Tableau
Benjamin Hoskins
Florissant,MO
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
4
4
Certifications
Work History
Licensed Financial Services Analyst
Edward Jones
St. Louis, MO
07.2018 - Current
- Provide financial expertise, financial planning, reporting and analysis to branch and/or department, and coordinating/communicating with stakeholders.
- Analyze financial data and provide forecasting support and data visualizations.
- Presented reports to Financial Advisers and clients, while providing recommendations on improving results.
- Address escalated issues, requiring in depth analysis/research, interacting with appropriate areas of the firm and/or outside resources, and interface with branch personnel for satisfactory resolution on a continual basis
- Effectively serve as a subject matter expert, sharing knowledge, ideas, and solutions and the ability to efficiently identify areas for process improvements, accessing resources to implement changes
- 99% Satisfaction score from branches.
Equity Trader
TD Ameritrade
St. Louis, MO
10.2017 - 07.2018
- Achieved top 2% ranking in company in service, and top 2% position in overall Key Performance Indicators (KPIs)
- Completed requirements for Series 7 and 63 licenses.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Claims Specialist
American Family Insurance
St. Louis, MO
02.2016 - 07.2017
- Provided full service to clients in relation to personal property insurance claims including navigation through provisions of policies, methods for retrieving and towing vehicles, rental car assistance, recommending facilities for repairs, and other related issues
- Conducted full claim investigations and reported updates and legal actions.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques to team members.
- Utilized appropriate cost containment techniques to reduce overall claim costs.
Senior Payment Processor
Parallon
St. Louis, MO
08.2015 - 02.2016
- Attained technical, quality reviews, and process flow documentation for all scheduled reports, and properly assisted in master file maintenance as required
- Promoted to the Senior Payment Processor due to posting 100% of payments with zero errors.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
Escalations and Communications Auditor
Macy's Credit and Customer Service
St. Louis, MO
10.2011 - 07.2015
- Created pilot program, “Escalation Pilot” for Macy’s Omni Channel which allowed Senior Associates to directly take escalated calls which reduced Supervisor calls by 70%.
- Collaborated with store leaders in design of a spreadsheet, including tracking numbers for shipments, editable by store personnel, that reduced call volume to stores by 55%
- Used spreadsheets to present data visualizations and provide recommendations to stakeholders. My recommendations caused a 11% increase in quality scores.
- Recognized for exceptional performance with receipt of Annual Make Magic Award and Make Magic Now Award in 2012, 2013, and 2014
Education
Bachelor of Science degree - Business Administration
University of Missouri - St Louis
St Louis, MO 01.2018 - 12.2021
Associates Degree -
Saint Louis Community College
01.2015 - 07.2017
Skills
Risk management
Advanced financial analysis
Strategic financial planning
Industry analysis experience
Financial and operational reporting
Data Collection & Research
Developing solutions
Project Management
Analytical and Critical Thinking
Excellent Communication
Decision Making
Software
Excel
SQL
R Language
Microsoft Office
Certification
Series 7
Interests
Travel
Development
Mentoring
Community Service
Timeline
Google Data Analytics Certification
02-2022
Excel Essential
12-2021
Licensed Financial Services Analyst
Edward Jones
07.2018 - Current
Bachelor of Science degree - Business Administration
University of Missouri - St Louis
01.2018 - 12.2021
Series 7
11-2017
Series 63
11-2017
Equity Trader
TD Ameritrade
10.2017 - 07.2018
Claims Specialist
American Family Insurance
02.2016 - 07.2017
Senior Payment Processor
Parallon
08.2015 - 02.2016
Associates Degree -
Saint Louis Community College
01.2015 - 07.2017
Escalations and Communications Auditor
Macy's Credit and Customer Service
10.2011 - 07.2015