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Leah O'Keefe
Charlotte
Work Preference
Summary
Results-driven finance professional with a strong analytical background and expertise in client onboarding and event execution. Demonstrates a consistent ability to manage multiple projects, streamline processes, and foster collaboration among diverse teams to deliver impactful outcomes.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Events, Recognition & Incentives Consultant
Allstate Insurance
01.2024 - Current
- Coordinated and executed multiple recognition and incentive projects, managing timelines, deliverables, and vendor relationships for successful event execution
- Lead onboarding initiatives by coordinating communication between internal stakeholders, vendors, and clients to ensure seamless implementation of programs
- Managed project logistics by sourcing promotional items, aligning materials with event themes, and ensuring on-time delivery within budget
- Facilitated collaboration across internal teams and external vendors to support project objectives and swiftly resolve issues
- Utilize project management methodologies to track progress, prioritize tasks, and meet tight deadlines in a high-volume environment
Financial Analyst
Allstate Insurance
02.2022 - 01.2024
- Utilized SQL to analyze large-scale datasets, extracting valuable insights to inform business decisions and improve marketing strategies
- Collaborated with cross-functional teams to implement data-driven solutions, contributing to a 10%+ improvement in new business for the East Zone
- Presented insights and onboarding updates to stakeholders, ensuring clarity and engagement for effective decision-making
- Resolved queries and escalated unusual situations during data analysis and reporting to enhance data accuracy
Education
B.S. - FINANCE, WOMEN GENDER STUDIES
THE UNIVERSITY OF NORTH CAROLINA
Charlotte, NC05-2022
Skills
- Project management
- Data analysis
- Attention to detail
- Event execution
- Vendor management
- Customer relationship management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
Certified Associate in Project Management (CAPM), PMI, 12/01/25
Timeline
Events, Recognition & Incentives Consultant
Allstate Insurance
01.2024 - Current
Financial Analyst
Allstate Insurance
02.2022 - 01.2024
B.S. - FINANCE, WOMEN GENDER STUDIES
THE UNIVERSITY OF NORTH CAROLINA