Overview
Work History
Education
Skills
Timeline
Generic

Emile Gibson

West Valley City

Overview

17
17
years of professional experience

Work History

Business Assistant

Monticello Academy
West Valley City
03.2022 - Current
  • Processed invoices and reconciled accounts to maintain accurate financial records.
  • Resolved discrepancies among invoices, purchase orders, and payments with accounting staff.
  • Completed monthly close-out procedures, ensuring timely financial reporting.
  • Trained employees on financial systems to minimize errors and enhance accuracy.
  • Implemented policies for documentation of receipts and financial information compliance.
  • Verified employee time against schedules to ensure precise payroll calculations.

Financial Planner

TransAmerica Financial Advisors
West Valley City
11.2012 - 12.2019
  • Prepared detailed reports outlining clients' financial growth and progress toward goals.
  • Collaborated with clients to develop and implement debt reduction strategies.
  • Coordinated with estate attorneys to create to create or update estate plans as needed.
  • Provided guidance on selecting appropriate insurance coverage based on individual needs and circumstances.
  • Handled clients' needs in-person, by phone and through remote conferencing services.
  • Stayed current on market trends, political actions and world events likely to impact clients' finances.
  • Conducted regular reviews of clients' accounts to ensure continued alignment with financial goals.
  • Oversaw and built-out investment portfolios to cultivate client relationships.
  • Brought in new clients through work of mouth referrals, digital marketing, and cold calling.

Program Manager

Boy Scouts of America
Jackson Hole
06.2008 - 09.2009
  • Trained new employees on company policies and procedures
  • Coordinated daily tasks, adapting priorities to staffing availability and program demands.
  • Identified areas for improvement through regular review of processes and procedures.
  • Developed and maintained project plans, schedules, and budgets.
  • Fostered strong working relationships with team members and external partners
  • Conducted regular status meetings to track progress and address concerns.
  • Improved productivity after reviewing and modifying operations and workflows.

Education

Bachelor of Science - Business Management, recreational programs focus

Brigham Young University
Provo, UT
04-2009

Skills

  • Account reconciliation
  • Financial reporting
  • Invoice processing
  • Employee training
  • Time management
  • Effective communication

Timeline

Business Assistant

Monticello Academy
03.2022 - Current

Financial Planner

TransAmerica Financial Advisors
11.2012 - 12.2019

Program Manager

Boy Scouts of America
06.2008 - 09.2009

Bachelor of Science - Business Management, recreational programs focus

Brigham Young University

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