Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Languages
Timeline
Awards
Generic

Andres Feliz

Arlington,TX

Summary

Highly motivated worker and practice manager who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management and team-building skills. Highly motivated to leverage 14 years of experience and achievements in operations and personal management. Expertise in improving efficiency, resolving problems, and providing exceptional leadership. Personnel management adviser versed in cross-functional leadership, management and team building. Strong supervisory and communication skills.

Financial analyst with strong track record in financial forecasting, budgeting, and data analysis. Proven ability to deliver actionable insights and drive financial performance through collaboration and adaptability. Equipped with expertise in financial modeling, strategic planning, and risk management. Known for reliable performance and ability to thrive in dynamic environments.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst II

Bank of America
06.2022 - Current


  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
  • Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
  • Reviewed statistical information to determine financial trends for use in investment planning.
  • Help determine weather wire and or zelle transactions are fraudulent, real, were made by customer, the account has been hacked and or scammed.

401K Planning

Fedelity Investments
04.2017 - 09.2019
  • Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
  • Facilitated training sessions for new hires, ensuring proper understanding of company policies and procedures related to 401K administration.
  • Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
  • Improved accuracy of financial reporting by diligently monitoring transactions and reconciling discrepancies in a timely manner.

Customer Service Representative

TD Ameritrade Inc.
11.2017 - 02.2018
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.

Dental Clinic Non-Commissioned Officer in Charge

United States Army
10.1998 - 06.2013
  • Effective decision-maker in high-pressure environments.
  • Determined elevation and grid azimuths with maps and map overlays.
  • Trained and instructed subordinates.
  • Supported units on dental readiness training.
  • Completed multiple fire prevention safety training.
  • Security Response Team/ Outdoor detail at AT&T Stadium March 2014 to Present (Work on game days and special events at AT&T Stadium and around the DFW area.
  • Assistant Manager Einstein Bagels December 2014 to April 2015
  • Print Shop Clerk and Cashier Office Depot from June 2015 October 2015
  • Papa John's Cashier and Driver from Jan 8th 2017 to Oct 25th 2017
  • TD Ameritrade Customer Service Representative Nov 6th 2017 to Feb 23rd 2018
  • GM Financial Customer Service Associate Feb 26th to Apr 27th 2018
  • Fidelity Investments Financial Associate I April 30th 2018 to 1 Sep 2019
  • Fraud Analyst, Fraud Service Bank of America 18 Oct 2019 to 15 Nov 2021
  • Relationship Banker 15 Nov 2021 to 27 Jun 2022
  • Senior Fraud Analyst II 27 Jun 2022-Present

Education

Bachelor of Business Administration - Management

University of Texas in Arlington
Arlington, TX
09.2016

Skills

  • Accurate forecasting
  • Fluent in Spanish Novice in Korean and Italian
  • Budgeting
  • Quality management
  • Conflict resolution
  • Secret security clearance
  • Deadline-driven
  • Strategic planning
  • Effective time manager
  • Strong attention to detail
  • Excellent team-builder
  • Supply chain operations
  • Exceptionally organized
  • Tactical-level analysis
  • Financial reporting
  • Exercises good judgment
  • Kana e-mail trained
  • Financial modeling
  • Debt financing
  • Budget forecasting
  • Data collection & research
  • MS office suite

Accomplishments

  • Mastered 8 hours of Lean Six Sigma Yellow Belt Team Training
  • Personally responsible for over $500,000 of command equipment with no deficiencies, losses or damages
  • Maintained 100% accountability of a large section of equipment worth over $200,000 during multiple overseas deployments.

Certification

Lean Six Sigma (Green Belt)

Languages

Spanish
Native or Bilingual

Timeline

Senior Financial Analyst II

Bank of America
06.2022 - Current

Customer Service Representative

TD Ameritrade Inc.
11.2017 - 02.2018

401K Planning

Fedelity Investments
04.2017 - 09.2019

Dental Clinic Non-Commissioned Officer in Charge

United States Army
10.1998 - 06.2013

Bachelor of Business Administration - Management

University of Texas in Arlington

Awards

Recipient of the Army Commendation Medal in 2002,2006,2010,2013, Awarded the Army Achievement Medal in 2005,2006,2008,2009, Recipient of the Global War on Terrorism Service Medal, Expanded multi-lateral relations with the United States and South Korea to strengthen security and partnership., Associate Core Education (Nov 22nd, 2017), Customer Service Performance Award (March 2019) Fidelity Investments, Nominated for Employee of 1st Quarter 2021(Bank of America), Overtime Achievement Award (Bank of America), Fraud Buster Award (Numerous times) (Bank of America), Passed Banks of America Spanish language Proficiency test in order to conduct business with Spanish speaking customers of Bank of America., Over Five years of experience in Retail and DCD Fraud, Trained in Wire, Zelle and Billpay Fraud as a Senior Fraud Analyst II, Trained numerous new associates on how to do work complicated systems of Synergy, Flash and how to properly take inbound and outbound calls.

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