Hi, I’m
MICHELLE FLEGAL
St. George,UT
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
years of professional experience
Work History
Self-employedUtah
Realtor
07.2014 - Current
Job overview
- Established positive flow of communication with agents, clients, and all personnel involved in closing transactions
- Negotiated contracts with agents representing buyers and sellers
- Facilitated closing process on behalf of clients and insured that all deadlines and compliance with contracts were met prior to closing., for clients with online, discount brokerage accounts
- Increased home sales by providing exceptional customer service and maintaining strong relationships with clients.
- Streamlined home buying process for clients, resulting in quicker closings and satisfied customers.
Morgan Stanley Smith BarneyUtah
Finance Operations Associate
01.2011 - 09.2013
Job overview
- Data analysis of variances and discrepancies within reported cost basis of equities, research financial data within proprietary systems and resolve questionable financial entries
- Account reconciliation of imbalances related to sale of firm held securities positions and corporate actions
- Cross function training within teams and interdepartmental presentation of team functions.
- Skilled at working independently and collaboratively in team environment.
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Reduced errors in datasets with thorough attention to detail, ensuring accurate information for decision making.
- Collaborated with cross-functional teams to identify and resolve data discrepancies, maintaining consistency across organization.
- Facilitated communication between departments to ensure timely resolution of identified data issues.
- Assisted IT team with troubleshooting technical issues affecting data storage or retrieval systems when necessary.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Self-motivated, with strong sense of personal responsibility.
Utah Higher Education Assistance AuthorityUtah
Financial Analyst
06.2008 - 05.2010
Job overview
- Analysis and reporting to provide key financial and other related variables essential to organization, forecasting, daily financial transfers, perform monthly acquisition of student loans from lenders and ad hoc analysis and reporting.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Collected data from other divisions to support quarterly forecasts.
Wells Fargo InvestmentsUtah
Trading Service
01.2008 - 06.2008
Job overview
- Managed high volume of customer inquiries, demonstrating excellent problem-solving skills to resolve concerns quickly.
- Delivered outstanding customer support by providing prompt, courteous assistance during all interactions with clients.
- Maintained high customer satisfaction standards to meet or exceed targets.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
- Obtained FINRA Series 7, 63
Education
University of UtahSalt Lake City, Utah
Bachelor of Science from Finance
Skills
- Client Relations
- Account Reconciliation
- Microsoft Excel
- Advanced computer skills
- MS Office Suite
- Finance
Timeline
Realtor
Self-employed
07.2014 - Current
Finance Operations Associate
Morgan Stanley Smith Barney
01.2011 - 09.2013
Financial Analyst
Utah Higher Education Assistance Authority
06.2008 - 05.2010
Trading Service
Wells Fargo Investments
01.2008 - 06.2008
University of Utah
Bachelor of Science from Finance