Direct support of service area managing $152 million in financial operations
Expertise in SAP Business Warehouse (SAP BW) and SAP Products, utilizing them for comprehensive financial analysis and reporting.
Proficient in forecasting methodologies, employing data-driven insights to optimize resource allocation and enhance operational efficiency.
Conduct in-depth financial modeling, delivering strategic recommendations to drive business performance and facilitate key decision-making processes.
Frontline Representative
Allstate
11.2021 - 06.2023
Demonstrated adaptability in handling various software systems, including Avaya Products, while efficiently managing customer interactions.
Excelled in metrics-driven environment, consistently achieving top performer status by meeting or exceeding key performance indicators (KPIs) such as average handle time, after call work, and transfer percentage.
Utilized analytical problem-solving skills to address customer concerns promptly and effectively, displaying a knack for data analysis and resolution in real-time situations.
Adapted swiftly to evolving situations, showcasing flexibility, and quick learning abilities while maintaining a high standard of service delivery.
Screener/Transporter
Atrium Health Wake Forest Baptist
08.2020 - 10.2021
Maintained a high standard of customer satisfaction as a Screener/Transporter, ensuring compliance with U.S. Health Insurance Portability and Accountability Act (HIPAA) regulations while facilitating patient interactions.
Played a pivotal role in implementing sterilization protocols and maintaining physical security measures, contributing to the safety and well-being of patients and staff during the critical period of the COVID-19 pandemic.
Adapted adeptly to a high-pressure environment, efficiently managing responsibilities while navigating the challenges of fully remote schooling, demonstrating exceptional time management and organizational skills.
Education
Bachelor of Science in Business Administration - Finance
University of North Carolina At Charlotte
Charlotte, NC
12.2023
Bachelor of Arts - Political Science
University of North Carolina At Charlotte
Charlotte, NC
12.2023
Skills
Communication Skills
Adaptability
Analytical Thinking
Attention to Detail
Time Management
Regulatory Compliance
Teamwork and Collaboration
Resilience
Extracurricular Activities
Chief Financial Officer, 08/2022 - 05/2023
Student Managed Investment Fund – Charlotte, NC
Led the Student Managed Investment Fund (SMIF) at UNC Charlotte's Belk College of Business, overseeing real investment portfolios and gaining hands-on experience in financial management and investment analysis.
Analyzed diverse assets, formulated investment strategies, and managed risk to construct and maintain a high-performing investment portfolio.
Executed strategic planning initiatives, honing skills in portfolio management and financial reporting, preparing for successful careers in business.
Mentor, 10/2022 - Current
Mentor Collective – Charlotte, NC
Act as a mentor for two fellow students, offering support and guidance across various aspects of their work/life balance, academic challenges, and personal matters.
Provide assistance and counsel to peers dealing with school-related issues, friendships, and family matters, fostering a supportive environment within the academic community.
Timeline
Financial Analyst
Allstate
06.2023 - Current
Frontline Representative
Allstate
11.2021 - 06.2023
Screener/Transporter
Atrium Health Wake Forest Baptist
08.2020 - 10.2021
Bachelor of Science in Business Administration - Finance