Brooke Lynn Savage
Los Angeles,CA
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills.
Overview
5
5
years of professional experience
Work History
Account Manager
Goodfriend And Jacobs
08.2023 - Current
- Streamlined financial reporting processes by implementing automated systems and software.
- Enhanced internal controls through regular audits and reviews, identifying areas for improvement.
- Reduced month-end closing time by optimizing reconciliation procedures and improving communication among team members.
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Developed customized financial reports for various stakeholders to support strategic decision-making processes.
- Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
- Developed strong relationships with external auditors to facilitate efficient audit process.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
Bookkeeper
Homes For Life Foundation
04.2023 - 08.2023
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled bank statememts and corrected issues with financial records.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
Financial Representative
Northwestern Mutual DTLA
06.2020 - 08.2023
- Work closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Meet with customers to assess needs, financial status and eligibility.
- Receive customer applications and followed up with clients to obtain missing information before submission.
- Review community and industry markets to increase number of clients and expand overall market share.
- Work with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Manage finances and overall business direction through solutions-oriented problem-solving.
- Create and implement business and marketing plans to drive growth.
- Discuss financial options with clients and provide informed suggestions.
Junior Accountant
Vaco
06.2021 - 05.2023
- Prepared journal entries and entered into system using Software.
- Assisted with preparation of monthly financial statements.
- Reconciled month-end totals for timely and accurate reporting of financial information.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Implemented and maintained internal controls and accounting procedures.
Supervisor of Customer Service
UCLA Store Ackerman
07.2021 - Current
- Oversee all other employees (floor replenishers and cashiers), assist them where needed, and deliver them daily tasks
- Priority is customer service and I also work as a cashier.
Customer Service Rep
08.2019 - 07.2021
- Priority was customer service
- I assisted all customers where needed as well as served as a cashier
- I replenished the floor when needed with merchandise from stockrooms as well as took inventory.
Director of Event Planning
UCLA BBSA
03.2020 - 12.2023
- My job was to make sure that all of our events were kept organized in our Google calendar
- I also assisted in our social media marketing where I would post upcoming events to our Instagram.
Education
Bachelor Of Science - Business Economics
University of California
Los Angeles, CA06.2023
Skills
- Financial Management
- Timing Optimization
- Database Management
- Comparative Analysis
- Financial Statements Expertise
- Client Financial Status Assessment
- Sales and Marketing
- Budgetary Planning
Timeline
Account Manager
Goodfriend And Jacobs
08.2023 - Current
Bookkeeper
Homes For Life Foundation
04.2023 - 08.2023
Supervisor of Customer Service
UCLA Store Ackerman
07.2021 - Current
Junior Accountant
Vaco
06.2021 - 05.2023
Financial Representative
Northwestern Mutual DTLA
06.2020 - 08.2023
Director of Event Planning
UCLA BBSA
03.2020 - 12.2023
Customer Service Rep
08.2019 - 07.2021
Bachelor Of Science - Business Economics
University of California
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