Yolanda Soto
Executive Trainer | Financial Strategist | AI/EdTech Innovator | Founder, The C.R.E.A.M. Institute™ | Building Wealth & Opportunity for the Overlooked
- Role
- Financial Secretary at Postlethwait Middle School
- Location
- Dover, DE, US
- LinkedIn followers
- 500 followers
About Yolanda Soto
Hello, I am Yolanda. I am a financial operations and compliance professional with…
Experience
Financial Secretary
Jan 2022 — Present
Manage financial operations and onboarding for 50+ staff, ensuring compliance and efficiency across departments.Led reconciliation and reporting for 30+ internal budgets, improving monthly timelines by 20% and delivering actionable insights.Author detailed financial reports, driving a $10K mid-year correction and achieving a $14K year-end surplus.Negotiate vendor contracts, resulting in 12% cost savings and improved resource allocation.Develop and standardize procedures to enhance risk mitigation, compliance, and cross-departmental collaboration.
Education
University of Maryland
Certificate, AI and Career Empowerment
State of Delaware
Notary Public
2018 — 2024
Wilmington University
Certificate, Quick Books
2006 — 2006
Delaware Technical and Community College-Owens
Cerification, Grant Writing
2012 — 2012
Delaware State University
Certificate, Management & Administrative
2005 — 2005
Vanderbuilt University
Certificate, Prompt Engineering for ChatGPT
State of Delaware
License, Life Insurance
2007 — 2024
Skills
- Healthcare
- Fundraising
- Training
- New Business Development
- Finance
- Community Outreach
- Research
- Human Services
- Social Networking
- Management
- Team Building
- Insurance Background
- Insurance
- Entrepreneurship
- Analysis
- Customer Service
- Social Services
- Strategic Planning
- Coaching
- Policy
- Social Media
- Small Business
- Nonprofits
- Mortgage Brokers
- Public Relations
- Media Relations
- Marketing
- Public Speaking
- Event Planning
- Leadership
- Advertising
- Interviews
- Leadership Development
- Microsoft Office
- Sales
- Blogging
- Program Management
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