NIKOLA DELIC
Atlanta,GA
Summary
Financial planning professional skilled in developing and implementing strategic financial plans. Strong focus on teamwork and achieving tangible results, with reputation for reliability and adaptability. Expertise in financial analysis, investment strategies, and risk management, combined with excellent communication and problem-solving abilities. Known for driving success in collaborative environments and responding effectively to evolving demands.
Overview
5
5
years of professional experience
1
1
Certification
Work History
FINANCIAL PLANNING ASSOCIATE
Morgan Stanley
01.2024 - Current
- Provide financial planning support to 15 financial advisor teams, producing comprehensive and tailored financial plans to ensure clients have clear, actionable strategies aligned with their financial goals.
- Model wealth blueprints, including net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses, and tax strategies.
- Assist in identifying and bringing in NAA and help advisors discover external assets and enhance client portfolios.
- Attend client meetings to ensure the delivery of personalized financial recommendations.
- Maintain detailed investment and retirement databases to enhance accuracy and operational efficiency.
FINANCIAL ANALYST
HighGrove Partners
03.2023 - 12.2023
- Utilized budgeting expertise to analyze financial strategies across multiple service segments and to recognize performance improvements.
- Maintained financial reporting, including bank reconciliations and documentation, ensuring data accuracy for informed decision-making.
- Managed the accounts receivable and payable processes and analyzed business net working capital to identify areas for performance enhancement.
- Collaborated with the controller and service segment managers to effectively track payroll, staffing, and resource allocation for a workforce of over 200 employees.
UNDERWRITING ANALYST
Angel Oak Mortgage Solutions
04.2021 - 09.2022
- Leveraged analytical skills to evaluate between 300-400 loans per month resulting in over $50 million of client borrowings, contributing to sustainable financial growth.
- Named number one performer for 12 months for completed loans in the underwriting department, demonstrating exceptional dedication to achieving targets and delivering results.
- Responsible for examining client loan documentation to ensure adherence to legal and compliance requirements, and company guidelines.
- Identified legal, compliance, and company guideline related discrepancies within client loan documentation and presented findings to senior underwriters for approval or additional review.
POST-CLOSING DATA ANALYST
Innovation Title Inc.
11.2020 - 04.2021
- Audited closed loan packages to ensure compliance with internal and lender specific guidelines.
- Produced daily reporting for team performance.
- Managed a high volume of phone calls, emails, and requests from clients and lenders, whilst providing excellent customer service.
- Served as a liaison for all necessary closing paperwork between lenders and clients.
Corporate Trainer
New Acquisitions Inc.
03.2020 - 11.2020
- Managed Profit and Loss sheets for the sales team utilizing Tableau.
- Interviewed, onboarded and trained new employees.
- Managed teams of 3-5 people and organized team building events while emphasizing the importance of meeting key performance targets for maximum productivity and success.
Education
Bachelor of Science - Management Information Systems
Florida College
Temple Terrace, FL05.2018
Associate of Arts - Business Administration
Santa Fe College
Gainesville, FL05.2015
Skills
- Wealth management
- Retirement planning
- Cash flow management
- Strategic financial planning
- Client Relations
- Organizational Development
- Team Leadership
- Strategic Communications
- Documentation & Reporting
- Multilingual
Certification
- SIE - FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Proficiencies
MS Office-Advanced, Tableau-Advanced, Salesforce-Advanced
Languages
Serbian
Spanish
English
Timeline
FINANCIAL PLANNING ASSOCIATE
Morgan Stanley
01.2024 - Current
FINANCIAL ANALYST
HighGrove Partners
03.2023 - 12.2023
UNDERWRITING ANALYST
Angel Oak Mortgage Solutions
04.2021 - 09.2022
POST-CLOSING DATA ANALYST
Innovation Title Inc.
11.2020 - 04.2021
Corporate Trainer
New Acquisitions Inc.
03.2020 - 11.2020
- SIE - FINRA.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Bachelor of Science - Management Information Systems
Florida College
Associate of Arts - Business Administration
Santa Fe College
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