Allison Wojahn
Oshkosh
Summary
Dynamic Financial Specialist with a proven track record at UW Credit Union, excelling in cash flow management and strategic financial planning. Recognized for enhancing team productivity through effective collaboration and critical thinking. Adept at providing insightful financial analysis, driving process improvements, and fostering strong client relationships to achieve organizational goals.
Experienced with financial analysis and strategic planning. Utilizes financial reporting to inform decision-making and improve performance. Track record of enhancing cost control and budget management.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
5
5
years of professional experience
Work History
Financial Specialist
UW Credit Union
04.2024 - Current
- Assisted in processing financial transactions and maintaining accurate records.
- Supported budgeting activities by collecting data and organizing relevant documentation.
- Engaged in account reconciliation to ensure accuracy of financial statements.
- Collaborated with team members to facilitate timely reporting of financial results.
- Learned financial software tools to enhance efficiency in data entry and analysis.
- Provided administrative support for audits, preparing necessary paperwork and documentation.
- Contributed to the development of process improvements for expense tracking procedures.
- Adapted quickly to new software systems, enhancing overall team productivity and workflow efficiency.
- Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership.
- Collaborated with cross-functional teams to develop strategic plans aligned with overall company objectives.
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Reduced operational costs through effective budget management and identification of cost-saving opportunities.
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Managed risk exposure by closely monitoring market trends, credit ratings, economic indicators, and portfolio performance metrics.
- Coordinated annual budgeting process across all business units while ensuring alignment with corporate strategic priorities.
- Supported new product/service launches by conducting thorough financial analyses and providing strategic recommendations for pricing, profitability, and market entry strategies.
- Prepared detailed financial forecasts to support strategic planning and decision-making processes.
- Assisted clients with budgeting and cash flow management.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Helped clients make informed decisions about financial future.
- Monitored and updated financial plans to comply with client goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Educated clients on financial topics and best practices.
Administrative Assistant
Anchor Communities Ll
11.2022 - 03.2024
- Managed calendar scheduling and coordinated meetings for executives, optimizing time management.
- Developed and maintained filing systems to ensure quick access to essential documents.
- Streamlined communication between departments, enhancing collaboration and information flow.
- Assisted in preparing reports and presentations, ensuring accuracy and attention to detail.
- Trained new administrative staff on processes and tools, fostering a supportive work environment.
- Organized company events and meetings, overseeing logistics for seamless execution.
- Maintained inventory of office supplies, facilitating cost-effective purchasing decisions.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Optimized calendar management for executives by scheduling appointments strategically while considering priorities and minimizing conflicts.
- Facilitated collaboration within team by organizing regular meetings and tracking project progress.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Maintained inventory of office supplies and placed orders.
- Monitored office supplies inventory, ensuring availability of essential items without overstocking.
- Conducted research for project proposals, compiling information that supported winning bids.
- Coordinated travel arrangements for staff, ensuring cost-effective and timely accommodations and transportation.
- Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
- Contributed to policy updates, researching regulations to ensure company compliance.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Established administrative work procedures to track staff's daily tasks.
Sales Associate
Victra Verizon
01.2021 - 11.2022
- Assisted customers in product selection and provided knowledgeable recommendations.
- Maintained inventory accuracy through regular stock checks and organization.
- Processed transactions efficiently using point-of-sale systems.
- Collaborated with team members to enhance customer service quality.
- Handled customer inquiries and resolved issues promptly to ensure satisfaction.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Solved customer challenges by offering relevant products and services.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Educated clients on current promotional offerings and products using persuasive selling tactics.
- Engaged with customers to effectively build rapport and lasting relationships.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Minimized wait times for customers during peak hours, maintaining a high level of customer satisfaction.
- Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
- Developed new client relationships by actively engaging with potential customers and highlighting the benefits of our product offerings.
- Managed efficient cash register operations.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Used in-store system to locate inventory and place special orders for customers.
- Prioritized helping customers over completing other routine tasks in store.
- Performed cash, card, and check transactions to complete customer purchases.
Education
High School Diploma -
Ripon High School
Ripon, WISkills
- Cash flow management
- Credit analysis
- Financial auditing
- Financial services
- Audits
- Product sales
- Strategic financial planning
- Salesforce
- Cold calling
- Financial product sales
- Life insurance
- Debt management
- Service upselling
- Investments
- Referrals management
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Honest and dependable
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Relationship building
- Microsoft Excel
- Self motivation
- Sales skills
- Financial goal planning
- Client relations
- Conflict resolution
- Know your customer
- Goal setting
- Risk assessment
- Professionalism
- Financial budgeting
- Adaptability
- Time management abilities
- Written communication
- Mutual funds
- Financial reporting
- Professional demeanor
- Problem-solving aptitude
- Budget planning
- Market research
- Negotiation
Timeline
Financial Specialist
UW Credit Union
04.2024 - Current
Administrative Assistant
Anchor Communities Ll
11.2022 - 03.2024
Sales Associate
Victra Verizon
01.2021 - 11.2022
High School Diploma -
Ripon High School
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