Highly motivated to apply myself in all aspects of corporate business to ensure success for the organization that I represent as for those within my team. Striving to building and maintaining strong relationships with clients, internal and external, to ensure all expectations and goals are met. Consulting clients in simplified terms to improve the project process and execution of product delivery.
Financial Services Project Manager August 2015 to December 2016RR Donnelley Donnelley Financial － Chicago, IL.
Support overall communication and coordination between all involved parties, using project management skills, and CRM techniques.
Build strong client relationships and partnerships that result in continuity, success, and ultimately revenue retention.
Assist in SEC filing compilation and ensure production schedules are met for filing, including SEC codes test successfully.
Partner with Sales to tailor and fine-tune presentations around potential client's needs.
Consult and advise clients on best practices when utilizing our products to gain efficiencies within their internal process.
Create standard operating procedure documents for best practices of our products for our clients.
Manage and contribute to projects through data analysis, networking with available resources, and executing expectations in a timely manner.
Product Coordinator April 2014 to August 2015RR Donnelley － Phoenix, AZ.
Assisted clients to transition from full services to independent and individualized filing services, to maintain client relationship.
Tested new software updates with companies.
Created and maintained process documents for team training and development.
Created PowerPoint slides for internal training purposes.
Executive Administrator September 2013 to April 2014First Service Networks － Scottsdale, AZ.
Coordinated departmental events and highlights through distribution of e-mail blast, corporatize communication flyers and personalized mailings.
Audited and tracked service forecasting by manipulating data through graphs, pivot tables and spreadsheets using Microsoft Excel.
Worked to identify trends for declined calls, non-profitable routes, low staffing levels and absenteeism.
Tracked and submitted expense reports for Executive staff.
Filing and volunteer to assist with office management.
Masters of Science : Psychology & Industrial Organization, 2016University of PhoenixPsychology & Industrial Organization
Bachelors of Arts : Social & Behavioral Sciences, 2013Arizona State UniversitySocial & Behavioral Sciences
B2B, Capital Markets, Consulting, CRM, Client-On-Boarding, Data Analysis, E-mail, Expense Reports, Expense Reporting, Fast, Filing, Financial Reporting, Forecasting, Graphs, Team Building, Microsoft Excel, PowerPoint, Networking, Office Management, Pivot-Tables, Presentations, Project Management, Selling, Sales, Spreadsheets, Staffing, Strategic Planning, XBRL Translation