Open To Work
Michaela Cullen
Lone Tree
Work Preference
Job Search Status
Open to workWork Type
Full TimeSummary
Results-oriented professional skilled in streamlining operations and improving transaction accuracy. Proven expertise in data analysis and cross-functional collaboration enhances decision-making and operational standards. Committed to maintaining compliance while driving efficiency and accountability.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Associate Cs&S Core Service
Charles Schwab
10.2024 - 06.2026
- Coordinated cross-functional teams to streamline processes, resulting in enhanced operational outcomes.
- Ensured transaction accuracy by following established procedures, maintaining data integrity, and supporting control standards.
- Analyzed risks and market trends, providing insights that informed client decision-making.
Client Relationship Consultant III
U.S Bank
03.2023 - 10.2024
- Managed inventory records and reconciled data, maintaining accuracy and accountability while adhering to established procedures.
- Analyzed data patterns to identify risks and inform operational decision-making, ensuring adherence to established procedures.
- Developed inventory tracking system that enhanced record accuracy, strengthened process controls, and ensured audit compliance.
Financial Services Advisor
TD Bank
10.2022 - 02.2023
- Maintained accurate records and documentation to ensure compliance with processes, controls, and operational standards.
- Standardized operational processes through staff training, enhancing workflow consistency and adherence to procedures.
- Coordinated workflows for multi-location operations to adapt to business needs and ensure operational continuity.
Customer Experience Coordinator
TD Bank
02.2022 - 10.2022
- Partnered with cross-functional teams to streamline processes and resolve operational issues, enhancing overall business performance.
- Conducted audits and reconciliations to maintain inventory accuracy and strengthen operational controls, ensuring adherence to compliance standards.
- Processed transactions using internal systems, ensuring accuracy and compliance with established processes and controls to support operational integrity.
Education
BS - Business: Accounting
08-2024
Skills
- Inventory auditing
- Data analysis
- Process improvement
- Operational controls
- Reporting practices
- Data visualization
- Resolution of problems
- Client relationship management
- Interdepartmental collaboration
- Teamwork effectiveness
- Time management optimization
- Detail-oriented mindset
- Critical thinking abilities
- Proficient communication skills
- Operational controls
Certification
- SIE, Series 7, Series 63
Timeline
Associate Cs&S Core Service - Charles Schwab
10.2024 - 06.2026
Client Relationship Consultant III - U.S Bank
03.2023 - 10.2024
Financial Services Advisor - TD Bank
10.2022 - 02.2023
Customer Experience Coordinator - TD Bank
02.2022 - 10.2022
Pennsylvania State University - BS, Business: Accounting