Neely Fix

Experience

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  Allegacy Federal Credit Union

  Jan 1996 - Jan 2002

  Financial Advisor

  Worked with Customer to help with long term financial planning. Analyzed individual financial accounts such as savings, investments, retirement accounts, life insurance policies. Researched investment strategies Created recommendations for clients to achieve long term financial goals

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  Carolina Spirit Athletics

  May 2002 - Dec 2014

  Co-Owner, President

  Maintained all financial records through QuickBooks. Responsible for accounts payable, account receivable, invoicing, collection and reconciliation of accounts. Managed all employee payroll and expense reimbursements. Partnered with CPA to prepare quarterly and year-end tax reports. Organized all purchasing, ordering, receiving and maintaining inventory needed for the organization and customers. Created advertising campaign and business development plan. Maintained front office, customer feedback/complaints and customer relationships. Show less

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  Think It Labs

  Jan 2015 - Mar 2016

  Accounting- Consultant
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  PHOENIX RESTORATION SERVICES, LLC

  Feb 2015 - Jun 2022

  Accountant

  Maintain all financial records through QuickBooks. Responsible for accounts payable, account receivable, invoicing, collection and reconciliation of accounts. Manage employee payroll including Federal and State requirements. Create job costing and budget analysis for business leaders.

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  Keller Williams Realty, Inc.

  Aug 2016 - Jun 2022

  Realtor/Broker- Operations

  As an agent of Keller Williams, I number one priority is develop client relationships, evaluate their needs and guide them through the process for a successful outcome.

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  Atrium Health Wake Forest Baptist

  Jun 2021 - now

  Corporate Financial Analyst