Santana Dozier
Fayetteville
Summary
Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst
Bayview Sports Apparel
11.2020 - Current
- Generated comprehensive reports on portfolio performance and risk assessment.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Monitor organizational production and suggest process improvements to increase productivity.
- Promoted optimal capital structure management by performing detailed debt analysis and making strategic recommendations.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
Financial Consultant
Fifth Third Bank
08.2020 - 11.2020
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
- Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
Personal Banker
Wells Fargo
07.2017 - 05.2020
- Established new customer accounts including checking, savings, lines of credit, and loans
- Researched and resolved customer issues on personal savings, checking, and lines of credit accounts
- Serve as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls, and ensure compliance with applicable laws, rules & regulations
- Maintain deep knowledge of bank products and services
- Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Teller Supervisor
Wells Fargo
01.2015 - 07.2016
- Training and onboarding new hires to make sure they understand their roles
- Assessing the work performance of tellers and identifying areas of improvement
- Managing the workflow of tellers, creating team schedules, and delegating tasks
- Ensure company goals and objectives are being met by tellers and provide feedback
- Train and guide team members to maintain high productivity and performance metrics.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Education
Certification in Internal Auditor -
North Carolina Central University
05.2021
Skills
- Leadership
- Financial Report Writing
- Analysis Skills
- Problem-Solving
- Professional Risk Manager
- MS Office (Word, Excel)
- Branch operations
- Goal Setting
- Public Speaking
- Strategy Development
- Change Management Techniques
Certification
Certified Notary Public
Timeline
Financial Analyst
Bayview Sports Apparel
11.2020 - Current
Financial Consultant
Fifth Third Bank
08.2020 - 11.2020
Personal Banker
Wells Fargo
07.2017 - 05.2020
Teller Supervisor
Wells Fargo
01.2015 - 07.2016
Certification in Internal Auditor -
North Carolina Central University
Certified Notary Public
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