Summary
Overview
Work History
Education
Skills
Certification
Websites
Affiliations
Additional Experience
Timeline
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Carrie Mikell

Carrie Mikell

Lehi,UT

Summary

Client-focused professional with expertise in finance and business operations. Proven ability to enhance customer engagement and optimize financial systems. Track record of delivering precise reports that improve efficiency and reduce costs. Recognized for effective cross-functional collaboration and strong problem-solving skills.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Member Experience Specialist

Investortek
Remote, UT
12.2024 - Current
  • Facilitated onboarding processes for new members to boost engagement levels.
  • Analyzed member feedback to pinpoint service improvement opportunities.
  • Assisted implementation of new technology tools to enhance member interactions.
  • Delivered exceptional customer service to address inquiries and resolve issues promptly.
  • Collaborated with internal teams to ensure smooth operations and seamless member experiences.

Director of Finance

Mt Mamas 501 (c) (3)
Lehi, UT
04.2021 - Current
  • Spearhead creation of financial reports, including balance sheets and cash flow statements, delivering key insights to the board.
  • Maintain detailed records of all financial transactions to ensure compliance with non-profit regulations.
  • Manage the overall operations budget, resulting in enhanced financial efficiency and stability for the organization..

Independent Financial Consultant

BrightAdvisors
Lehi, UT
08.2023 - 09.2024
  • Analyzed financial data to identify trends and deliver actionable recommendations.
  • Developed comprehensive financial plans aligned with client objectives and goals.
  • Educated clients on market conditions and investment opportunities via engaging presentations.
  • Managed client portfolios, ensuring compliance with industry regulations and standards.

Financial Consultant

Yield Financial Advisors
Lehi, UT
01.2022 - 03.2023
  • Provided in-depth financial analysis to clients, utilizing data-driven strategies to optimize tax planning, retirement investment, and estate management
  • Conducted detailed risk assessments and portfolio evaluations, helping clients make informed decisions through data analysis and financial forecasting.
  • Analyzed client financial statements and market trends to recommend personalized financial solutions.

Financial Consultant

Managed Wealth Financial
Salt Lake City, UT
11.2020 - 12.2021
  • Provided in-depth financial analysis to clients, utilizing data-driven strategies to optimize tax planning, retirement investment, and estate management
  • Conducted detailed risk assessments and portfolio evaluations, helping clients make informed decisions through data analysis and financial forecasting.
  • Analyzed client financial statements and market trends to recommend personalized financial solutions.

QA Team Manager

Slingshot
Orem, UT
05.2018 - 12.2019
  • Analyzed quality assurance data to identify trends and areas for improvement, facilitating the development of strategic initiatives to enhance service quality
  • Utilized advanced Excel functions, including VLookup and Pivot Tables, to create comprehensive reports for upper management that highlighted performance metrics and quality trends
  • Collaborated with cross-functional teams to implement process improvements based on data analysis, resulting in enhanced productivity and reduced error rates
  • Presented detailed analytical reports to management, translating data into actionable insights to drive decision-making and operational efficiency

Financial Consultant

Consultus, LLC
St George, UT
01.2011 - 04.2017
  • Provided high-net-worth clients with detailed financial analysis, utilizing data-driven insights to develop personalized investment strategies, retirement plans, and wealth management solutions.
  • Managed portfolios exceeding $1M by leveraging quantitative analysis to track performance, assess risk, and optimize returns.
  • Regularly conducted in-depth financial reviews, including scenario analyses and stress testing, to forecast long-term financial outcomes and align strategies with clients' financial goals.
  • Delivered financial reports and data visualizations to clients, enhancing transparency and supporting more informed decision-making.

Education

Bachelor of Science - Business Administration with an Emphasis in Finance

Brigham Young University
Provo, UT
05.2011

Skills

  • Budgeting and cost management
  • Data analysis
  • Customer service
  • Microsoft Excel
  • Project management
  • Effective communication
  • Problem solving
  • CRM software proficiency
  • Complaint resolution
  • Financial transactions
  • Member onboarding

Certification

  • Chartered Financial Consultant (ChFC)

Affiliations

  • Traveled to 40 countries, developing global awareness and cultural adaptability
  • Enjoy outdoor adventure sports like canyoneering and mountain biking
  • Devoted mother and wife balancing family and professional life

Additional Experience

  • HELP International – Business Intern
    Lugazi, Uganda | Summer 2010
    Led small business initiatives in mushroom and chicken farming; trained local entrepreneurs; conducted feasibility studies on income-generating projects in developing economies.
  • Agro-On Thailand – Business Intern
    Bangkok, Thailand | Summer 2011
    Facilitated partnerships with U.S. food vendors; developed and presented a cost-benefit analysis to streamline international logistics and improve profit margins.

Timeline

Member Experience Specialist

Investortek
12.2024 - Current

Independent Financial Consultant

BrightAdvisors
08.2023 - 09.2024

Financial Consultant

Yield Financial Advisors
01.2022 - 03.2023

Director of Finance

Mt Mamas 501 (c) (3)
04.2021 - Current

Financial Consultant

Managed Wealth Financial
11.2020 - 12.2021

QA Team Manager

Slingshot
05.2018 - 12.2019

Financial Consultant

Consultus, LLC
01.2011 - 04.2017

Bachelor of Science - Business Administration with an Emphasis in Finance

Brigham Young University

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