Howard Nelson Email & Phone Number

Shawnee, Ks, Us

• Communicate and collaborate with business segment leaders to facilitate the budget and forecast process• Streamlined and modernized company dashboard and data gathering process, resulting in over 1,000 working hours returned to the team annually• Design and maintain budget templates to fit business segment needs

• Designing needs, documenting test scenarios, and reviewing testing output on the billing systems for financially impacting changes.• Sending daily bank files as well as troubleshooting issues as needed related to payment files. Additionally, initiating domestic and international ACH or wires for merchant reimbursement.• New client onboarding and implementation regarding system integration, invoices, and back-end communication within the team for client set-up.• Calculating and reporting on financial aspects required by contracts.• Ensuring assigned projects' financial data ties out accordingly for month-end processes and recording the volume activity via journal entries.

• Support 5 Financial Planners, each providing financial advice to approximately 50 clients. • Ensure Financial Planners are provided with information needed to communicate and optimize financial plans for their clients. Compile information for client/planner advisory meetings including a dashboard of the client’s entire financial position including estate planning, insurance policies, tax advantages/issues, assets/liabilities, and more.• Prepare short-term and long-term cash flow projections as well as income tax projections.• Craft and reconcile balance sheets and cash flow summaries. • Extensive work with 401Ks, pensions and annuities, IRAs, RSUs, and ESPPs.

Kansas City, Missouri Area

• Researched issues of corporate governance, including board of directors and shareholder's rights.• Procured, interpreted, and reviewed public filings to extract relevant data points used to convey financial information in a clear, concise manner to investment managers, Boards of Directors, and shareholders. • Used data points to create first draft of analysis on more than 250 reports• Communicated and collaborated with management to ensure reports were delivered within aggressive timelines.• Seamlessly transitioned to 100% remote role during the COVID-19 pandemic; utilized Zoom and other online resources to maintain communication, attend meetings, and complete assignments.

Kansas City, Missouri Area

• Researched and presented to the company on emerging influences (wearable technologies) within the insurance brokerage market• Assisted account executives with financial forecasting which resulted in finding a material difference of $380K• Advised account executives on credit risk and financial impact of credit ratings• Assisted account executives prepare renewal materials and craft overall program schematic for clients

Overland Park, Kansas

• Generated over $1,000,000 in sales last year as part of a 4 person team• Coordinated inventory shipments with six different vendors• Selected new products based on customer feedback and industry trends• Analyzed sales effectiveness compared to fluctuations in season, price, and genre

Kansas City, Missouri Area

• Ensure all incoming and outgoing fund activity is compliant with procedures, rules, and regulations• Process check deposits, foreign wires, and domestic wires up to $30MM• Provide cash availability and cash forecasting• Flag and escalate documentation that is potentially fraudulent

Bachelor Of Business Administration - Bba

Associate Of Arts And Sciences - Aas