Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Marci Hansen

Chapel Hill,NC

Summary

Dedicated Operations Officer with extensive experience in managing operational, administrative, and financial functions essential to the smooth running of the organization. Proven track record of proficiency with various software systems and a strong understanding of insurance and investment operations. Demonstrates meticulous attention to detail, strong analytical skills, and excellent organizational abilities.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Treasurer

PTA Council
07.2024 - Current
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Managed cash flow to ensure adequate liquidity for operations, safeguarding against financial shortfalls.
  • Prepared and presented financial reports to inform senior management and board of directors.

Operations Officer

Asset Insure, Inc.
11.2020 - Current
  • Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and increase product and service sales.
  • Enhanced productivity through developing and implementing effective standard operating procedures.
  • Contributed to business development efforts to drive revenue and meet corporate objectives.
  • Oversaw financial reporting, ensuring accuracy and compliance with regulatory requirements.
  • Liaised between departments including HR, IT and Finance ensuring smooth communication and collaboration.
  • Mentored junior team members, fostering professional development and enhancing overall team performance.
  • Managed the Agency Management Systems accounting procedures including invoicing, premium fund receipting, and commission handling, and oversaw check writing/depositing and performed end-of-day and end-of-month financial duties.
  • Proactively processed and reconciled commissions to forecast projected expenses versus expected income.
  • Applied for Department of Insurance (DOI) and Secretary of State (SOS) authority in relevant states. Maintained compliance records, submitted annual reports, and managed agency and agent licenses. Managed appointment requests, monitored expiration dates, and facilitated renewals.
  • Performed monthly audits for data integrity utilizing the Agency Management System.

Operations Manager

Founders Financial Alliance, LLC
10.2016 - Current
  • Onboarded new financial advisors and their clients by submitting ACATs, client profiles, and investment reports, often working closely with clients throughout the process.
  • Managed monthly advisor attestation documents by distributing them via DocuSign, reviewing for accuracy, and submitting them to the Compliance Manager for approval.
  • Completed the quarterly Best Price per share audit report utilizing Yahoo Finance, historical data, and Excel.
  • Performed client servicing procedures for multiple financial advisors.

Treasurer

Rashkis Parent Teacher Association
07.2019 - 06.2021
  • Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Enhanced financial reporting processes, providing stakeholders with accurate and timely information for decision-making purposes.
  • Drafted treasury reports to support management decision-making needs.
  • Tracked all sales tax receipts and submitted sales tax refund requests bi-annually.
  • Received and receipted all incoming monies, tracking all donors and donations, and executing tax receipts for their records.
  • Utilized QuickBooks for the financial management of the organization.

Branch Administration Manager

Wells Fargo Investments
03.2004 - 03.2007
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Provided extensive guidance and instruction to sales team members in the East Bay region of Northern California.
  • Ensured compliance with FINRA regulations by maintaining required reports for all client complaints. Investigated all verbal and written complaints as they were received.
  • Maintained high standards of trade execution by diligently reviewing and approving all trades executed by approximately 20 financial advisors in the region.
  • Efficiently reviewed and approved all incoming paperwork for account establishment, trade placement, and service tasks. Proactively addressed monthly audits of account documents.

Education

Bachelor of Arts - Political Science

University of North Carolina At Chapel Hill
Chapel Hill, NC

Skills

  • Bookkeeping
  • Cash Management
  • Account Reconciliation
  • Budgeting expertise
  • Financial Management
  • Audit preparation
  • Corporate filings
  • Excel proficiency
  • Information Protection
  • Due diligence
  • Audit Coordination
  • Preparing financial statements

Certification

  • Series 7 and 66 Licensed
  • Life, Accident and Health or Sickness, Medicare Supplement/Long Term Care, Property, Casualty Insurance Licensed
  • CPRIA designation (Chartered Private Risk and Insurance Advisor)
  • Held my Series 9 & 10 prior, has since lapsed

Timeline

Treasurer

PTA Council
07.2024 - Current

Operations Officer

Asset Insure, Inc.
11.2020 - Current

Treasurer

Rashkis Parent Teacher Association
07.2019 - 06.2021

Operations Manager

Founders Financial Alliance, LLC
10.2016 - Current

Branch Administration Manager

Wells Fargo Investments
03.2004 - 03.2007

Bachelor of Arts - Political Science

University of North Carolina At Chapel Hill

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Marci Hansen