Stephanie Nance Gordon
Manager of Business Strategy at Advysor
- Role
- Manager of Business Strategy (Finance) at Advysor
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Stephanie Nance Gordon
Experienced Financial Planning Analysis Manager with a demonstrated history of working in…
Experience
Manager of Business Strategy (Finance)
Oct 2022 — Present
Lead and mentor Strategy team in the development and execution of strategy projects to drive business growth • Performs advanced financial analyses with short- and long-term views to establish and advise on key business metrics and measurements, providing important updates and identifying opportunities for business improvement • Client Engagement/project oversight, guiding the Strategy team to distill complex business problems our clients are facing into creative solutions and executable tasks • Develop and update complex financial reports including cash reporting, financial forecasts (and reforecasts), and client health scorecards • Lead strategic recurring meetings with clients • Identify opportunities to leverage existing or new technology that will enhance success strategies and mitigate risk for clients • Develop and document systems and processes in our workflow system • Identify opportunities to partner with clients on strategy needs and engage in client discovery calls pertaining to strategy engagements
Education
Texas A&M University-Corpus Christi
Master of Business Administration (M.B.A.)
2016 — 2017
LeTourneau University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
2010 — 2012
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