- Provide monthly departmental reports and variance analysis to key stakeholders- Track department OPEX spending to ensure alignment with Budget- Support in the development of the OPEX budget, and collect stakeholder inputs- Regular reconciliation of files & databases to ensure data integrity- Support Finance Operations reporting structure including updating the Gross Margin P&L

• Managed inventory levels and sorted new inventory• Extensive daily preparation and maintenance• Provided excellent customer service

• Generated detailed financial plans from start to finish using eMoney planning software to create largest, most tax efficient retirement income• Processed needs-based work orders for client such as portfolio performance analysis, death benefit needs, disability needs analysis, retirement projection analysis• Analyzed Morningstar reports that displayed client’s current investment holdings and created recommended portfolio’s based on risk tolerance, time horizon, and rate of return expectations• Sorted and inputted client financial statements and financial accounts to ensure accurate data integrity• Completed extensive daily research through a multitude of finance websites

• Advised clients on a multitude of financial security areas such as investment recommendations, budgeting, retirement planning, education planning, and insurance solutions• Prospected approximately 100 new and potential clients every week• Collaborated with multiple advisors to ensure optimal performance for the clients• Presented financial plans through the use of projections and PX planning software• Documented all client interactions via Northwestern Mutual Client Relations Manager software