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Clermont, FL
... Financial Aid account recovery in compliance with program requirements and analyzed account data using agent desktop systems to find trends, reduce resolution times by 35%, and ensure reimbursement accuracy. NationsBenefits – Member Experience Advisor ...
- Feb 02
Central, Philippines
... and reliable professional with experience in billing and collections, accounting support, and financial documentation. ... 1 Certified by Intuit QuickBooks Issued: June 30, 2025 Xero Advisor Certification Certified by Xero Issued: January 7, 2025 ...
- Feb 02
Murfreesboro, TN
... Financial Advisor Northwestern Mutual Tennessee 2022 – 2024 Delivered virtual and phone-based client support, education, and follow-up. Managed confidential client data and documentation in compliance-driven systems. Scheduled meetings, maintained ...
- Feb 02
Frisco, TX
... Sides, CPA Candidate Frisco, TX 214-***-**** **********@*****.*** CPA Candidate Tax Advisor (TurboTax Live) Tax & Audit ... coordinate with external CPAs and advisors • Maintain general ledger, depreciation schedules, and financial statements • ...
- Feb 02
Rockford, IL
... growth ● Resolve client inquiries and issues with professionalism and accuracy Northwestern Mutual Rockford, IL Financial Advisor, November 2024 - May 2025 ● Expanding client base by exploring new connections and cultivating a strong referral ...
- Feb 02
Pecos, NM
... Mar 2023 Chief Financial Officer Jan 2022 – Oct 2022 Controller Dec 2021 – Dec 2021 Accounting Manager Nov 2018 – Nov 2021 Led comprehensive financial strategy and operations for major financial institution, serving as strategic advisor to executive ...
- Feb 02
Pataskala, OH
... Willing to relocate: Anywhere Authorized to work in the US for any employer Work Experience Automotive Service Advisor ... • Successfully attained all financial 2020,2021, 2022 goals, including the four wall as well as a 110% overall yearly growth ...
- Feb 02
Calgary, AB, Canada
... Card Industry) Security standard audit assessment with the aim of safeguarding sensitive card data for financial companies. ... Senior Information Security Consultant/Advisor - KPMG UK, Canary Wharf, London, UK. KPMG UK Jun 2004 – Dec 2011 Lead ...
- Feb 01
Bronx, NY
... Express Service Advisor / Rental Manager Sansone Jr’s – New York, NY 04/2019 – 03/2024 • Responded to customer inquiries ... • Maintained confidentiality of customer and financial information. EDUCATION GED Certificate NEW YORK 1992
- Feb 01
Simpson, LA, 71474
... Box 175 Simpson, Louisiana 71474 318-***-**** ****************@*****.*** Work experience • David Daily, Financial Advisor Edward Jones • Alexandria, LA August 2022 to Present Answer phone, help clients with questions. Other duties as requested. • ...
- Feb 01