Innovative Finance expert providing robust background employing critical thinking and analysis to achieve success among talented team of professionals. Expert in compiling and reviewing various types of data to support market analysis and strategic planning. Knowledgeable in organization management, operations, research and sales strategies. Quick learner with outstanding track record in employmee achievement as well as strong aptitude for formula development and information analysis.
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- Analyzed program data to provide input for key decision making and strategic planning.
- Reviewed program implementation plans to assess risk and feasibility.
- Collected, organized and modeled data using specialized government programs.
- Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
- Provided administrative support to senior analysts and department professionals.
- Analyzed financial information related to payroll, projects, operating expenses, professional service contracts and equipment to examine budget needs.
- Maintained database by verifying information and recording new information when needed.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Managed, tracked and monitored financial updates.
- Developed financial models for projects and presentations.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Built and maintained databases for forecasting future financial performance.
- Reviewed and analyzed project spending throughout project life cycle.
- Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
- Offered competitive commercial banking solutions and retail financing options.
- Used coordination and planning skills to achieve results according to schedule.
- Offered friendly and efficient service to all customers, handled challenging situations with ease.
- Developed and delivered engaging sales presentations to convey product benefits.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Set up calendar with customer birthdays and other special events for personal touch.
- Communicated with customers to understand needs and recommend appropriate solutions.
- Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
- Educated senior staff on product usage and maintenance.
- Created and executed reorganization plan, training and development programs and implemented process improvements.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Worked collaboratively with auditors throughout reviews, offering assistance and clerical support.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Used consultative techniques to understand customer needs and make strategic referrals to business partners.
- Complied with company policies and procedures by encouraging positive and effective work environment among all employees.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Took payment information and other pertinent information such as addresses and phone numbers to provide proper account support.
- Carried out opening and closing functions to meet operational needs underpinning strong customer service.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and effective solutions.
- Maintained financial accounts by processing customer adjustments.
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School Attended
- Ivy Tech Community College of Indiana
Job Titles Held:
- Governmental Program Analyst
- Merchant Services Representative
- Treasury Management Support Specialist
- Customer Service Specialist
Degrees
- Associate of Science
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