Zachary Milot
Nashua,NH
Summary
Highly driven and detail oriented future MBA graduate seeking to leverage comprehensive knowledge and skills in finance to capture a long tenured career within program cost controls or business analysis. My current role in financial planning creates applicable experience I can rely on to provide value within this role. I also possess extensive leadership experience in developing new and existing businesses, and would be extremely interested in future leadership positions within the company.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
09.2023 - Current
- Delivered personalized financial planning to a variety of participants with any level of assets, from enrollment with $0 to participants with over $3 million.
- Positioned investment portfolios and recommendations based on unique considerations of participants financial plans.
- Held appropriate licensure and maintained strict compliance standards with state and federal law concerning financial guidance and fiduciary behavior.
- Leveraged projection and planning tools along with historical performance data to roadmap retirement preparations and long term goals.
- Coordinated with other business units and partners for cohesive client facing interactions by using multi-department communication.
Executive Director
Chick-fil-A Copley Square
09.2021 - 07.2023
- Interviewed over 700 potential candidates in the city of Boston - hired and onboarded 137 including management and leadership.
- Initially projected for $5.2 million in sales, led the location to surpass $10 million in sales, prodding reinvestment from Chick-fil-A Inc. to further develop the location
- Led the location to become the leading 3rd Party Delivery location in the country as of June 2021
- Led the launch of the first Owner/Operator led Chick-fil-A Delivery Service in the New England market
- Assisted the donation of 2000 Chick-fil-A Sandwiches to the 2023 Boston Marathon
- Budgeted effectively to increased total Operating Profit by an average of 9.62% between 2022 and the beginning of 2023
- Mitigated restaurant food losses from an average of $18,000 per month during initial 6 months of inception, to $6000 per month during the holiday season and Q1 2023 through waste tracking systems, inventory counting systems, and global food handling practices
- Collaborated with the Chief of Streets in Boston, DoorDash, and Ubereats to reduce car traffic delivery in the city and promote the use of motorized scooters, E-Bikes, and other portable vehicles
Director of Nighttime Operations
Chick-fil-A Somerset Plaza
06.2013 - 08.2021
- Increased Productivity of team members from an average of 67$ per team member per hour, to an average of $84 using labor scheduling techniques and tracking Sales Vs Labor $ Spent metrics.
- Led the development of 7 new members of Leadership and Management during nighttime in the initial 3 months.
- Increased Overall Satisfaction measured by Chick-fil-A's Customer Experience Monitor (direct survey feedback) from 55% on average in Winter 2020 to an average of 84% during the first 5 months of 2021.
- Increased the following categories of service by an average of 17% per, Speed of Service, Order Accuracy, Temperature of Food, Taste of Food.
- Reduced Foodwaste and Losses by an average of $9,000 per month from March 2020 to June 2021.
Education
MBA - Finance
University of Southern New Hampshire
Nashua, NH09.2024
Bachelor's Degree - Exercise Physiology and Nutrition
UMASS Lowell
Lowell, Massachusetts05.2019
Skills
- Bilingual - Spanish
- Microsoft Office and Excel
- Financial Cost Report Assessment and Analytics
- Data Analysis through Power BI/Tableau
- Leadership Development
- Critical Thinking and Problem Resolution
Certification
Series 7/66 Licenses for Financial Planning
Accomplishments
- Multiple State Records through the United States Powerlifting Association for NH.
- USPA National Qualifier 2022 and 2023.
- Clyde Barrow Golf Tournament 1st Place 2019
- Clyde Barrow Golf Tournament 2nd Place 2018
Languages
Spanish
Professional Working
Timeline
Workplace Planning Consultant
Fidelity Investments
09.2023 - Current
Executive Director
Chick-fil-A Copley Square
09.2021 - 07.2023
Director of Nighttime Operations
Chick-fil-A Somerset Plaza
06.2013 - 08.2021
MBA - Finance
University of Southern New Hampshire
Bachelor's Degree - Exercise Physiology and Nutrition
UMASS Lowell
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