Clayton White
Longview,WA
Summary
Dynamic Financial Services Manager with extensive experience in client asset management and financial compliance. Demonstrated ability to lead teams and implement effective budget strategies, ensuring optimal client satisfaction and operational efficiency.
Overview
19
19
years of professional experience
Work History
Financial Services Manager
Sunset Guardians
Longview, Washington
05.2022 - Current
- Obtained and updated client assets and income streams.
- Created and managed client budgets.
- Reviewed client invoices, and facilitated payments.
- Completed monthly account reviews and reconciliations.
- Applied and managed DSHS and SSA eligibility for clients.
Procurement Specialist
Lopez Foods
Oklahoma City, Oklahoma
03.2020 - 05.2022
- Assisted in implementing inventory management systems for better stock control.
- Reviewed and updated suppliers' information such as contact details, payment terms, and performance ratings.
- Tracked orders and confirmed system lead times, delivery dates and costs.
- Reviewed requisition orders, verifying terminology and specifications for accuracy.
- Monitored stock levels and identified purchasing needs.
Operator
Pioneer Energy Services
Oklahoma City, Oklahoma
06.2018 - 03.2020
- Monitored equipment performance to maintain operational standards.
- Assisted in rigging up and rigging down service lines and pumps.
- Monitored fluid levels and pressures during well servicing activities.
- Trained junior technicians on safe operating procedures and equipment use.
- Prepared reports on daily operations and maintenance tasks performed.
- Adhered strictly to all safety protocols while handling explosives or performing other blasting tasks.
Enlisted Soldier
United States Army
Lawton, Oklahoma
08.2006 - 02.2014
- Executed training programs to enhance soldier readiness and operational capability.
- Coordinated logistics for equipment and supplies during missions and training exercises.
- Conducted safety inspections to maintain compliance with military regulations and standards.
- Led small teams in tactical drills to develop teamwork and leadership skills.
- Provided mentorship to junior soldiers, fostering professional development and skills growth.
Education
Bachelor of Science - Management
University of Phoenix
Tempe, AZ01-2021
Skills
- Budget management
- Client asset tracking
- Account reconciliation
- Financial compliance
- Eligibility assessment
- Supplier management
- Customer service
- Team leadership
- Customer relationship management
- Monthly reporting
- Analytical thinking
Accomplishments
Graduate from the US Army Warrior Leadership Course
Timeline
Financial Services Manager
Sunset Guardians
05.2022 - Current
Procurement Specialist
Lopez Foods
03.2020 - 05.2022
Operator
Pioneer Energy Services
06.2018 - 03.2020
Enlisted Soldier
United States Army
08.2006 - 02.2014
Bachelor of Science - Management
University of Phoenix