Courtney Moore Nelson Maxwell

WORK HISTORY

EDUCATION

SKILLS

ABOUT COURTNEY MOORE NELSON MAXWELL

18+ years partnering with clients to identify financial, accounting, and supply chain needs, developing and managing processes and product improvements, enhancing productivity, and increasing sales• 18+ years of evaluating client’s daily operations and financial statements to be able to write SOWs for projects and Standard Operating Procedure for ongoing operations after projects have been completed. Documentation and follow up post project implementation are key for ongoing success and maintaining a partnership with clients• 10+ years selling banking solutions to consumer and business cliental including traditional banking products, insurance, annuities and securities• 10+ years’ experience of working with financial institutions, accounting firms to identify candidates to complete project work. Building a relationship with the clients, assisting them in identifying personnel needs and then presenting qualified candidates for desired results had been very rewarding• Strong Audit and Operational Accounting background, which allows me to identify areas of risk and process improvements that allow clients to meet initiative and goals• Experienced in internal and external audits, giving me insight on how to report audit findings and document areas that need process improvement and additional sampling to extrapolate the financial implicationsSkills Summary • Advanced Excel (Macros, V-Lookups, pivot tables) and Access for reporting. • Product Demonstrations/Presentations to Management and Clientele • Project Management• Licenses: FINRA Series 6, 63 and 65 • Software & ERP: Salesforce, Kronos, Workday, SAP and Peoplesoft • LEAN Manufacturing • Six Sigma, Agile• Vendor Evaluations – Evaluated performance of vendors versus the actual outcome and presented to management.• Vendor Contract Negotiations• Master of Project Academy (35 Hours)