Heidi Stewart
West Des Moines,IA
Summary
An individual who has developed an ability to learn new things and adapt to new roles. Technology is always changing, and I am someone who can ride the wave. My work style is an ownership mentality with a drive to deliver quality work, while building positive relationships with my peers to work better as a team.
Overview
13
13
years of professional experience
Work History
Financial Consultant
Wells Fargo
07.2021 - 02.2022
- Tracked expenses for an an on-going divestiture.
- Collaborated with different lines of business to gather expenses related to the divestiture
- Created final billing report, of the divestiture expenses.
- Released final billing report to high level stakeholders.
Project Coordinator III
Wells Fargo
02.2017 - 07.2021
- Maintained project financials, for on-going critical technology driven projects.
- Gathered forecasted expenses monthly, from all lines of business working on the project, to put together a yearly budget.
- Facilitated monthly financial review meetings with key stakeholders.
- Supported documentation of the project requirements per regulatory federal guidelines.
- Trained and onboarded new employees on our team.
Project Coordinator 1
Wells Fargo
12.2013 - 02.2017
- Tracked finances for technology driven projects.
- Provided monthly forecasts.
- Conducted monthly review financial calls.
Assistant Manager
Jenny Craig
08.2010 - 06.2013
- Conducted daily sales presentations to potential clients.
- Tracked monthly sales goals for the center and individual employees.
- Completed monthly payroll for all employees.
Weight Loss Consultant
Jenny Craig
01.2009 - 08.2010
- Met one on one with clients to support them with their weight loss goals.
- Was required to maintain monthly sales goals.
Education
Bachelor of Science - Dietetics
Iowa State University
Ames, IASkills
Able to conduct and lead presentations, follow regulatory guidelines, can interpret data to support business decisions, conflict management, follow through on business goals
Accomplishments
- In 2017 at Well Fargo, I skipped leveled positions-going from a Project Coordinator I to a Project Coordinator level III, which is rare.
- I was promoted to the Financial Consultant Role at Wells Fargo, despite not having a background in finance.
Languages
English
Timeline
Financial Consultant
Wells Fargo
07.2021 - 02.2022
Project Coordinator III
Wells Fargo
02.2017 - 07.2021
Project Coordinator 1
Wells Fargo
12.2013 - 02.2017
Assistant Manager
Jenny Craig
08.2010 - 06.2013
Weight Loss Consultant
Jenny Craig
01.2009 - 08.2010
Bachelor of Science - Dietetics
Iowa State University