Operations Planner with Client Focus

Anna Kononenko

**** ****** **. ***** ***** CO

970-***-**** ***********@******.***

Professional Summary

Organized and analytical professional with a strong foundation in planning, coordination, and client management developed through extensive experience in financial services, operations, and business ownership. Skilled in scheduling, data tracking, and process optimization with an exceptional ability to manage multiple priorities in fast-paced environments. Eager to contribute strong planning and organizational expertise to support maintenance and production goals as a Planner I with Freeport-McMoRan.

Core Competencies

Scheduling & Work Planning Data Entry & Reporting Resource & Inventory Coordination Process Improvement & Workflow Optimization Client & Vendor Communication ERP / CRM Systems (SAP, Salesforce) Excel / Google Sheets Safety & Compliance Project & Team Coordination

Professional Experience

Financial Professional / Insurance Broker Symmetry Financial Group Remote 2019 – Present

• Plan and manage client portfolios and financial schedules, ensuring all follow-ups, applications, and policy changes are completed within regulatory timeframes.

• Maintain and organize high-volume data systems tracking client appointments, renewals, and compliance documentation.

• Coordinate with underwriters and carriers to resolve scheduling or documentation conflicts, ensuring seamless case processing.

• Utilize CRM systems and spreadsheets to forecast revenue, track metrics, and prepare reports for management.

• Demonstrate consistent attention to detail and proactive problem-solving in fast-paced, deadline-driven environments.

Licensed Esthetician Small Business Owner Raw Beauty LLC Golden, CO 2020-2024

• Managed all aspects of business operations including scheduling, vendor management, purchasing, and customer service.

• Oversaw inventory levels and ordering, aligning supply needs with forecasted client volume.

• Maintained financial records, tracked sales trends, and generated monthly performance reports.

• Ensured compliance with health, safety, and state regulatory standards.

• Streamlined workflow processes and scheduling systems to maximize operational efficiency and client satisfaction.

Financial Professional Equitable Advisors New York Life Insurance Company Symmetry Financial Company Denver, CO 2023-2025

• Supported clients with financial planning, insurance policies, and portfolio adjustments, managing all scheduling and documentation logistics.

• Prepared financial proposals and tracked progress through CRM and database tools to ensure deadlines were met.

• Collaborated with internal teams to resolve process bottlenecks and improve overall workflow.

• Built and maintained detailed reports on productivity, client engagement, and pipeline performance.

Education

Associate of Science Community College of Denver Denver, CO

Technical Skills

Microsoft Excel Google Workspace SAP / CRM Systems Data Reporting Work Order Management Scheduling Software Document Control Outlook Zoom Safety Compliance

Professional Attributes

Analytical and Results-Driven Dependable and Detail-Oriented Strong Communication and Team Collaboration Committed to Continuous Improvement and Operational Excellence

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