Dylan Conneely Email & Phone Number

Boston, Massachusetts, United States

Hingham, Ma

Hingham, Ma

Franklin, Ma

• Continuous analytical management of customer backlog reports for aged and open items, and initiating action as necessary with sales, operational, and finance personnel cohesively. • Finalizing the invoicing and billing process within the ERP/CRM application while precisely following the company and customer requirements that change on a case to case basis.• Process customer credit requests with the proper documentation and approvals that are required.• Ability to help meet monthly and quarterly revenue forecasts by handling a heavy workload from upper management. • Collaborate with many senior accountants to ensure the general ledger activity matches bank activity. • Communicating with clients and several internal teams globally to solve problems that arise throughout the entire process.

Wayland

• Presented to and assisted clients in understanding their retirement options and planning for their long-term goals based on personal situations.• Determined clientele market risk level and helped develop long-term financial stability through numerous investment vehicles. • Created an elaborate and multifunctional investment fund selector via excel for clientele based on predetermined company standards.• Adhered to all fiduciary rules and Department of Labor regulations when interacting with clients.