Project Management Financial Planning
Resume:
Tiffany Robinson
*******************@*****.*** 972-***-**** Glenn Heights, TX 75154
EDUCATION AND LICENSES:
The University of Texas at Austin, BBA
Major: Finance
Minor: Management
SKILLS:
Planning, Project Management, Problem-solving, Critical Thinking, Accounting, Management, Marketing, Multi-tasking, C-Suite Communication, Leadership, Detail Oriented, Goal Oriented, and Microsoft Suite
EXPERIENCE:
Cedar Hill ISD – Cedar Hill, Texas
Teacher – Math Pool
06/2023 – Current
I empower High School Scholars to seek enriching experiences that challenge them to make actionable planning decisions regarding career and financial planning. I ensure insightful application of the following topics:
●Accounting basics
●Financial ratio generation and analysis
●Linear regression, with exposure to modeling
●Applied data analysis and evaluation
●Personal Budget and Cash Flow Statement generation
●Quadratic and Exponential regression
●Consultant-based strategic thinking and problem solving
Highlights
I have realized positive STAAR passing rates at a low performing
campus, and strong growth indicators for NWEA MAPs testing.
Additional Skills
●Routinely conduct project management and results evaluation
●Develop dynamic and inspiring instructional design
●Engage within client management growth initiatives
●Evaluate and implement progressive data analysis
●Provide inspirational leadership and decision making
Seasons of Hope – Dallas, Texas
Treasurer, As Needed
07/2019 – Current
●Perform small business Accounting
●Request grant funding
●Develop program budgets
●Create Financial Statements
●Record financial activities
●Plan fundraising initiatives
●Create company branding and logo
●Attend board meetings
Morgan Stanley – Dallas, Texas
Registered Associate
05/2017 – 03/2019
●Conducted clerical tasks, including file maintenance and internal audit procedures
●Created Microsoft Excel visuals to illustrate Accounting
●Planned and coordinated administrative support to Advisors with combined $50MM+ AUM
●Utilized complex problem-solving skills to address High Net Worth Client inquiries
●Placed equity, mutual fund, option and alternative investment routine trades
●Transacted investor service cash management requests
●Exercised strong written and oral communication skills
TD Ameritrade – Fort Worth, Texas
Relationship Manager
●Placed equity, ETF and mutual fund trades
●Assisted with $2MM+ in new asset sales
●Analyzed revenue trends for production goals
●Performed service transactions, including wires
●Responded to client inquiries and troubleshooting
01/2016 – 05/2017
First Convenience Bank – Midlothian, Texas
Personal Banker II
09/2014 – 01/2016
●Utilized cash management Accounting in accordance with bank procedures to ensure accurate balance
●Generated new business and cross-sold bank services and products
●Conducted retail customer prospecting
BBVA Compass – Dallas, Texas
Commercial Relationship Associate
●Organized and prepared routine and reliable Financial analysis for Commercial and Corporate Banking
●Prepared risk management and competitor analysis underwriting
●Conducted bank financial statement reconciliations
●Utilized financial benchmarking techniques, break-even analysis, and modeling
●Facilitated preparation for Commercial board meetings
●Assisted in business development for entities with annual revenue in excess of $100MM
●Demonstrated successful strategic thinking for new hire planning
07/2010 – 03/2014
RELVEVANT COURSEWORK AND PROJECTS:
●Management Course: Organizational Behavior
●Management Course: Consulting and Change Management
●Organizational Leadership Project: Planned and developed an implementable internship program, Team Lead
●Strategic Financial Planning Project: Prepared and directed funding requests and marketing materials.
REFERENCES:
Chris S. Henderson
Former Teacher, 10+ years
**************@*****.***
Lewis Byrd
Personal, 10+ years
**********@*****.***
Shenoba Kinsey
Professional, 4+ years
*************@*****.***
Lillian Atkins
Personal, 10+ years
Email: Unlisted
Contact this candidate