Rae Reaves

WORK HISTORY

EDUCATION

ABOUT RAE REAVES

Financial planning assistant and graduate student of Commerce, specializing in finance. My professional journey blends strong analytical skills with a passion for financial planning and operational efficiency. I thrive in roles where I can leverage my expertise in financial planning software, CRM systems like Salesforce, and process optimization tools to enhance client decision-making and drive results. I’m driven by curiosity, loyalty, and a love for simplicity—qualities that shape my approach to both work and life. In my current role, I prepare detailed client-facing presentations and use financial planning software to run projections that support both advisor success and client decisions. I streamline operational processes, ensuring smooth task follow-ups and improved workflow management. Previously, I led the implementation of an online scheduling system, boosting communication and efficiency across teams while ensuring compliance. With a background in economics and experience in project management, client engagement, and data analysis, I am always looking for ways to improve workflows and deliver high-impact solutions. At my core, I’m an analytical thinker who loves transforming complex data into actionable insights. Outside of work, you’ll find me reading (often analyzing books like I’m back in an AP English class), practicing yoga, or enjoying time with friends. I find joy in the little things and believe that a curious, positive mindset makes all the difference. I’m currently seeking opportunities in financial planning and analysis (FP & A) or credit analyst roles where I can leverage my skills in data analysis, process optimization, and problem-solving to help organizations succeed. Reach out via email, r•••••@virginia.edu, if you\'d like to connect or explore potential opportunities—I’d love to chat!