Microsoft Office (Excel, Word, PPT, Sharepoint)
BRENDA BLACKWELL
Financial Planning Consultant
Spokane,WA
Summary
Perceptive Professional with success boosting productivity and streamlining procedures for organizations. Focused on smoothly overseeing financial, personnel and operational facets. Consultant with 10+ years driving successful business processes for technology companies. Dedicated to maximizing impact of key performance metrics to enhance and reduce cost of business operations. Known for leveraging both macro and micro-scale analyses to generate holistic images of ongoing business operations for immediate actionability.
Overview
19
19
years of professional experience
8
8
years of post-secondary education
3
3
Certificates
Work History
Business Consultant
Self-Employed/Consulting By BZB
Spokane, WA
02.2018 - Current
- Devised processes to boost long-term business success and increase profit levels by as much as 10% monthly.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Strengthened digital customer experience by reviewing process data, developing solutions and monitoring implementation.
- Provided personalized business consulting and overhauled services to strengthen client success.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Managed more than 10 client business projects in 2021.
Financial Planning Consultant
New York Life Insurance Co
Spokane, WA
03.2022 - 06.2022
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Developed recommendations specific to client's financial situation on variety of topics.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Provided specialized financial planning support for 5-10 clients per week with diverse portfolios and individual needs
Senior Customer Experience Manager
Pitney Bowes
Stamford, United States
02.2018 - 02.2021
- Improved NSAT (Net Satisfaction) score by 76%
- Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
- Delegated tasks to existing support team members and used cloud-based tools to help solve complex business issues.
- Built, tested, implemented, and managed several (approximately 10) CX surveys and subsequent dashboards in order to track and improve customer experience score.
Senior Business Analyst, Operations Supervisor
Pitney Bowes
Stamford, CT
04.2012 - 02.2018
- Synthesized current business intelligence data to produce reports and polished presentations, highlighting findings and recommending changes.
- Enhanced operational performance and reduced expenses by developing and optimizing standard practices.
- Evaluated consistency and importance of different business intelligence data against needs to determine optimal courses of action.
- Created new analytical reports to boost vital business metrics visibility.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Managed 10,000 customer records annually to ensure optimum company cost savings. Resulting in $1,000,000 annual savings.
Lead Revenue Analyst
Pitney Bowes
Stamford, Connecticut
04.2007 - 04.2012
- Analyzed service revenue for discrepancies, which lead to annual company savings of $2.5 million (individually), $6 million (team)
- Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data.
- Increased service organization's effectiveness through adoption of quality improvement standards and unit performance evaluations.
- Collaborated with legal, finance and compliance departments to structure solutions to complex and multi-faceted challenges.
- Monitored and analyzed financial, statistical and operational data trends within service organization.
- Ran and analyzed monthly revenue reports for executive team.
- Solved financial problems with use of diverse analytical and modeling techniques.
Education
Bachelor of Science - Business Management
University of Phoenix
Spokane Valley, WA 06.2003 - 04.2011
Skills
Process mapping
undefinedTimeline
WA State Life Insurance Producer
04-2022
WA State Disability Insurance Producer
04-2022
WA State Health Insurance Producer
04-2022
Financial Planning Consultant
New York Life Insurance Co
03.2022 - 06.2022
Business Consultant
Self-Employed/Consulting By BZB
02.2018 - Current
Senior Customer Experience Manager
Pitney Bowes
02.2018 - 02.2021
Senior Business Analyst, Operations Supervisor
Pitney Bowes
04.2012 - 02.2018
Lead Revenue Analyst
Pitney Bowes
04.2007 - 04.2012
Bachelor of Science - Business Management
University of Phoenix
06.2003 - 04.2011
Software
Adept at using new software
Siebel Analytics
Tableau
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
WA State Life Insurance Producer
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
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