Madeline Z. Carter, MBA
Eustis,FL
Summary
- Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
- Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
- Highly skilled and results-driven professional with eight years of experience in marketing strategies, financial management, and management administration. Demonstrated expertise in leading and organizing teams to achieve exceptional results. Proven track record in successfully managing a multi-store, family-owned and operated business. Adapt at implementing effective marketing strategies and optimizing financial performance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Finance Consultant
Equitable Advisors
2023.11 - Current
- Collaborated with cross-functional teams to drive process improvements that enhanced overall organizational efficiency.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Strengthened client relationships by providing timely and insightful financial guidance tailored to their unique needs.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Presented financial plans and investment recommendations to clients.
- Assisted clients with budgeting and cash flow management.
2022.01 - Current
Administrative Office Manager
Carter's Ace Hardware
2019.04 - 2023.12
- Ensuring the development of new businesses by fostering strong working relationships within the community
- Implementing and maintaining new strategies for the B2B sales team and their growth
- Analyzing past marketing initiatives and revamping the company's marketing efforts to keep customers and attract new ones
- Business Development & Relationships / Marketing
- Assisted executive management with special projects as needed to support overall business objectives.
- Improved communication between departments for better collaboration and problemsolving.
- Implemented new software systems, increasing efficiency in daily operations and record-keeping tasks.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Improved office operations by automating client correspondence, record tracking and data communications.
Credit Analyst, Billing Manager
Carter's Ace Hardware
2016.04 - 2023.08
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Enhanced customer relationships through effective communication of complex financial information, contributing to loyalty and retention.
- Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
- Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
- Collaborated with other teams to identify and mitigate risks impacting organization.
- Supported the sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
- Made decisions and recommendations about extending lines of credit.
- Identified potential problem loans early on through ongoing monitoring activities, enabling prompt remedial actions when needed.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
Marketing Manager
Carte's Ace Hardware
2016.04 - 2023.05
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Managed social media accounts for optimal audience engagement and increased online presence.
- Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
- Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Managed workflow between staff, coordinating documents, planning, and creative material distribution.
- Implemented data-driven marketing strategies, utilizing analytics tools to track campaign success and refine tactics as needed.
- Negotiated partnerships with key influencers, maximizing brand exposure in target markets.
- Negotiated with vendors and service providers, securing favorable terms and supporting budget objectives.
- Monitored competitor activities, adapting strategies to maintain competitive advantage.
- Continually maintained and improved company's reputation and positive image in markets served.
- Improved website visibility through development and implementation of SEO strategies.
- Launched successful digital marketing campaigns that achieved goals for increased website traffic.
- Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
- Optimized email campaigns to increase open and click-through rates.
Accounts Receivable
Ace Hardware
2016.04 - 2023.05
- Upheld high standards of professionalism by adhering to established accounting policies, procedures, and ethical guidelines throughout daily tasks.
- Reduced late payments by maintaining strong relationships with clients and implementing effective follow-up procedures.
- Enhanced cash flow by efficiently managing accounts receivable and ensuring prompt payment from customers.
- Streamlined invoice processing for timely payments, reducing the overall outstanding balance of accounts payable.
- Ensured accurate financial reporting through regular reviews of account classifications and proper allocation of expenses.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Inspected account books and recorded transactions.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Tracked financial progress by creating quarterly and yearly balance sheets.
Education
MBA - Financial Services Marketing Operations
Rollins College
Winter Park, FL05.2022
Bachelor of Science - Communications & Multimedia
Universidad Interamericana of PR
Bayamon, PR05.2015
Skills
- Leadership Experience
- Proficient in Epicor Software
- Proficient in Microsoft Office
- Bilingual
- Self-motivated
- Proven Ability to Increase Sales
- Effective at Conflict Resolution
- Friendly, Positive Attitude
- Customer Service
- Problem-Solving
- Time Management
- Dependable and Responsible
- Excellent Communication
- Critical Thinking
- Multitasking
- Organizational Skills
- Calm Under Pressure
- Active Listening
- Computer Skills
- Teamwork and Collaboration
- Attention to Detail
- Flexible and Adaptable
Certification
- Finance FINRA License - Series 6
- Life & Health Insurance -FL 215
- Insurance License: W971938
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software
Salesforce
Canva
Epicor
Excel
Soci
FMG
Quote
Don't you dare underestimate the power of your own instinct.
Barbara Corcoran
Timeline
Finance Consultant
Equitable Advisors
2023.11 - Current
2022.01 - Current
Administrative Office Manager
Carter's Ace Hardware
2019.04 - 2023.12
Marketing Manager
Carte's Ace Hardware
2016.04 - 2023.05
Credit Analyst, Billing Manager
Carter's Ace Hardware
2016.04 - 2023.08
Accounts Receivable
Ace Hardware
2016.04 - 2023.05
MBA - Financial Services Marketing Operations
Rollins College
Bachelor of Science - Communications & Multimedia
Universidad Interamericana of PR
- Finance FINRA License - Series 6
- Life & Health Insurance -FL 215
- Insurance License: W971938
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