Trevor Schreiner
Fort Lauderdale,Florida
Summary
Accomplished Financial Manager with a proven track record at Fortisfi Financial, enhancing financial efficiency and client wealth through strategic budgeting and innovative investment strategies. Expert in financial modeling and adept at fostering team collaboration, I've significantly increased client revenue. My analytical prowess and leadership have been pivotal in driving organizational growth and client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Manager
Fortisfi Financial
01.2022 - 10.2024
- Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
- Created strategies to increase client revenue and reduce client spending.
- Managed six team members across three offices.
- Built strong budgets, forecasts, and reports with analyses and recommendations.
- Strengthened relationships with strategic partners through effective communication and collaboration on joint projects.
- Improved financial plan accuracy by diligently reviewing and analyzing client data.
- Negotiated favorable terms on behalf of clients during private equity transactions, maximizing investment returns over time.
- Maintained a strong understanding of tax law changes, ensuring client financial plans remained compliant and optimized for potential tax savings.
- Collaborated with cross-functional teams to optimize wealth management solutions for high-net-worth clients.
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
- Monitored, managed and developed investment portfolios.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Created and executed aggressive investment strategies to increase returns for clients.
Operations Analyst
Elite Construction and Maintenance Group, LLC
01.2021 - 01.2022
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
- Optimized operational efficiency by analyzing and streamlining processes.
- Improved team productivity by implementing effective workflow strategies and time management techniques.
- Created custom reports and visualizations to support decision-making processes.
- Developed comprehensive reports to inform strategic decision-making for senior leadership.
- Managed cross-functional projects to ensure timely delivery of high-quality results.
- Monitored service delivery metrics to detect and correct deficits in compliance with standard operating procedures.
- Facilitated change management processes during times of organizational restructuring or transformation efforts.
- Streamlined business operations by identifying inefficiencies and implementing process improvements.
- Spearheaded risk assessment initiatives, proactively addressing potential issues before they escalated into larger problems.
Education
Bachelor of Science - Financial Management
University of Miami
Miami, FL04-2022
Master of Science - Financial Management
Shepherd University
Shepherdstown, WV04-2020
Associate of Science - Financial Planning
Lehigh Carbon Community College
Schnecksville, PA04-2019
Skills
- Accounting management
- Quantitative and qualitative analysis
- Management accounting
- Asset management
- Financial modeling
- Working capital management
Certification
Series 6 license
Series 7 license
Series 63 license
Series 65 license
Timeline
Financial Manager
Fortisfi Financial
01.2022 - 10.2024
Operations Analyst
Elite Construction and Maintenance Group, LLC
01.2021 - 01.2022
Bachelor of Science - Financial Management
University of Miami
Master of Science - Financial Management
Shepherd University
Associate of Science - Financial Planning
Lehigh Carbon Community College
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