After several years in the financial services industry, I left in 2024 to pursue an area of personal passion in residential construction and interior design. I am currently the chief of staff at Sacks and Co. Construction Management, a boutique luxury residential contractor in NYC. Additionally, I am pursuing a part-time interior design certificate program at Parsons School of Design - The New School.
Sacks And Co. Construction Management
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Chief Of StaffSacks And Co. Construction Management Jan 2024 - PresentNew York, New York, United States
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Product Strategy: Senior Professional IiFiserv Sep 2022 - Jan 2024New York, United States -
Senior Financial Analyst - Issuer Solutions PricingFiserv May 2022 - Dec 2022New York, New York, United States -
Financial AnalystFiserv Jun 2020 - May 2022New York, New York, United States -
Financial Analyst InternLenovo Sep 2019 - Jun 2020Raleigh-Durham, North Carolina AreaReporting directly to CFOs of Global Accounts and North American Accounts, supporting teams by reviewing P&L elements and assisting during quarterly forecast cycle. Managing revenue reconciliation project with services team, seeking to minimize discrepancies between sales, finance, and services revenue numbers. Additionally, cleansing backlog data to determine causes of discrepancies and work towards future solutions.Finance team representative for marketing department’s annual sales event, overseeing a budget of $800,000. Responsible for processing sponsorship contracts and ensuring sponsors are properly billed in order to streamline process. -
Operations ManagerSb Financial Group May 2018 - Dec 2018Raleigh-Durham, North Carolina AreaAs the operations manager for SB Financial Group, a leading financial services firm, I:Provide eMoney Advisor, RetireUp, and other wealth planning services to financial advisors and aid in creating, linking, and monitoring client accounts to the platforms.Create hypotheticals and applications for a variety of investment and insurance companies.Process correspondence between advisors and clients to ensure client data protection.Prepare and organize prospect and client files throughout both the financial planning process and the entirety of the client-advisor relationship.Act as a 3-way liaison between clients, fund companies, and advisors, and aid in ensuring investment and insurance applications are submitted and approved in an efficient manner.Establish and maintain relationships with clients through frequent, direct communication.Assist the Director of Operations to determine quarterly portfolio allocations for clients' managed accounts.
Olivia Waters Education Details
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Interior Design -
The Asheville School
Frequently Asked Questions about Olivia Waters
What company does Olivia Waters work for?
Olivia Waters works for Sacks And Co. Construction Management
What is Olivia Waters's role at the current company?
Olivia Waters's current role is Chief of Staff - Residential Construction.
What schools did Olivia Waters attend?
Olivia Waters attended Parsons School Of Design - The New School, University Of North Carolina At Chapel Hill, The Asheville School.
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Olivia Waters
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Olivia Waters
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Olivia Waters
Keyport, Nj2gmail.com, rutgers.edu
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