Coordinate 10 customer service representatives and 7 bookkeepers at the store locations throughout VA and NC while complying with organizational policies and procedures. Collect, vet, and summarize account information and trends to prep financial reports. Delegate various job activities to subordinates to champion company goals. Organize cashier, operations, and revenue reports, balance deposits for corporate and seven other locations, and ensure each customer receive a world class experience. Arrange MWI budget versus actuals on a month basis. Facilitate accounts payable and purchasing while remaining compliant with budget parameters. Carefully confirm all applications are true and contracts are audited and accurately entered. • Promoted optimal levels of productivity by training staff members to exhibit best practices while adhering with company policies, prioritizing work schedules, maintaining daily records, and interfacing with other supervisors and general managers at other locations to complete job initiatives. • Offered expertise to HR staff to aid with talent acquisition processes. • Exercised creative problem solving skills to rectify customer complaints by providing relevant information. • Retained order for operational teams by resolving conflict and executing disciplinary actions, if needed.

Processed payroll and orchestrated financial reports by gathering, analyzing, and summarizing account data. Continuously focused on retaining the general ledger by transferring branch account summaries and branch accounts by verifying, distributing, and posting transactions. Balanced branch account through reconciliations and general ledgers by arranging a trial balance. Maintained an archive of records that was compliant with documentation policies. Coded payables for accounts payable clerks to compute. Completed bank deposits and receipts of money, as well as consolidated internal and external financial statements by assembling and evaluating data from the general ledger system and other departments. Balanced and preserved an automated consolidation system by inputting data. Addressed accounting and financial inquiries by researching issues to interpret data. • Authored spreadsheet reports to verify information and options with better efficiency.

Demonstrated forward-thinking initiative by coordinating one-on-one interviews with clients to obtain current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan; weighed in alternatives to deliver the appropriate solutions that meet client requirements and develop needed networks. Solicited financial products (stocks, bonds, mutual funds, and insurance) to clients. Conceptualize financial plans to pass member estates according to specifications. Administered finances and protected all personal and commercial assets of client while identifying current growth opportunities.• Consistently built and maintained client bases by updating current client plans and procuring new clients. • Safeguarded financial assets by collaborating with team members to ensure financial security in case of long-term care requirements or other relevant financial crises.

Readied and deciphered client information such as investment performance reports, financial document summaries, and income projections. Gregariously answered client questions in regards to the details and purposes of financial plans and strategies. Established financial planning recommendations or referred clients to someone who can assist with plan implementation. Regularly inspected client accounts and plans to decide if life and economic changes or financial performance indicated a need for a plan reassessment. Contacted clients periodically to determine if there was changes in their financial status.• Recommended and provisioned strategies that clients can use to achieve a variety of goals and objectives.