Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Fostering Hope (Volunteer)
Timeline
Generic
Chelsea McKinney

Chelsea McKinney

Clever,MO

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

12
12
years of professional experience
1
1
Certification

Work History

IRA Specialist

Vantage IRA's
03.2024 - Current
  • Enhanced client satisfaction by providing efficient and accurate IRA services.
  • Streamlined IRA account management processes for improved efficiency and reduced errors.
  • Assisted clients with retirement planning, offering tailored advice based on their financial goals.
  • Expertly navigated complex tax regulations to ensure compliance in all IRA transactions.

Procurement Specialist

Eagle Picher Technologies
09.2023 - 05.2024
  • Reduced procurement costs by implementing strategic negotiation tactics with suppliers.
  • Streamlined purchasing processes for increased efficiency and cost savings.
  • Improved supplier relationships through regular communication and collaboration, enhancing overall service quality.
  • Evaluated vendor performance using key performance indicators to ensure continuous improvement in service delivery.

Solo 401K/ IRA Specialist

Nabers Group
06.2021 - 06.2023
  • Enhanced organizational plans by incorporating employee feedback gained from interviews, observations and surveys, as well as focus groups
  • Assisted in preparing and maintaining personnel records and handbooks.
  • Established clear and transparent systems with well-organized job classifications and position details.
  • Evaluated job positions, determining classification, exempt or non-exempt status and salary.
  • Performed manual labor tasks to detailed instructions from supervisors.
  • Delivered fast and friendly service to handle questions and service complaints.
  • Collaborated positively with peers and other staff members to maintain friendly, supportive and cooperative work atmosphere.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.

Business Office Manager

Ovation Studios
08.2012 - 06.2021
  • I have result-driven experience in office management
  • I keep current, secure records using statistical strategies in excel forms for effective information management
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Maximized cash flow through optimal billing and collection processes.
  • I oversee daily office reporting, expense tracking, and supplies
  • I coordinate staff to handle day-to-day needs and run seamless operations for our instructors, students and customers
  • I am reliable and handle fast-pace work
  • My proven willingness to take on any task to support the team and help the business succeed
  • I am always willing to meet goals and tasks given at any time
  • I have knowledge in troubleshooting technology problems, including but not limited to, credit card processing companies, ZOOM, computer issues; and have success building solutions.
  • Updated reports, managed accounts, and generated reports for company database.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Resolved financial discrepancies and customer billing issues with timely attention.

Education

Bachelor of Science - Business Administration And Management

Purdue University
West Lafayette, IN
11.2019

Skills

  • Postage Meter
  • Customer Feedback
  • Vendor Partnerships
  • Proposal Writing
  • Billing and Invoicing
  • Customer Service Management
  • Documentation
  • File System Maintenance
  • Employee Performance Management System
  • Event Coordination
  • Video Recordings
  • Continuous Improvement Process
  • Accounts Payable and Receivable Auditing
  • Inventory Control

Affiliations

Hannah Harris (Nabers Group): 910-546-2984

Susan Maranthia (Nabers Group): 737-757-6619

Grace Toelke (Ovation Studios): 573-644-2481

Certification

  • Microsoft Software Systems Academy Student
  • CSP - Certified Sales Professional
  • Licensed Cosmetologist

Fostering Hope (Volunteer)

Volunteering for a foster teen organization is an incredibly rewarding experience that allows individuals to make a meaningful impact on the lives of young people who have faced challenging circumstances. By dedicating their time and energy, volunteers have the opportunity to provide guidance, support, and encouragement to foster teens who may be navigating a complex journey. Whether it's organizing educational workshops, leading recreational activities, or simply lending a listening ear, volunteers play a vital role in creating a safe and nurturing environment for these teens to thrive. The sense of fulfillment that comes from witnessing the positive changes in their lives, witnessing their growth, and witnessing the resilience they exhibit is truly unmatched. By contributing to their personal development, volunteers contribute to the future success and well-being of these remarkable individuals. Volunteering for a foster teen organization not only provides an invaluable service to these teens but also creates a sense of community and compassion, fostering a brighter and more inclusive society for all.

Timeline

IRA Specialist

Vantage IRA's
03.2024 - Current

Procurement Specialist

Eagle Picher Technologies
09.2023 - 05.2024

Solo 401K/ IRA Specialist

Nabers Group
06.2021 - 06.2023

Business Office Manager

Ovation Studios
08.2012 - 06.2021

Bachelor of Science - Business Administration And Management

Purdue University
Chelsea McKinney