Colin Haney Email & Phone Number

Pittsburgh, PA, US

Pittsburgh, PA, US

Conduct various audits and related reporting within the Controller's Office. Provide professional analysis and documentation to develop and improve internal controls, compliance, and procedures.

Pittsburgh, PA, US

Performed accounts payable functions, including data entry, research, andpayment of supplier invoices. Ensured accurate redistribution of incorrect transactions postedto the general ledger.

Pittsburgh, Pennsylvania, US

• Enabled clients to optimize their financial well-being by providing analysis to reveal areas of improvement. Identified opportunities to create new revenue streams and elevate profitability. Educated clients on the.
• Achieved over $125k in investment sales through 9 qualified investment appointments, enhancing customers’ total financial wellness by considering cash and liquidity needs.
• Consistently achieved sales targets for 2021 by increasing revenue sales by 50% each quarter, leveraging extensive sales & account management expertise.
• Awarded Tier 2 revenue sales status for an outstanding work ethic that led to over $370k in branch revenue sales credit.
• Earned recognition from Senior Vice President, Area Manager for consistently meeting targets while promoting the organization's philosophy of high-quality customer service.
• Provided expert advice on managing financial risks and converted innovative ideas into valuable insights to optimize customer opportunities and success.

Pittsburgh, Pennsylvania, US

• Identified changes in members' life and banking needs and recommended relevant services that increased revenue while maximizing customer loyalty. Performed daily cash reconciliation, balancing, and auditing of cash.
• Operated within a client-facing role performing consultative solution selling with diverse clientele regarding financial products & services, along with upselling and cross-selling to increase revenue and profitability.
• Created a machine outsourcing guide that led to a 5% reduction in employee workload and showcased my ability to produce accurate data within expected deadlines.
• Received a positive 98% customer satisfaction rating, demonstrating the ability to communicate more thoughtfully, solve problems, and make decisions more efficiently.
• Saved the branch and customers more than $10k by investigating complaints of potential fraud by analyzing accounts and then reporting to the fraud department to pursue.

• Conducted academic research on investment and portfolio management topics for Smeal Clinical Professor of Finance. Presented research documentation for use in the creation of class lesson plans.
• Studied topics of momentum trading, market efficiency, the validity of CAPM, and large-cap vs. small-cap stock performance.

State College, PA, US

• Joined the finance department as a summer intern with responsibility for general accounting activities. Posted journal entries in the general ledger, and entered invoices and deposits in the proper chart of accounts..
• Performed month’s end closing activities reconciling accounts to verify financial data.
• Set up new vendors in accounts payable to enable billing for natural gas lease agreements.
• Streamlined data entry process into accounting software, allowing for financial reports to be extracted into excel.

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Finance, Economics Minor