• Drove continuous improvement by optimizing client data analysis and utilization processes and revamping standard operating procedures (SOPs).• Automated financial planning methods for advisors by designing Excel spreadsheets with VBA.• Demonstrated strong knowledge of various tax reduction strategies, including Roth conversions, QPTs, Pooled Income Funds, and Donor Advised Funds; integrated strategies into spreadsheets.• Conducted in-depth risk analysis on potential holdings for the company portfolio.• Increased the prospective client retention rate by 20% and improved client satisfaction by streamlining information flow and prospective client procedures in close collaboration with colleagues. • Influenced decision-making by producing data-driven reports for leadership and stakeholders.• Fostered and maintained collaborative working relationships with colleagues and leadership teams.• Contributed to improvement and optimization by identifying inefficiencies and recommending solutions.• Ensured compliance with all internal and external regulations, standards, protocols, and best practices.• Identified and resolved complex issues in a timely, innovative, and professional manner.• Delivered engaging and dynamic presentations to leadership teams as needed.

• Succeeded in optimizing employee and vehicle utilization across both distribution centers and production facilities by employing lean six sigma techniques.• Determined optimal dock schedules for Coca-Cola Bottling Consolidated for 76 distribution centers based on in-depth data analysis.• Charted the successful development of a decision matrix to determine whether block-structured or rolling window schedules were optimal. • Gathered requirements and expectations from key stakeholders and leadership teams.• Generated and communicated data-driven insights to influence decision-making.• Leveraged strong interpersonal and communication skills to build collaborative relationships.

• Boosted operational efficiency by developing and implementing a new organizational structure.• Revamped the accounting structure, resulting in rectifying $50K+ in losses from unpaid bills.• Streamlined operations by leading the digital transition of the entire billing/record keeping system.