Jeneé Murphy

Associate Advisor at Root Financial Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Chesterfield, Virginia, United States, US
Skills

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Cynthia Williams-Bey

Working with Jenee has been a breath of fresh air. Prior to working with her I really didn't have any financial advisors educate me on my numbers and percentages. I learned that I was paying myself less than I should have based off of my businesses total revenue. Within 6 months of working with her I was able to increase my salary and compensate myself properly and very very very comfortably!

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Credentials

  • Lean Six Sigma Yellow Belt Certification
    MeadWestvaco (MWV)
    Jan, 2012
    - Nov, 2024
  • Advanced Designation for the Volunteer Income Tax Assistance (VITA) program
    Internal Revenue Service
    Jan, 2015
    - Nov, 2024

Experience

  • Root Financial Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • Jul 2022 - Present

      ❏ Increased revenue and client conversion by $1.4M by proposing an individualized retirement plan to accommodate a clients' unique financial needs while minimizing risk. ❏ Improved the client experience by migrating 200+ accounts into a new planning software strategically designed to improve client involvement and engagement. ❏ Consolidated client data using a dynamic system to categorize RMD eligibility. ❏ Increased efficiency by simplifying the tax payment process for Roth conversion clients and developing a step-by-step Estimated Tax Payment Guide. Show less

  • More Than Money LLC
    • Speaker & Financial Life Coach
      • May 2019 - Present

      Facilitate financial wellness workshops and provide one on one financial coaching leveraging my proprietary framework Lifestyle Money Mapping™ to empower individuals to align their finances with the life they want. Facilitate financial wellness workshops and provide one on one financial coaching leveraging my proprietary framework Lifestyle Money Mapping™ to empower individuals to align their finances with the life they want.

  • Eye-lert
    • Richmond, Virginia
    • CFO
      • Oct 2018 - Present

      Provide strategic direction and financial expertise for a startup in the Personal Protective Equipment (PPE) industry specializing in innovative roadway and highway safety equipment Provide strategic direction and financial expertise for a startup in the Personal Protective Equipment (PPE) industry specializing in innovative roadway and highway safety equipment

  • Chesterfield County
    • Government Administration
    • 700 & Above Employee
    • Sr. Financial Systems Analyst
      • Nov 2020 - Jul 2022

      ❏ Supported the operations of the County’s financial and administrative systems and the Accounting Department’s technology strategy. ❏ Planned and implemented new system features to improve financial functions and meet accounting, regulatory, and ERP vendor requirements. ❏ Launched 4 training tutorials on SOPs for 400+ County employees that provided a step-by-step overview of the County’s employee, timecard, procurement, and financial systems. ❏ Centralized communication by developing channels in Microsoft Teams to streamline processes and maximize productivity. Show less

  • Intuit
    • United States
    • Software Development
    • 700 & Above Employee
    • Tax Associate
      • Jan 2021 - Apr 2021

      ❏ Interpreted tax law changes such as the Coronavirus Tax Relief for over 600 U.S. clients within the average call time. ❏ Resolved a Pacific customer’s issue through consistent follow-up and escalation; received a satisfaction rating of 10/10. ❏ Interpreted tax law changes such as the Coronavirus Tax Relief for over 600 U.S. clients within the average call time. ❏ Resolved a Pacific customer’s issue through consistent follow-up and escalation; received a satisfaction rating of 10/10.

  • Robert Half
    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Consultant
      • Jan 2019 - Oct 2020

      ❏ Consulted for mid to large size firms across the healthcare, government, private and non-profit sector to assist with short term Senior level staffing and project resource needs. ❏ Led the development of a new internal Access Database System in collaboration with Grants SMEs to simplify SOPs and automate manual reporting for state/federal grant awards. ❏ Partnered with cross-functional departments to identify key processes during a company-wide software migration, improving communication and overall efficiency. ❏ Spearheaded reconciliation of income statements for 23 locations to ensure the accuracy of a budget presentation within 6 weeks for the Board of Directors. Show less

  • Hand In Hand Investment Solutions, LLC
    • Henrico, VA
    • Financial Consultant
      • Jan 2018 - Dec 2018

      ❏ Provided one-on-one financial counseling on topics ranging from budgeting, saving, debt management, building credit and investing to increase financial literacy and build generational wealth. ❏ Created an 8-part educational curriculum on money management; facilitated 40+ hours of in-person workshops and virtual and pre-recorded training on insurance, investments, and estate planning. ❏ Provided one-on-one financial counseling on topics ranging from budgeting, saving, debt management, building credit and investing to increase financial literacy and build generational wealth. ❏ Created an 8-part educational curriculum on money management; facilitated 40+ hours of in-person workshops and virtual and pre-recorded training on insurance, investments, and estate planning.

  • Boys & Girls Clubs of Greater Redlands-Riverside
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Operations Manager
      • Aug 2016 - Dec 2017

      ❏ Managed daily operations, hardware troubleshooting, and phone connectivity issues across 5 sites and external vendors.❏ Enhanced staff satisfaction by securing new IT vendor partnerships to resolve internet and hardware issues that negatively impacted day to day operations.❏ Generated monthly reports to the Chief Operating Officer on operational efficiency to inform process improvement initiatives within IT, hiring decisions in HR, targeted insight on membership recruitment, and identify timelines for capital projects. Show less

    • Operations Coordinator
      • Aug 2014 - Aug 2016

      ❏ Supported Operations & Programs Team by leading membership data collection, management, and communication initiatives.❏ Spearheaded a data migration project to a new member management system for over 500 Club members, resulting in improved reporting ability to secure over $300K in grant funding.❏ Improved data integrity and reporting time by 25% at 8 locations by reviewing and resolving errors and following up on omissions weekly.

  • MeadWestvaco (MWV)
    • United States
    • Packaging and Containers Manufacturing
    • 700 & Above Employee
    • Business Insights Analyst
      • Jan 2014 - Aug 2014

      ❏ Provided cross-functional support with the implementation of new and existing BI functionality to the business by gathering, defining, and translating business requirements into a functional design. ❏ Implemented a front-end reporting solution for a profitable business unit in the Finance Department based on usage, limitations, and needs, resulting in a cost savings of $80K.❏ Collaborated with stakeholders across multiple business units to streamline enterprise reporting by creating canned reports leading to a time savings of about 17%. Show less

    • Jr. Financial Analyst
      • Nov 2011 - Dec 2013

      ❏ Collected financial reporting requirements from business partners, developed analytical solutions and communicated instructions and business requirements to IT partners.❏ Executed 33+ system enhancements earning recognition from senior leadership as a high-performing talent due to performance, productivity, and leadership potential.❏ Increased engagement and satisfaction by 80%+ by cultivating strong relationships with Asian Pacific Business Partners, resulting in improved data quality.❏ Administered security access for over 300 global users and facilitated over 16 hours of system training. Show less

    • Rotational Analyst
      • May 2011 - Oct 2011

      Demonstrated sharp analytical acuity by working with Corporate Finance and the global Finance community to identify and resolve variances of over $275K on the Income Statement.

  • SUPERVALU
    • United States
    • Wholesale
    • 700 & Above Employee
    • Accounting Intern
      • May 2010 - May 2011

      ❏ Processed journal entries and prepared monthly account reconciliations for over 30 general ledger accounts. ❏ Conducted in depth research for aged financial disputes and resolved over $100K of outstanding issues. ❏ Monitored daily inventory cost changes and followed the necessary steps to ensure compliance with internal controls. ❏ Processed journal entries and prepared monthly account reconciliations for over 30 general ledger accounts. ❏ Conducted in depth research for aged financial disputes and resolved over $100K of outstanding issues. ❏ Monitored daily inventory cost changes and followed the necessary steps to ensure compliance with internal controls.

Education

  • Virginia Commonwealth University - School of Business
    Bachelor of Science (B.S.), Accounting
    2007 - 2011
  • Howard University
    Certificate, Financial Planning
    2021 - 2021

Community

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