Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Jeffery Williams

Arlington,TX

Summary

Savvy Financial Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business.

Overview

22
22
years of professional experience

Work History

Business Case Manager|Financial Specialist|Remote

Fund 17
New Orleans , LA
05.2020 - Current
  • Conducts small business expertise and financial guidance for executing Fund 17's entrepreneur programs: Bench Marks Program, The Accelerator Program, Capital Ready Program, Be the Boss Program and Community Business Incubator.
  • Provides counseling to entrepreneurs for developing business pitch, business model canvas, business plan, business budgets, marketing strategy, knowledge of accounting software, Kiva Loan and other loans/grants opportunities.
  • ,Conducts Quickbooks Online Webinars for entrepreneurs to help manage their finances and generating financial reports.
  • Initiates conversations with entrepreneurs to uncover financial needs and make referrals to business partners.
  • Works diligently with business case managers to coordinate team development activities and trainings.

Small Business Mentor

Score New Orleans Regional Chapter
New Orleans, LA
06.2015 - 10.2021
  • Established leadership coaching of small business owners/prospective business owners, which enable them to find daily motivation, solve problems and make effective decisions
  • Contributed in conducting 12 seminars and workshops in year to help small business owners meet their goals and achieve success
  • Listened to customers' requests, confirming full understanding before addressing small business owners' concerns
  • Reviewed business plans and identify small/long term goals to keep them on track per year
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • Used Microsoft Word and other software tools to create documents and other communications

Assistant Guidance Center Coordinator

Humana, Humana Guidance Center
Metairie, LA
08.2013 - 05.2015
  • Provided effective organizational support by greeting visitors for average of 66 per day
  • Managed office activities by maintaining communication between clients, tracking records in computer and filing all documents
  • Oversaw technical, operational, clerical and customer service support activities.
  • Presented Health and Awareness Program quarterly, administrative needs, and event set-up and breakdown of daily activities
  • Planned and executed Apple iPad training and other calendar events to seniors and guests
  • Coached employees through day-to-day work and complex problems.

Wireless Consultant/Manager of Operations

US Departmen Of Agency (USDA), Risk Management Ag
Washington, DC
01.2000 - 08.2011
  • Served efficiently as Administrative Liaison to implement organizational change management: Human Resources, payroll processing, procurement, information technology and other operations to ensure efficiency and performance
  • Initiated and maintained new wireless enterprise software solution over 200 users
  • Tracked trends and suggested enhancements to provider that would both challenge and refine product offerings to wireless users
  • Enhanced operational efficiency and productivity by managing budgets, accounts and wireless data usage
  • Delivered business strategy and developed systems/procedures to improve quality and efficiency of operations

Education

Bachelor of Science - Accounting

University of New Orleans
New Orleans, LA

Skills

  • Small Business Development and Enhancement
  • Business Administration
  • Organizational Change Management
  • Information Technology Management
  • Accounting and Budgeting
  • Training & Development
  • Adjunct Accounting Instructor
  • Interpersonal and Written Communication
  • Project Management
  • Financial Software Analysis
  • Microsoft Office Products
  • Toastmaster Public Speaking
  • Team Work and Building
  • Attention to Detail
  • Proficient in Google and Microsoft platform

Affiliations

Member, University of New Orleans, Alumni Association

Timeline

Business Case Manager|Financial Specialist|Remote

Fund 17
05.2020 - Current

Small Business Mentor

Score New Orleans Regional Chapter
06.2015 - 10.2021

Assistant Guidance Center Coordinator

Humana, Humana Guidance Center
08.2013 - 05.2015

Wireless Consultant/Manager of Operations

US Departmen Of Agency (USDA), Risk Management Ag
01.2000 - 08.2011

Bachelor of Science - Accounting

University of New Orleans

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Jeffery Williams