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IdentitySENIOR FINANCIAL CONSULTANT
New York, NY
06/2014 – present
Perform analysis, financial planning and provide recommendations to senior management to achieve financial and operational goals
Provide and assist in implementing process improvements
Represent US Risk Management on working groups developing action plans in response to risk limit breaches
Maintain master files of capital projects, track capital funding status, and assist in enhancement of management reporting
Develop and enhance SG and A management reporting
Established track record of results and success in providing advice and consultation as well as sustaining and expanding client relationships
Develop intellectual capital; lead or participate in the development of tools or processes that can be leveraged for multiple clients
ASSOCIATE FINANCIAL CONSULTANT
Detroit, MI
03/2008 – 05/2014
Provides assistance to the financial consultant maximizing sales results while minimizing their time spent on administrative and operational tasks
Contribute to and/or manage ad-hoc projects as directed by management
May provide support to Underwriter Senior in servicing and management of accounts
Work with clients and carriers as directed by manager and/or client service team via telephone and email
Provide support and assistance to FCs and their practice clients
Assist in covering branches that do not have a dedicated Financial Consultant
Manage Marketing and Renewal processes for assigned clients
FINANCIAL CONSULTANT
Chicago, IL
09/2003 – 01/2008
Conceptualizes ideas, develops work plan, and executes plan. Develops and determines priorities and monitors status of projects on an ongoing basis
Develop, perform and manage the analyses of business and financial metrics as well as performance measures
Guides other staff in performing analysis. Establishes work 'schedules and priorities to ensure that workflow are controlled
Develop, perform, and manage the analyses of business and financial metrics as well as performance measures
Perform various financial analyses for operational and financial performance improvement
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
Defining KPIs and implementing Performance Management frameworks
EDUCATION
ROWAN UNIVERSITY
Bachelor’s Degree in Value
SKILLS
Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand
Learns quickly and able to summarize findings into reports for management and stakeholder consumption. Comfortable in dealing with and resolving ambiguity
Strong communication skills, highly analytical and well organized
Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
Excellent ability to work under own initiative and tight deadlines
Expert knowledge of financial planning concepts; including a broad knowledge of TIAA-CREF products
Professional designation strongly desired: CFP, CLU, ChFC, etc
Strong analytical skills with the proven ability to analyze business problems and make decisions
Excellent knowledge of internal operations, policies and procedures
Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
