Alicia LaLone
Charlotte,NC
Summary
Knowledgeable Finance Analyst bringing many years of experience identifying and mitigating risks, enhancing business decisions and locating opportunities. Well-versed in completing complex analysis to develop and improve operational processes aligned with business goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
Work History
Store Manager
Paper Source
11.2011 - 01.2023
- Prepared and submitted reports and monthly financial statements.
- Compiled and coordinated financial data for analysis and reconciliation.
- Measured actual performance against operating plan and interpreted results for all levels of management.
- Collected data from other divisions to support quarterly forecasts.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Assisted with hiring, training and mentoring new staff members.
- Approved regular payroll submissions for employees.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
Executive Founder | Owner
Wedding Row Charlotte
01.2008 - 12.2019
- Identified business development challenges and customer concerns for proactive resolution.
- Defined company roles and responsibilities to establish and enhance processes.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Executed advertisements, promotions and branding campaigns to attract new clients.
- Posted and promoted articles on social media platforms to engage target audience.
- Wrote and created content for various topics and mediums.
- Developed and maintained editorial standards for content.
GCIB Financial Support Analyst
Bank Of America
08.2005 - 11.2008
- Provided a high level of reporting support for GCIB LOB's as well as GCIB Finance Management team.
- Responsible for daily, monthly, quarterly and annual reporting and analysis on Balance Sheet and expense tracking.
- Planned all group meeting training and planning sessions for the team.
- Identified clear connections between policies and business results to eliminate or reduce confusion achieve month-end and quarter end goals.
Senior Investigative Analyst- Foreign Exchange
Wachovia Securities
04.2004 - 08.2005
- Managed the FX London Investigations team
- Assisted in training team members with up to date risk management, all AML and Due Diligence procedures
- Provided a high level of customer service to both internal and external customers
- Direct support for London FX trading team
- Timely and accurately investigate international wires transfer cases on behalf of clients.
- Creates communication to banks and clients via swift messaging, emails, phone, and letter processing.
- Handle clients queries based on claim and provide resolution within stipulated time frame.
- Process amendment request on outgoing wire transfers.
- Process wire transfer returned due to errors.
- Accurately create new claims and inputting all necessary information.
- Performing necessary actions within SLA guidelines.
- Escalate clients claim to appropriate team via emails and phone communication.
- Creating case summary on each claim made by client or bank.
- Displayed strong international communication skills.
- Certified in the PATRIOT Act
- AML, BSA, KYC, OFAC and BSA compliance and financial regulation background
Foreign Exchange Investigative Analyst
Wachovia Securities
06.1998 - 03.2004
- Performed investigations and analysis on FX payments
- Provided a high level of customer service to customer base, ensuring prompt resolution for all issues and allowing prompt payment flow.
- Reviewed and processed all wire transfer returned due to errors.
- Accurately create new claims and inputting all necessary information.
- Performing necessary actions within SLA guidelines.
- Escalated client claim to appropriate team via all communication guidelines
- Created detailed case summary on each claim made by client or bank.
- Display Strong multi-pronged communication skills to escalate all issues through the right chain of command to resolve cases diligently.
- Certified in the PATRIOT Act
- AML, BSA, KYC, OFAC and BSA compliance and financial regulation background
Education
Bachelor of Science - Business Economics
Winthrop University
Rock Hill, SCAssociate of Arts - Hospitality Administration And Management
University of North Carolina At Charlotte
Charlotte, NCSkills
- Process Optimization
- Analytical research & adept problem solving skills
- Excellent written and verbal communication skills
- Experienced with Microsoft Office Suite
- Variance Resolutions
- Financial and Operational Reporting
- Excellent Attention to Detail
- Reporting Proficiency
- Customer Relationship Management
- Operations Management
- Risk Management
- Transactional wire proficiency
Timeline
Store Manager
Paper Source
11.2011 - 01.2023
Executive Founder | Owner
Wedding Row Charlotte
01.2008 - 12.2019
GCIB Financial Support Analyst
Bank Of America
08.2005 - 11.2008
Senior Investigative Analyst- Foreign Exchange
Wachovia Securities
04.2004 - 08.2005
Foreign Exchange Investigative Analyst
Wachovia Securities
06.1998 - 03.2004
Bachelor of Science - Business Economics
Winthrop University
Associate of Arts - Hospitality Administration And Management
University of North Carolina At Charlotte