Summary
Overview
Work History
Education
Skills
Timeline
Generic

Robert Buckingham

Milwaukee,WI

Summary

Seasoned in financial planning and data analysis, I excel in roles requiring meticulous attention to detail and strategic thinking. At Northwestern Mutual, I leveraged my expertise in financial statement auditing and relationship-building to guide clients through complex decisions, significantly enhancing their financial security and confidence in their fiscal futures.

Overview

5
5
years of professional experience

Work History

Financial Representative

Northwestern Mutual
Elm Grove, WI
10.2024 - Current
  • As a Financial Representative at Northwestern Mutual, I played a critical role in helping individuals and businesses plan for their financial futures
  • This is a client-facing role where I used my financial expertise to assess needs, offer personalized solutions, and provide ongoing guidance
  • Through training, support, and mentorship, I developed a career by building long-term relationships with clients and helping them navigate complex financial decisions

Audit Associate

CliftonLarsonAllen LLP
07.2023 - 10.2024
  • As an audit associate in public accounting, I prepare working papers, reports, and supporting documentation for audit findings
  • Some of the main sections I prep in every audit include but are not limited to: Cash, Accounts Receivable, Plant Property & Equipment, Accounts Payable, Debt, Accrued liabilities, Revenue, and Expenses
  • The three industries I did these task includes: Real Estate, State & Local Government, and Non-for-profit

Target Digital Network Analyst (TDNA)

United States Army
08.2020 - 08.2021
  • Temporary duty supporting a special mission unit as a Target Digital Network Analyst (TDNA) responsible for providing analytic support to Special Operations Joint Task Forces
  • Active top secret clearance / sensitive compartmented information
  • Advised and assisted with tradecraft and analytic processes in collaboration efforts with multiple intelligence disciplines
  • Perform target trend analysis, analyzing location, pattern of life, contact chain, and social network to gain better fidelity into target networks and their communications
  • Spearheaded target and network discovery efforts; monitored and developed targets across new and emerging communication technologies utilizing national and tactical collection systems
  • Maintained and updated community databases, and knowledge management systems, and leveraged a wide variety of analytic tool suites to further mission capability and target knowledge

Accounting Intern/Business Development Intern

Zywave
09.2019 - 08.2020
  • Company Overview: a leading SaaS provider
  • In this role, I spent my first six months immersed in business operations, gaining hands-on experience in B2B sales and providing critical support to our sales department
  • At Zywave, a leading SaaS provider, I had the opportunity to learn the full sales cycle and see firsthand how various departments collaborate to drive sales success
  • This experience gave me valuable insight into the intricacies of SaaS sales and reinforced the vital role that cross-functional alignment plays in supporting the sales team's goals and overall business growth
  • For the next five months, I worked as an Accounting Intern, where I played a key role in supporting the billing department and managing accounts receivable for the mid-sized firm
  • I contributed to the smooth processing of invoices and expense reports, ensuring accuracy and timely completion
  • I handled various payment methods, including checks, credit card transactions, and addressing failed payments
  • Additionally, I was responsible for the activation and deactivation of accounts, utilizing strong problem-solving skills to resolve customer issues related to outstanding balances, ensuring customer satisfaction while maintaining financial integrity
  • A leading SaaS provider

Education

Bachelor of Business Administration - Accounting

University of Wisconsin-Milwaukee
05.2023

Skills

  • Substantive testing
  • Financial Statement Auditing
  • Microsoft Excel proficiency
  • Control testing
  • Account Reconciliation
  • Sales
  • Finance
  • Income Statement Analysis
  • Retirement planning
  • Appointment scheduling
  • Project management
  • Service connections
  • Investment advice
  • Data analysis
  • Financial planning

Timeline

Financial Representative

Northwestern Mutual
10.2024 - Current

Audit Associate

CliftonLarsonAllen LLP
07.2023 - 10.2024

Target Digital Network Analyst (TDNA)

United States Army
08.2020 - 08.2021

Accounting Intern/Business Development Intern

Zywave
09.2019 - 08.2020

Bachelor of Business Administration - Accounting

University of Wisconsin-Milwaukee
Robert Buckingham