Sara Smit Juran, Mba, Ricp®, Bfa™ Email & Phone Number

Minneapolis, MN, US

Minneapolis, MN, US

• Lead the advice and financial planning strategy across Thrivent to support our 2,200+ financial advisors, including overseeing advice tools, people, and services pivotal in delivering advice & financial planning to.
• Lead a dynamic team of 30+ professionals responsible for delivering tailored advice & financial planning support to advisors through case & paraplanning support, proactive advice strategy & tools training, as well as.
• Led product team instrumental in conceptualizing and launching industry-leading advisor & client platform, revolutionizing client engagement by providing a comprehensive financial picture on a single digital interface.
• Headed effort of transforming company to be a leader in financial advisory; 2023 Advice Adoption AIP metric: +40% over plan.
• Actively contribute as a member of the CFP board Financial Advice Working Group.

Minneapolis, MN, US

Built and led the vision, roadmap, and execution of Advice client experience & strategy for Thrivent. This included coordination and influence across Thrivent to build and maintain a consistent, client-centered experience to support Thrivent’s desire to be a leader in Financial Advisory.

Minneapolis, MN, US

* Support development of strategic goals and major corporate initiatives; evaluate existing plans; translate strategy into action.* Collaborate with senior leadership across enterprise; translate priorities into key growth investment opportunities for $1B capital budget.* Lead business case development and prioritization; analyze and drive decision-making.

Milwaukee, WI, US

* Advised financial planning and strategic implementation; created efficiencies, reduced risk, and aligned to strategy.* Made recommendations leveraging analytical data and business insights; ensured clients had clear understanding of how to reduce risk, leverage opportunities, and execute on the plan.* Set, executed strategic vision for financial planning.

Minneapolis, MN, US

* Translated enterprise strategic roadmap into focused and successful execution.* Managed team that delivered research presented to board regarding company’s long-term strategy and the intersection of people, process, data & technology; led to implementation of enterprise initiatives driving revenue and market share.* Led long-range strategic planning and.

Minneapolis, MN, US

* Built, managed team that advised key executives, mitigated industry and regulatory risks, and improved operational efficiency; utilized market trends, data analytics, process improvement, and strategic partnerships.* Ensured company acted on security regulations/expectations for their pharmacies and clinics across 48 states with the DEA (Drug Enforcement.

Minneapolis, MN, US

* Primary resource for cross-enterprise projects that impacted the revenue capability, including the company’s $13B loyalty program.* Managed cross-functional team focused on large scale transformational initiatives; ensured alignment, prioritization, and execution of strategic priorities while monitoring progress against short and long-term goals. *.

Minneapolis, MN, US

Capital FinanceResponsible for the financial analysis of new store, remodel and other Property Development project requests. Determined the financial impact of capital spending decisions using NPV & IRR calculations.

Minneapolis, MN, US

Target Assurance - Sarbanes-OxleyDeveloped and improved business areas by providing systematic and objective verification and evaluation of controls; identified areas at risk and assisted in the development of controls to mitigate those risks.

Performed accounting, auditing, tax, and consulting duties in various engagements including audits, compilations, and reviews.

Minneapolis, MN, US

Managed and prepared monthly forecast and reconciled all Target Store accounts.

Mba, Business

Bs, Business Administration - Finance & Management & Ba, Organizational Communication

Education record