Nicholas Mckenzie

Nicholas Mckenzie Email and Phone Number

Financial Analyst at Allworth Financial @ Allworth Financial
Nicholas Mckenzie's Location
Dallas-Fort Worth Metroplex, United States
Nicholas Mckenzie's Contact Details

Nicholas Mckenzie work email

Nicholas Mckenzie personal email

n/a
About Nicholas Mckenzie

I am a dynamic and results-oriented finance professional with a proven track record in optimizing operational efficiency, financial performance, and client satisfaction. As a Financial Analyst and Business Intelligence Specialist, I have excelled in conducting comprehensive financial and operational analyses, steering strategic business planning, and implementing data-driven solutions. My expertise in validating impacts to mutual funds' Net Asset Values (NAVs), Mils, and Yields, coupled with my proficiency in managing revenue streams and projecting future cash flows, underscores my ability to deliver tangible results.I am passionate about building strategic business plans for sustainable growth, meticulously analyzing financial data, and harnessing innovative technologies like SQL and Tableau to craft visually compelling insights. With a keen eye for identifying opportunities for improvement, I have successfully overseen complex logistical operations, managed revenue streams, and fostered enduring client relationships.Financial Analysis and Reporting: Expertise in conducting in-depth financial and operational analyses, calculating profits and losses, and validating impacts to mutual funds' Net Asset Values (NAVs).Business Planning and Strategic Development: Proven ability in building strategic business plans, assessing organic and acquisition expansion opportunities, and projecting future cash flows.Data Visualization and Business Intelligence: Proficient in creating interactive and visually appealing dashboards using Tableau, and leveraging business intelligence tools for informed decision-making.

Nicholas Mckenzie's Current Company Details
Allworth Financial

Allworth Financial

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Financial Analyst at Allworth Financial
Employees:
106
Nicholas Mckenzie Work Experience Details
  • Allworth Financial
    Financial Analyst
    Allworth Financial May 2023 - Present
    Dallas, Texas, United States
    Financial and Operational Analysis: Conduct comprehensive analyses to provide insightful reports on company performance, evaluating key metrics, and identifying trends.Stakeholder Collaboration: Work closely with department heads and key stakeholders in business reporting, budgeting, and analysis to help shape the company's financial strategy.Dashboard Creation in Tableau: Utilize advanced SQL and Tableau skills to create interactive dashboards that centralize critical business metrics, enabling real-time performance monitoring and data-driven decision-making for advisors and stakeholders.Process Enhancement: Identify and implement opportunities to streamline operational processes, driving efficiency and optimizing business planning, reporting, and analysis for seamless operations and better resource allocation.Rollforward Reporting: Prepare the monthly rollforward report highlighting the firm's success. Provide commentary on the data to offer insights into trends. Present these findings to the venture capital board of directors.
  • Fidelity Investments
    Fund Operations Analyst Ii
    Fidelity Investments Mar 2022 - Apr 2023
    Southlake, Texas, United States
    NAV Validation: Conduct rigorous analyses to validate impacts on mutual fund Net Asset Values (NAVs), Mils, and Yields, ensuring precise and reliable financial reporting for stakeholders.Accurate Shareholder Valuation: Implement stringent processes to guarantee accurate valuation of shareholder accounts, fostering trust and confidence among investors and clients.Comprehensive Fund Accounting: Manage fund accounting tasks with precision, overseeing diverse financial operations to maintain the integrity of mutual funds.Regulatory Compliance: Lead regulatory reporting efforts, ensuring compliance with industry standards and regulations, and providing transparent, accurate disclosures to regulatory authorities.
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments May 2021 - Mar 2022
    Southlake, Texas, United States
    Client Engagement Expertise: Proactively engage with both inactive and active 401(k) participants, providing comprehensive guidance on Fidelity’s services and navigating them through diverse options, resulting in increased client satisfaction and active participation in financial planning.Building Effective Relationships: Cultivate strong, lasting relationships with clients by understanding their unique financial goals and needs, tailoring financial plans to align with their aspirations and fostering a sense of security and confidence.Professional Licenses: Attain FINRA Series 7 and 66 licenses, demonstrating a commitment to professional growth and ensuring a deep understanding of financial regulations and best practices.
  • Muber Me
    Director - Accounting And Finance
    Muber Me Feb 2019 - Jun 2021
    Dallas, Texas, United States
    Logistics Expertise: Directed and optimized logistical operations, ensuring seamless coordination and efficiency in supply chain management. Implemented strategic enhancements to streamline processes and enhance overall productivity.Revenue Management: Managed monthly revenue streams totaling approximately $12k, employing data-driven approaches to identify opportunities for revenue growth and cost reduction. Consistently met and exceeded revenue targets.Financial Analysis: Calculated and meticulously reported profits and losses for the years 2019-2021, providing accurate financial insights crucial for strategic planning and decision-making. Utilized advanced analytical tools to uncover trends and opportunities for financial optimization.Strategic Planning: Proactively projected future cash flows and KPIs, enabling the organization to anticipate financial trends and make data-informed decisions. Collaborated with cross-functional teams to align financial projections with overall business objectives.

Nicholas Mckenzie Education Details

Frequently Asked Questions about Nicholas Mckenzie

What company does Nicholas Mckenzie work for?

Nicholas Mckenzie works for Allworth Financial

What is Nicholas Mckenzie's role at the current company?

Nicholas Mckenzie's current role is Financial Analyst at Allworth Financial.

What is Nicholas Mckenzie's email address?

Nicholas Mckenzie's email address is ni****@****ain.com

What schools did Nicholas Mckenzie attend?

Nicholas Mckenzie attended The University Of Texas At Dallas.

Who are Nicholas Mckenzie's colleagues?

Nicholas Mckenzie's colleagues are Greg Phelps, Cfp®, Clu®, Aif®, Aams®, Kathleen Carpenter, Cfp®, Amy Bertle, Cfp®, Cdfa®, Brady Brandt, Julia Frise, Nancy Myhers, Katia Guenther.

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