Audace Fundu
Arlington,TX
Summary
Analyst with understanding of financial statements, accounting procedures, reporting and variance analyses. A professional with well-rounded academic backgrounds and communication skills
Dedicated professional eager to create and implement successful strategies to improve organizational efficiency. Adept at utilizing data analysis to provide insights into ansset management. Strong communication and interpersonal skills and committed to pursuing best practices related to employee development and retention.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Onboarding Coordinator
Fisher Investment
01.2024 - Current
- Communicate with high net worth clients and our partner firms in the US and overseas
- Work with Investment Counselors to fulfill operational requests from clients
- Help onboard new clients by establishing new accounts and resolving documentation and transfer issues
- Provide long-term account maintenance for existing clients
- Work with your Client Services colleagues in the US to help our high net worth clients.
- Directly improve our customers' experience by managing all operational aspects of the relationship.
- Work with multiple internal departments ranking from portfolio management to sales.
- Report directly to your Team Leader who coaches you and supports your development.
Client Analyst
Coleman Research
02.2022 - 12.2023
- Company Overview: Remote
- Identified and mitigated Business Risks.
- Achieved high KPI while excelling in the understanding and application of Data Analytics tools (such as Excel, Tableau, Access) to compute graphics and read financial statements.
- Provided B2B Customer Support.
- Remote
Marketing Supervisor
DialGuide
08.2021 - 10.2022
- Optimized business performance by managing key initiatives and was responsible for designing marketing plans of the company and implementing them after brainstorming with the rest of the team.
- Coordinated customer events.
- Created and improved materials for marketing and branding strategies.
Customer Representative
Fidelity Investments
05.2021 - 09.2021
- Managed customer' accounts.
- Supported customers by providing helpful information, answering questions, and responding to complaints.
- Helped ensure that customers are satisfied with products, services, and features.
Retailer
Follet Corporation
06.2019 - 06.2021
- Responsible for assisting students with finding books, answering questions, shipping books if needed, offering directions, pulling orders for students and being a cashier.
- Overall offering customer support and care while representing the company.
Cashier
Compass Group, Xavier University
09.2017 - 06.2019
- Responsible for assisting students with finding books, answering questions, shipping books if needed, offering directions, pulling orders for students and being a cashier.
- Helped customers find specific products, answered questions, and offered product advice.
- Worked closely with front-end staff to assist customers.
Education
BBA - Information System And Entrepreneurship Business
Xavier University
Cincinnati, OH12.2021
Skills
- Salesforce /CRM solutions
- SAP Business Analytics
- Excellent leadership and Communication Skills
- Customer Relationship Management
- Data Analytics/Financial Analyses
- Asset management
Accomplishments
Deans list throughout college
Multiple grants awarded throughout college
International student scholarship at Xavier University
Certification
Certified in:
-SQL
-Tableau
-PowerBi
-Coursera: basics of Cybersecurity
Languages
English
Full Professional
French
Native or Bilingual
German
Limited Working
Timeline
Onboarding Coordinator
Fisher Investment
01.2024 - Current
Client Analyst
Coleman Research
02.2022 - 12.2023
Marketing Supervisor
DialGuide
08.2021 - 10.2022
Customer Representative
Fidelity Investments
05.2021 - 09.2021
Retailer
Follet Corporation
06.2019 - 06.2021
Cashier
Compass Group, Xavier University
09.2017 - 06.2019
BBA - Information System And Entrepreneurship Business
Xavier University
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