Olivia Waters Email and Phone Number

Reporting 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.

As 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.