Helen Griffin
Fort Worth,TX
Summary
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
23
23
years of professional experience
Work History
Senior Representative, ALTERNATIVE INVESTMENTS
Fidelity Investments
Westlake, TX
01.2022 - Current
- Acting as an active relationship manager for over 250 sponsors working closely with our internal reconciliation and transfers team to resolve any outstanding transactions
- Liaison between the advisors and fund sponsors providing regular feedback to resolve high net worth accounts meeting regularly to resolve outstanding data reporting accuracy
- Trained new hires on customer service processes and protocols.
- Acted as an escalation point for complex issues requiring additional resources or expertise.
- Subject matter expert of Alternative Investments in processing from start to finish for Transfers and Trades, obtaining required reporting while processing large volumes within the service agreement
- Provided feedback on ways to improve the overall customer experience.
- Created detailed reports summarizing activities and progress towards goals.
Bee-nice Soaps and Scrubs (Entrepreneurship)
09.2019 - Current
- Created a brand of body butters, soap, and foot scrubs for women of color to promote self-care experience focusing on providing a full body experience
- Successfully created brand using organic products for melanin skin
- Developed body butter business from scratch searching and adding products to help promote a full packaged body care system
- Designed and developed website and create online advertisement to leverage social media to expand market
- Create and balance budget implementing accounting strategy to include budgeting and forecasting growth to meet goal of 18% this year
- Managed financial functions such as operations budgeting, accounts payable, and accounts receivable
- Established favorable relationship with vendors and facilitated contract negotiation with market sales development strategies
- Designed business plan to outline finances and operational goals.
Customer Relationship Advocate
Fidelity Investments
Westlake, TX
04.2021 - 01.2022
- Serviced High Net Worth client needs with a proven record of retaining clients through consulting, influencing, and client engagement skills by educating clients on financial investments, trading tools, and market mechanics
- Collaborated with colleagues to identify top call drivers and solved complex issues quickly and efficiently by working together to identify an approachable plan to service issues alike
- Used market specific knowledge, signals, and insights to spot and scope scalable solutions to empower clients on their own using digital solutions.
- Created detailed reports summarizing activities and progress towards goals.
Project Planning & Control Analyst
Parker-Hannifin Aerospace Division
Fort Worth, TX
10.2019 - 06.2020
- Provided contract proposal IMS development for new and existing programs while supporting customer negotiations
- Managed the reporting monthly status to the plan, risk issues and decisions (CAM Reviews / Project Management Integration Reviews/ Executive Summary Reports for key issues).
Church Administrator
The Potters House
Fort Worth, TX
08.2018 - 06.2019
- Maintained financial records and ensured proper recording of operations required for financial workflow
- Created financial reports and supported all areas of accounting responsibility with a 3-member team
- Managed all sensitive data regarding church and employee’s information including all payroll, benefits, and vacation time for staff of fifteen.
Customer Loyalty Representative II
AT&T
Dallas, TX
07.2004 - 05.2018
- Coordinate with all sales channels in retention efforts and apply effectual sales performance tracking and reporting mechanisms to isolate shortfalls and initiate early corrective action processes
- Revitalize underperformed sales and marketing initiatives for team to ensure team exceed revenue goals by concentrating on structured procedural processes and cross functional relationship training and communication.
Diversity Purchasing Project Manager
Alert Staffing (ATT&T Contract)
Dallas, TX
01.2001 - 01.2003
- Evaluated projects for potential risks and developed procedures to mitigate exposure; collaborated with stakeholders to define purchasing requirements and bid changes to meet diversity supplier needs; negotiated purchase price to ensure lowest cost consistent with company standards
- Analyzed financial data and prepared statistical weekly, monthly, quarterly, and yearly reports for diversity suppliers using historical data trends.
Education
Master of Business Administration (MBA) - Finance
Dallas Baptist University
01.2011
Bachelor of Business Studies (BBS) - Management/Marketing
Dallas Baptist University
01.2008
Skills
- Business Analyst
- Quality Reporting
- Problem Solving
- Data Evaluation
- Process Evaluation
- Customer Interaction
- Best Practices
- Improvement Recommendations
- Relationship Building
- Cross-functional Problem Solving
- Networking
- Excel
- V-look ups
- Pivot Tables
- Tableau
- Access
- SAP
- Oracle
- CRM
- Xtrac
- PCAOB
- Mainframe
- OPSWRX
- TOA
References
References available upon request.
Timeline
Senior Representative, ALTERNATIVE INVESTMENTS
Fidelity Investments
01.2022 - Current
Customer Relationship Advocate
Fidelity Investments
04.2021 - 01.2022
Project Planning & Control Analyst
Parker-Hannifin Aerospace Division
10.2019 - 06.2020
Bee-nice Soaps and Scrubs (Entrepreneurship)
09.2019 - Current
Church Administrator
The Potters House
08.2018 - 06.2019
Customer Loyalty Representative II
AT&T
07.2004 - 05.2018
Diversity Purchasing Project Manager
Alert Staffing (ATT&T Contract)
01.2001 - 01.2003
Master of Business Administration (MBA) - Finance
Dallas Baptist University
Bachelor of Business Studies (BBS) - Management/Marketing
Dallas Baptist University
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