Kayla Currie
Indianapolis,IN
Summary
Dynamic financial professional with a proven track record at Ben Franklin Finance LLC, excelling in financial analysis and operational reporting. Adept at leveraging Microsoft Excel to streamline reporting processes, while building strong client relationships as a Financial Advisor. Recognized for enhancing decision-making through clear, impactful presentations and fostering trust in financial management.
As you can see I have taken a break in the work force the past three years due to no fault of my own at the age of 29 I was diagnosed with Leukemia. I under went treatment which included rigorous rounds of chemotherapy followed by a stem cell transplant. I am currently two years post transplant and I am eager to find my next profession.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Ben Franklin Finance LLC
01.2020 - 11.2022
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
Financial Advisor
Carrington Mortgage
05.2018 - 01.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Collections Account Manager
Coastal Credit LLC
12.2014 - 03.2018
- Collaborated with sales and customer service teams to identify potential issues early on, preventing further escalation of delinquent accounts.
- Negotiated settlements with customers facing financial hardship to maintain goodwill while recovering outstanding debt.
- Reviewed collection reports regularly with management to provide updates on progress and potential areas for improvement.
Education
Core 40 Diploma
Beech Grove High School
Beech Grove, IN05-2014
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Sales Force
Timeline
Financial Analyst
Ben Franklin Finance LLC
01.2020 - 11.2022
Financial Advisor
Carrington Mortgage
05.2018 - 01.2020
Collections Account Manager
Coastal Credit LLC
12.2014 - 03.2018
Core 40 Diploma
Beech Grove High School
Similar Profiles
Barbara HendersonBarbara Henderson
Retail Store Owner at Ben Franklin StoresRetail Store Owner at Ben Franklin Stores
Cameron FowlerCameron Fowler
Inventory Manager at Ole Ben Franklin MotorsInventory Manager at Ole Ben Franklin Motors
Rebecca VincentRebecca Vincent
Teacher at Ben Franklin Elementary SchoolTeacher at Ben Franklin Elementary School
Saxoni C. KrickSaxoni C. Krick
Director of Operations / Community Relations Director at Guardian Angel RestorationDirector of Operations / Community Relations Director at Guardian Angel Restoration
Jay BrookensJay Brookens
Founder & Principal at J B Marketing, LLCFounder & Principal at J B Marketing, LLC