Keanen Ellison
Mansfield,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. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics.
Overview
7
7
years of professional experience
Work History
Financial Professional
Equitable Advisors
10.2023 - Current
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments for more than $15,000,000 in AUM
Automotive Claims Adjuster
Amynta Group
07.2020 - 10.2023
- Utilized Pivot Tables to analyze data and submit reports on trends minimizing excessive costs.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Directed claims negotiations within allowable limit of $6000 and supported successful litigations for advanced issues.
Manager of Tire Sales
Firestone CAC
02.2018 - 07.2020
- Collaborated with suppliers to design marketing initiatives that successfully increased store traffic returning a 20% higher dollar-per-car value.
- Controlled inventory of tire installation equipment, obtaining and disposing of equipment as appropriate and educating staff on safe and proper operation of tire bay equipment.
- Observed day-to-day operations for streamlining and cost-cutting opportunities without negatively affecting employees or customers.
Education
Master of Business Administration - Business analytics
Drexel University
Philadelphia, PA03.2023
Bachelor of Arts - Sociology
West Chester University of Pa
West Chester, PA05.2014
Skills
- Pricing Models (Value-based/Transfer/Block)
- Cost/Benefit/Risk Analysis
- Statistical Data Analysis
- Sales and Financial Reporting
- Strategic Cost Out Initiatives
- Inspirational Leadership
- Tableau/SPSS/Salesforce/MySQL
- Marketing Methodologies and Analysis
- Profit maximization
- Cash flow management
- Advanced Microsoft Office Suite (Excel pivot tables/VLOOKUP)
- SIE, Series 7, Series 63 Licenses
- Strategic financial planning
- Business development
Timeline
Financial Professional
Equitable Advisors
10.2023 - Current
Automotive Claims Adjuster
Amynta Group
07.2020 - 10.2023
Manager of Tire Sales
Firestone CAC
02.2018 - 07.2020
Master of Business Administration - Business analytics
Drexel University
Bachelor of Arts - Sociology
West Chester University of Pa
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