920-***-**** add591@r.postjobfree.com

LINDSEY LUEDKE

Motivated young business professional seeking career in the finance industry. Prior recognition from employers includes punctuality, organizational skills, teamwork, and professional attitude whose integrity, loyalty and attention to detail were an example to others. PROFESSIONAL EXPERIENCE TAKL, INC. (Nashville, TN)

Risk Analyst December 2018 – March 2020

-Provided research and analytical support by creating monthly reports through Excel and Looker.

-Monitored risk activity in real time to reduce fraudulent appointment activity by over 60%.

-Initiated and managed a review system for online payments to reduce the chargeback rate by 75%.

-Responsible for analyzing and correcting all failed and incorrect provider payouts in Stripe.

-Provided leadership to a team of six agents who were responsible for daily payment reviews, fraud detection reports and other daily appointment reviews.

-Handled outside communication, in the form of emails, texts, and chats, from customers and providers, containing requests for escalated appointment and account issues. Oshkosh Defense (Oshkosh, WI)

Sales Administrator January 2018 – July 2018

-Prepared, administered and coordinated customer quotes, proposals, bids, orders, contracts and specifications in an efficient manner to continually exceed the 90% on-time delivery benchmark.

-Generated $3.7M in sales with the implementation of the Loss Analysis process over one fiscal year.

-Processed credit memos, invoices, purchase orders, and forecasts.

-Exploited excellent customer service to Oshkosh’s government customer, and, Oshkosh’s small business distributor to aid in the continual development of customer relations and brand recognition.

-Collaborated with, and supported multiple departments, such as Marketing, Manufacturing, and Engineering, to facilitate an organized, timely and cost-effective build and delivery of vehicles and parts Pricing Analyst May 2017 – January 2018

-Analyzed and relayed the financial/business impact of a proposal internally to the finance team.

-Created complete, accurate and timely cost/price proposals for submittal to customers.

-Followed pricing models to measure product profitability.

-Worked with and supported multiple departments, such as Purchasing, Manufacturing, and Engineering, to assist in developing and analyzing cost estimates for quotes and proposals.

-Worked with Contracts to gain an understanding of all customer requirements

-Completed peer reviews on international/domestic proposals to ensure complete accuracy. Packerland Brokerage Services (Green Bay, WI)

Office of Supervisory Jurisdiction Compliance Administrative Assistant June 2015- May 2017

-Trained on the compliance procedures and suitability reviews required of an OSJ Branch office as outlined by FINRA, SEC and the Broker Dealer Written Supervisory Procedures

-Analyzed direct mutual funds, REITs, brokerage accounts, variable annuities, variable life, and fixed indexed annuities, submitted by OSJ representatives to determine suitability and compliance.

-Examined correspondence submitted to confirm eligibility to be forwarded on to intended clients.

-Responsible for review of all trades made in brokerage accounts. Horizon Community Credit Union (Green Bay, WI)

Member Service Representative Summer 2013, 2014, 2015, 2016

-Successfully developed loyal member relationships by maintaining a professional and positive attitude.

-Educated Credit Union Members on product information to further enhance their banking experience.

-Promoted and recommended products to successfully meet and exceed quarterly sales goals. TL Enterprises LLC (Green Bay, WI)

Book Keeper August 2009-May 2017

-Developed strong attention to detail skills by following step by step instructions and entering dollar amounts to the journal and general ledger to help prepare for month end and year-end financial statements

-Entered and recorded invoices and daily reports using Peach Tree Software.

-Controlled and logged day to day deposits to successfully track inflow and outflow of the restaurant

-Prepared bi-weekly payroll for 100+ employees

Bachelor of Business

Administration:

Finance

University of

Wisconsin-Oshkosh

Oshkosh Corporation

Young Professional

Networking Group

University of

Wisconsin-Oshkosh

-Finance Club

-Softball Team

-Microsoft Office

Suite – Excel

(vlookups, if

statements, macros,

pivot tables,

conditional

formatting)

-Peach Tree Financial

-QuickBooks

-JD Edwards

-ADP

-Stripe

-Looker

-Zendesk

-Reporting and

analysis

-Customer service

-Verbal and written

communication

-Interpersonal skills

-Team work

-Time management

-Quick learner

-Problem Solving

-Adaptability

PERSONAL SKILLS

TECHNICAL SKILLS

ACTIVITIES

EDUCATION

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