Summary
Overview
Work History
Education
Skills
Timeline
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Shaela Rattley

New London,CT

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, and forecasting. Tech-savvy in use of spreadsheets, pivot tables, and access databases.

Overview

6
6
years of professional experience

Work History

Financial Analyst

Electric Boat
01.2022 - Current
  • Collect data and develop detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Conduct detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Collaborate with cross-functional teams to optimize budgets, resulting in improved resource allocation.
  • Use relevant financial technology to generate reports and recommend courses of action to upper management.
  • Perform complex financial and budget analyses to determine requirements and justify requested funding.
  • Use strong analytical and problem-solving skills to develop effective solutions for challenging situations.
  • Demonstrate strong organizational and time management skills while managing multiple projects.
  • Develop and maintain courteous and effective working relationships.
  • Demonstrate respect, friendliness and willingness to help wherever needed.

Full Time Banker IV

People's United Bank
03.2020 - 01.2022
  • Maintained ownership of drawer worth $10,000 in cash while executing at least 30 transactions each day
  • Recorded data entry on transactions in and out of Vault and ATMS at bank which can hold $45,000 to $65,000 at any point
  • Conducted detailed market research to identify new opportunities for growth within banking sector.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Completed E-Learnings to strengthen skills on relationship building, ethics, field training, and using software like SalesForce.
  • Educated customers on online banking and mobile banking applications.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.

Full Time Shoes Sales Associate

Macy's
01.2019 - 01.2020
  • Counted and balanced cash register holding $10,000 and handle reports for credit and debit sales daily
  • Displayed excellent compliance in established procedures and guidelines to professionally handle and dispose of customers' personal information.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
  • Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
  • Monitored customers for signs of security concerns and escalated issues to management.
  • Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
  • Exceeded monthly sales targets of $2,500 consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
  • Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
  • Utilized cross-selling techniques to introduce customers to complementary products, increasing average transaction size.
  • Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction.

Recruiter

Primerica Financial Services
08.2018 - 05.2019
  • Responsible for daily scheduling, building, maintaining clientele relationships, and creating data reports for management review
  • Acquired personal information and strategically developed financial plans to assist families in financial security
  • Maintained compliance in accordance with company policies and procedures in reference to client sensitive information
  • Coordinated and conducted 3 conference meetings as lead speaker to provide families with guidance on financial protection, which is Primerica's main objective.
  • Increased candidate placements by developing and maintaining relationships with clients and candidates.
  • Collaborated with internal teams to continuously improve recruitment processes and execute as efficiently as possible.
  • Assisted with onboarding and orientation of new hires to expedite acclimatization process.
  • Enhanced recruitment process for faster hiring by utilizing various sourcing tools such as job boards, social media, and networking events.
  • Provided exceptional customer service to both candidates and clients, fostering long-term partnerships.
  • Actively participated in industry conferences and networking events, keeping up-to-date on current trends and expanding professional network.
  • Evaluated strengths and weaknesses of candidates through effective screening processes.
  • Gained strong leadership skills by managing projects from start to finish.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Education

Bachelor of Science - Finance

Central Connecticut State University
New Britain, Connecticut
05.2019

B.S. - Finance

Howard University
Washington, D.C.

Skills

  • Analytical Thinking
  • Problem-Solving
  • Analyzing performance
  • Strong Organization
  • Comparative analysis
  • Data Collection & Research
  • Business Planning
  • Financial and operational reporting
  • Client Relationship Development
  • Due diligence
  • Funds distribution
  • Data Analysis
  • Cash Flow Management
  • Documentation skills
  • Microsoft Excel

Timeline

Financial Analyst

Electric Boat
01.2022 - Current

Full Time Banker IV

People's United Bank
03.2020 - 01.2022

Full Time Shoes Sales Associate

Macy's
01.2019 - 01.2020

Recruiter

Primerica Financial Services
08.2018 - 05.2019

Bachelor of Science - Finance

Central Connecticut State University

B.S. - Finance

Howard University

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Shaela Rattley