Dai Mixson
Madison,WI
Summary
Professional with strong background in financial planning and analysis. Skilled in financial modeling, budgeting, forecasting, and data analysis. Known for collaborative team efforts and driving successful results. Adaptable to changing needs, ensuring reliable and impactful contributions within the workplace & community.
Overview
11
11
years of professional experience
Work History
Financial Planning Analyst
Eventus Wealth Advisors
09.2022 - Current
- Analyze financial risks and actively communicate insights, contributing to client trust and satisfaction
- Provided timely business and financial support for key business decisions that increased corporate growth and improved client engagement.
- Successfully lead a cross-team rollout of a new AI generating template to enhance the client experience
- Obtained the SHOOK Forbes Best-In-State Wealth Management Teams Award two years in a row
- Assisted in achieving the ACE Award 2022-2024 (Ameriprise practices) by focusing on client engagement
Assistant Accountant
Stone House Development
11.2021 - 09.2022
- Managed financial records for 17 properties with a focus on accuracy and transparency, building solid relationships with stakeholders
- Collaborated with community partners to manage cash flow effectively, ensuring rental resources are allocated to meet community needs
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers
- Created new SOPs which led to an increase in management efficiencies as well as decreased overdue invoices
General Manager
Crumbl Cookies
08.2021 - 11.2021
- Employed Agile project management techniques to improve operational efficiency and enhance customer experiences
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations
- Managed a diverse team of over 25 professionals, fostering a positive work environment and high employee satisfaction
- Revamped store layout to optimize inventory management, improving efficiency
- Took a severely understaffed location and fully staffed it in just six weeks, enhancing productivity and customer experience
Operational Manager
Cafe Zupas
12.2019 - 08.2021
- Managed the operations with a focus on team collaboration and effective resource allocation, nurturing a positive work environment with 20-30 employees
- Led crisis management efforts and facilitated conflict resolution to ensure a harmonious workplace
- Improved team productivity through effective communication, training, and performance evaluations
- Focused on cross-training staff to enhance operational efficiency, adaptability, and customer service
- Effortlessly rolled out online ordering during the pandemic by creating training checklists and making sure the team was confident with new SOPs
General Manager
Chipotle Mexican Grill
06.2014 - 12.2019
- Supervised an energetic team, implementing practices for crisis management and conflict resolution that improved workplace morale
- Championed budgeting strategies that led to significant cost reductions and enhanced overall financial health
- Spearheaded a store transformation by building a strong team—hired 15 staff members and developed structured training programs. Within four months, trained and prepared 5 new managers for leadership roles
- Increased online sales from 0% to 18% of total gross revenue
Education
Generative AI For Productivity
ECornell
07-2025
CAPM
PMI
04-2025
Financial Success for Nonprofits -
ECornell
01.2025
Project Management -
ECornell
11.2024
Plant Based Nutrition -
ECornell
01.2024
Fair Housing & Diversity Training -
Grace Hill
12.2021
General Ed. -
St Cloud Tech & Comm. College
01.2016
General Ed. -
The University of Kansas
01-2014
Skills
- Crisis management
- Organizational finance
- Strategic planning
- Leadership
- Supervision
- Relationship-building
- Microsoft Office
- Salesforce CRM
- Adaptability
- Team building
- MS office
- Operations management
- Data analysis
- Training and development
- Project planning & execution
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