Summary
Overview
Work History
Education
Skills
Professional Development
Accomplishments
Consultant
Additional Information
Creative Writing, Cooking, SEO, Travelling, Researching
Timeline
Darren Green

Darren Green

Powell,Tennessee
Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.
Albert Schweitzer

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Motivated Tax Associate with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

8
8
years of professional experience

Work History

PLAN ADVISOR

TRANSAMERICA
06.2021 - Current
  • Improved plan accuracy through comprehensive reviews and updates of existing plans.
  • Optimized plan procedures, leading to quicker turnaround times and heightened customer satisfaction.
  • Assisted clients in identifying and rectifying errors during plan testing, ensuring they can efficiently test their plans and receive guidance throughout the process.
  • Fostered cross-functional collaboration to achieve successful outcomes for key projects and initiatives across the organization.

SCHOOL BUS DRIVER

CLAXTON BUS LINES
06.2018 - 06.2021
  • Strengthened student safety through meticulous adherence to bus routes and schedules, while enforcing established behavior guidelines.
  • Decreased vehicle maintenance expenses by conducting rigorous daily pre-trip inspections and promptly addressing any repair needs or concerns.
  • Enhanced punctuality through strategic route planning that considers traffic patterns and weather conditions.
  • Cultivated a positive transportation environment for students, encouraging respectful interactions and fostering good behavior throughout the journey.

ASSISTANT MANAGER

CULVERS RESTAURANTS
07.2017 - 02.2018
  • Elevated customer satisfaction through prompt resolution of complaints.
  • Enhanced operational efficiency in the store by implementing new processes and procedures.
  • Cultivated positive work relationships with staff, promoting a supportive work environment.
  • Consistently enforced company policies and administered disciplinary actions with fairness and respect.

STORE CLERK

KROGER GROCERY STORES
08.2016 - 07.2017
  • Enhanced customer satisfaction by providing efficient and knowledgeable assistance in product selection and locating items.
  • Streamlined store operations for optimal efficiency by maintaining a clean, well-organized, and adequately stocked sales floor.
  • Promoted a positive shopping experience by greeting customers warmly, offering assistance promptly, and addressing concerns professionally.
  • Managed returns and exchanges efficiently, resolving customer issues promptly while adhering to store policies.

Education

Master of Science in Accountancy - Accounting

Western Governors University, Salt Lake City, UT
05.2022

Bachelor of Science in Accountancy - Accounting

Western Governors University, Salt Lake City, UT
05.2020

Skills

  • Proficiency in foundational accounting principles for measuring and disclosing vital financial data
  • Comprehensive grasp of ethical and legal aspects of accounting and tax matters
  • Skilled in utilizing cutting-edge IT and computerized accounting software for financial reporting
  • Familiarity with International Financial Reporting Standards for tax returns and reports
  • Proficiency in Microsoft Office Suite, Google, and Salesforce
  • Knowledgeable in 401(k) compliance
  • Typing speed: 40 words per minute
  • Diligent attention to detail and adept critical and analytical thinking
  • Capable in client relations, continuous improvement, and collaborative teamwork
  • Demonstrated reliability
  • Strong problem-solving skills
  • Effective communication abilities, both verbal and written

Professional Development

  • Mentorship Training Program
  • Class B CDL License

Accomplishments

  • Utilized Microsoft Excel to devise efficient time-saving techniques aimed at minimizing errors during processing.
  • Assumed responsibility for addressing inquiries from other teams, aiding in the resolution of complex client questions.
  • Offered voluntary leadership for "Knoxville Force for Good," an initiative driven by the company's ethos, supporting Care Cuts in Knoxville to generate funds for their noble cause.
  • Volunteered as the Financial Chair for the Transamerica ERG group, tasked with crafting a comprehensive budget sheet and developing various tools to support the 12 groups within the ERG.

Consultant

In addition to my academic pursuits in accounting, I have also served as a consultant specializing in marketing and web design. This experience has honed my abilities in strategic planning, creative problem-solving, and effective communication, all of which are essential skills in the dynamic field of professional services. My role as a consultant has provided me with valuable insights into building rewarding business relationships and contributing to client success through innovative solutions.

Additional Information

In my role as a consultant for marketing and web design, I have collaborated with diverse clients across various industries, providing tailored strategies to enhance their online presence and drive business growth. My experience includes developing comprehensive marketing plans, creating visually appealing websites, and implementing digital marketing campaigns to maximize reach and engagement.


Furthermore, I have a proven track record of delivering results-driven solutions that align with clients' objectives and exceed expectations. Whether it's optimizing SEO strategies, designing user-friendly interfaces, or crafting compelling content, I am adept at leveraging my skills to deliver impactful outcomes.


Additionally, my background in marketing and web design has equipped me with a keen understanding of consumer behavior and market trends, allowing me to offer valuable insights and recommendations to enhance client initiatives.


Overall, my dual expertise in accounting and consulting for marketing and web design positions me as a versatile candidate capable of bringing a unique perspective and value-added contributions to the team at FORVIS.

Creative Writing, Cooking, SEO, Travelling, Researching

  • Creative Writing: Authored a book involving extensive research.
  • Cooking: Passionate about experimenting with flavors and techniques.
  • SEO: Proficient in optimizing content for maximum visibility.
  • Traveling: Enthusiastic traveler with a passion for exploring new cultures.
  • Researching: Skilled in conducting thorough research on various topics.

Timeline

PLAN ADVISOR - TRANSAMERICA
06.2021 - Current
SCHOOL BUS DRIVER - CLAXTON BUS LINES
06.2018 - 06.2021
ASSISTANT MANAGER - CULVERS RESTAURANTS
07.2017 - 02.2018
STORE CLERK - KROGER GROCERY STORES
08.2016 - 07.2017
Western Governors University - Master of Science in Accountancy, Accounting
Western Governors University - Bachelor of Science in Accountancy, Accounting

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