Bianca Elizondo
Business Development Associate @Valenta
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WORK HISTORY
Business Development Associate @Valenta
Bristol, GB
Supporting business development and market research across finance teams and financial services firms.My role involves speaking with finance professionals and operational leaders to better understand the challenges organisations face as they grow and how operational capacity can become a constraint.Areas I spend time exploring include:• finance team processes and workload• back-office operations and workflow• operational capacity in financial advice firms• paraplanning and client servicing support• finance operations and automation
EDUCATION
Arden University
Bsc(Hons) Accounting and Finance, Accounting and Finance
ABOUT BIANCA ELIZONDO
Hi,I started my career after completing an Accounting and Finance degree at Arden University and have spent the past few years building experience across bookkeeping, finance processes, and operational support.Alongside some freelance bookkeeping work with small clients, I now work with the team at Valenta where I spend a lot of time speaking with finance professionals and financial advice firms about how their operations work as they grow.A lot of the conversations I’m involved in touch on areas such as:• finance team workload and processes• back-office operations• operational capacity in advice firms• paraplanning and client servicing supportI’m always interested in hearing how different firms are approaching growth and operational efficiency.Feel free to connect if you work in finance, financial advice, or operations.
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