Josef Finkbeiner
Finance and Education
Colorado Springs,CO
Summary
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with consistent and principled work ethic.
Overview
25
25
years of professional experience
Work History
Director, Managed Account Services
First Affirmative Financial Network
Colorado Springs, CO
02.2012 - 10.2023
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
- Evaluated employee performance objectively using established metrics, leading to fair compensation adjustments based on meritocracy principles.
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Trained new employees on proper protocols and customer service standards.
- Trained and guided team members to maintain high productivity and performance metrics.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Vice President
CIVA Charter High School - Governing Board
Colorado Springs, CO
07.2023 - Current
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Led cross-functional teams for successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Created succession plans to provide continuity of operations during leadership transitions.
Class Representative
Junior Achievement
Colorado Springs, CO
08.2000 - Current
- Enhanced student participation by organizing and leading class discussions on relevant topics.
- Boosted overall class performance by implementing effective study strategies and time management techniques.
- Collaborated with fellow representatives to develop new initiatives for student engagement and success.
- Served as liaison between students and faculty, addressing concerns and facilitating communication.
- Assisted in planning class fundraisers, resulting in increased funds for school projects and events.
- Gathered valuable feedback from peers to relay suggestions for course improvements to faculty members.
- Upheld high standards of integrity within the role, serving as an ethical model for fellow classmates to emulate in their own actions.
- Supported fellow representatives in their roles, helping them navigate challenges successfully through teamwork and collaboration.
- Served as trusted mentor for younger students, offering guidance and support to help them acclimate to the academic environment.
- Provided information and services to students that needed academic assistance and tutoring.
Education
Master of Arts - International Business
Regis University
Colorado Springs, COBachelor of Science - International Business Management
Regis University
Colorado Springs, COSkills
- Business Development
- Staff Development
- Financial Management
- Customer Service
- Operations Management
- Event Networking
- Staff Training
- Team Leadership
- Relationship Building
- Customer Education
- Critical Thinking
- Business Acumen
Accomplishments
- Instituted AIF, (Accredited Investment Fiduciary) certification requirement for all Trading staff.
- Continued education by earning certificates in Sustainable Finance and Sustainability and Corporate Social Responsibility.
- Received award for 15 plus years volunteer work with Junior Achievement for in-class teaching and fundraising efforts.
Additional Information
I am currently in process of finishing certification for Substitute Teaching as well as continued classwork in the area of DEI, (Diversity, Equity and Inclusion), via Coursera continuing education.
Timeline
Vice President
CIVA Charter High School - Governing Board
07.2023 - Current
Director, Managed Account Services
First Affirmative Financial Network
02.2012 - 10.2023
Class Representative
Junior Achievement
08.2000 - Current
Master of Arts - International Business
Regis University
Bachelor of Science - International Business Management
Regis University
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