Operations Support Specialist
CurrentRespond and answer from emails and live chat about the eMoney Advisor Software.Collaborate internally with billing and sales department to properly handle Advisor's account.
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@emoneyadvisor.com
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1 phone found area 781
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LinkedIn matched
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Bill Smeglin is listed as Operations Support Specialist at eMoney Advisor, a company with 662 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at emoneyadvisor.com, phone signal with area code 781, and a matched LinkedIn profile for Bill Smeglin.
Bill Smeglin previously worked as Client Support Specialist at Emoney Advisor and Financial Analyst at Hearts On Fire. Bill Smeglin holds Bsba Degree, Finance, General, 3.6 from Suffolk University.
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AeroLeads found 1 current-domain work email signal for Bill Smeglin. Compare company email patterns before reaching out.
Experienced Client Support Specialist with a demonstrated history of working in the financial services industry. Skilled in Analytical Skills, Cross-functional Team Leadership, Financial Analysis, Finance, and Budgeting. Strong support professional with a BSBA Degree focused in Finance, General from Suffolk University.
Listed skills include Finance, Accounting, Financial Analysis, Forecasting, and 6 others.
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Greater San Diego Area
Respond and answer from emails and live chat about the eMoney Advisor Software.Collaborate internally with billing and sales department to properly handle Advisor's account.
Greater San Diego Area
Provide excellent customer service calls regarding the eMoney Advisor software.Record and log all details of phone call with Financial Advisor.
Greater Boston Area
Woburn
Supported the Finance Director with the yearly budget and mid year forecast by creating templates, spending reports and meeting with managers within the corporate sales department and G&A department.HR, IT, Legal, Finance and Accounting (G&A) budget analyst, overseeing approx. 5 million expenses a year, reporting to the CFO. (Appointed in April.
Woburn
Maintained Finance Intern duties when hired full time until April 2011 when another intern was hired.Attended bi-weekly meetings and collaborated with international coworkers in Europe and Russia discussing quarter to date budget variances along with identifying and reporting on potential areas of savings.Assisted with getting the manual purchase order.
Woburn
Extracted data from third party distributor for retail sales from Best Buy, Staples, etc. Consolidated the data and provided a sell through and sell to report updated weekly for the retail sales team.Analyzed and matched from third party distributor retailer rebates to show effect on retail sales.Created template and collected purchase order requisition.
Ran daily reports on the status of items that were backlogged and could not keep up with demand. Also analyzed inventory that was not selling to free up cash.Assisted senior financial sales analyst with recording daily sales reports from previous day, ad hoc sales representative reports and retailer store data.
Other employees you can reach at emoneyadvisor.com. View company contacts for 662 employees →
Janaka Disanayaka
Colleague at Emoney Advisor
Phoenix, Arizona, United States, United States
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LL
Lane Lucas
Colleague at Emoney Advisor
Tacoma, Washington, United States, United States
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JC
James Chakey
Colleague at Emoney Advisor
Carson City, Nevada, United States, United States
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LC
Lydia Corcoran
Colleague at Emoney Advisor
North Palm Beach, Florida, United States, United States
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JR
Jennifer Rock
Colleague at Emoney Advisor
Downingtown, Pennsylvania, United States, United States
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BW
Beth Weinstein
Colleague at Emoney Advisor
North Dartmouth, Massachusetts, United States, United States
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RB
Rhonda Bastarache
Colleague at Emoney Advisor
Coatesville, Pennsylvania, United States, United States
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YN
Yvon N'Chonon
Colleague at Emoney Advisor
Woodstock, Connecticut, United States, United States
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JH
Jason Hutton
Colleague at Emoney Advisor
Bethlehem, Pennsylvania, United States, United States
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ME
Mister E
Colleague at Emoney Advisor
San Francisco, California, United States, United States
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Bill Smeglin works for eMoney Advisor.
Bill Smeglin is listed as Operations Support Specialist at eMoney Advisor.
AeroLeads has found 1 work email signal at @emoneyadvisor.com for Bill Smeglin at eMoney Advisor.
AeroLeads has found 1 phone signal(s) with area code 781 for Bill Smeglin at eMoney Advisor.
Bill Smeglin is based in San Diego, California, United States while working with eMoney Advisor.
Bill Smeglin has worked for Emoney Advisor, Hearts On Fire, and Kaspersky Lab.
Bill Smeglin's colleagues at eMoney Advisor include Janaka Disanayaka, Lane Lucas, James Chakey, Lydia Corcoran, and Jennifer Rock.
You can use AeroLeads to view verified contact signals for Bill Smeglin at eMoney Advisor, including work email, phone, and LinkedIn data when available.
Bill Smeglin holds Bsba Degree, Finance, General, 3.6 from Suffolk University.
Bill Smeglin is listed with skills including Finance, Accounting, Financial Analysis, Forecasting, Financial Reporting, Analysis, Salesforce.Com, and Project Management.
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