Sean Kelley Email & Phone Number

Charlottesville, Va, Us

Richmond, Virginia, United States

Co-led measurement of National Sales activities and programs to evaluate impact and increase advisor productivity.

Atlanta, Georgia, United States

• Conducted analysis and partnered with senior leaders to provide business insights and implement strategic goals.• Co-owned annual KPI goaling process for net asset flows & producer headcount. Created a robust model and presented proposals to sales leaders. Performed deep-dive analyses as well as routine quarterly reviews and presented these at CWO growth forums.• Conducted analysis of all Divisional, Legal and Medical wealth advisors. Results were used during 2023 mid-year sales leader performance calibrations. CWO shared insights with Truist’s CEO.• Analyzed the effectiveness of Truist Wealth’s financial planning activities and their impact on net asset flows. Partnered with the head of the Advice & Planning Group and presented findings to the CWO and senior leadership team.• Performed Brokerage and Trust platform fee analysis. Identified and dispelled myths regarding fee compression and pricing discipline.

Greater Atlanta Area

• Performed strategic financial duties for the Wealth Omni and Wealth Products & Solutions lines of business. Responsible for monthly balance sheet and income statement forecasting, annual Plan budgeting, business case analysis and book of business migrations for the LOB partners.• Played a key role in building and presenting monthly financial results and high level strategy initiatives to Truist Wealth executive leadership.• Co-led the financial tracking and budgeting of over 70+ vendor relationships within Wealth Omni and Wealth Products & Solutions including the Investment Advisory Group. This involved creating and updating a new vendor tracking template using legacy vendor data and current input from business owners and sourcing.• Aided on various finance merger integration initiatives including partnering on the RAC vendor process and standing up the Wealth Omni and Products & Solutions cost center hierarchies.

Greater Atlanta Area

• Constructed mapping and RASCI documents for 30+ processes in marketing by collaborating with business leaders to accurately reflect their current operations and controls.

Greater Atlanta Area

Selective two-year rotational program that fosters a cross-functional perspective and offers on-the-job experience in each unique function: Corporate Finance, Risk Management, Human Resources, and Marketing.

• Examined 4000+ jobs across 33 attributes for discrepancies using pivot tables. Presented these findings to multiple stakeholders and implemented with recommended changes.• Built a model to identify key employees at SunTrust for external reporting using historical and current earnings data for regulatory purposes.• Ensured 100% response rate to incoming requests and inquiries within a day with eventual resolution of ticket using the shared mailbox.• Assisted in the documentation of 15 jobs going through job evaluation by interviewing business leaders.

• Co-led the annual review of cost pools by creating an intake form, training the respondents, and presenting the results to executive stakeholders.• Supported the monthly recovery report analysis by noting discrepancies between expenses and allocations while providing commentary. Monitored the variances and resolved any issues with related stakeholders.• Led the design of inputting corporate overhead into the new Expense Transparency framework by rule-writing in OFSAA, updating hierarchies in DRM, and validating the results in the Essbase cube. • Ensured process documentation of Risk and Finance by updating controls and process map documentation. Met daily with Risk team to define controls over different lines of business.

• Co-created the process to assess cyber-security risk to provide current-state analysis and recommendations to key stakeholders.• Constructed a questionnaire in Excel and Access to allow program owners to self-assess their program’s maturity.• Created a socialization deck to clearly present our tool to related parties. Presented this deck in the first socialization to executives in SunTrust Enterprise Risk.

Athens, Georgia Area

• Audited the compliance of over 400 franchisees’ by evaluating metric benchmarks, tracking performance and presenting the findings to key executive stakeholders.• Conducted market research of key competitors by reporting successful competing campaigns and providing recommendations.

Bachelor’S Degree, Finance

International Study Abroad, European Studies