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Holly Richardson

@hollyrichardson

Financial operations professional with expertise in quality assurance, process optimization, and risk mitigation.

United States
Message

What I'm looking for

I seek roles where I can lead communications and operational programs, drive process improvements, mentor teams, and partner cross-functionally to deliver measurable business and risk-management outcomes.

I am a results-driven financial operations professional with extensive experience in communications, risk management, and service delivery. I have led communications strategy and program management for diverse client portfolios while driving process improvements that increase efficiency and performance.

Across roles I have built trusted advisor relationships with stakeholders, supported SOC 2 reporting, and promoted a risk-aware culture through strategic planning and mitigation. I excel at quality assurance, internal audits, and resolving issues that impact business outcomes.

My background includes hands-on operational oversight—ensuring transactional accuracy, auditing documentation, and maintaining version control—paired with consultative client-facing communications and multi-channel campaign execution. I collaborate cross-functionally to deliver revenue-generating initiatives and measurable results.

I contribute to leadership development and community causes, serving on a women-in-leadership steering committee and volunteering in wildlife rehabilitation, reflecting a commitment to mentorship and civic engagement.

Experience

Work history, roles, and key accomplishments

EE

Service Delivery Specialist

Edelman Financial Engines

May 2008 - Jan 2012 (3 years 8 months)

Oversaw daily operational processes ensuring 401(k) transaction accuracy, identified and resolved data discrepancies via exception reporting, and documented procedures while escalating issues as needed.

Education

Degrees, certifications, and relevant coursework

AS

Alhambra High School

High School Diploma, General Education

Completed High School Diploma at Alhambra High School in Phoenix, Arizona.

Tech stack

Software and tools used professionally

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Holly Richardson - Communications Manager - Edelman Financial Engines | Himalayas