Liana Moreland

Inbound stowing, outbound truck loading, inventory problem solving (tracking inventory on laptop making sure all inventory is stored), ambassador (trainer).

• Facilitated portfolio performance review and implemented new strategies.
• Communicated market developments, portfolio changes and annual performance information to Senior Management and Board of Directors.
• Developed rebalancing strategies to minimize risk exposures.
• Recommended investment strategies to meet company financial objectives.
• Complied with established internal controls and policies.
• Designed and maintained financial models to identify and measure risks.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Monitored reports and updated internal files.
• Collaborated with Senior Management to develop long-term financial plans.
• Conducted financial due diligence on potential investments.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Utilized financial software to prepare consolidated financial statements.
• Evaluated and negotiated contracts to procure favorable financial terms.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Supported financial director with special projects and additional job duties.

• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Developed and cultivated relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Participated in industry events and trade shows to promote products and services.
• Worked with Commercial Lending Support Team and Loan Administration departments to facilitate communication and deliver personalized solutions to customers.
• Built relationships with customers and community to establish long-term business growth.
• Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

• Maintained friendly and professional customer interactions.
• Assessed employee performance and developed improvement plans.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.
• Engaged employees in business processes with positive motivational techniques.