Anthony Baker-Smith

Experience

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  Vanguard

  Jan 2015 - Jan 2017

  Processing Associate

  Executed Financial and Demographic transactions at a highly efficient rate with a top record of being 99% error freeCreated business forecasting tools using Excel to assist in process analyzation and CBAsBecame QDRO SME due to high efficiency and understanding of the systems including DOS/UNIXCreated and implemented new processing techniques that reduced multiple transactions time of completion by up to 25% while still following ERISA and FINRA guidelines

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  Bedrock Financial Services

  Jan 2017 - Dec 2017

  Marketing Consultant

  Contracted and assisted 20 agents in bringing 8 million in assets within first 2 months after initial trainingReviewed financial paperwork to ensure all regulations were being followedBecame Life/Health Insurance licensed for the state of Arizona(No longer held)

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  ContractWork

  Jan 2018 - Oct 2022

  Operations/Finance Consultant

  Analyzed business information to assist clients in cost reduction, process development, and financial strategyTrack record of reducing cost across every client by 20%Utilized Python, SQL, and Power BI for requests such as CBAs, End of Month Financials, and FP&AReviewed Financial process for every organization to ensure organization was following regulatory guidelinesWrote roles for positions, created new roles based on research, trained interviewers on what to look for in prospective employees, assisted in interview process, and ran leadership classes Show less

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  Falconi

  Oct 2022 - now

  Consultant