Summary
Overview
Work History
Education
Skills
Timeline
Generic

Travis Lillie

Ocean,NJ

Summary

Proven Operations Analyst at SEI Investments through hard work and being very detail oriented. Willing to go the extra mile to ensure the clients experience is top notch. Excelled in optimizing processes and data accuracy, demonstrating a keen ability for trends analysis and due diligence. Shows attention to detail to ensure correct processing in the time frame given.

Overview

3
3
years of professional experience

Work History

Financial Operations Analyst

SEI Investments
08.2022 - Current
  • Assisted in the development of operational policies and procedures that aligned with organizational goals and objectives.
  • Promoted a culture of continuous improvement within the team, actively seeking out ways to optimize processes and enhance overall productivity.
  • Performed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
  • Analyzed data to forecast needs and plan next course of action.
  • Optimized operational efficiency by analyzing and streamlining processes.
  • Enhanced data accuracy through meticulous attention to detail in data management tasks.

Doctor's Assistant

Dr Michael Milad
06.2021 - 08.2022
  • Assisted physicians during surgeries and other medical procedures to treat patients appropriately and safely.
  • Recorded patient history to accurately track conditions, progress and diagnosis for comprehensive medical records.
  • Conducted rounds in nursing homes to check on admitted patients and provide care.
  • Performed various tests, analyses, and diagnostic images to provide information on patient condition.
  • Prepared lab specimens for diagnostic evaluation.
  • Conducted physical examinations to assess patients' health and current condition for optimal treatment.

Education

Bachelor of Science - Marketing

West Chester University of Pennsylvania
West Chester, PA
05.2021

Skills

  • Advanced Excel
  • Data Interpretation
  • Analytical Thinking
  • Trends Analysis

Timeline

Financial Operations Analyst

SEI Investments
08.2022 - Current

Doctor's Assistant

Dr Michael Milad
06.2021 - 08.2022

Bachelor of Science - Marketing

West Chester University of Pennsylvania
Travis Lillie