Kiarra Freeman
Salt Lake City,UT
Summary
Results-driven professional with expertise in finance, client data management, and consulting. Proficient in data analysis, risk management, and client relationship management; with a demonstrated track record of driving efficiency and achieving organizational objectives. Known for exceptional team-building and leadership skills that elevate performance and promote collaboration in fast paced environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Private Wealth Management Analyst
Goldman Sachs
02.2024 - Current
- Deliver back-end operational support for high-net-worth clients by processing 20 Keystone tickets daily to ensure accounts are updated in accordance with regulatory compliance requirements
- A subject matter expert in managing and updating authorized party roles for Trusts, Corporations, LLCs, IRAs, and Partnership accounts
- Manage multiple high-priority projects in a fast-paced environment, delivering results under tight deadlines while maintaining exceptional attention to detail
- Collaborate with team members to enhance the client onboarding processes, and mitigate operational risks
- Serve as a key resource for training new hires, fostering team development, and promoting operational excellence across the division
Oracle Cloud Consultant
Sierra-Cedar
07.2022 - 07.2023
- Served as an Oracle Guided Learning Functional consultant, specialized in optimizing end user training and onboarding processes for efficient enterprise software adoption
- Conducted thorough analysis of clients' business processes and requirements to identify opportunities for leveraging Oracle Cloud Fusion Applications
- Analyzed clients' organizational needs and provided strategic business solutions
- Led three full end-to-end Oracle Cloud System implementation projects, including requirements gathering, solution design, testing, training, and post-go-live support
- Collaborated with senior consultants and project teams to gather business requirements and translated them into training guides for Oracle Cloud applications
SNAP-Ed Intern
USDA - Food and Nutrition Services
08.2021 - 06.2022
- Monitored SNAP-Ed Program compliance with federal regulations across eight states in the Southeast Region
- Managed and protected sensitive and confidential information
- Facilitated analysis of fiscal documentation to enable budget request approvals
- Managed communications through email and Teams with eight region program managers and strategically collected and distributed nutrition and public health resources to state and local partners
Strategy Consulting Extern
PricewaterhouseCoopers (PwC) x Paragon One
12.2021 - 03.2022
- Analyzed and evaluated business challenges for non-profit organizations using consulting frameworks to help solve strategic problems
- Sourced leads and developed personas of institutions with high potential to become a partner with the non-profit
- Identified trends and presented key findings to leadership through reporting and analyzing data
- Effectively presented fundraising and engagement strategies to leadership team
Education
Bachelors Degree -
University of Georgia
Athens, GA05.2022
Skills
- Client relationship management
- Risk management
- Analytical skills
- Interpersonal Communication
- Data collection
Certification
Series Industry Essentials Exam (SIE)
Timeline
Senior Private Wealth Management Analyst
Goldman Sachs
02.2024 - Current
Oracle Cloud Consultant
Sierra-Cedar
07.2022 - 07.2023
Strategy Consulting Extern
PricewaterhouseCoopers (PwC) x Paragon One
12.2021 - 03.2022
SNAP-Ed Intern
USDA - Food and Nutrition Services
08.2021 - 06.2022
Bachelors Degree -
University of Georgia
Series Industry Essentials Exam (SIE)
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