Financial Analyst Client Service

Kelly Noble

Winston-Salem, NC ***** +1-704-***-**** *********@*****.***

Summary

Financial Analyst with a robust record in data management and strategic decision-making at Inmar Enterprises. Demonstrates expertise in developing actionable insights, budgeting, and performance reporting. Adept at translating complex data into clear financial models and analyses to support business objectives and enhance profitability. Skills

• Financial Analysis: Forecasting, Variance Analysis, Expense Management

• Technical Proficiency: Salesforce Proficiency, Data Visualization with Tableau, JIRA Expertise, Microsoft Office Suite, Google Suite, Microsoft Excel

• Process Improvement: Lean Six Sigma Expertise, Standard Operating Procedures, Time Management and Process Improvement

• Interpersonal & Leadership: Team Leadership and Building, Customer Service and Relationship Management, Conflict Resolution and Problem Solving, Communication Skills and Business Correspondence, Employee Onboarding, Performance Evaluation and Analytical Thinking, Records Maintenance and Adaptability, Global Travel Coordination Experience

Self-employed Apr 2024 - Present

Personal In-Home Caregiver Winston Salem, NC

• Ensured child safety by supervising vigilantly and assessing risks, leading to a secure environment

• Prepared nutritious meals and snacks to promote healthy eating habits.

• Maintained a daily schedule to provide structure and consistency, enhancing the child's routine

• Performed housework and laundry duties to maintain a clean environment.

• Led engaging activities for child to foster development and creativity.

• Maintained an organized and tidy living and play area for the child, creating a safe and enjoyable environment

• Managed feeding, diapering, and dressing routines for the infant, ensuring comfort and well-being

• Facilitated bedtime routines to ensure timely sleep, promoting healthy sleep habits for the child Inmar Enterprises Mar 2022 - Mar 2024

Client Success Supervisor Winston Salem, NC

• Oversaw daily operations for a team of 18 employees to maintain high productivity standards, including establishment of the first Mexico Client Success team and transition of the retailer call center from phone to email communications.

• Evaluated employee performance through regular reviews and provided constructive feedback, leading to improved team productivity and morale.

• Trained new employees on job duties and company policies, resulting in faster onboarding and increased team efficiency.

• Identified areas for improvement and streamlined decision-making processes for management, reducing decision-making time and enhancing operational efficiency.

• Managed the department budget using Microsoft Excel, incorporating forecasting and variance analysis to drive a 10% reduction in operational costs.

• Resolved customer complaints in a timely manner, promoting satisfaction and loyalty. Inmar Enterprises Jan 2018 - Feb 2022

Client Service Manager Winston Salem, NC

• Developed operational procedures to increase efficiency across workflows, resulting in streamlined processes and improved team productivity

• Participated in recruitment efforts by conducting interviews of prospective candidates.

• Managed recruitment process for new hires in Client Service department.

• Developed and analyzed monthly performance reviews to identify successes and challenges.

• Created comprehensive reports outlining key performance indicators for client service operations.

• Facilitated training sessions for new staff on company policies and procedures, resulting in improved compliance and efficiency

• Monitored customer accounts to proactively address potential issues, leading to a reduction in customer complaints

• Collaborated with cross-functional teams on client service initiatives, enhancing service delivery and client satisfaction

• Resolved escalated customer complaints professionally and efficiently, improving customer retention and satisfaction

• Conducted regular meetings with clients to review project progress and address concerns, ensuring project alignment and client satisfaction

Inmar Enterprises Aug 2011 - Dec 2017

Client Service Lead/Sr Client Service Lead Winston-Salem, NC

• Maintained professionalism while interacting with customers via phone, email, and chat.

• Provided technical support for customers by troubleshooting hardware and software issues.

• Ensured customer satisfaction through prompt responses to inquiries and requests.

• Analyzed feedback surveys using Tableau to identify service delivery improvement areas, contributing to enhanced service strategies

• Trained new staff on client services policies, procedures, and best practices.

• Ensured quality standards were met by monitoring daily operations of the client services team, leading to improved client satisfaction

• Resolved escalated customer complaints promptly, enhancing customer satisfaction and retention

• Collaborated with other departments using Lean Six Sigma strategies to enhance operational efficiency, resulting in streamlined processes and reduced operational costs

Inmar Enterprises Sep 2009 - Jul 2011

Account Analyst/Sr Account Analyst Winston Salem, NC

• Managed multiple projects simultaneously, meeting tight deadlines set by upper management.

• Compiled data from various sources into tables, graphs, and charts for clarity.

• Created ad hoc reports for senior management to inform strategic decisions.

• Conducted research supporting accounting activities, including account reconciliation and month-end closures.

• Collaborated with cross-functional teams to formulate strategies enhancing operational efficiency.

• Researched variances between actual results and budget expectations to identify discrepancies.

• Cross-trained employees to ensure continuity of priority tasks during personnel absences.

• Developed presentations summarizing key findings from account analyses for client meetings. Inmar Enterprises May 1998 - Aug 2009

Account Representative/Sr Account Representative Winston Salem, NC

• Ensured compliance with company policies and industry regulations, resulting in zero compliance-related issues

• Maintained comprehensive records of client communications, improving tracking accuracy and client satisfaction

• Resolved customer complaints promptly using conflict resolution skills, which enhanced customer satisfaction and loyalty

• Managed multiple projects simultaneously using Salesforce and JIRA, consistently meeting deadlines and improving team efficiency

• Developed strategies to increase customer loyalty through targeted initiatives, resulting in improved customer retention rates

• Reviewed contracts and invoices for accuracy, reducing errors and improving client satisfaction

• Educated clients on industry trends, aligning products with their challenges.

• Provided training and support to junior account representatives, promoting team growth. Inmar Enterprises Jun 1993 - Apr 1998

Administrative Assistant/Sr. Administrative Assist Winston Salem, NC

• Composed letters, memos, reports, emails, and presentations for management staff, enhancing communication efficiency

• Scheduled appointments between clients and internal staff to optimize collaboration.

• Provided comprehensive administrative support to client-facing teams by managing calendars.

• Organized and maintained filing systems for physical and electronic documents, ensuring confidentiality.

• Handled confidential documents according to established protocols, maintaining security and trust within the organization

• Entered data into spreadsheets using Microsoft Excel, maintaining accuracy and efficiency, which improved data retrieval speed for team projects

• Coordinated mailings by sorting mail and preparing packages for shipping efficiently, ensuring timely delivery and reducing processing time

• Ensured optimal operation of office equipment, including printers and copiers, which minimized downtime and supported uninterrupted office workflows

Education and Training

Forbush High School May 1982 - Jun 1986

High School Diploma East Bend, NC

Certifications

• Professional Diploma in Administration Management (MTF Institute of Management, Technology and Finance): Lean Six Sigma Yellow Belt

Accomplishments

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