Disciplined exception based reporting analyst pursuing opportunity to further analytical skills and experience. Accomplished at performing quantitative data analysis. Excellent report drafting and monthly statement analysis talents. Adaptive and hardworking. Eager to listen, learn and support stakeholders.
Overview
12
12
years of professional experience
Work History
Asset Protection Analyst
Dollar Tree
06.2023 - Current
Analyzed complex datasets to identify trends and inform strategic decision-making processes.
Developed comprehensive reports to support executive-level presentations and business initiatives.
Collaborated with cross-functional teams to streamline operational workflows and enhance productivity.
Implemented data visualization tools to improve clarity and accessibility of analytical insights.
Generated reports detailing findings and recommendations.
Personal Financial Representative Intern
Northwestern Mutual
05.2021 - 10.2021
Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
Generated financial analysis reports and financial management proposals.
Advised clients on portfolio allocation and various investment types.
Discussed financial options with clients and provided informed suggestions.
Sold life insurance, retirement instruments and investments.
Gathered customer information and maintained in CRM database.
Math Instructor
Mathnasium Learning Center
12.2016 - 05.2021
Prepared high-quality lessons to teach students step-by-step problem-solving methods.
Taught up to four students per hour how to set up and solve arithmetical, algebraic, geometric, statistical or differential math problems.
Documented and communicated student progress on course goals to identify areas in need of improvement.
Initiated communication with students to address learning concerns and offer additional guidance for independent study.
Maintained lesson flexibility to adapt to student progress and information retention.
Helped students make good decisions about course choices for educational and vocational goals.
Addressed systematic issues with math curriculum by collaborating with colleagues.
Personal Care Attendant
Public Partnerships
01.2014 - 12.2016
Provided assistance in daily living activities by dressing, grooming, bathing and toileting patients.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Entertained, conversed and read aloud to keep patients mentally alert.
Assisted patients with personal requirements for housekeeping and grooming assistance.
Education
Bachelor of Science - Personal Financial Planning
Old Dominion University
Norfolk, VA
05.2023
Skills
Microsoft Office
Power BI
SQL query writing
Data research and validation
Data visualization tools
Client Service and Assistance
Awards
Excellence in Alert Management awarded by Agilence