Financial Operations Associate

• Jun 2022 - Present

I oversee the movement of cash flow and conduct audits for both Alto and client accounts. Whenever discrepancies arise, I troubleshoot and resolve them promptly. In addition, I develop structured processes, resources, and strategies to support multifunctional teams in a fast-paced startup environment. By demonstrating reliability, organization, and attention to detail, I aim to strengthen my relationships with internal teams. I also work on special projects such as creating a system to track transactions and funds with missing information. Moreover, I have revised and expanded Confluence articles to inform internal departments and assist in training new team members on our processes. Show less

Customer Experience Representative

• Dec 2021 - Jun 2022

- Worked directly with customers as an advocate to implement new features and solve concerns. - Contributed to special projects to communicate with both customers and fellow teammates on changes within accounts. - Adhered to regulations and compliance while translating complex financial strategies and terms to effectively communicate with clients. - Worked directly with customers as an advocate to implement new features and solve concerns. - Contributed to special projects to communicate with both customers and fellow teammates on changes within accounts. - Adhered to regulations and compliance while translating complex financial strategies and terms to effectively communicate with clients.

Financial Planning Analyst

• Nov 2019 - Nov 2021

- Assists in gathering requirements to accurately build out a financial plan. - Develops strategies for individual clients and their family’s financial well-being. - Supports clients by answering questions and following up with recommendations. - Participates in special projects in process improvements and marketing, including the creation of standard reports, client visualizations, and brand image. - Assists in gathering requirements to accurately build out a financial plan. - Develops strategies for individual clients and their family’s financial well-being. - Supports clients by answering questions and following up with recommendations. - Participates in special projects in process improvements and marketing, including the creation of standard reports, client visualizations, and brand image.

Bartender, Server

• May 2016 - Nov 2019

- Successfully communicate information between customers and/or other team members. - Well-versed in knowledge about the company and items on the menu. - Anticipate consumer needs and expectations by utilizing proper guidelines and protocols to obtain a high meal quality. - Monitor cash flows with accuracy and integrity. - Successfully communicate information between customers and/or other team members. - Well-versed in knowledge about the company and items on the menu. - Anticipate consumer needs and expectations by utilizing proper guidelines and protocols to obtain a high meal quality. - Monitor cash flows with accuracy and integrity.

Volunteer Marketing Intern

• Sep 2018 - Mar 2019

Client Services Intern

• Jun 2018 - Aug 2018

- Used attention to detail to assist global mobility specialists and counselors through completing and/or assigning tasks that helped manage the relocating employees of a major client. - Researched to resolve any gaps in communication between corporate clients and the global mobility specialists. - Created initiation letters accurately and efficiently for destination services, broker’s fees, discard and donate, household good shipments, and auto-shipments for relocating employees. - Developed real estate referrals and mortgage leads for both internal and external communication. - Translated activity reports from suppliers and organized the data within company systems. - Planned and executed a presentation and group activity for team members. - Communicated internally with the organization using Outlook and Skype systems. - Coordinated housing options and entered estimates for relocating employees. Show less

Key Holder, Sales Associate

• 2015 - 2017

- Built customer loyalty by providing excellent customer service through conveying extensive product knowledge and introducing new products with excitement. - Trained new employees on the necessary skills to become successful in selling products. - Monitored loss prevention by being aware of surroundings and completing inventory counts. - Organized products with attention to detail to exceed the standards set by corporate. - Processed receipts of shipment and bank deposits to ensure accuracy. Show less

Interim Manager, Sales Lead, Sales Associate

• 2014 - 2016

- Demonstrated a strong work ethic by receiving multiple promotions. - Coached our team to outperform the previous year’s sales by developing and implementing a daily strategy. - Managed customer complaints using empathy and a calm demeanor to find the best solution to the problem. - Filed and audited sales reports, transaction reports, and payroll accurately. - Organized the sales floor to create cohesiveness and the best customer experience. - Demonstrated a strong work ethic by receiving multiple promotions. - Coached our team to outperform the previous year’s sales by developing and implementing a daily strategy. - Managed customer complaints using empathy and a calm demeanor to find the best solution to the problem. - Filed and audited sales reports, transaction reports, and payroll accurately. - Organized the sales floor to create cohesiveness and the best customer experience.