Joseph M. Thompson Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pa, Us

Radnor, Pennsylvania, United States

• Work with business groups to design, build, implement, and update automated financial processes with UiPath Studio and monitor each process through Orchestrator.• Co-lead on a project about creating a centralized system for audit intake requests through Smartsheet and build dashboards and automated reports for each business group to monitor their requests.• Monitor and create on-going reports that summarize all finance automated activities including data trends and impact on operations.

Philadelphia, Pennsylvania, United States

• Designed internal reports using data and metrics from our call center, email, broker-dealer ops, advisor demographics, etc. and published to CX managers to help them meet their business needs.• Contributed to various process-improvement projects such as NIGO reduction, right-contact strategy, and data lake reporting while implementing customer-focused solutions.• Identified opportunities for improvement in data collection/analysis and in our advisor projects.

Doylestown, Pennsylvania, United States

Global healthcare research consultancy• Generated budgets for pharmaceutical research projects domestically and internationally.• Created consent forms and client documents with regards to compliance.• Assisted in recruiting doctors, healthcare professionals, and patients for studies.

Kutztown University - Kutztown, Pa

- Manage other student employees and operations on weekends/evenings- Help organize and set up various events in the building to customer/studentspecifications- Day-to-day building responsibilities and operations, including opening andclosing building, overseeing room set-ups/tear-downs- Assist students/faculty/visitors

Pennsauken, New Jersey, United States

- Sold display cases in Walmart, Target, and Dollar Generals while establishing business relationships with the store managers. - Coordinated with the store sales rep to manage backstock and submitted daily reports

Willingboro, Nj

Supplier of industrial equipment, automation, etc. - Created and updated financial spreadsheets while utilizing Excel functions. - Reconciled credit card and bank fees between Radwell and CyberSource. - Documented and sent out refund checks for clients with credits on their account.

Cherry Hill, New Jersey

Lighthouse Planning Consultants - an affiliate of Lincoln Financial Network:- Supported two financial advisors who collectively manage over $700 million worth of assets for 600 clients.- Researched and designed financial plans using eMoney software.- Collected information on mutual funds, stocks, and bonds using MorningStar's Principia Pro.- Maintained client's database using Ebix CRM platform, and Microsoft Outlook.- Participated in client meetings regarding their unique investments, 401(k), insurance estate planning and tax reduction methodologies.- Contacted mutual fund companies and life insurance companies to perform audits on high net worth client accounts and documented changes to the client's financial status.

Bachelor Of Science In Business Administration (Bsba), Finance & Management

Education record