GINA REYNOLDS
Lakeland,Florida
Summary
Analytical financial professional with a Bachelor of Science Degree in Accounting and more than 12 years of experience supporting financial operations within the financial services industry. Experienced in financial documentation, expense management, regulatory compliance, operational reporting, process improvement, and cross-functional collaboration. Recognized for exceptional attention to detail, analytical thinking, and the ability to manage multiple priorities while delivering accurate, timely results.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Registered Client Service Associate
Allen & Company of Florida
Lakeland, Florida
08.2025 - Current
- Execute financial transactions while ensuring compliance with FINRA regulations and firm policies.
- Review financial documentation for accuracy, completeness, and regulatory compliance.
- Process advisor expenses and operational financial documentation with exceptional attention to detail.
- Collaborate with advisors, operations, compliance, and outside financial institutions to resolve financial requests.
- Coordinate cash movement, asset transfers, and account maintenance activities.
- Support operational improvements that enhance efficiency and client experience.
- Maintain confidential financial information while consistently meeting critical deadlines.
Client Service Associate
Allen & Company of Florida
12.2019 - 08.2025
- Manage financial account activity including account openings, transfers, rollovers, cash management, and ongoing account maintenance.
- Process complex financial documentation while maintaining strict regulatory compliance.
- Maintain accuracy and integrity of client financial records across multiple systems.
- Assist advisors with operational planning and execution of client financial requests.
- Coordinate Required Minimum Distribution (RMD) processing and annuity documentation.
- Process advisor expenses and operational reporting responsibilities.
- Partner with internal departments to improve operational workflow and resolve complex issues.
- Successfully balance multiple priorities while maintaining exceptional quality and accuracy.
- Built trusted relationships with advisors, clients, and business partners through consistent professionalism and reliability.
Operations Associate
Allen & Company of Florida
03.2014 - 12.2019
- Reviewed financial documentation for completeness, accuracy, and compliance.
- Assisted Finance Department in preparing multiple corporate account reconciliations
- Processed high-volume financial correspondence while meeting strict turnaround expectations.
- Maintained electronic financial records and document management systems.
- Cross-trained in cashier operations involving financial transaction processing.
- Assisted leadership with operational initiatives and workflow improvements.
- Supported firm-wide projects requiring strong organization and attention to detail.
Risk Management Administrative Assistant
RSM McGladrey, Inc.
11.2002 - 04.2009
- Prepared monthly client billings and managed project budgets to ensure financial accuracy.
- Monitored project financial activity from initiation through completion.
- Produced comprehensive reports to inform and guide departmental planning efforts.
- Prepared monthly client billings and maintained project budgets.
- Produced reports supporting departmental planning.
- Exhibited strong analytical and organizational skills, consistently meeting project deadlines to support team objectives.
Education
Bachelor of Science - Accounting
Troy State University
Troy, AL11.1994
Skills
- Financial Analysis
- Financial Operations
- Budget & Expense Administration
- Financial Reporting Support
- Cash Management
- Regulatory Compliance
- Compliance Documentation
- Financial Documentation
- Expense Processing
- Data Analysis
- Business Analysis
- Operational Reporting
- Process Improvement
- Microsoft Excel
- Microsoft Office Suite
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Outlook
- Data Accuracy
- Project Coordination
- Cross-Functional Collaboration
- Relationship Management
- Problem Solving
- Executive Support
- Electronic Records Management
- Data Analysis
Certification
- FINRA Series 7 license
Timeline
Registered Client Service Associate
Allen & Company of Florida
08.2025 - Current
Client Service Associate
Allen & Company of Florida
12.2019 - 08.2025
Operations Associate
Allen & Company of Florida
03.2014 - 12.2019
Risk Management Administrative Assistant
RSM McGladrey, Inc.
11.2002 - 04.2009
Bachelor of Science - Accounting
Troy State University