Felicia Hester

Accomplished Systems and Operations Analyst with a track record of identifying complex issues and developing practical solutions to problems. Adept in business intelligence and synthesis, significantly enhanced operational efficiency and system accuracy through critical thinking while leveraging Python programming and Excel for data analysis. Strong written and oral communication skills useful in summarizing and presenting findings to decision-makers and developing strategic recommendations. Spearheaded projects that resolved complex issues, demonstrating exceptional problem-solving and analytical skills. Cultivated productive relationships and fostered client trust, driving substantial business growth. Friendly and approachable with excellent leadership skills. Self-motivated with desire to advance professionally, as evidenced by history of continuing education in Applied Data Science, Finance, Marketing, Communications, and Psychology.

• Applied Data Science, MIT-PE
• Series 7 Registration
• Life & Health Insurance License
• Dave Ramsey Certified Master Financial Coach
• Securities Industry Essentials
• Communications
• Marketing
• Psychology

Systems and Operations Analyst

• Performed detailed data analysis of accounts and records, post transition into new software systems.
• Discovered system and software issues affecting navigation and reporting accuracy.
• Spearheaded, implemented, and carried out projects to solve needs and resolve issues.
• Conducted research and analysis to develop solutions to complex operational problems.

Practice Manager

• Developed and implemented operational procedures for effective practice management.
• Conducted analysis to identify opportunities for streamlining operations and improving client satisfaction.
• Developed close working relationships and collaborated with outside business carriers, back-office professionals, and home office management on business decisions and problem resolution.
• Supported staff and other financial professionals within the firm by providing guidance on software navigation and problem resolution.
• Became a trusted all-access source for staff and other financial professionals when needing assistance on reconciling client records across platforms and carriers.

Financial Services Professional

• Successfully negotiated several million in client account retainment to maintain and create increased revenue.
• Updated and reconciled thousands of client records in CRM and other software.
• Produced yearly reports to comply with regulations.
• Maintained manual databases for reporting where software systems lacked reporting capabilities.

Chief Executive Officer, Business Analyst

• Built productive relationships with industry partners and competitors to support strategic business objectives.
• Managed partnerships and strategic business connections by negotiating contract terms and cultivating relationships.
• Identified new revenue generating opportunities to maximize profitability.
• Coached and guided other entrepreneurs by developing effective strategies to achieve business growth and objectives.
• Represented company at industry conferences and events.