Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
13
13
years of professional experience
Work History
Financial Advisor Support Team Agent
Bank of America
Chandler, AZ
11.2022 - Current
Banking Field and Lending Support
I assist Financial Advisors with Wealth Management clients through Merrill relationships
I currently handle every banking need, from products and services to credit card support and credit line increases
Ability to follow rigorous policies and procedures to ensure disclosures are met and the Bank and client are protected
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Project Specialist
Ianthus
Mesa, AZ
05.2022 - 11.2022
Project specialist.
Ensuring product is pure as possible for patients, while ensuring packaging standards are met for the highest level of client satisfaction.
Maintained detailed documentation of project progress, facilitating smooth handovers and seamless transitions between phases.
Established clear lines of communication between all parties involved in projects, preventing misunderstandings or miscommunications from jeopardizing outcomes.
Enrollment Advisor III
The University of Arizona Global Campus
Chandler, AZ
05.2020 - 04.2022
Sales representative for The University of Arizona Global Campus
My requirements included a number of students enrolled, accepted, and retained
My other duties included providing accurate information regarding degree programs and assisting students in selecting the correct path for them
Met or exceeded enrollment and retention goals consistently.
Helped students complete applications and navigate admissions processes.
Finalized and processed enrollment applications.
Provided prospective or new students with information about educational and career planning, university resources and academic programs.
Created and followed call scripts and flows to maximize effectiveness.
Improved student retention rates by offering ongoing support and resources throughout their academic journey.
Corporate Representative
Nike Corporate Office
Mesa, AZ
10.2018 - 05.2020
Representative in consumer affairs for Nike
I handled claims for defective Nike products purchased within two years of the manufacturing date of when the product was created
Other requirements included risk management, documentation of Nike store incidents, idea submissions, and more
Increased customer satisfaction by addressing and resolving complaints in a timely manner.
Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
Contractor for the Department of Economic Security
Conduent
Tempe, Az
02.2018 - 08.2018
AHCCCS representative and phone support agent
Required to accept a high volume of calls per day, and assisting residents of Arizona in applying for State benefits or checking the status of applications
In April of 2018, I had the honor of assisting in troubleshooting the current Integrated Virtual Response (IVR) phone menu that is currently utilized today
Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
Waitress
International House of Pancakes
Gilbert, AZ
06.2011 - 07.2018
A very fast paced food environment, I assisted from serving customers, to cooking the food and ensuring food quality and safety procedures
Great ability to adapt quickly to business needs and client satisfaction
Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
Education
Associates -
Mesa Community College
Mesa, AZ
05.2015
Skills
Customer Service
Communication
Problem Solving
High Attention to Detail
Ability to Adapt to High Stress Situations
Coachable
Sales expertise
Relationship building and management
Investment advice
Banking
Timeline
Financial Advisor Support Team Agent
Bank of America
11.2022 - Current
Project Specialist
Ianthus
05.2022 - 11.2022
Enrollment Advisor III
The University of Arizona Global Campus
05.2020 - 04.2022
Corporate Representative
Nike Corporate Office
10.2018 - 05.2020
Contractor for the Department of Economic Security
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.