Financial Analyst Office
Resume:
Bridgette Ferrier, MBA, CRPS
Professional Summary
Multi-talented Controller and Financial Analyst specializing in retirement plan analysis, benefits marketing and negotiations. Intelligent, insightful and pragmatic with a resourceful and detail-oriented analytical approach. Versed in Microsoft Office, QuickBooks and familiar with all facets of operations. Practiced at enhancing community support with forward- thinking strategies and skilled leadership over teams and resources. Well- organized, industrious and dedicated to cost effective strategic financial and operations management.
Work History
Leading Edge Companies – Controller & Financial Analyst Fort Myers, FL
08/2019 - Current
• Oversee all accounting activities, reporting and analysis for four LLCs
(Leading Edge Benefit Advisors, Leading Edge Retirement Plan Advisors, Leading Edge Human Resource Services, Leading Edge Wealth Advisors)
• Analyzing financial data
• Prepare monthly, quarterly and annual financial reports
• Commission tracking and reconciliations
• Oversee all IT services, contracts, security and technology equipment
• Analyze and complete quarterly Fiduciary Plan Reviews for all Retirement Plan (401K) clients
• Produce Retirement Plan Analysis reporting and plan benchmarking for all Retirement Plan (401K) clients
Leading Edge Companies - Benefits Financial Analyst Fort Myers, FL
05/2016 – 08/2019
• Analyze clients existing employer benefit packages
• Market plan benefits through alternate carriers and negotiate renewal rates
• Propose benefit and plan alternatives for potential cost savings
• Develop and maintain relationships with clients and carrier representatives
• Create communication materials for employees' annual open enrollment
**************@*****.***
Denver, CO
Skills
• Analyzing financial data
• Evaluating and managing risk
• Streamlining functions and operations
• Compliance oriented
• Strong leadership qualities
• Operations management
• Creative problem solving
• Benefits & retirement plan analysis
• Managing financial transactions
• Insurance marketing and negotiations
• Microsoft Office Proficiency
• Knowledgeable in QuickBooks
• Medical terminology
• Adaptable
• Developing proposals and
presentations
Education
University of Massachusetts
Amherst, MA (2014)
MBA: Business Administration
Edison State College
Fort Myers, FL (2012)
Bachelor of Science: Public Safety
Administration
Edison State College
Fort Myers, FL (2007)
Associate of Arts: Liberal Arts & Music
• Monitor, analyze and recommend compliance actions for new and evolving benefit legislation
• Interpret related policies and procedures and ensure compliance with regulatory agencies
Ford Motor Credit Company - Dealer Service Analyst Tampa, FL, FL
05/2014 - 12/2015
• Analyze and decision consumer credit applications, adhere to purchase approval limits and investigation standards
• Sell the benefit of the company's value proposition to the dealers and develop and maintain strong business relationships with dealership personnel
• Oversee credit investigations and provide training and feedback to investigators as required
• Complete procedural reviews in a timely manner to identify potential misrepresentations or fraud
Florida Cancer Specialists & Research Institute - Financial Counselor Fort Myers, FL
04/2008 - 05/2014
• Responsible for monitoring, calculating and collecting the financial responsibilities of patients from several offices within an expansive, multi-office, oncology practice
• Maintaining patient accounts and keeping insurance benefits up to date within the practice management system
• Reviewing patients' services for diagnosis and insurance coverage appropriateness
• Assist physicians, office managers, and upper management as needed daily as well as assisting in training new employees and staff resulting from frequent mergers and acquisitions
Lee County Sheriff's Office - Dispatcher/911 Operator Fort Myers, FL, FL
03/2007 - 02/2008
• Place the caller in contact with the proper emergency responders in the shortest amount of time with the least amount of confusion
• Handle a large call volume including high priority and critical, life threatening 911 calls in a calm and profession manner, assisting hysterical, injured, stressed and often times uncooperative callers involved in life threatening and / or dangerous situations Designations & Certifications
• Chartered Retirement Plan
Specialist (CRPS)
• 2-15 Resident Health and Life
(Including Annuities and Variable
Contacts) Agent License
• HIPPA Privacy and Security
Certification for Business
Associates
• Suicide intervention and hostage
negotiations for call takers
• Emergency response training and
911 call taker certification
• National Incident Management
Systems Training (NIMS)
Affiliations
• Member, Florida Institute of
Certified public Accountants
• Member, National Association of
Women MBAs (NAWMBA)
• Executive Board Member -
Treasurer, The Junior League of
Fort Myers (JLFM)
• Executive Board Member -
Secretary, Estero Mustangs Pop
Warner Football and Cheer
• Volunteer Leader, Boy Scouts of
America
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