-net-worth individuals.
  • Improved client response time by 66% by integrating new CRM systems and process enhancements.
  • Utilized data-driven analysis to identify market trends, resulting in a 81% increase in asset allocation efficiency.
  • Created digital reporting tools for automatic performance tracking of accounts, reducing manual input time by 81% hours per week.
  • Collaborated with senior management to identify and implement cost-cutting measures, resulting in annual savings of $3.
  • Generated $2 in new revenue by identifying upsell opportunities through comprehensive portfolio reviews.
  • Provided financial advisory services that resulted in a 39% ROI growth for more than 6 major client portfolios.

Affiliations

  • Society of Women Engineers
  • Financial Planning Association (FPA)
  • Securities and Exchange Commission (SEC) Regulatory Training
  • International Association of Administrative Professionals
  • Association for Computing Machinery
  • Institute of Management Accountants (IMA)
  • Rotary International
  • International Financial Management Association (IFMA)
  • Society of Human Resource Management
  • Financial Services Institute (FSI)

Certifications

  • Certified Financial Planner (CFP)
  • Accredited Asset Management Specialist (AAMS)
  • Certified Regulatory and Compliance Professional (CRCP)
  • Financial Risk Manager (FRM)
  • Certified Treasury Professional (CTP)
  • Licensed Life Insurance Agent (Specific to Oregon)
  • Certified Public Accountant
  • Chartered Financial Analyst (CFA)
  • Financial Industry Regulatory Authority (FINRA) Series 7
  • CompTIA Security+

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