Financial Services

Dakota Hargraves

Remote ****************@*****.*** 319-***-****

Professional Summary

Detail-oriented and results-driven finance professional with expertise in financial analysis, client account management, and virtual financial support. Skilled in leveraging technology to streamline workflows, improve client satisfaction, and maintain compliance. Proven ability to operate effectively in fully remote environments. Core Competencies

- Financial Analysis & Reporting

- Remote Client Relationship Management

- Banking & Investment Support

- Regulatory Compliance

- Digital Tools: MS Excel, QuickBooks, Salesforce, Zoom, Slack

- Risk Assessment & Fraud Prevention

- Budgeting & Forecasting

- Data-Driven Decision Making

Professional Experience

Financial Services Associate (Remote)

ABC Financial Group 2022 - Present

- Manage a portfolio of over 120 client accounts, delivering personalized financial advice and virtual support.

- Conduct financial data analysis to develop tailored investment strategies.

- Implemented a digital onboarding process that reduced new client setup time by 25%.

- Collaborate with cross-functional teams in a fully remote environment to optimize service delivery. Client Account Specialist (Remote)

XYZ Bank 2019 - 2022

- Provided account management for high-value clients while ensuring confidentiality and compliance.

- Prepared monthly and quarterly financial reports for client review.

- Enhanced remote service capabilities by introducing new digital communication tools.

- Resolved client inquiries through secure virtual channels within strict deadlines. Finance Assistant (Remote)

LMN Investments 2017 - 2019

- Assisted senior advisors with portfolio management and compliance documentation.

- Prepared detailed investment performance reports for clients.

- Maintained accurate financial records in accordance with privacy regulations. Technical Skills

QuickBooks Salesforce Microsoft Excel (PivotTables, VLOOKUP) Zoom Microsoft Teams Slack Financial Modeling Data Visualization CRM Management Remote Workflow Tools

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