Andy Ramirez
Waltham
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Bring positive attitude and commitment to continuous learning and growth.
Overview
4
4
years of professional experience
Work History
Transfer Of Assets Analyst
Commonwealth Financial Network
05.2024 - Current
- Manage the review and processing of incoming transfer requests for a firm managing approximately $285 billion in assets and serving 2,900 advisors.
- Maintain detailed notes and statuses on pending transfers, offering key insights and updates to the advisors to provide exceptional service
- Serve as a subject matter expert for the service team, providing timely and accurate information to internal teams and advisors to help improve overall transfer procedures and enhance service quality.
- Continuously contribute to refining internal processes, identifying opportunities for efficiency improvements to streamline the transfer lifecycle.
Intern
Worcester State Wellness Center
01.2024 - 05.2024
- Collected data from the the past 6 years of the Wellness Centers membership revenue's using their database with extreme organization and attention to detail.
- Analyzed the membership revenues by breaking the fiscal year’s down into a month-by-month spreadsheet to create realistic and achievable revenue targets.
- Assist in the management/creation of a new streaming system by collecting all the expenses for the equipment while following a budget to submit it to higher management.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Finance Assistant
A&D Landscape Corp.
01.2021 - 01.2024
- Became proficient in using financial software, QuickBooks, by creating estimates and invoices for clients, as well as keeping track of cash flow.
- In charge of making sure projects stay within the budget and ensure projects run smoothly from a financial standpoint.
- In charge of customer relationship management by following up with clients about a potential, current, or past project plans
- Responded promptly to customer inquiries, feedback, and requests, resolving issues effectively and professionally.
- Increased efficiency with thorough maintenance of financial records and documentation.
Education
MBA - Finance
University of Massachusetts, Boston
Boston, MA05-2028
Bachelor of Science - Business Administration
Worcester State University
Worcester, MA05-2024
Skills
- MS Excel
- Microsoft office
- Analytical thinking
- Attention to detail
- QuickBooks
- Bilingual: Spanish
- Computer proficiency
- Problem-solving
- Team Player
Timeline
Transfer Of Assets Analyst
Commonwealth Financial Network
05.2024 - Current
Intern
Worcester State Wellness Center
01.2024 - 05.2024
Finance Assistant
A&D Landscape Corp.
01.2021 - 01.2024
MBA - Finance
University of Massachusetts, Boston
Bachelor of Science - Business Administration
Worcester State University
Similar Profiles
Monique MordiMonique Mordi
IT Help Desk Specialist at Commonwealth Financial NetworkIT Help Desk Specialist at Commonwealth Financial Network
CHRIS ALLENCHRIS ALLEN
Manager, Portfolio Reports & Data Services at Commonwealth Financial NetworkManager, Portfolio Reports & Data Services at Commonwealth Financial Network
Dhanalakshmi BoopalanDhanalakshmi Boopalan
Salesforce Business Analyst at Commonwealth Financial NetworkSalesforce Business Analyst at Commonwealth Financial Network