Carley Laine
Miami
Summary
Analytical and resourceful Financial Specialist with expertise in helping clients identify and achieve financial goals. Supports financial management of customer work requests and reviews reports for accuracy. Leverages budget tools to collect financial data, manage funds, calculate profitability and track required metrics to perform accurate forecasting and modeling.
Overview
1
1
year of professional experience
4
4
years of post-secondary education
Work History
Financial Specialist
Park Business capital
Miami
03.2025 - 03.2026
- Financial Specialist with sales expertise, combining data-driven analysis with strong client engagement skills to increase revenue and deliver customized financial solutions
- Analyzed financial data to support investment decisions and client recommendations.
- Offered financial input to prepare and implement plans and processes for risk, financial and management controls.
- Developed tools for tracking key performance indicators for the organization's finances.
sales associate
AT&T Wireless
Miami
12.2024 - 02.2025
- Friendly and results-driven Sales Associate with experience in retail for AT&T and customer service. Proven ability to increase sales, build customer relationships, and maintain store presentation. Strong communication skills with a focus on delivering excellent customer experienc
- Assisted customers with product selection and service inquiries.
- Handled customer complaints professionally and resolved issues promptly.
- Collaborated with team members to achieve sales goals.
- Educated customers about service plans and promotions available.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
Education
Bachelor of Business Administration -
Florida State University
Tallahassee, FL 08.2020 - 04.2024
Skills
- Ability to assess a client’s financial situation
- Identify how much coverage they actually need
- Match the right policy to their goals (not overselling)
- Asking for the sale naturally and confidently
- Helping clients make decisions without pressure
- Moving from conversation → signed application
Languages
French
Limited
Timeline
Financial Specialist
Park Business capital
03.2025 - 03.2026
sales associate
AT&T Wireless
12.2024 - 02.2025
Bachelor of Business Administration -
Florida State University
08.2020 - 04.2024