Holly Richardson
@hollyrichardson
Financial operations professional with expertise in quality assurance, process optimization, and risk mitigation.
What I'm looking for
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
Communications Manager
Edelman Financial Engines
Oct 2023 - Apr 2025 (1 year 6 months)
Led communications strategy and program management for a diverse client portfolio, designing and measuring multi-channel campaigns that improved program efficiency and supported revenue-generating initiatives.
Enterprise Risk Management Specialist
Edelman Financial Engines
Feb 2015 - Dec 2022 (7 years 10 months)
Promoted a risk-aware culture and advised on mitigation strategies, partnered with stakeholders on risk control planning, investigated issues, and supported SOC 2 reporting.
Communication Review Specialist
Edelman Financial Engines
Jan 2012 - Feb 2015 (3 years 1 month)
Proofread and approved campaign materials for final production, maintained communication archives and version control, and collaborated with project teams to resolve communications issues.
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.
Loan Document Specialist
Wells Fargo Home Equity
Jan 2002 - Feb 2008 (6 years 1 month)
Resolved loan documentation issues, maintained compliance standards, acted as primary contact for research requests, and audited loan files for accuracy.
Education
Degrees, certifications, and relevant coursework
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
Availability
Location
Authorized to work in
Job categories
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