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.
Overview
10
10
years of professional experience
Work History
Financial Advisor
University Of Maryland Global Campus
11.2024 - Current
Serve as the primary point of contact for students regarding financial aid, including tuition planning, loan options, grants, and scholarships.
Provide personalized financial guidance to help students understand their financial responsibilities and make informed decisions.
Interpret and explain federal, state, and institutional policies related to student funding and eligibility.
Assist students in completing FAFSA and other financial documentation to ensure accurate award processing and compliance.
Collaborate with academic advisors and enrollment teams to align financial plans with students' educational goals.
Utilize financial systems and databases to monitor accounts, troubleshoot issues, and resolve student concerns promptly.
Stay current on evolving financial aid regulations to deliver accurate and effective advising.
Financial Management Analyst
U.S. Army / Ft. Campbell, KY.
04.2018 - 02.2022
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 a budget plan for deployed Paying Agents; ensured that proper financial resources were available to members and their dependents
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 a financial perspective
Educated clients on financial planning, life insurance, and investing to motivate them to overcome objections in managing their finances
40 hrs. / Week Paid
Accountant Assistant
CarMax Auto Finance / Kennesaw, GA.
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 the 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
Accessed to management and built relationships with the leadership team and other associates outside of accounting; contributed to the goals that supported the Accounting initiatives
40 hrs. / Week Paid
Education
Bachelor of Business Administration - Finance
Austin Peay State University
05.2021
Master of Science - Financial Management
University of Maryland Global Campus
05-2025
Skills
Accounting/Finance principles and procedures
Microsoft Office Suite
Financial Planning Software (CRM)
Computer Systems
QuickBooks
Risk management
Investment advice
Analytical thinking
Critical thinking
Financial advising
Financial services
Investment portfolio management
Awards
Amour School Certificate / March 2020, Soldier of the Year / December 2019, Best Customer Service Award / May 2016, 100% Accuracy in Disbursing and Military Pay / January 2021
Regional Director at University of Maryland Global Campus, University of Maryland University College, UMUCRegional Director at University of Maryland Global Campus, University of Maryland University College, UMUC
Program and National Test Center Coordinator at University of Maryland Global CampusProgram and National Test Center Coordinator at University of Maryland Global Campus