Isaiah Fleury
Colorado Springs,CO
Summary
Dynamic and results-driven leader with a proven track record of supporting financial operations through meticulous analysis, reporting, and compliance. Equipped with a strong foundation in accounting principles and financial software systems, adept at streamlining processes to enhance efficiency and accuracy. Demonstrates exceptional attention to detail in reconciling accounts, preparing financial statements, and conducting variance analysis. Effective communicator and collaborator known for building strong relationships across departments to achieve organizational objectives. Seeking to leverage comprehensive financial expertise in a challenging role within a progressive company.
Overview
9
9
years of professional experience
Work History
Assistant Manager
Community Banks of Colorado
08.2021 - Current
- Started as a teller and moved up in positions by mastering roles and showing initiative every day
- Supported bank clients by handling incoming calls, resolving complex inquiries, and providing financial services to boost client experience
- Managed business daily operations by leading 3 finance associates, delegating tasks, and aligning with quarterly goals to enhance employee overall productivity
- In charge of auditing all teller drawers and all bank documents to ensure the bank stays in compliance with federal laws
- Opened accounts with sensitive information
- Also responsible for cash transactions.
Sales
Joe Ferguson Buick GMC
12.2020 - 08.2021
- Made 25+ cold calls every day
- Made client-facing sales
- Worked on negotiations.
Stocker/sales/financial Advisor
SE shirts hoodies
01.2020 - 12.2020
- Handled cash flow for a small business, which includes pricing and client-facing transactions
- Made 100+ phone calls and talked to potential clients and businesses to close sales
- Ordered and maintained stock for the location
- Involved with financial decisions regarding the production of the business.
Fire Alarm Technician
Systems Group
05.2015 - 08.2019
- Traveled around the state installing life safety devices in new buildings
- Troubleshot, fixed, and replaced broken devices in existing buildings
- Worked with a team to complete jobs such as running wire, testing 1buildings, and coming up with future solutions for the companies in need.
Stock/Cashier/Customer Service
Walmart
08.2016 - 06.2017
- Cash handling - took over 50+ transactions a day running a drawer
- Customer service - handled returns and dealt with upset or irate customers
- Stocked shelves and did inventory during night shifts.
Education
MBA - Accounting And Business Management
UCCS
Colorado Springs, CO2027
High school diploma -
Eaglecrest
Centennial, CO11.2017
Skills
- Upselling
- Microsoft Office
- Portfolio management
- Risk management
- Financial analysis
- Wealth management
- Financial modeling
- Investment strategies
Languages
Spanish
Professional Working
Timeline
Assistant Manager
Community Banks of Colorado
08.2021 - Current
Sales
Joe Ferguson Buick GMC
12.2020 - 08.2021
Stocker/sales/financial Advisor
SE shirts hoodies
01.2020 - 12.2020
Stock/Cashier/Customer Service
Walmart
08.2016 - 06.2017
Fire Alarm Technician
Systems Group
05.2015 - 08.2019
MBA - Accounting And Business Management
UCCS
High school diploma -
Eaglecrest
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