Alyssa Martinez
Milwaukee,WI
Summary
Organized and dependable candidate successful at managing multiple priorities. Willingness to take on added responsibilities to meet team goals. Savvy Financial Specialist helping clients identify and achieve financial wellness by having a well understanding of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Specialist
UW CREDIT UNION
01.2023 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Helped clients make informed decisions about financial future.
- Assisted clients with budgeting and cash flow management.
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
Operations Manager
LOVE'S TRAVEL STOP
07.2021 - 12.2022
- Supervised each operations staff and kept employees compliant with company policies and procedures.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Assistant manager
GPM INVESTMENTS LLC
07.2018 - 07.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
Education
DIPLOMA -
WEST ALLIS CENTRAL HIGH SCHOOL
Milwaukee, WI06.2018
Skills
- Profit and Loss Statements/ Monthly Close Reporting
- Financial Management
- Business Planning
- Financial Services
- Service Upselling
- LoansPQ, Microsoft Outlook and Teams, True Checks, Card Wizard
Certification
- Wisconsin Insurance License 22-12
- Certified Notary
- Alcohol License
- Certified Class A/B Operator / Class C Operator
- NMLS Certified
Timeline
Financial Specialist
UW CREDIT UNION
01.2023 - Current
Operations Manager
LOVE'S TRAVEL STOP
07.2021 - 12.2022
Assistant manager
GPM INVESTMENTS LLC
07.2018 - 07.2021
DIPLOMA -
WEST ALLIS CENTRAL HIGH SCHOOL