Gorica Nikolic Email & Phone Number

St. Louis, Mo, Us

Creve Coeur, Missouri, United States

- Act as the primary liaison for high-net-worth clients, ensuring exceptional financial service and addressing complex inquiries.- Develop and present detailed financial reports and performance summaries, enhancing client engagement and decision-making processes.- Collaborate with financial advisors to prepare and analyze client portfolios, ensuring alignment withfinancial objectives and long-term goals.- Manage wealth management documents, ensuring meticulous compliance with regulatory standards and internal policies.- Facilitate the onboarding process for new clients by efficiently managing documentation and streamlining operations to ensure a seamless experience.- Implement strategies for data analysis and trend identification to optimize client portfolio performance and satisfaction.

Chicago, Illinois, United States

- Oversaw comprehensive financial operations, including budgeting, forecasting, and financial reporting,leading to a 15% annual cost reduction.- Developed and executed financial strategies proactively targeting company growth and operationalefficiency.- Led initiatives for risk management through the development of robust internal controls, aligning withregulatory requirements.- Collaborated with department heads to provide financial insights and guidance, supporting key strategic planning and business objectives.- Supervised and mentored a team of accounting professionals, enhancing their analytical skills andfostering a productive team environment.- Managed the preparation and presentation of detailed monthly, quarterly, and annual financial reports to internal stakeholders, boosting transparency and insight.

Belgrade, Serbia

- Conducted in-depth financial analysis to support and enhance budgeting and forecasting processes, driving efficiency and accuracy.- Played a pivotal role in the preparation of comprehensive monthly financial reports and presentations for senior management.- Assisted in the development and implementation of new financial systems to improve financial dataaccuracy and streamline processes.- Collaborated on cross-functional projects, delivering financial insights and models to support strategicbusiness decisions.- Participated actively in financial audits, implementing recommended improvements to strengthen internal controls and compliance.- Utilized financial modeling to evaluate and improve business decisions, enhancing overall businessperformance.

Bachelor Of Economics, International Marketing

Advanced Level, English Language And Literature/Letters