Sydney Borrill
Lincoln, Lincolnshire
Summary
Performance-driven and highly motivated with business success and financial experience. Exceptional people skills with dependable work-ethic. Versed in financial analysis and superior communication, verbal and written. Desires a challenging role in a business or financial position.
Overview
5
5
years of professional experience
Work History
Financial Assistant
Feltz WealthPlan
Omaha, NE
05.2023 - 12.2023
- Tasked with special projects related to variable annuities and alternative investments.
- Assisted with financial forecasting and budgeting processes, as well as placed trades through Charles Schwab.
- Provided support for the preparation of monthly, quarterly, and annual financial reports; including forecasting and modeling to support management decision-making.
- Assisted in the preparation of tax returns including filing documents with relevant regulatory authorities.
- Greeted customers, answered account/portfolio questions, resolved complaints, and assisted with yearly client meetings.
- Proficient with Salesforce, E-Money, Orion, and Excel
AP Processing Lead
Kiewit
Omaha
07.2022 - 04.2023
- Leading a team of 4 AP Invoice Processors, including training, mentoring, quality control, productivity, and providing guidance with troubleshooting and problem-solving.
- Collaborating with internal customers and AP Processing Team to provide superior customer service and most efficient invoice processing.
- Understanding, communicating and monitoring internal control processes and procedures.
- A subject matter expert for AP Processing functions, including tax plans, procurement processes, and material management concerns as they relate to AP Processing.
- Identifying opportunities for process improvement; continuous collaboration with internal and external partners to increase efficiencies in invoice processing.
In Force Specialist
OCI Insurance and Financial Services
Elkhorn
10.2020 - 07.2022
- Offered clients knowledgeable and supportive assistance to meet needs and build loyalty.
- Enhanced client satisfaction ratings by resolving difficult customer issues and grievances.
- Identified operational and performance issues; worked with managers to resolve concerns and streamline processes.
- Collaborated seamlessly across departments to present improvements of business to the executive board and CEO; recognized and in process of being implemented.
- Provided advanced support for projects with strong documentation, reporting and customer success.
VP for Finance
Creighton Students Union
Omaha
12.2018 - 05.2019
- Achieved cost-savings by developing functional solutions to financial issues with the university budget.
- Improved budget operations by working with the executive team and student representatives to find workable solutions.
- Interviewed and hired a new Appropriations Committee for financial hearings and distributing funds.
- Handled all delegated tasks, including managing and recording a $750,000 budget, leading committee meetings to distribute budget funds to clubs and activities, and creating accounting records for all payments and receipts.
- Managed agendas and communication materials for team meetings.
Investor Services Intern
TD Ameritrade
Omaha
01.2019 - 04.2019
- Developed and implemented processes to increase the accuracy and efficiency of customer problems, presented to the board of executives.
- Managed 50-60 calls per 4hrs to resolve customer issues with superior success.
- Improved customer satisfaction by finding creative solutions to 1099 problems.
- Completed competitive paper money project resulting in top profits of over 450%.
- Maintained updated stock strategy knowledge through lessons and application with the Investor Analysis team.
- Recognized by management for providing exceptional customer success.
Education
BSBA - International Business; Financial Analysis
Creighton University
Omaha, NEBSBA - International Business; Financial Analysis
University of Sydney
Skills
- Time management
- Communication
- Problem solving
- Customer success
- Detail-oriented
- Leadership experience
- Creative writing
- Investment Analysis
Affiliations
- Member, National Speech and Debate Association (2015-2020)
- Creighton Symphonic Orchestra (2016-2020): Principal Oboe and English Horn player
- Published Writer (2015): Poetry won gold in National Scholastic Writing Competition
Timeline
Financial Assistant
Feltz WealthPlan
05.2023 - 12.2023
AP Processing Lead
Kiewit
07.2022 - 04.2023
In Force Specialist
OCI Insurance and Financial Services
10.2020 - 07.2022
Investor Services Intern
TD Ameritrade
01.2019 - 04.2019
VP for Finance
Creighton Students Union
12.2018 - 05.2019
BSBA - International Business; Financial Analysis
Creighton University
BSBA - International Business; Financial Analysis
University of Sydney
Similar Profiles
Lynn DevereauxLynn Devereaux
Financial Services Associate at Feltz WealthplanFinancial Services Associate at Feltz Wealthplan
ALLISON TAYLORALLISON TAYLOR
Legal Assistant / Personal Assistant at WealthPLAN, PCLegal Assistant / Personal Assistant at WealthPLAN, PC
Tyra DillardTyra Dillard
Student Physical Therapist at Feltz Therapy ServicesStudent Physical Therapist at Feltz Therapy Services