Jenny Olson

Jenny Olson Email and Phone Number

Senior Financial Manager
Jenny Olson's Location
Matthews, North Carolina, United States, United States
Jenny Olson's Contact Details

Jenny Olson personal email

n/a
About Jenny Olson

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Jenny Olson's Current Company Details

Senior Financial Manager
Jenny Olson Work Experience Details
  • Bank Of America
    Global Technology & Operations Analyst - The Cfo Group
    Bank Of America Nov 2021 - May 2023
    Charlotte, North Carolina, United States
    Partner with business stakeholders and senior leaders to evaluate and simplify impactful financial models to improve business profitability.Review, prepare, and present monthly business performance reports to senior leaders for business decision-making.Revamp all third-party vendor expense accruals for Enterprise Card Operations to optimize timing and receive payment incentives.Research, plan, and execute a new Head Count model for the Check Operations at the enterprise level.- Simplified the Headcount forecasting model for Check Operations to provide accurate data in a simplified manner for business decision-making. Time savings of 40+ hours per cycle.- Streamlined allocation expense and the forecasting model for all Card operations, becoming the role model for multiple LOBs.-Won 2 recognition awards for increased accuracy, data source transparency, and reporting risk mitigation.
  • Wells Fargo Advisors, Llc
    Client Service Manager
    Wells Fargo Advisors, Llc Aug 2015 - Apr 2021
    Charlotte, North Carolina, United States
    Lead and coach a team of associates to ensure multiple projects and their deliverables were executed on time and to the highest standard. Managed a team of associates to ensure operational efficiency and delivering excellent customer service.Partnered with senior leaders to develop, launch, and execute the first Spanish Speaking Call center for the Investment Bank of Wells Fargo.- Team Member of the Year Award (within my team) 2019. Consistent improvement of client experience KPIs. - Team above-average results 3 years in a row. - Circles of Excellence Award - for increasing customer service experience in 2020.- Deployed the first Spanish-speaking Investment Call Center to serve Latin American investors.
  • Goldman Sachs
    Team Lead - Goldman Sachs Execution And Clearing
    Goldman Sachs May 2012 - Jul 2014
    Greater Salt Lake City Area
    Analyze, reconcile, and ensure risk mitigation for trading bookkeeping for all GSEC clients against bookings in all major exchanges.Research and escalate outstanding issues in a timely manner to ensure risk mitigation and to comply with industry trading/balancing standards. Facilitate communication in between GSEC clients and US and foreign exchanges to resolve outstanding items. - Reduced the aftermarket reconciliation time with improved reporting. Mitigated the firm’s risk exposure against the major US exchanges.

Jenny Olson Skills

Client Services Problem Solving Data Analysis Financial Analysis Risk Management Presentation Skills Public Speaking Management Team Leadership Powerpoint Research Finance Leadership Social Media Project Management Customer Service Analysis Strategic Planning Microsoft Excel Microsoft Office Microsoft Word

Jenny Olson Education Details

Frequently Asked Questions about Jenny Olson

What is Jenny Olson's role at the current company?

Jenny Olson's current role is Senior Financial Manager.

What is Jenny Olson's email address?

Jenny Olson's email address is je****@****ors.com

What schools did Jenny Olson attend?

Jenny Olson attended University Of Northern Virginia - Annandale, Universidad Santo Tomás.

What are some of Jenny Olson's interests?

Jenny Olson has interest in Education, Economic Empowerment.

What skills is Jenny Olson known for?

Jenny Olson has skills like Client Services, Problem Solving, Data Analysis, Financial Analysis, Risk Management, Presentation Skills, Public Speaking, Management, Team Leadership, Powerpoint, Research, Finance.

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