Inspiring Financial Advisor with expertise in financial forecasting and customer relationship management. Looking to expand financial practice and education to help grow a company with data-driven insights, in order to elevate business performance and foster lasting client relationships, ensuring compliance with industry standards while enhancing operational efficiency.
Overview
4
4
years of professional experience
Work History
Main Bank Cashier
Ameristar Casino And Hotel
Vicksburg, Mississippi
07.2026 - Current
Processed cash transactions for guests and staff with high accuracy and efficiency.
Balanced cash drawers at shift start and end to ensure financial integrity.
Assisted guests with currency exchange and ATM transactions in a timely manner.
Maintained compliance with gaming regulations and company policies consistently.
Provided outstanding customer service while addressing inquiries and concerns.
Collaborated with security teams to uphold safe cash handling procedures.
Trained new cashiers on operational protocols and customer service expectations.
Monitored cash flow to quickly identify discrepancies or unusual activities.
Processed cash transactions for guests and staff efficiently and accurately.
Filed documents relating to banking transactions in an organized manner.
Processed deposits, withdrawals, credit payments and other banking transactions accurately and efficiently.
Verified customer identification and account information to ensure accuracy of transactions.
Conducted comprehensive audits of financial records and internal controls.
Prepared detailed reports on audit findings and recommendations.
Led training sessions on audit procedures and best practices for staff.
Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
Ensured timely completion of all assigned tasks within set deadlines.
Maintained confidentiality of company information obtained in audit assignments.
Insurance Agent
New York Life Insurance Co
Ridgeland, MS
03.2026 - 06.2026
Consulted with clients to determine insurance needs and preferences.
Analyzed policy options to recommend suitable coverage plans.
Developed marketing strategies to attract new clientele effectively.
Maintained accurate records of client interactions and transactions.
Collaborated with underwriters to assess risk and coverage limits.
Provided customers with information regarding plan features, pricing, and availability.
Maintained accurate records of all insurance transactions using computer software systems.
Developed relationships with new clients through cold calling and referrals from existing customers.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Explained complex technical terms related to insurance plans in simple language for easy understanding.
Processed payments received from clients promptly according to established procedures.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Analyzed claims data to determine potential areas of improvement for policyholders' protection.
Collaborated with cross-functional teams such as marketing, sales, finance, engineering.
Managed budgeting and forecasting processes for the finance department.
Drafted policies and procedures for finance staff members.
Participated in meetings related to finance topics such as budgeting or forecasting.
Monitored compliance with regulatory guidelines related to finance activities.
Ensured compliance with all federal, state, local laws related to finance operations.
Ensured compliance with organizational policies related to budgeting and finance.
Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
Filed claims with insurance companies for reimbursement purposes.
Verified insurance eligibility prior to appointment scheduling.
Resolved discrepancies in insurance payments with insurance companies.
Developed and administered employee benefit programs, including health insurance, life insurance, disability insurance and retirement plans.
Filed insurance paperwork for reimbursement purposes.
Sales Associate
Dillard's
Ridgeland, Mississippi
09.2025 - 03.2026
Assisted customers in selecting merchandise and providing detailed product information.
Maintained visual merchandising standards to enhance product presentation and attract customers.
Processed transactions accurately using point-of-sale systems for efficient checkouts.
Resolved customer inquiries and issues effectively, ensuring high satisfaction levels.
Collaborated with team members to optimize store operations and sales strategies.
Engaged with customers to foster relationships and encourage repeat visits.
Participated in store promotions and events to boost sales and customer engagement.
Conducted research and analysis to support strategic planning and decision-making.
Sparked social conversations with customers to provide friendly atmosphere and smooth shopping experience.
Collaborated with team members to develop effective sales plans.
Analyzed customer feedback to identify areas of improvement in product offerings.
Developed and implemented strategies to meet sales quotas.
Counted cash, made change, and stored coupons to keep organized and balanced cash register drawer.
Analyzing sales figures and forecasting future sales volumes.
Tracked sales targets and contributed to achieving monthly sales goals through effective customer engagement.
Managed budgeting process for regional sales operations and prepared forecasts related to future sales revenues.
Prepared reports detailing daily sales activity.
Store Manager
QuikTrip
Jackson, MS
04.2025 - 09.2025
Recruit, select, orient and train employees
Coached, counseled, and disciplined employees to maintain performance standards
Trained staff to increase knowledge and applied cross-training methods to ensure productivity during employee absences.
Manage store operational requirements by scheduling and assigning employees
Manage stock levels and make key decisions about inventory control
Ensure availability of merchandise and marketing products in store
Secure merchandise by implementing security systems and measures
Protect employees and customers by providing a safe and clean store environment
Maintain the stability and reputation of the store by complying with legal requirements
Managed controllable costs to ensure operational profitability
Analyzed sales figures, forecasted future sales, and interpreted trends to support strategic planning
Ensure standards for quality, customer service, and health and safety are met
Identify current and future customer requirements by establishing rapport with potential and existing customers
Respond to customer complaints and comments
Maintain awareness of market trends in the retail industry, understanding forthcoming customer initiatives and monitoring what local competitors are doing
Initiate changes to improve the business, e.g. revising opening hours to ensure the store can compete effectively in the local market
Math Teacher
Canton High School
Canton, MS
08.2024 - 03.2025
Developing and implementing lesson plans that fulfill the requirements of the school's curriculum program
Develop and implement comprehensive lesson plans that ensure the National Curriculum standards are met
Presented subject matter using diverse methods and technology to enhance student comprehension
Engage students in the learning process and provide constructive feedback
Adapting lessons to different student ability levels
Assessing students to evaluate their abilities, strengths, and weaknesses
Working with individual students to challenge them and to improve their abilities
Assigning and grading homework and tests, and providing feedback to students
Prepare and distribute learning material such as notes, assignments, and quizzes
Prepared students for standardized tests and college entrance exams, ensuring alignment with curriculum objectives
Communicating with parents about students' progress
Participating in professional development activities to improve their own skills and teaching methods
Use a variety of instructional strategies and resources to respond to students' diverse needs
Created stimulating learning environment fostering intellectual growth and engagement among students
Bank Teller
Regions Bank
Jackson, MS
01.2023 - 06.2024
Processed customer banking transactions, ensuring precision and compliance with regulations.
Maintained cash drawer accuracy through regular audits and meticulous cash handling.
Promoted and cross-sold banking products, enhancing customer engagement and service experience.
Provided exceptional customer service, addressing inquiries and resolving complaints efficiently.
Educated customers on digital banking tools and mobile app features to promote usage.
Trained new tellers on operational procedures and effective customer service techniques.
Utilized accounting software for efficient data entry and preparation of financial statements.
Collaborated with auditors during financial reviews to supply necessary documentation.
Utilized accounting software to streamline data entry and reporting tasks.
Provided support in tax preparation and filing processes as needed.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Completed day-to-day duties accurately and efficiently.
Prioritized and organized tasks to efficiently accomplish service goals.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Worked with cross-functional teams to achieve goals.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Managed budgeting and forecasting processes for the finance department.
Drafted policies and procedures for finance staff members.
Developed procedures for streamlining daily tasks within the Finance Department.
Coordinated activities between departments such as finance, parts, service.