Darren Green
Knoxville,TN
Operations • Compliance • Process Improvement
Summary
Financial operations and compliance professional with experience supporting retirement plan administration, client relationship management, workflow improvement, and operational processes within regulated financial environments. Skilled in process optimization, analytical problem-solving, and coordinating across advisors, TPAs, clients, and internal teams to resolve issues and improve efficiency. Known for a practical, systems-oriented approach to operational challenges, with strong experience in Excel automation, compliance-focused workflows, and client support within fast-paced service environments.
Overview
10
10
years of professional experience
Core Competencies
- Compliance & Operational Processes
- Workflow Improvement & Process Optimization
- Client & Stakeholder Relationship Management
- Financial Operations Support
- Issue Resolution & Escalation Management
- Data Analysis & Reporting
- Cross-Functional Team Coordination
- Documentation & Procedure Support
- Internal Controls & Process Compliance
- Business Operations Support
Technical Skills
- Advanced Microsoft Excel (Pivot Tables, Formulas, VBA Macros)
- SQL Queries & Data Extraction
- Salesforce CRM
- Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access)
- ERP & Financial Systems
- Data Reporting & Spreadsheet Automation
Work History
Plan Consultant
Transamerica
Knoxville
06.2021 - Current
- Serve as a primary point of contact for retirement plan clients, advisors, and TPAs, supporting operational requests and resolving escalated service issues.
- Led client onboarding activities and assist with retirement plan operational processes in a regulated financial environment.
- Developed Excel-based automation and macro tools to improve workflow efficiency, reduce manual processing, and strengthen reporting accuracy.
- Partnered across internal teams to support client needs, improve communication flow, and streamline operational processes.
- Identify process inefficiencies and support workflow improvements to enhance operational consistency and service delivery.
- Support compliance-focused procedures and documentation requirements while maintaining a high level of client service.
Professional Bus Driver
Claxton Bus Lines
Knoxville, TN
06.2016 - 06.2021
- Maintained responsibility for the safe and timely transportation of students while ensuring adherence to operational and safety procedures.
- Demonstrated strong decision-making and problem-solving skills in fast-paced and high-responsibility situations.
- Built positive working relationships with students, parents, and school personnel through professionalism and communication.
- Maintained accurate route management and scheduling reliability under daily operational demands.
Assistant Manager
Culver’s Restaurant
Knoxville, TN
08.2017 - 02.2018
- Assisted with daily business operations, employee coordination, and customer service management in a fast-paced environment.
- Helped improve workflow efficiency and supported team performance during high-volume service periods.
- Resolved customer concerns professionally while maintaining operational standards and service quality.
- Assisted with employee training and onboarding support.
Education
Master of Science - Accounting
05-2022
Bachelor of Science - Accounting
05-2020
Additional Information
- Experience supporting compliance-focused workflows within regulated financial environments.
- Strong analytical mindset with a practical approach to operational problem-solving.
- Experience working with Excel automation, reporting tools, and data analysis.
- Recognized for professionalism, responsiveness, and strong client support skills.
- Adaptable and process-oriented with the ability to manage multiple priorities and deadlines effectively.
Timeline
Plan Consultant - Transamerica
06.2021 - Current
Assistant Manager - Culver’s Restaurant
08.2017 - 02.2018
Professional Bus Driver - Claxton Bus Lines
06.2016 - 06.2021
Western Governors University - Master of Science, Accounting
Western Governors University - Bachelor of Science, Accounting