Brenda Orr

Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

• Advise management on short-term and long-term financial objectives, policies, and actions.
• Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Prepare or direct preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies.
• Conduct or coordinate audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes.
• Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.
• Coordinate and direct the financial planning, budgeting, procurement, or investment activities of all or part of an organization.
• Receive cash and checks and make deposits.
• Conduct seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.
• Compute, withhold, and account for all payroll deductions.
• Perform tax planning work.
• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Answer clients' questions about the purposes and details of financial plans and strategies.
• Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.

• Texas Insurance License - 2023-2025
• Medicare- AHIP License - 2024
• FWA, AHIP - 2024

• Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
• Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.

I have written and directed 13 plays, I was awarded producer of the year by Warner-Amex Cable for my production of "A Sneak Preview of the Revelation." I was written up in the company newspaper and given an award by the Dallas City Council. I enjoyed working with and directing the cast of sixty-seven (67) cast members. I am honored to say that I served and ministered with Dr. Tony Evans. We performed the production of "SPOR" to many audiences filled to capacity. Poetry is my way of relaxing and liberating my thoughts. I have also been published in a collective anthology.

People I just love. I enjoy listening to them. Helping them find solutions to some of life's challenges, making plans for their future and death.

I love what I do. In the capacity of financial planner, I have had the privilege of serving generations.