Kelsey Snell
Fernley
Summary
Results-driven professional with a proven ability to manage cross-functional projects, optimize workflows, and analyze performance metrics. Experienced in handling confidential information, implementing policy updates, and collaborating with teams to drive operational efficiency. Excels in data analysis, process improvement, and delivering high-quality outcomes aligned with organizational goals. Strong foundation in finance and a keen interest in developing within this field. Brings understanding of basic financial principles and excels in data analysis and financial modeling. Ready to use and develop analytical and problem-solving skills in [Desired Position] role. Developed skills in financial analysis and data interpretation in a fast-paced corporate environment. Demonstrates strong analytical abilities and critical thinking to solve complex financial problems. Seeking to transition into a new field, leveraging these transferable skills to add value and drive success.
Overview
9
9
years of professional experience
Work History
Wealth Management Specialist
Vanguard
10.2021 - 09.2024
- Managed onboarding processes for9,000+ accounts, ensuring99.8% accuracy and compliance with organizational policies
- Collaborated with multiple departments to update policies and procedures, streamlining workflows by20%
- Analyzed training metrics to assess new hire progress, providing actionable recommendations for improvement
- Spearheaded process improvement initiatives, reducing manual errors by25% and saving10+ hours weekly
- Oversaw sensitive documentation, ensuring confidentiality and accuracy during tax reconciliation projects
- Designed and led comprehensive training programs, enhancing team efficiency and reducing onboarding time by30%
- Acted as a Subject Matter Expert (SME), advising cross-functional teams on policy implementation and compliance
- Scheduled and prioritized daily tasks to ensure timely delivery of training and project milestones
Project Coordinator
Allpoints Surveying
11.2017 - 06.2018
- Coordinated project deliverables and timelines, reducing delays by10% through proactive communication
- Created detailed project documentation, supporting transparency and data-driven decision-making
- Led cross-departmental efforts to resolve operational challenges, increasing efficiency by15%
- Tracked project benchmarks and provided detailed progress reports to stakeholders, ensuring alignment with goals
- Analyzed operational data to recommend process changes, improving resource utilization and productivity
Branch Coordinator
JSC Federal Credit Union
05.2015 - 11.2017
- Managed customer accounts and resolved escalations, improving satisfaction scores by20%
- Conducted audits and identified discrepancies, enhancing reporting accuracy by12%
- Partnered with teams to implement new initiatives, increasing compliance adherence by15%
- Created detailed reports on financial transactions, ensuring clarity and precision for decision-makers
- Assisted in interdepartmental meetings to drive alignment and enhance service delivery
Education
Associate of Science - Medical Billing and Coding
Lee Community College
Baytown, TX05.2021
Skills
- Data Management & Analysis
- Cross-Functional Collaboration
- Performance Metrics Tracking
- Policy & Procedure Development
- Confidential Document Handling
- Process Improvement Initiatives
- Cash flow management
- Trust services
- Problem-solving
- Multitasking and organization
- Critical thinking
- Verbal and written communication
- Decision-making
- Relationship building and management
Accomplishments
- Top 10 Processor for Quality Assurance – Vanguard (2022)
- New Hire Training Recognition – Vanguard (2023)
- Project Management Foundations – LinkedIn Learning (2022)
- Excellence in Operational Efficiency – JSC Federal Credit Union (2017)
Languages
English
Native or Bilingual
Timeline
Wealth Management Specialist
Vanguard
10.2021 - 09.2024
Project Coordinator
Allpoints Surveying
11.2017 - 06.2018
Branch Coordinator
JSC Federal Credit Union
05.2015 - 11.2017
Associate of Science - Medical Billing and Coding
Lee Community College
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