Advisor

• Support quality implementation and effective delivery of 21st CCLC and LEAPS elementary education programs across assigned partner sites
• Maintain a small caseload of sites while providing direct supervision and technical assistance to Lead Associates
• Deliver targeted coaching, management support, and troubleshooting to program partners
• Guide and support program staff and site teams through implementation, monitoring, and evaluation
• Apply out-of-school-time and elementary education best practices to solve implementation problems and adapt solutions to local site needs
• Visit assigned sites to conduct observation, coaching, and mentoring, and complete site visit reports
• Provide in-person and remote technical assistance to site staff
• Communicate with leadership and team members to resolve implementation challenges and share successes
• Train, develop, coach, lead, and supervise staff
• Analyze program outcomes, site visit metrics, and observation data to provide feedback and develop quality improvement plans
• Partner with school district personnel and site leaders to troubleshoot implementation issues
• Plan and execute onsite and virtual training events
• Maintain a trainee database and knowledge management tools
• Collaborate with the Project Director on technical support, coaching, capacity building, grant standards, and expectations
• Develop community relationships to expand collaboration and address educational gaps
• Create newsletters and program updates to share best practices
• Collect and analyze community-needs data related to summer programming and educational access

School-Age Advisor supporting Save the Children’s U.S. education programs

Advisor, School-Age

School-Age Advisor supporting Save the Children’s U.S. education programs. Supervising teams, coaching partner sites, and improving 21st CCLC and LEAPS program quality.

• Consult on investment and insurance strategies and develop financial plans for clients
• Grow and retain an investment and insurance book of business
• Own the client experience, handling sales and service, identifying opportunities, and making referrals to internal business partners
• Acquire, expand, and maintain client relationships through business development and client networking
• Grow client loyalty and share of wallet through an exceptional client experience
• Apply product and procedural knowledge to solve client problems appropriately and efficiently
• Develop and implement investment and insurance strategies
• Determine appropriate products to support client strategies
• Present financial recommendations and guidance to clients
• Establish and monitor individual financial plans and recommend changes as needed
• Coach and educate internal business partners to identify investment opportunities
• Drive investment education and visibility among internal business partners
• Communicate with internal and external partners to build relationships and drive referral activity
• Meet with internal business partners to review business results and pipeline management
• Meet service level agreements on lead and referral follow-up
• Adhere to applicable laws, regulations, policies, and guidelines

Wealth Advisor developing investment, insurance, and financial plans for PNC clients

Wealth Advisor

Wealth Advisor developing investment, insurance, and financial plans for PNC clients.
Growing client relationships, investment business, and referrals across Kentucky.

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Lead in financial reporting, audit and tax: 45%
• Manage financial reporting and tax return preparation processes with external auditors and internally
• Facilitate prepared by client list (PBC) for external audit and prepare, review and analyze financial statements and related schedules
• Review reconciliations for compliance with audit requirements and prepare monthly variance analysis
• Facilitate schedule preparation for tax return process and provide advisory services to the team
• Complete impact assessments and project plans for implementing FASB Accounting Standards Update for Not-for-Profit accounting
• Assist in Single Audit support including schedule of expenditure of federal awards (SEFA).
• Define and complete recurring internal reporting: 25%
• Prepare, review and update of the functional expense allocation on periodic basis
• Analyze functional expenses, discuss with relevant stakeholders and identify improvement opportunities
• Assist in balance sheet review processes and connect with other stakeholders to address reconciling items
• Collaborate with Financial Analysis and Business Partnering team on restricted funding. Prepare, review and update agency SEFA report and facilitate updates necessary to support
• Reconcile agency SEFA report to SCI FRA
• Lead in NICRA Preparation, Review and Negotiations: 10%
• Prepare agency NICRA submittal packets for sharing to USAID, including analytics on changes of rates year over year
• Support the adjustment processes for finalized and provisional rates
• Communicate to various divisions around our NICRA submittal
• Complete modeling and adjust NICRA model as needed for changing environment
• Assist in preparation and revision of finance policies and procedures related to accounting: 10%
• Partner with Finance division on drafting policy, procedures, and improving processes (related to financial reporting and tax compliance).
• Determine accounting treatment for new or unusual transactions, e.g. planned gifts, revenue recognition, leases
• Research accounting and tax requirements, e.g. using IRS or FASB
• Discuss implication to SCUS financial statements of Accounting Standards with KPMG
• Supervisory support (cross-cutting): 10%
• Provide reviews of schedules to achieve the above objectives.
• Collaborate with the Advisor, to support proper planning and flow of documents to internal and external stakeholders
• Train, develop, coach, lead, and supervise staff, clearly communicating organization, division and department priorities, and how their work contributes to our mission and supports Save the Children values

Senior Advisor responsible for financial reporting and analysis at Save the Children

Senior Advisor, External Reporting, Analytics

Senior Advisor focusing on financial reporting and analytics at Save the Children. Managing processes, external audits, and reporting to support vulnerable children's rights.

• Support the development and lead the implementation of cash and voucher assistance programming across U.S. emergency responses
• Finalize and continue to update the SCUS Cash Playbook and related content
• Ensure programs are developed and delivered in line with the cash strategy as well as exceeding organizational standards and global humanitarian cash best practices
• Design, consult, and provide technical guidance on Multipurpose cash assistance (MPCA), Restricted cash and voucher programs, Cash-plus approaches, Digital cash delivery mechanisms
• Design and oversee market assessments, feasibility analyses, transfer value calculations, and response analysis in coordination with the cash team in consultation with local partners
• Support the identification and evaluation of strategic and operational risks across sectors relating to CVA and implement strategies to minimize and/or mitigate risk
• Ensure that thematic program components are technically sound, implementation methods are consistent with national and global strategies, acknowledged good practice and are likely to achieve scale
• Implementing Save’s cash-based emergency responses, including program management, budget and financial responsibility, and working closely across Save the Children’s technical departments
• Coordinate with operations, finance, procurement, legal, compliance, and safeguarding teams to ensure effective implementation
• Promote a Systems Strengthening approach that supports working in collaboration and partnership with national and local partners
• Manage relationships with financial service providers, financial technology partners, community organizations, and other implementing partners
• Work closely with Marketing and Growth colleagues to identify and pursue funding opportunities

Advisor, Cash and Voucher Assistance improving humanitarian cash programs for Save the Children

Advisor, Cash and Voucher Assistance – P3

Advisor, Cash and Voucher Assistance for Save the Children enhancing cash-based emergency responses and implementing humanitarian cash programming. Supporting strategic partnerships and ensuring program quality during emergencies.

• Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients
• Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities
• Utilizes Life360 Discovery process to profile clients and identify their needs
• Acts as a Core Team Member to identify opportunities with new and existing bank customers
• Demonstrates proficiency in consultative and advice-driven sales
• Develops and strategically executes personal business plan to achieve defined revenue and business objectives
• Collaborates with a customized team of specialists to deliver high-quality client service
• Ensures service standards and metrics are met based on needs and risk management
• Coordinates and collaborates with client third party advisors
• Leads the 90-day client on-boarding process
• Acts as primary point of contact for client advisors within the Bank

Wealth Management Advisor coordinating strategies for Private Bank clients at Fifth Third Bank

Wealth Management Advisor

Wealth Management Advisor serving as trusted advisor and team coordinator for Private Bank clients. Driving client relationships and collaborating with teams of specialists within Fifth Third Bank.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

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