Kyle Phillips Email & Phone Number

Charlotte, Nc, Us

Charlotte, Nc, Us

San Diego, Ca, Us

- Partner with CFO consultants to support financial advisors business owners understand their business metrics enabling them to improve revenue growth, business valuation and strategic decision making.- Conduct comprehensive analysis of the advisors business practice to identify strengths and improvement opportunities in profitably, cash flow, and operational efficiency. - Prepare complex financial models to drive strategic decision making such as budgets, revenue forecasts and helping advisors prepare for M&A transactions.

Valley Forge, Pa, Us

-Experienced in leveraging data analysis techniques to provide near-term forecasting and deliver strategic insights to management. -Proficient in conducting scenario modeling and variance analysis to uncover trends and enhance operational efficiency. -Utilize software tools such as Minitab, Tableau, and Python to facilitate data-driven decision-making and provide actionable recommendations.

Valley Forge, Pa, Us

-Collaborated closely with financial advisors and cross-functional business groups to cater to requirements of high net worth managed clients, including facilitating external asset transfers, executing portfolio transactions, and managing diverse retirement planning tasks. -Played an active role in the Problem Solving Governance team within our department, fostering collaboration among different teams to enhance the overall client and advisor experience. - Reinforced Vanguards investment methodology through market volatility.

Valley Forge, Pa, Us

-Effectively managed a diverse portfolio of high net worth clients, acting as a trusted strategic partner in navigating complex inherence scenarios. -Successfully facilitated non-death-related transactions and transfers on various accounts including, IRA, Trust, and Small Business accounts.-Leveraged expertise as a digital subject matter expert to support the team in implementing digital initiatives, streamlining the client transition process for enhanced efficiency.

Valley Forge, Pa, Us

- Coordinated the seamless transition of assets from deceased clients to their designated beneficiaries, ensuring a smooth and efficient process. -Offered comprehensive investment guidance to clients, empowering them to make informed decisions and establish a solid foundation for long-term financial success.

-Expertly executed the conversion of files from QUICKBOOKS to SAGE, enhancing compatibility within internal systems and improving operational efficiency.-Broaden my financial acumen by conducting thorough evaluations of balance sheets, income statements, and statement of cash flows, gaining valuable insights into the organization's financial health and performance.