Mark Matney
Summary
Well-qualified human resources manager with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
5
5
years of professional experience
Work History
Account Operations
Kestra Financial
09.2023 - Current
- Streamlined account operations by implementing efficient processes and workflow improvements.
- Reduced operational errors through thorough analysis of account data and proactive troubleshooting.
- Enhanced customer satisfaction by providing timely and accurate responses to inquiries and concerns.
- Optimized team performance with regular training sessions, fostering a collaborative work environment.
- Established a robust documentation system for managing account records, ensuring easy access to information for future reference.
Account Manager
NFP Corp
01.2023 - 08.2023
- Managed benefit accounts for multiple clients in a SaaS position
- Increased client satisfaction by building strong relationships and addressing needs promptly
- Personalized service for each client through constant, efficient communication
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
- Proficient in Salesforce, Ultipro, Smartsheet, Microsoft products, and Google Docs
Human Resources Specialist
Army National Guard
08.2020 - 12.2022
- Led a team in developing and implementing a comprehensive automated tracking system for the federal response to COVID19 in the Army National Guard
- Integrated Microsoft Teams, Excel, and military personnel and benefits tracking systems to automate data tracking
- Managed personal information for 1,300 individuals, ensuring accurate and efficient management of payment, benefits, and equipment distribution
- Conducted routine HR audits to ensure data accuracy in personnel files, payroll records, and benefit enrollments.
Operations Specialist
Army National Guard
06.2021 - 07.2022
- Oversaw logistics for over fifty mobile COVID vaccination sites
- Managed inventory control, ensuring optimal levels of stock while minimizing waste and costs.
- Successfully managed multiple projects simultaneously while adhering to deadlines and budget constraints.
- Demonstrated proficiency in managing complex logistics and federal operations
- Improved operational efficiency by streamlining processes and implementing new systems.
Assistant Branch Administrator
Edward Jones
05.2019 - 08.2019
- Investment office professional assisting in managing a $60 million investment portfolio
- Proficient in managing personal and account information for clients
- Accompanied senior financial advisor to meetings with clients, prospects, and sales associates
- Built, analyzed, and obtained approval for 100+ financial strategies, including mutual funds, ETFs, and bonds
- Generated a list of 500+ warm prospects, contributing to client base expansion
- Planned and coordinated client events, including guest speakers, catering, and information manuals.
Education
communications -
Blinn College
Bryan, TX12.2020
Skills
- Human Resources
- Product Management
- Data Management
- Operational Efficiency
- Process Improvement
- Financial Management
- Strategic Planning
Accomplishments
I received many awards in the military including the Army Achievement Award, Adjutant General's Individual Award, and Army Commendation Metal.
Timeline
Account Operations
Kestra Financial
09.2023 - Current
Account Manager
NFP Corp
01.2023 - 08.2023
Operations Specialist
Army National Guard
06.2021 - 07.2022
Human Resources Specialist
Army National Guard
08.2020 - 12.2022
Assistant Branch Administrator
Edward Jones
05.2019 - 08.2019
communications -
Blinn College
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