Lonnie Kess - Senior Consultant Resume Simple
SUMMARY
A highly motivated, results-driven, and dedicated professional with over 10 years of experience in the financial services industry. Proven ability to manage multiple projects simultaneously, and communicating effectively with all levels of the organization.
SKILLS
  • business plan, financial statements, forecasts, consulting, documentation, clients, optimization
  • mutual funds, modeling, securities, management, net, financial management, investment banking, banking, clients, financial modeling, solutions, p l
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Senior Consultant

    Ben&Jerry's

    • Developed and implemented a business plan for the clients, which included forecasting, analyzing, and interpreting financial data and providing insight into the optimization of the fundraising efforts.
    • Developed and implemented financial statements, budgets, and project documentation. Managed and analyzed all aspects of the business.
    • Business Consulting: Developed financial forecasts and projections for the company. Provided strategic guidance to the executive team. Managed the development of a new product line.
    • Provided financial support to the business unit in the development of the annual operating plan. Analyzed and interpreted data to identify trends and develop strategies to improve profitability.
    • Managed the development of a new client relationship management system. This included the creation of a new product and service delivery system.
    • Developed and implemented a new process to track and report on the status of the project. This resulted in a more efficient and effective approach.
  • 2017-12-252017-12-25

    Financial Solutions Advisor (Assistant Vice President)

    Lamar University

    • I was a key role in the development of the financial planning and reporting process for the firm. Worked with the investment banking group to create a net worth of clients.
    • Responsible for the financial modeling of the securities and trading of the firm's portfolio. I was also responsible for the creation of a new investment model for the firm.
    • Managed the financial management of the firm, including the creation of a new mutual fund, and P&L.
    • Analyzed financial needs and recommended appropriate solutions to meet clients' financial goals. Developed and implemented strategies to achieve client goals.
    • Created and maintained client portfolios using mutual funds, ETFs, and separately managed accounts. Developed and implemented strategies to achieve desired results.
    • Conducted seminars and workshops on financial topics such as retirement planning, estate planning, and estate planning. Developed and implemented a plan to increase the client base.

 Monographic Review 

 A Perfect Career