Melissa Oftedahl

Finance Manager at Grand View United Methodist Church
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Bio

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Credentials

  • FPQP(tm)
    -
    Feb, 2014
    - Nov, 2024

Experience

  • Grand View United Methodist Church
    • United States
    • Religious Institutions
    • 1 - 100 Employee
    • Finance Manager
      • Dec 2021 - Present

  • Avantax Planning Partners
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Administrative Supervisor
      • Jun 2013 - Dec 2021

      Assist several Financial Planning Consultants with scheduling, preparing documents for client meetings. Work with clients and prospects to answer questions, assist with transactions and various other items. As supervisor, I onboard new hires to the Financial Services Assistant Team, oversee their training and ongoing development. Create and maintain training manual on various systems and hold web based trainings for various staff. Maintain detailed notes on each direct report employee on training, development and coaching. Work with all areas of the company to develop and improve current procedures and work flow. Travel to each office to evaluate and train Financial Services Assistants Show less

  • Hartig Drug
    • United States
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Retail Operations Manager
      • Aug 2006 - Jun 2013

Education

  • Clarke University
    None, Business/Commerce, General
    2008 - 2009

Community

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