Chris DeBord
Liberty Township,OH
Overview
6
6
years of professional experience
Work History
Senior Strategy Analyst
Aon Corporation
07.2021 - Current
- Acted as the primary data analyst for clients on over 20 consulting engagements per year
- Lead clients in data collection activities in various expense and compensation benchmarking projects
- Analyzed client general ledger expense data as well as compensation data
- Reconciled client expense account against various financial documents including annual statement filings
- Performed various accounting expense adjustments to create consistency across client data
- Created benchmarking models for clients across various functional areas, including total enterprise, information technology, and claims
- Assisted clients in their annual expense forecasting and budgeting cycles
Retirement Representative
Fidelity Investments
06.2020 - 07.2021
- Obtained Series 7 and Series 63 licenses four months after beginning with Fidelity
- Placed trades to buy and sell mutual funds, ETFs, and stocks within client accounts
- Fielded inbound calls for clients needing help with complex RMD situations
- Fielded inbound small business consultations when clients are looking to open or change retirement accounts
- Fielded inbound calls relating to contribution, conversion, and return of excess contributions
- Partnered with financial consultants and other departments as a subject matter expert for retirement situations
Financial Product Analyst
Luma Financial Technologies
09.2019 - 12.2019
- Created up to 20 models daily to accurately monitor and display performance of unique financial products
- Automate deployment, extraction and download of financial reports into production
- Assist with automating index levels from Bloomberg
- Update data and provide internal and external customer support alongside several departments
Pricing Analyst
Meritor
08.2018 - 01.2019
- Lead cross functional teams on projects to streamline approval processes for special price promotions
- Responded in excess of 50 price inquiries on a day to day basis
- Entered, audited and tracked all customer price quotes
- Assisted in maintaining accurate prices in company wide item master
- Audited companies unpriced and multiple priced reports daily
- Aided in all price adjustment activities
Education
BBA - Finance
University of Cincinnati
Cincinnati, OH05.2020
Skills
- Data Collection
- Microsoft Office
- Business Analysis
- Trend Analysis
- Analytical mindset
- Client Relationship Management
- Quantitative Analysis
- Critical Thinking
Timeline
Senior Strategy Analyst
Aon Corporation
07.2021 - Current
Retirement Representative
Fidelity Investments
06.2020 - 07.2021
Financial Product Analyst
Luma Financial Technologies
09.2019 - 12.2019
Pricing Analyst
Meritor
08.2018 - 01.2019
BBA - Finance
University of Cincinnati
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