Detail-oriented professional with extensive experience in financial reporting and team collaboration. Strong skills in problem-solving and communication have led to improved reporting processes and enhanced stakeholder presentations. Committed to driving operational efficiency and data integrity.
Overview
14
14
years of professional experience
Work History
Global Reporting Analyst
Ameriprise Financial Inc.
Minneapolis, Minnesota
02.2015 - 11.2023
Analyzed financial data to provide insights for investment strategies.
Developed and maintained detailed reports leveraging advanced Excel functions to support data-driven decision-making.
Collaborated with cross-functional teams to improve reporting accuracy.
Conducted audits of reporting processes to ensure compliance and integrity.
Prepared presentations summarizing findings for stakeholder meetings.
Streamlined data collection processes, improving efficiency and accuracy in reporting tasks.
Developed reports and visualizations to support presentation objectives.
Service Manager
Wells Fargo Bank N.A
Minneapolis, Minnesota
06.2009 - 07.2014
Managed daily operations of banking services and customer interactions to ensure seamless service delivery.
Oversaw service department operations, including scheduling and workflow management, to optimize team performance.
Implemented process improvements that streamlined operations and elevated service quality.
Resolved customer complaints and provided effective solutions promptly.
Trained staff on customer service protocols and banking policies.
Monitored performance metrics to identify areas for operational enhancements.
Developed and maintained relationships with customers, vendors, and suppliers.
Education
Bachelor of Science - Finance And Business Management
Strayer University
Washington DC
06-2009
Skills
Data analysis
Financial modeling
Excel reporting
Report generation
Process auditing
Presentation creation
Problem solving
Team collaboration
Communication skills
Timeline
Global Reporting Analyst
Ameriprise Financial Inc.
02.2015 - 11.2023
Service Manager
Wells Fargo Bank N.A
06.2009 - 07.2014
Bachelor of Science - Finance And Business Management