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Skills

  • Cash flow forecasting and analysis
  • Supervision
  • Business operations
  • High-Net-Worth Client Advisory
  • Procedure equipment
  • Audit and compliance documentation review
  • Fraud risk identification and reduction
  • Financial aid applications
  • Problem resolution
  • Financial aid package guidance

Work Experiences

  • Achieved zero violations over a three years period.
  • Used Microsoft Excel to keep track of financial aid award notices.
  • Achieved a 39% improvement in client satisfaction.
  • Achieved $13 in newly realized savings.
  • Achieved results within the past year.
  • Achieved an 64% first call resolution rate.
  • Championed data-driven decision-making.
  • Analyzed potential impacts on client portfolios.
  • Was in charge of accepting and processing account payments.
  • Solved method issues, improved operations, and provided excellent customer service.

Summaries

  • Financial Foundations Senior Specialist with 6 years of successful client relations and risk assessment experience.
  • Aptitude for resolving complex inquiries.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved a 82% improvement in audit readiness.
  • Recognized on a regular basis for outstanding performance and contributions to the Real Estate industry's success.
  • Accomplished Financial Foundations Senior Specialist.
  • Highly skilled at explaining complex processes to students and leveraging data verification and knowledge to expedite the aid process and strengthen the Lakeside Partners team.
  • Conducted continuous review of wealth management strategies.
  • Client-focused Financial Foundations Senior Specialist.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.

Accomplishments

  • Facilitated training programs on latest retirement planning laws and tax strategies for sales, improving team expertise.
  • Established best practices for audit preparedness that reduced audit findings by 80% from the previous cycle.
  • Developed predictive analytics models that improved fraud detection by 44% using Adobe Creative Suite.
  • Conducted branch-level risk assessments to ensure alignment with method, reducing non-compliance incidents by 49%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 9 in the development of method.
  • Consistently exceeded quarterly sales targets for Salesforce, achieving 77% increase in revenue in 2017.
  • Led the deployment of expense forecasting tools that improved key budgetary decision-making for customer success.
  • Mentored junior financial analysts, leading to an overall team productivity increase of 75% within three years.
  • Drove revenue growth by 21% by optimizing sales of mutual funds and retirement plans.

Affiliations

  • Institute of Management Accountants (IMA)
  • Association of Certified Fraud Examiners (ACFE)
  • Global Financial Markets Association (GFMA)
  • Council of Petroleum Accountants Societies (COPAS)
  • Institute of Business & Finance (IBF)
  • Society of Human Resource Management
  • Rotary International
  • Estate Planning Council of Phoenix
  • Jaycees
  • Lions Club

Certifications

  • Certified Budget Analyst (CBA) by National Association of Budget Professionals (ASBA)
  • Certificate in Investment Performance Measurement (CIPM) by CFA Institute
  • Project Management Professional (PMP)
  • Personal Financial Specialist (PFS) from AICPA
  • Financial Modeling & Valuation Analyst (FMVA) by Corporate Finance Institute (CFI)
  • Certified Governance, Risk and Compliance Professional (GRCP)
  • Certified Public Accountant
  • Salesforce
  • Certified Regulatory Compliance Manager (CRCM)
  • Investment Advisor Compliance Specialist (IACS)

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