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Skills

  • Capital markets trend analysis
  • Investment advice
  • Budgets
  • Process improvement
  • Problem resolution
  • Tax law expertise
  • Cross-functional team collaboration
  • Business operations
  • Business Development
  • Performance metrics analysis

Work Experiences

  • Coordinated cross-functional teams to produce accurate earnings guidance, contributing to meeting or exceeding projections in 3 consecutive quarters.
  • Coordinated with Raleigh-based teams to translate complex financial results into clear, digestible content for international investors.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Coordinated cross-functional teams.
  • Achieved Top Performer for transparency in investor communications.
  • Authored white papers on key market trends, contributing to thought leadership that directly fueled $16 in new investment.
  • Achieved growth in 18 months.
  • Coordinated with Portland-based teams.
  • Achieved results in several months.
  • Assisted in preparation of system IPO presentations to attract substantial institutional backing totaling $14 in secured funding.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Added value to strategic decision-making for leadership.
  • Adept at leading engaging dialogues with institutional stakeholders.
  • Achieved 35% improved investor communication.
  • Analytical Investor Relations professional known for preparing clear and concise quarterly earnings updates that meet SEC compliance requirements. Played a key role in restructuring internal processes, reducing report preparation time by 23% to streamline investor insights.
  • Costs were consistently reduced while profits were increased.
  • Built lasting relationships with 6 key institutional investors.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adept at competitive analysis.

Accomplishments

  • Supported the development of financial models that accurately forecasted cash flow for new projects, providing investors with a clear view of projected returns.
  • Directed the preparation of corporate investor days, attracting attendance from 2 key institutional investors and generating positive follow-up inquiries.
  • Contributed to the development of the annual investor relations budget, optimizing allocation to increase investor event participation by 15%.
  • Resolved product issue through consumer testing.
  • Conducted in-depth comparisons of financial metrics for competitors, providing investors with a benchmarking report that underscored the company's process advantage.
  • Advised on recapitalization strategies that led to 34% equity growth, providing detailed analysis in response to investor queries.
  • Developed and presented quarterly SEC-compliant earnings reports, ensuring full regulatory compliance while significantly improving stakeholder transparency.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created and led communication strategy during market volatility, which maintained investor trust and enabled retention of 15% of capital under management.
  • Collaborated with team of 3 in the development of program.

Affiliations

  • Investor Relations Society (IRS)
  • Financial Modeling and Valuation Analyst (FMVA) Certification from Corporate Finance Institute (CFI)
  • Global Association of Risk Professionals (GARP)
  • Global Corporate Governance Forum (GCGF)
  • National Association of Social Workers
  • Jaycees
  • Association for Supply Chain Management (APICS)
  • Association for Corporate Growth (ACG)
  • International Council of Nurses
  • Association for Financial Professionals (AFP)

Certifications

  • ServSafe
  • CompTIA Security+
  • Certified Market Technician (CMT) - Brightline
  • First Aid/CPR Certified
  • Certified Financial Planner (CFP) – Ironclad Systems
  • Investor Reporting and Transparency Certification - Lakeside Partners
  • CompTIA Network+
  • Private Equity Certification - Boston
  • Fundamental of Sustainable Finance - Brightline
  • Certified Mergers & Acquisitions Advisor (CM&AA) - Northwind

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