Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Terika Williams

Terika Williams

Dallas,TX

Summary

Seasoned financial specialist with diverse experience in managing complex financial tasks and delivering strategic advice to optimize fiscal performance. Possess strong analytical skills, adept at risk assessment and implementing effective financial solutions to drive efficiency and productivity. Contributed significantly to team efforts by streamlining financial processes, improving accuracy in forecasting, and enhancing overall financial health of previous workplaces.

Overview

11
11
years of professional experience

Work History

Senior Representative

Fidelity Investments - Corporate Office
Westlake, TX
06.2017 - Current
  • Built financial infrastructure and tools to help the department and company scale it's business.
  • Managed automated customer account transactions that failed to resolve, ensuring timely and effective proficiency.
  • • Led projects in the research, development, and automation of business systems/softwares to enhance service levels for automated customer accounts.
  • Cultivated strong relationships with management, client support, and internal/external business partners, driving operational success.
  • Mentor and train incoming peers on specific tasks and corporate procedures, providing valuable guidance and support.
  • Delivered impactful elevator pitches and actively participate in Toastmasters, DE&I efforts, and Team lead support, fostering collaboration and growth across departments.

Sales Associate III

Coach, NorthPark Center
Dallas, TX
08.2022 - 02.2023

• Successfully executed sales strategies, utilizing effective clienteling techniques to attract new customers and cultivate strong, ongoing relationships with existing customers.
• Demonstrated exceptional attention to detail in completing daily operational tasks, including maintaining the sales floor, backroom, cash wrap, and visual merchandising to Coach's high standards.
• Fostered a collaborative and supportive environment, building teamwork and trust amongst internal and external customers.
• Served as a captivating brand ambassador for Coach, leaving a lasting positive impression on customers through a genuine and stylish presence.
• Leveraged personal selling techniques to contribute to the overall financial success of the store, consistently meeting or exceeding sales targets.

Front Desk Administrator

Prairie View A&M University, Student Affairs
Prairie View, TX
06.2016 - 05.2017
  • Managed administrative duties and developed budget spreadsheets in Microsoft Excel for the academic school year.
  • Assisted the office of Student Affairs with creating and organizing student-based activities and events for the upcoming school year.
  • Initiated and planned the first W.O.W (Week of Welcome) at Prairie View A&M University to increase student engagement.
  • Participated in staff meetings and provided suggestions and feedback to the professional staff.

Group Fitness Coordinator

Prairie View A&M University, Recreational Sports
Prairie View, TX
09.2013 - 05.2016
  • Assisted with training, scheduling, and supervising the student facility staff; supervising the Student Recreation Center during evenings in the absence of professional staff and administering daily programming in the Student Recreation Center to ensure a well-run facility.
  • Participated in meetings, developed the policies and procedures for the group fitness areas, and provided suggestions and feedback to the professional staff.
  • Maintained all the fitness equipment and program areas to ensure a safe, clean, and well-kept environment.
  • Led, instructed, and motivated group fitness classes resulting in participants reaching their physical fitness goals.

Operations Intern

University of Oregon, Recreational Sports
Eugene, OR
06.2015 - 07.2015
  • Led group projects involving the program areas of Recreational Sports; Group Fitness, Intramural Sports, Rock Climbing, Personal Training, Summer Camp, Marketing, Operations, and Safety; to enhance the recreational facility for its users.
  • Facilitated the development of a campaign project on “Gym Etiquette” resulting in a safer environment and the proper use of equipment within the facility.
  • Led and collaborated Recreational night activities for incoming freshmen to welcome them into the University.

Education

Bachelor of Business Administration - Management

Prairie View A&M University
05.2017

Skills

  • Training and Onboarding
  • Analytical and Strategic Mindset
  • Expert Financial Modeling
  • Project Oversight
  • Business Development
  • Proficient in Microsoft Office 360
  • Proficient in Financial Processes
  • Quantitative Skills
  • Training & Development
  • Conflict Resolution
  • Customer Service
  • Organizational Skills
  • Reliable and Trustworthy
  • Experience in Leadership
  • Learning on The Fly/Agile
  • Interpersonal Savvy
  • Innovative
  • Customer Focused

Accomplishments

  • Received the Impact Player Award, recognizing my ability to communicate effectively and work with others to resolve operational issues.
  • Worked with technology to automate manual processes within the operations department to increase efficiency of daily tasks.
  • Exceeded sales goals within first 3 months of onboarding.

Timeline

Sales Associate III

Coach, NorthPark Center
08.2022 - 02.2023

Senior Representative

Fidelity Investments - Corporate Office
06.2017 - Current

Front Desk Administrator

Prairie View A&M University, Student Affairs
06.2016 - 05.2017

Operations Intern

University of Oregon, Recreational Sports
06.2015 - 07.2015

Group Fitness Coordinator

Prairie View A&M University, Recreational Sports
09.2013 - 05.2016

Bachelor of Business Administration - Management

Prairie View A&M University
Terika Williams