Manager Financial Analyst

Maryse Schlenk

**** ****** ***, ********, ** ****7

C: 913-***-**** • *********@*******.***

Known for being passionately analytical, hardworking and a goal orientated team member, who is quick at understanding position responsibilities. It has been acknowledged that I have a comfortable, and easy ability in collaborating with associates, of all levels, to achieve company goals. Areas of expertise, experience and education consist of, but not limited to, business process implementation, process observance and process analysis to make renowned improvements to increase business functionality and efficiencies. I have knowledge and experience of the General Accepted Accounting Principles to complete individual and business accounting procedures, along with the Securities & Exchange Commission require reporting. Other areas that should be noted consist of office management, completing company billing, payroll, reconciliation, financial planning, investment accounting, performance reporting and performance validation. Statistical data analysis of company financials and ratios for potential money investment and improvements, preparation of financial reports that are used in monthly, quarterly and year-end reporting. Lastly, successfully completed two company IT server system switches, company operating system to a cloud-based operating system, and company phone system from land line to digital cloud-based communication system.

Proficient communicator across associate levels and the ability train associates to proficiency in policies, procedures, and work processes. Strong computer proficiency and years of experience across many different computer software applications, such as, Microsoft Office and Microsoft Dynamic 365 suite, QuickBooks, Adobe Acrobat, Ring Central, Google, Sales Force, Envestnet Tamarac, eMoney, Money Guide Pro, Advent Axys, Black Diamond, and Morningstar with proven aptitude for quickly learning new technical skills.

EDUCATIONAL ACHIEVEMENTS

Bachelor’s Degree - Social Sciences / Minor Degrees - Economics & Business / G.P.A. 3.4 / Year 1998 / Bethel College / Newton, KS

Master’s Degree - Sociology & Statistics / G.P.A 3.8 / Year 2000 / Wichita State University / Wichita, Ks

Kansas Life, Health & Disability Insurance License

*Chartered Financial Consultant C.H.F.C. / The American College *Wealth Management Certified Professional W.M.C.P. / The American College *Currently enrolled or eligible to set for exam

SELECTED PERSONAL ACCOMPLISHMENTS

Bethel College Academic Scholarship / Bethel College Athletic Scholarship - Basketball Team / Toast Master Member / Eagle Bend Ladies Golf League President / Lawrence & Eudora Women’s Project Member / KC Women’s Foundation

CAREER SUMMARY

Advisor / Woody Financial Group / Olathe, KS 11/2018-

Office Director, Financial Analyst & Investment Analyst / Paragon Capital Management / Overland Park, KS 02/2008-09/2018

Advisor, Implementation Consultant / Etelligent / Overland Park, KS 05/2007-01/2008

Financial Planning, Investment Analyst / Aspyer Wealth Advisors / Overland Park, KS 05/2002-04/2007

Marketing Research Manager / Applied Marketing Research / Lenexa, KS 01/2001-04/2002

Night In-take Manager / Salvation Army / Wichita, KS 05/1998-12/2000

*References Upon Request

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