WILL EVANS
Milwaukee,WI
Summary
I'm a young finance professional who recently graduated from the University of Wisconsin-Milwaukee with a degree in Finance. Prior to my graduation, I worked in various office and manufacturing settings where I was able to bring a blend of dedication and adaptability to every role. I excel in face-to-face interactions, leveraging my strong interpersonal skills to foster relationships, and drive shared goals. I approach challenges with a positive outlook, consistently demonstrating self-sufficiency, motivation, and a proactive attitude towards problem-solving.
Overview
3
3
years of professional experience
Work History
Operations Assistant
Robert W. Baird
Milwaukee, WI
07.2024 - Current
- Manage the preparation of new account paperwork, opening accounts, and transitioning new assets to Baird, ensuring a seamless onboarding experience.
- Handle incoming phone calls, manage client requests, and advise Financial Advisors on actions taken, while maintaining excellent customer service, and problem-solving skills.
- Assist with the development of processes, procedures, and training materials related to operations management.
- Initiate and complete all transactions required to fully service client accounts, including paperwork, correspondence, money movements and client request fulfillment.
- Acting as a key team member, promoting teamwork, communication, and planning team events, while also maintaining a high quality of my own work.
Finance Intern
Retail Space Solutions
Glendale, WI
05.2023 - 08.2023
- Identified and documented customer invoice submissions to ensure timely and accurate billings
- Reviewed Accounts Receivable Aging for past due balances and achieved past due metric targets while minimizing working capital and collection risk
- Followed-up with customers and pursued escalations, leveraging the sales team as needed
- Generated weekly consignment reports and reported results directly to the VP-Finance
- Completed financial closing accurately and in compliance with the closing schedule
Industrial Engineer Co-op: Materials
Kohler Power Systems
Kohler, WI
01.2022 - 12.2022
- Developed new process of exception message tracking to drive total on-hand inventory down by over 10%
- Led project for large component storage strategy for 33,000 sq feet of cold storage space
- Tracked and enhanced weekly finance metrics and reported weekly findings to plant leadership
- Designed and implemented multiple layout strategies and plans
- Production Support: network troubleshooting, assembly line support, excess stock review, refining plant maps, etc
- Moved assembly line locations and delivered parts to prevent downtime
- Full-time/ On-Site: 1/22-8/22, Part-time (20-25 hours per week)/ Remote: 8/22-12/22
Education
BBA - Finance
University of Wisconsin - Milwaukee
Milwaukee, WI05.2024
Industrial Engineering -
University of Wisconsin - Platteville
Platteville, WI01.2022
Skills
- Interpersonal communication
- Strategic Planning
- Microsoft Office
- Financial software (Thompson One, Sage, Syspro, etc)
- Work Ethic
- Self-sufficiency
- Series 7
- Security Industry Essentials (SIE)
Timeline
Operations Assistant
Robert W. Baird
07.2024 - Current
Finance Intern
Retail Space Solutions
05.2023 - 08.2023
Industrial Engineer Co-op: Materials
Kohler Power Systems
01.2022 - 12.2022
BBA - Finance
University of Wisconsin - Milwaukee
Industrial Engineering -
University of Wisconsin - Platteville
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