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Click here or scroll down to respond to this candidateCandidate's Name
Bartlett, IL Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEFINANCE MANAGEMENT FINANCIAL CONSULTATION & COACHING BUDGET MANAGEMENT & PLANNING Dedicated, dynamic, and highly skilled finance management professional with a proven aptitude for financial advising, 401K planning, insurance consulting, and collegiate expense planning. Accomplished industry expert with more than twenty years of experience providing exceptional financial products and services. Excellent communication skills with a particular aptitude for contract negotiation, customer relationship management, relationship building, active listening, needs assessment, and community engagement. Fluent in Polish and English. Well-versed in collaborative problem-solving, conflict resolution, and various techniques for facilitating harmonious cooperation. Resourceful, adaptable, and capable of achieving multiple objectives simultaneously through careful planning. Considerable supervisory experience collaborating with partners to effectively implement innovative strategies, solutions, and process optimizations. Exhaustive knowledge of evidence-based practices known to effectively improve college outcomes for disadvantaged youths. Able to interact, work, and develop meaningful relationships with people of various cultural backgrounds. Proven success in analyzing problems and developing creative and innovative solutions. Interested in pursuing a new finance management position with a progressive and innovative organization that values loyalty and rewards excellence. Skills, Strengths, & Areas of ExpertiseAccounting & Finance Management Financial Aid & Consulting Attention to Detail Community OutreachFinancial Analysis & Reporting General Ledger Maintenance Financial Forecasting Financial AuditsMultitasking & Time Management Microsoft Office Suite Business Acumen Change ManagementOrganization & Process Optimization Creative Problem-solving Relationship Building Customer ServiceAccounts Receivable & Invoicing Cash Flow Management Budget Management Business AnalysisCommunication & Collaboration Professional Collaboration Passion & Dedication P&L AssessmentAccounts Payable & Payroll Processing Training & Development Leadership & Motivation Project ManagementEnterprise Resource Planning (ERP) Adaptability & Flexibility ROI Assessment Quantitative ReasoningEnglish as a Second Language PeopleSoft Campus View Lotus Professional ExperiencePATHWAY PLANNING & INSIGHTS 2022 PresentExecutive Outreach Director & Polish Department Head Chicago, ILResponsible for overseeing outreach, visibility, branding, and public engagement operations in order to help more students prepare for college and expand overall program accessibility while also serving as the Department Head for the Polish Studies Department.Regularly plan, organize, and stage thorough presentations and workshops in order to educate students on the financial hazards and obstacles involved in higher education and help them develop effective techniques for handling these issues.Build effective, lasting, and mutually beneficial relationships with various executives and hiring managers.Identify and negotiate with learning institutions that may be viable candidates for future partnerships.Provide expert-level customer service and subject-matter expertise regarding higher education finances. ARCADIA 2021 2022Solar Energy Agent Forest Park, ILServed as a high-performing outside sales consultant, prospecting leads, engaging with clients, processing payments, and regularly updating the sales management system.Analyzed VIPR reporting in order to update the internal database.Reported any discrepancies during the sale process to ensure that the file gets fully completed.Trained and practiced scripts with new highers in the office and in the field; motivated team members and answered any questions regarding the programs.COLORADO TECHNICAL UNIVERSITY 2005 2021Senior Processor (2018 2021) Hoffman Estates, ILResponsible for the processing of the Return of Title-4 calculations and Institutional refunds as well as the disbursing of Title IV funding and institutional scholarships.Utilized various processing tools as well as CVUE functionality in order to perform processing duties. Senior Financial Aid Auditor (2007 2018)Senior Advisor, Team Leader, & Financial Advisor (2005 2007) Education & CertificationsNORTHEASTERN ILLINOIS UNIVERSITY 2024 (Anticipated) Bachelor of Science in Finance Chicago, ILMinor in ManagementOAKTON COLLEGE 2001Associate in Liberal Arts Des Plaines, ILORT TECHNICAL INSTITUTE 1997Certification in Bookkeeping & Accounting Chicago, IL Courses included A/P, A/R, Payroll~ References Available Upon Request ~ |
