Robyn Ronen
Boulder
Summary
Enthusiastic financial professional highly effective at working with people of diverse backgrounds in both the public and private sectors. Friendly and personable with an adaptable approach. Exceptional knowledge in record keeping and administrative tasks, especially relating to grant administration. Focused Accounting professional with three years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with PeopleSoft, Concur, and Microsoft Suite. Strong track record working with governmental agencies and non-profit. Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
18
18
years of professional experience
Work History
Manager of Business and Financial Operations
University Of Colorado At Boulder
05.2022 - Current
- Increased team productivity by implementing streamlined processes and effective communication strategies.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Championed diversity and inclusion efforts within the workplace, resulting in an inclusive environment that fostered creativity and innovation among employees from various backgrounds.
Accounting Technician II
UNIVERSITY OF COLORADO BOULDER
11.2018 - 05.2022
- Used InfoEd to ensure compliance on contract spending
- Did projections on grants and audited transactions to ensure compliance
- Budget modification for proposal changes
- Ordered departmental goods and items for projects through Marketplace
- Set up semester appointments for ninety graduate students in HCM
- Maintained a reconciliation database for PI's for projections and cost-sharing tracking
- Managed Concur for 30 PI's and their students, for both individual purchases and travel-related expenses
- Screened accounts receivable, accounts payable, payroll processing and general ledger transactions.
Financial Advisor
EDWARD JONES
03.2011 - 11.2018
- Played key, multifaceted role in running individual office and staff, improving standard office policies and procedures, office organization, driving profits, and conducting mentorship programs, counseling, and team management duties
- Evaluated expenses for cost control opportunities, such as supplies and rent
- Interfaced regularly with customers concerns and complaints, offering solutions, and rapid resolutions
- Delivered effective office and financial success thorough review and study of operational data and reports to forecast sales and determine profitability
- Improved efficiency and performance by analyzing operations, writing recommendations for management, and monitoring customer preferences as a focus on best sales efforts
- Planned, developed, and provided training and staff development programs utilizing effective classroom training strategies, demonstrations, on the job training, meetings, conferences, orientations sessions, and workshops
- Proactively communicated with customers to provide information about products and services, taking orders, canceling accounts, record and solve complaints, referring elevated unresolved grievances to designated departments
- Evaluated insurance policy contract terms to determine whether the insurance company covers losses
- Managed 90 million in customer assets and maintained a top company average for customer service
Branch Office Administrator
Edward Jones
03.2006 - 02.2011
- Facilitated operational report review, including scheduling to achieve accuracy and efficiency, providing planning, setting goals for department deadlines
- Demonstrated strong management skills by executing and distributing store supplies, monitoring facilities to certify safety, security, and proper maintenance
- Initiated disposal of surplus property, including unclaimed property
- Contributed to firm integrity through verification that all company and regulatory policies and guidelines are documented, implemented, and communicated to all departments
- Submitted all required compliance reports with regulatory agencies
- Identified and managed all compliance infractions/issues with essential follow-up or investigation
- Reviewed and modified policies and operating guidelines to comply with additions to environmental standards or regulatory policies
Education
Masters in Accounting - Accouting
University of Colorado Denver
05.2025
Certificate in Personal Financial Planning -
METROPOLITAN STATE UNIVERSITY oF DENVER
DENVER, CO2015
MASTER OF BUSINESS ADMINISTRATION (MBA) -
University of Phoenix
Tempe, AZ01.2010
Bachelor of Arts - Philosophy
University of New Orleans
New Orleans, LA05.2002
Skills
- Peoplesoft, HCM, Concur, InfoEd
- Objectives Instrumental in streamlining and improving processes, enhancing productivity, and implementing
- Management solutions Technical proficiency in MS Office, MoneyGuide Pro, Excel, and firm specific software
- Experienced lecturer and public speaker
- Reconciliation and auditing
- DRA
- Contract Management
- Workforce Management
- Staff Training and Development
- Performance Tracking and Evaluation
Timeline
Manager of Business and Financial Operations
University Of Colorado At Boulder
05.2022 - Current
Accounting Technician II
UNIVERSITY OF COLORADO BOULDER
11.2018 - 05.2022
Financial Advisor
EDWARD JONES
03.2011 - 11.2018
Branch Office Administrator
Edward Jones
03.2006 - 02.2011
Masters in Accounting - Accouting
University of Colorado Denver
Certificate in Personal Financial Planning -
METROPOLITAN STATE UNIVERSITY oF DENVER
MASTER OF BUSINESS ADMINISTRATION (MBA) -
University of Phoenix
Bachelor of Arts - Philosophy
University of New Orleans
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