Lonnie Kess - Senior Consultant Resume Simple
A highly motivated, results-driven, and dedicated professional with over 10 years of experience in the financial services industry. Proven ability to manage multiple projects simultaneously, and communicating effectively with all levels of the organization.
  • business plan, financial statements, forecasts, consulting, documentation, clients, optimization
  • mutual funds, modeling, securities, management, net, financial management, investment banking, banking, clients, financial modeling, solutions, p l
  • 2017-12-252017-12-25

    Senior Consultant


    • Developed and implemented a business plan for the clients, which included forecasting, analyzing, and interpreting financial data and providing insight into the optimization of the fundraising efforts.
    • Developed and implemented financial statements, budgets, and project documentation. Managed and analyzed all aspects of the business.
    • Business Consulting: Developed financial forecasts and projections for the company. Provided strategic guidance to the executive team. Managed the development of a new product line.
    • Provided financial support to the business unit in the development of the annual operating plan. Analyzed and interpreted data to identify trends and develop strategies to improve profitability.
    • Managed the development of a new client relationship management system. This included the creation of a new product and service delivery system.
    • Developed and implemented a new process to track and report on the status of the project. This resulted in a more efficient and effective approach.
  • 2017-12-252017-12-25

    Financial Solutions Advisor (Assistant Vice President)

    Lamar University

    • I was a key role in the development of the financial planning and reporting process for the firm. Worked with the investment banking group to create a net worth of clients.
    • Responsible for the financial modeling of the securities and trading of the firm's portfolio. I was also responsible for the creation of a new investment model for the firm.
    • Managed the financial management of the firm, including the creation of a new mutual fund, and P&L.
    • Analyzed financial needs and recommended appropriate solutions to meet clients' financial goals. Developed and implemented strategies to achieve client goals.
    • Created and maintained client portfolios using mutual funds, ETFs, and separately managed accounts. Developed and implemented strategies to achieve desired results.
    • Conducted seminars and workshops on financial topics such as retirement planning, estate planning, and estate planning. Developed and implemented a plan to increase the client base.

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