Greater Minneapolis-St. Paul Area
Financial professional with a strong foundation in finance and accounting, known for a disciplined and analytical approach to evaluating complex financial situations and developing creative solutions. Passionate about helping clients navigate their financial lives with clarity and confidence by translating complex concepts into actionable strategies. Experienced in delivering in-depth analysis and personalized financial planning solutions aligned with each client's long-term goals.
- Strategically provide recommendations based on cash flow projections and customer investment objectives - Analyze customer data and input into eMoney to build accurate financial plans - Create and manage alternate scenarios to illustrate consequences of each financial decision for customers
- Manage employee benefit expenses for three companies averaging $507 million in annual revenue - Analyze health and pharmacy expenditures using Excel to monitor financial trends within each company’s claims data - Shadow Senior Benefit Consultant to gain insight into client portfolio management
- Created an AI implementation plan to save each employee 8 working days on internal insurance documents - Formulated an excel document allocating 4,000 accounts to cyber risk professionals based on premium, revenue, and firm size - Researched various policy programs to justify an investment in new technology
- Facilitate docker training for 25 dockers and delegated tasks based on skills - Established and fostered a culture of outstanding work ethic within the docking crew - Communicated operation insights with managers to improve work flow
- Provide a top-notch customer experience in a fast-paced working environment through demonstrating initiative, respect, and communication - Maintained a safe and organized docking process by efficiently responding to the arrival and departure of water vessels