Amber Gamble
Washington,DC
Summary
Knowledgeable Analyst Intern prepares models, forecasts trends and gives presentations. Detailed in data analysis and reporting for audits, trend determination and financial planning.
Overview
8
8
years of professional experience
Work History
Financial Planning
Synergy Financial
12.2022 - 12.2023
- Developed personalized, strategic, financial plans for clients depending on their current financial situation.
- Conducted thorough analysis of financial statements to identify discrepancies and suggest improvements.
- Structured financial plans maximizing returns, tax efficiency, and liquidity needs for over 100+ clients.
- Created individualized & personalized financial plans for each client pertaining to their exact objectives.
- Assessed customers financial needs and goals based on probing questions and through building client rapport.
- Provided administrative support for demanding team of financial advisors; communicated insights and offered helpful suggestions to help improve the overall team concept.
- Demonstrated high level of initiative and creativity while tackling difficult tasks.
- Resolved problems, improved operations and provided exceptional service.
- Demonstrated leadership skills in managing projects from concept to completion.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Delivered services to customer locations within specific timeframes.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
Financial Management Analyst
U.S. Army
04.2018 - 02.2021
- Experience in forecasting, analysis, budgeting, and reporting on matters relating to standard financial matters; assisted with over 100,000+ soldiers finance accounts with 100% accuracy.
- Disbursed over 10 million dollars among soldiers and Government contractors within my organization.
- Created budget plan for deployed Paying Agents
- Strong computer skills in Excel, Access, and PowerPoint; proficient in accounting and auditing Government accounting and budgeting systems
- Maintained, processed, and troubleshot computer systems and operations for functionality.
- Maintained, prepared data, financial reports and trips vouchers for personnel to ensure readiness from financial perspective.
- Educated clients on financial planning, life insurance, and investing to motivate them to overcome objections in managing their finances.
- Supported senior management with strategic planning initiatives through detailed financial analysis and insightful recommendations.
- Assisted in development of strategic financial plans, resulting in improved long-term financial stability.
- Improved month-end close process by identifying inefficiencies and implementing solutions that reduced time spent on manual tasks.
Accountant Assistant
Carmax Auto Finance
08.2015 - 03.2018
- Performed basic accounting functions including keying, matching, and correcting vouchers, issuing payment cancellations, researching and resolving debit balance collections, and preparing general ledger journal vouchers monthly; handled all accounts throughout store.
- Provided customer service support to internal and external customers; assisted with payment updates and issued resolutions.
- Processed invoices for payment that were related to parts and sublet; reviewed supporting documents and approvals against payment request and/or receiving; reviewed control group registers.
- Developed strong analytical, accounting, and interpersonal communications skills.
- Promoted within five months of employment due to top performance in key metrics.
- Review deliverables and prepare for stakeholder and sponsor reviews; consistently produced 300+ reports with no loss of data integrity.
- Supervised accounting staff to provide feedback and evaluate progress.
- Composed business correspondence and official documents to assist accounting staff.
- Collaborated with accounting team members to complete projects efficiently and meet deadlines consistently.
Education
Bachelor of Business Administration in Finance -
Austin Peay State University
Clarksville, TN05.2021
Skills
- Accounting/Finance principles and procedures
- Microsoft Office Suite
- Financial Planning Software (CRM)
- Computer Systems
- Skillful in QuickBooks
Clearance
Secret
Summary Profile
Exceptionally detailed, well-organized professional with dynamic management experience in Financial Planning. Highly analytical and proficient in the Finance field and able to manage matters related to revenue growth, cost reduction, and strategic financial decision-making. Demonstrates an in-depth ability to analyze and interpret gathered information by utilizing data and statistical analysis. Possesses well developed interpersonal and communication skills with the ability to work effectively with people from diverse, professional and cultural backgrounds.
Awards
- Amour School Certificate - 03/2020
- Soldier of the Year - 12/2019
- Best Customer Service Award - 05/2016
- 100% Accuracy in Disbursing and Military Pay - 01/2021
Timeline
Financial Planning
Synergy Financial
12.2022 - 12.2023
Financial Management Analyst
U.S. Army
04.2018 - 02.2021
Accountant Assistant
Carmax Auto Finance
08.2015 - 03.2018
Bachelor of Business Administration in Finance -
Austin Peay State University
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