Lydia Smith
Round Rock,TX
Summary
Motivated and goal-driven professional, with a master's degree in finance; enthusiastic in securing an entry-level finance position that offers professional growth and advancement within diversified areas of industry. Experience in financial planning, reconciliations, and risk-management. Excellent communication, organizational and problem-solving abilities. Flexible, hardworking, and eager to listen and learn in a new industry.
Overview
8
8
years of professional experience
Work History
Office Manager
Shank Wealth Management
01.2023 - Current
- Create annual compliance files
- Complete all financial deposits and file documentation of all branch deposits
- Keep non-cash compensation logs up to date for audit purposes
- Submit all marketing material through ComplianceMax (calendars, Christmas list and invite, novelty items, email signatures, etc.)
- Serve as primary contact for audits/performance reviews for any needed items
- Enter and update client information in Clientworks and CRM
- Open and/or close client's accounts
- Fix and follow up with account issues or requests.
Founder and Owner
Lydia Jane Photography
07.2019 - Current
- Managed day-to-day business operations, such as booking clients, taking high quality photos, organizing, maintaining all finances, and operating multiple social media accounts
- Developed marketing content for social media to grow and maintain followers, increase customer engagement, and promote my personal brand
- Facilitated software integration (HoneyBook) to streamline accounting and financial processes
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Admitting Representative
Houston Methodist Hospital
11.2018 - 03.2022
- Handled admission processes, including verifying patient details, demographics, and insurance coverage, and collecting co-pays
- Applied administrative knowledge and courtesy to explain procedures and services to ensure patient comfort during hospital stay
- Trained and mentored new employees in all areas of operation to achieve high quality team performance
- Accomplished and exceeded professional goals set by the company.
Server/Hostess
Pondicheri Restaurant
06.2016 - 11.2018
- Kept register accurate through correct billing, payment processing, and cash management practices implemented by the company
- Cultivated warm relationships with regular and new customers to improve customer retention
- Assisted managers by quickly resolving service- and food-related issues.
Education
Masters of Business Administration - Finance
University of Houston-Downtown, Davies College of Business
Houston, Texas05.2022
Finance Graduate Certificate -
University of Houston-Downtown, Davies College of Business
Houston, Texas05.2022
Bachelor of Business Administration in Finance -
University of Houston-Downtown, Davies College of Business
Houston, Texas12.2020
Skills
- Attention to Detail
- Accounting Principles
- GAAP Understanding
- Money Handling
- Accounting Principles Understanding
- Project Management
- Microsoft Excel Proficiency
- Effective Multitasking
- Auditing Procedures
- QuickBooks Experience
Additional Qualifications
- Keen attention to detail with an eagerness to learn.
- Proficient in computer applications such as Microsoft Suite, Adobe Photoshop, and Lightroom
- Strong multitasking skills in competitive and high-growth professional environments
Timeline
Office Manager
Shank Wealth Management
01.2023 - Current
Founder and Owner
Lydia Jane Photography
07.2019 - Current
Admitting Representative
Houston Methodist Hospital
11.2018 - 03.2022
Server/Hostess
Pondicheri Restaurant
06.2016 - 11.2018
Masters of Business Administration - Finance
University of Houston-Downtown, Davies College of Business
Finance Graduate Certificate -
University of Houston-Downtown, Davies College of Business
Bachelor of Business Administration in Finance -
University of Houston-Downtown, Davies College of Business
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Richard CalhounRichard Calhoun
CEO at Naples Wealth Planning & Laidlaw Wealth ManagementCEO at Naples Wealth Planning & Laidlaw Wealth Management
Sam FarrellSam Farrell
Market Deli Associate at HEB Grocery StoreMarket Deli Associate at HEB Grocery Store
Lindy M. FrazerLindy M. Frazer
Special Education Coordinator at Education Service Center Region 13Special Education Coordinator at Education Service Center Region 13