Financial Planning and Analysis

• Facilitate webinars, seminars, and workshops that promote financial wellbeing, literacy, and money management.
• Engage participants through clear communication, practical guidance, and relatable real-life examples.
• Plan, design, and deliver interactive learning sessions on financial health topics — such as budgeting, personal finance management, savings, investing fundamentals, and long-term financial planning — tailored to diverse audiences.
• Collaborate with the ThoughtFull team to develop, refine, and enhance financial wellbeing training materials, tools, and workshop resources to ensure relevance, accuracy, and impact.

Financial Wellness Trainer

Assistant Finance Manager

Executive Assistant to Co-Founder, CFO

Senior Finance Executive – AP/AR/GL

Financial Planner