Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nancy Vonberg

Green River

Summary

Creative, energetic professional skilled in office administration, business communications, team collaboration and qualitative and quantitative analysis. Proven to bring streamline complicated operations in fast-paced environment. Manages diversified office administrative functions, manage events, offer customer assistance and provide team support.

Overview

29
29
years of professional experience
20
20
years of post-secondary education

Work History

Senior Field Office Administrator/Budget Analyst

Williams
Green River
08.2010 - 06.2026
  • Prepared and managed annual budgets. Completed monthly updates and explained all variances.
  • Prepared budget reporting for leadership and partnership.
  • Managed all warehouse operations including annual and spot inventory counts with no variances.
  • Processed invoices on a timely basis according to established procedures.
  • Responsible for completing all master service agreements and requests for services, including writing scopes of work and completing contracting process through execution.
  • Maintained all efficiency and safety metrics for 1100 mile pipeline.
  • Power user of the Maximo maintenance system.
  • Assisted in the preparation of multi-year financial forecasts for planning purposes.
  • Reviewed funding requests to verify necessity and adherence to budget guidelines.
  • Recommended adjustments based on financial assessments and departmental needs.
  • Determined and tracked budget expenses with accuracy and transparency.
  • Monitored compliance with approved budgets throughout the year.
  • Analyzed budget reports to identify discrepancies and recommend corrective actions.
  • Prepared detailed financial forecasts and projections for upcoming fiscal years.
  • Participated in meetings with stakeholders regarding budgetary issues.
  • Reviewed financial documents such as contracts, invoices, requisitions. for accuracy and completeness.
  • Assisted with the preparation of funding requests for new programs or initiatives.
  • Conducted cost-benefit analysis for proposed projects and initiatives.
  • Prepared monthly variance reports comparing actual results against planned targets.
  • Collaborated with department heads to develop annual operating budgets.
  • Performed budget formulation work involving review and preparation of budget estimates and financial plans.
  • Performed trend analyses on historical spending data to anticipate future needs.
  • Provided guidance on budgetary matters to senior management staff.
  • Coordinated the review process of all submitted budgets prior to approval.
  • Identified areas of potential savings or revenue enhancement opportunities.
  • Compiled and reviewed procurement data to make effective projections.
  • Checked postings and documents for correctness, accuracy and proper coding.
  • Illustrated concepts with charts and graphs showing historical and forecasted trends.

Vice President

Bank of the West, BNP Paribas
Green River
05.1997 - 09.2009
  • Led strategic initiatives to enhance customer engagement and satisfaction.
  • Developed comprehensive financial strategies to drive organizational growth.
  • Oversaw risk management processes to ensure regulatory compliance and stability.
  • Advised clients on investment strategies and financial planning options.
  • Conducted comprehensive financial analyses to determine client needs.
  • Developed customized financial portfolios based on client goals and risk tolerance.
  • Educated clients on market trends and economic factors affecting investments.
  • Collaborated with teams to create tailored retirement plans for clients.
  • Assisted clients in navigating tax implications of their investment choices.
  • Maintained strong client relationships through regular communication and follow-ups.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Facilitated client meetings with comprehensive investment strategy planning.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
  • Promoted business to increase customer base and grow revenue.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.
  • Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
  • Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
  • Developed and expanded financial planning relationships with customers through loyal and dedicated service.
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Identified new business opportunities through networking events or referrals from existing clients.
  • Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
  • Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.

Education

Bachelor of Science - Finance

Chadron State College
Chadron, NE
08.2009 - 07.2026

Associate of Science - Business Administration

Western Wyoming Community College
Rock Springs, WY
08.1994 - 05.1997

Skills

  • Financial analysis
  • Budget management
  • Risk assessment
  • Data visualization
  • Client relationship management
  • Project management
  • Effective communication
  • Strategic planning

Timeline

Senior Field Office Administrator/Budget Analyst

Williams
08.2010 - 06.2026

Bachelor of Science - Finance

Chadron State College
08.2009 - 07.2026

Vice President

Bank of the West, BNP Paribas
05.1997 - 09.2009

Associate of Science - Business Administration

Western Wyoming Community College
08.1994 - 05.1997
Nancy Vonberg