Dai Mixson
Madison
Summary
Results-driven Financial Analyst with expertise in crisis management and strategic planning. Achieved significant client engagement improvements and led a successful AI implementation project. Recognized for enhancing operational efficiency and fostering stakeholder relationships, contributing to award-winning team performance.
Overview
11
11
years of professional experience
Work History
Financial Planning Analyst
Eventus Wealth Advisors
09.2022 - 05.2025
- 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 30+ 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
Marketing AI
ECornell
08-2025
Generative AI For Productivity
ECornell
07-2025
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
- Team building
- Operations management
- Training and development
- Project planning & execution
- AI implementation
- Stakeholder engagement
Affiliations
- Active Member of the Urban League of Greater Madison Young Professionals Organization
- Community Health Advocate
- UpStart Graduate- Fall 2024 Cohort
- Wisconsin Women's Network Mentee Graduate- 2024 Cohort
- Ameriprise Financial Women's Network Mentee- 2024 & 2025
References
References available upon request.
Timeline
Financial Planning Analyst
Eventus Wealth Advisors
09.2022 - 05.2025
Assistant Accountant
Stone House Development
11.2021 - 09.2022
General Manager
Crumbl Cookies
08.2021 - 11.2021
Operational Manager
Cafe Zupas
12.2019 - 08.2021
General Manager
Chipotle Mexican Grill
06.2014 - 12.2019
Marketing AI
ECornell
Generative AI For Productivity
ECornell
Financial Success for Nonprofits -
ECornell
Project Management -
ECornell
Plant Based Nutrition -
ECornell
Fair Housing & Diversity Training -
Grace Hill
General Ed. -
St Cloud Tech & Comm. College
General Ed. -
The University of Kansas
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