Advisor

• 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.

• Lead complex initiatives to improve claim accuracy and operational efficiency
• Develop and apply statistical models and predictive analytics to identify opportunities within healthcare claims data
• Collaborate with cross-functional teams to migrate SAS-based edits to a new platform
• Drive enterprise data initiatives focused on improving data quality and operational effectiveness
• Design and execute model validation and performance monitoring approaches

Business Analytics Advisor leading data science initiatives at Cigna's Payment Integrity

Business Analytics Advisor, Payment Integrity

Business Analytics Advisor maintaining claim accuracy and operational efficiency at Cigna. Collaborating with teams to enhance AI-enabled analytics and data integration initiatives.

• Respond to emergency service leads (water damage, biohazard cleanup, storm damage, etc.)
• Meet homeowners on-site and assess the situation
• Build immediate trust and guide them through next steps
• Close mitigation and restoration jobs
• Coordinate with operations to ensure smooth project kickoff
• Follow up on open opportunities

High-performance sales professional handling emergency service calls and converting leads

Home Comfort Advisor

High-performance sales professional handling emergency service leads for Innovative Home Services. Responding to urgent property situations and providing mitigation and restoration services.

• Utilize trade applications and software to analyze import/export data
• Perform HS and ECCN classification, ensuring compliance with US Customs and regulatory requirements
• Act as the client‑facing contact, providing guidance, answering inquiries
• Analyze and interpret data, documentation, and regulatory information
• Develop, track, and present metrics and performance insights
• Identify compliance risks, recommend corrective actions
• Collaborate cross‑functionally with operations, compliance, and regulatory teams
• Stay current on regulatory changes, and industry best practices

Advisor supporting US ECCN and HS classification at Livingston

Advisor in Global Trade Management at Livingston handling HS and ECCN classification for US and international clients. Collaborating with global teams and ensuring compliance in trade practices.

• 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.

• Design, develop, and maintain complex technical solutions, including custom user interfaces, automation tools, and data pipelines supporting provider data, adoption, and regulatory compliance initiatives
• Build and enhance UI-driven tools and workflow solutions that automate manual processes, enable structured data collection, and support downstream reporting and analytics
• Develop and maintain ETL processes that ingest, transform, reconcile, and consolidate data from multiple internal systems and external vendor files
• Automate complex reconciliation and matching processes, reducing manual effort and enabling low-touch or one-click workflows for operational teams
• Translate business and operational requirements into scalable technical solutions, including data models, ETL logic, automation workflows, and backend processing across multiple platforms and data sources
• Refactor and modernize legacy reporting and automation solutions, improving performance, scalability, reliability, and maintainability across enterprise migration and modernization initiatives
• Work hands-on with complex and incomplete (“messy”) data, partnering with business stakeholders to understand upstream processes, data gaps, and system behaviors
• Partner directly with IT teams at a technical design level, defining data structures, tables, indices, and upstream capture requirements to ensure solutions are implemented correctly and sustainably
• Serve as a technical liaison between business and IT, while also performing hands-on development work; this role is a hybrid of developer and business analyst, not a requirements-only position
• Support end-to-end technical delivery for high-visibility initiatives, including enterprise migrations, automation programs, provider data modernization, and regulatory reporting
• Identify opportunities for process improvement and automation to reduce manual effort, improve data quality, and increase operational efficiency
• Ensure data accuracy, consistency, and reliability across regulated and compliance-sensitive environments through strong development, validation, and quality practices

Data Management & Reporting Advisor designing technical reporting solutions for provider data quality

Data Measurement and Reporting Advisor

Data Management & Reporting Advisor at Cigna developing technical solutions for provider data quality and compliance, ensuring operational efficiency through automation and analytics.

• Act as a local on-site program and company representative to residential customers.
• Install energy efficient equipment, conduct energy efficiency (re)audits, pre- and post-installation verifications and other technical data gathering activities through a defined territory.
• Support Program Managers in their efforts to influence stakeholders to sell and/or install energy efficiency and demand response retrofits or services.
• Provides technical advice, guidance and training on installation, adaptation, configuration or enhancement in accordance with client specifications.
• Troubleshoots technical problems and issues and recommends solutions.
• Establish and build relationships with residential customers and contractors ensuring that necessary energy efficiency measures are properly installed to standards and on-time.
• Record and track contractor interaction and verify that installations achieve required program savings.
• Inform, educate, and train contractors about the program.
• Provide individualized and ongoing assistance to property owners and contractors to convert projects according to contract compliance.
• Document customer and contractor interactions to adhere to program requirements.
• Provide input and status updates to program staff.
• Other duties as assigned.

Residential Energy Auditor for CLEAResult, focusing on energy-efficient solutions

Residential Energy Advisor

Residential Energy Auditor role at CLEAResult, representing the company to residential customers. Conduct audits and installation support for energy efficiency and demand response solutions.

• Support the AMER Regional Lead and divisional stakeholders by preparing analysis, insights, and materials that enable growth strategies and elevate client relationships through world-class governance.
• Collaborate across functions, business lines, and client teams to identify and surface growth opportunities, providing the analytical foundation that informs decision-making.
• Produce and maintain monthly reporting packages, including renewal tracking, share of wallet analysis, and organic growth opportunity summaries.
• Compile and prepare quarterly executive reporting on Top 30 client performance for review by senior leadership.
• Track and report on growth plan progress and commercial market intelligence, ensuring data accuracy and timely delivery to stakeholders.
• Analyze NPS data and synthesize findings into clear insights and action plan updates for distribution to account and regional teams.
• Support the Account Business Plan process for respective divisions, coordinating inputs, tracking timelines, and ensuring quality and consistency of submissions.
• Execute Client Voice program activities, including coordinating enrollee identification, tracking survey progress, curating reports and insights, and preparing action items for non-promoters.
• Support the execution of Accelerate 2030 initiatives within the region, assisting in the translation of global strategy into localized action plans and tracking progress against key milestones.
• Maintain and update key business intelligence routines including organic growth opportunity tracking, white space pipeline analysis, renewal schedules, and quarterly business review materials.
• Contribute to Account Director onboarding by preparing orientation materials, coordinating learning resources, and supporting AI-enabled content delivery.
• Coordinate regional monthly Account Director calls, including agenda preparation, content curation, and post-call communications and follow-up.
• Provide responsive ad-hoc analytical and operational support for client and leadership requests, ensuring timely and accurate delivery.
• Work alongside Finance to support growth objective tracking, opportunity reporting, and data quality initiatives.
• Partner with Marketing to support Client NPS programs, coordinating regular touchpoints and helping translate survey outcomes into actionable recommendations.
• Collaborate with HR on Learning & Development initiatives, supporting program coordination and logistics for regional training and enablement activities.
• Perform regular validation of client contract data and account information, ensuring accuracy and consistency across regional reporting systems.
• Conduct external stakeholder data reviews, coordinating with account teams to verify and update information on a defined cadence.

Regional Insights & Enablement Advisor enhancing client relationships and business intelligence at JLL

Regional Insights & Enablement Advisor

Regional Insights & Enablement Advisor at JLL driving business intelligence and client relationships across the Americas region. Collaborative role with focus on analysis, governance support, and operational excellence.

• Develop, maintain, and monitor operational risk and control frameworks across client implementation and eligibility processes.
• Document and update end‑to‑end process flows, risk assessments, and Risk & Control Matrices (RCMs) to reflect current‑state operations.
• Perform control testing and ongoing monitoring activities to assess control design and operating effectiveness.
• Track, document, and support remediation of control deficiencies, ensuring timely closure and sustainable corrective actions.
• Coordinate and support internal and external audit activities, including evidence gathering support, walkthrough preparation, and audit response support.
• Identify emerging operational risks, control gaps, or process breakdowns and escalate issues with clear risk articulation.
• Recommend practical mitigation strategies and control enhancements aligned with a risk‑based controls approach.
• Partner with Operations and Quality teams to embed control requirements into business processes.
• Support audit readiness activities related to SOC 1, SOX, and internal quality reviews.
• Maintain accurate documentation and support reporting on control health, testing results, and remediation status.

Control Testing & Monitoring Advisor supporting operational risk and control activities at Cigna.

Control Testing & Monitoring Advisor

Control Testing & Monitoring Advisor responsible for managing operational risk and control activities within Cigna’s Client Service & Operations. Collaborating across teams to ensure audit readiness and process improvement.

• Assess and monitor risks related to data integrity, system changes, system access, and technology-enabled operational processes.
• Design and implement controls supporting data governance, data quality, user access management, and change management practices.
• Develop and maintain control templates, standards, and guidance for technology, data, reporting, and analytic governance processes.
• Evaluate control design and operating effectiveness for technology and automated application controls, including support for audit readiness.
• Perform root cause analysis on data or system-related control failures; drive remediation plans that are sustainable, measurable, and aligned with risk severity.
• Advise business and technology partners on integrating controls into system implementations, platform enhancements, process redesigns, and automation initiatives.
• Support the identification, documentation, and escalation of control gaps and emerging technology risks; recommend mitigation strategies and control enhancements.
• Partner with Operational, Technology, and Data teams to improve control automation opportunities and monitoring routines to reduce manual effort and strengthen reliability.
• Coordinate and support internal and external audit activities related to technology controls, including walkthroughs, supporting evidence collection, testing support, and remediation tracking.
• Contribute to reporting on control health, technology risk themes, control failures, and remediation progress to support leadership visibility and governance routines.

Technology Control Advisor improving data-related controls in Client Service & Operations

Technology Control Testing Advisor

Technology Control Advisor improving data-related controls and assessing technology risks in Client Service & Operations. Collaborating with Technology, Data Governance, and Operational teams to strengthen control design.

• Leverage data to answer business questions by identifying data needs, extracting data from relevant sources, and performing detailed analyses
• Use technical expertise (e.g., SQL, Python, PySpark) and analytical tools to explore operational data, identify trends, drivers, and outliers, and explain performance outcomes
• Design, build, and maintain standardized reports and dashboards that support C&CE operational reviews and decision-making
• Ensure data accuracy, consistency, and reliability through validation, reconciliation, and quality checks
• Partner closely with cross-functional stakeholder groups to align analytics outputs with business needs

Business Analyst Advisor delivering high-quality analytics for Cigna's Workforce Management team

Business Analytics Advisor, C&CE Workforce Management

Business Analyst Advisor delivering high-quality analytics and insights for Cigna's Workforce Management team. Collaborating closely with operations leaders and stakeholders to drive effective operational decision-making.

• The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships
• Retains and deepens existing customer relationships
• Sales Prospecting
• Product pricing and structuring
• Customer proposals
• Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities
• Cross sells other bank products, and stays current on competitor offerings to suggest product improvements
• Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling
• Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy
• Assists in outbound calling initiatives offer new solutions to clients and ensure Huntington as our customer’s primary banking relationship
• May mentor other Treasury Management colleagues
• Responsible for being a positive change agent as Huntington evolves its products and strategies
• Performs other duties as assigned

Treasury Management Advisor II developing quality treasury management relationships

Treasury Management Advisor II

Treasury Management Advisor II at Huntington managing treasury relationships and banking solutions. Focus on sales, product structuring, and customer relationship management.

• Provide franchisees with industry training and support in assigned region while driving profitability
• Be part of new store launches
• Building, driving, and implementing a strong Catering program to franchisees
• Implementing franchisee store Startup Program
• Maximize restaurant profits at each location through business performance, P&L reviews, training, and store operation evaluations
• Oversee the operations of multiple restaurants
• Developing sales strategies and business development plans
• Collaborate with the marketing team to execute local campaigns (active and digital)
• Understanding KPIs & analytics
• Training and reinforcing the franchise model, system, and best practices
• Guide, train, and manage hourly employees, management, and supervisors
• Ensure that all branches follow safety, health, and business laws and regulations and operation of essential equipment
• Compiling brand compliance data
• Uphold brand standards of excellence and service, guaranteeing quality performance
• Organize and implement training programs for franchisees with increasing brand awareness in your region
• Participating in regional meetings; completing, maintaining, and processing required paperwork
• Maintains a high level of knowledge and skills in all areas of operations and training
• Consults with franchisees to ascertain and define needs or problem areas and determines scope of investigation required to obtain solutions
• Advises Brand Leader on issues identified through communication with franchisees
• Following up with franchisees on weekly/bi-weekly basis to ensure the best results
• Compiles brand compliance data and helps franchisees upgrade their image
• Completes, maintains, and processes required paperwork, records, and daily reports
• Maintains daily and weekly schedule in Microsoft Outlook (minimum of two weeks in advance)
• Responsible for building and following instructions for new location setups; including having full understanding of tools and ability to use
• Taking initiative to advance programs that will benefit the brand and all franchisees
• Travel 50-75% in and outside region

Business Advisor training franchisees in the United States for The Great Greek Mediterranean Grill

Business Advisor

Business Advisor providing support and training for franchisees of The Great Greek Mediterranean Grill. Maximizing profits, implementing programs, and overseeing operations in assigned region.

• 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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