Analyzed property tax assessments to ensure compliance with local regulations.
Prepared detailed reports on property valuations and tax implications for clients.
Conducted research on market trends to support valuation accuracy and strategic recommendations.
Collaborated with clients to gather necessary documentation for accurate tax filing processes.
Developed streamlined processes for data collection, enhancing efficiency in client service delivery.
Financial Operations Analyst
Cushman & Wakefield
08.2025 - 04.2026
Perform account reconciliations, variance analysis, and data validation to ensure financial reporting accuracy and process efficiency.
Support annual budgeting and forecasting cycles through data compilation, expense tracking, and variance explanations.
Generate monthly and quarterly financial reports and present insights to leadership and clients.
Partner with operational teams to identify cost optimization opportunities and implement improved financial workflows.
Contribute to continuous initiatives that enhance accuracy, timeliness, and transparency in financial operations.
Personal Banker
CommunityAmerica Credit Union
02.2025 - 08.2025
Built strong client relationships by providing personalized financial guidance and cross-selling banking products aligned with members’ goals.
Assisted members with loan applications and credit product education, ensuring informed decision-making.
Processed daily transactions, account openings, and service requests with a focus on accuracy and compliance.
Guided members through digital banking tools and online services to enhance accessibility and engagement.
Relationship Banker
Bank of America
05.2024 - 02.2025
Delivered exceptional customer service by identifying financial needs and offering tailored solutions to clients.
Processed check cashing, deposits, and account inquiries accurately and efficiently.
Managed account maintenance and guided clients through product applications and enrollments.
Maintained strict adherence to banking regulations, internal policies, and procedures.
Education
Bachelor of Science - Business Management
Northwest Missouri State University
Maryville, MO
12.2023
Skills
Microsoft Office
Reliability
Tax software proficiency
Property tax administration
State and local tax
Data analysis
ADDITIONAL INFORMATION
Policy Implementation and Enforcement: Developed and enforced risk management policies ensuring safety and compliance among fraternity members.
Leadership in Risk Management: Served as Vice President of Risk Management for the Inter-Fraternity Council, overseeing compliance and safety for approximately 800 members.
Skills and Languages: Experienced in financial management, advanced in Excel for data analysis and modeling, strong report writing and analytical skills, and intermediate proficiency in Spanish.