Jonathan Bonica
Nashville,TN
Summary
Hardworking Associate Director knowledgeable about business practices in the [Description] industry. Adept at supporting and enhancing operations with a decisive leadership style and strategic approach to decision making.
Overview
5
5
years of professional experience
Work History
Associate Director of Compliance and Reporting
AltoIRA
04.2021 - Current
- Assisted senior leadership in managing all aspects of operations.
- Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
- Led teams of up to [Number] personnel, supervising daily performance as well as training and improvement plans.
- Trained and developed department leaders and management staff for specific projects and ongoing operational needs.
Financial Operations Associate
AltoIRA
02.2020 - 04.2021
- Built and established relationships with clientele to improve future business opportunities.
- Developed and maintained database of financial records for clients.
- Advised clients on financial matters and recommended investments.
- Delivered guidance on financial regulations and requirements.
Account Manager
State Farm
08.2018 - 02.2020
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Facilitated client satisfaction and renewed customer relations to drive growth.
Education
Bachelor of Science - Business Management
Pennsylvania State University
University Park, PA05.2018
Skills
- Project Management
- Critical Thinking
- Process Improvement
- Financial Leadership
- Verbal and Written Communication
Timeline
Associate Director of Compliance and Reporting
AltoIRA
04.2021 - Current
Financial Operations Associate
AltoIRA
02.2020 - 04.2021
Account Manager
State Farm
08.2018 - 02.2020
Bachelor of Science - Business Management
Pennsylvania State University
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