Jules Winzer Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Co

Boston, Ma

-Work collaboratively with peers to anticipate store needs to ensure an outstanding customer experience-Adapt and style approach to provide quality customer service through active listening and application of sound judgement-Analyze sales data and projections to place accurate orders ensuring appropriate inventory levels-Apply critical thinking to balance urgency and time constraints; seek improvements for process and efficiency-Responsible for training crew members; received 3 significant merit-based raises and an “Outstanding” Crew Member Award

-Managed client information database-Prepared relevant client tax document and necessary filings-Authored letters to clients providing instruction and guidance based on unique situations

Boston, Ma

Intern, Net Interest Revenue Team-Updated current investment position, market rates, funds transfer pricing rates and spreads into forecasting systems needed to produce monthly deliverables-Prepared analytics files, reports and presentation packages -Prepared files needed to produce monthly NIR projection and report month-end results and analytics; utilized strong organizational and multi-tasking ability to deliver quality results, on-time while working with multiple teams Intern, CFO Finance Team Mar 2013 to Jan 2014-Transformed raw data by creating straightforward, easy-to-use reports-Created and managed weekly, monthly, and quarterly files and reports necessary to perform analysis and allocation of revenue, expenses, and headcount-Managed forecast and budget systems to reflect real-time information-Responsible for responding timely to a wide variety of internal and external requests