
Nashira Lynton
@nashiralynton
I improve financial operations through audits, analytics, automated workflows, and client-focused financial planning.
What I'm looking for
I build stronger financial operations through analytics, internal controls, and practical automation. At Wynter Law Practice, I built an automated accounts receivable dashboard and helped redesign collections and payroll processes across related entities.
Through Renewed Wealth Therapy, I create financial health assessments, cash-flow models, and debt and savings strategies that help clients reduce financial stress and pursue long-term goals. I also use ChatGPT and modern software to automate learning materials, marketing workflows, and administrative work.
My background includes resolving revenue and account discrepancies at BPX Energy, managing CRM and partner engagement at Kurio Collective, and leading risk-based audits and product-data quality work at Oppenheimer Funds. Earlier, I provided high-volume technical and financial support for Dow Jones and Bloomberg products.
Experience
Work history, roles, and key accomplishments
Founder & Financial Analyst / Therapist
Renewed Wealth Therapy
Jan 2024 - Present (2 years 9 months)
Design action-oriented financial health frameworks using structured assessment tools to help clients decrease financial stress and achieve long-term goals. Leverage AI tools and modern software to develop client learning materials and automate marketing workflows.
Community & Operations Manager
Kurio Collective
May 2023 - Present (3 years 5 months)
Implemented and maintained a robust CRM system, enhancing organizational tracking and partner engagement efficiency. Built and managed strategic relationships with organizational partners and external stakeholders.
Financial Operations Consultant
Wynter Law Practice
May 2026 - Aug 2026 (3 months)
Designed and built an automated accounts receivable dashboard for a multi-office legal practice, consolidating client payment data and flagging exceptions. Audited payment workflows and led cross-entity payroll system integration.
Owner Relations Analyst
BPX Energy
Jul 2025 - Jul 2025 (0 months)
Conducted detailed quantitative research in SAP and EnergyLink to resolve complex revenue, billing, and account discrepancy issues. Analyzed royalty payment data and maintained meticulous documentation standards.
Internal Auditor & Product Analyst
Oppenheimer Funds
Jul 2014 - Jun 2019 (4 years 11 months)
Led risk-based audit engagements, conducted operational walkthroughs, and evaluated internal controls. Managed quality control for quarterly investment outputs and oversaw data feed integrations across multiple internal databases.
Client Service & Financial Support Analyst
Dow Jones & Bloomberg
Sep 2008 - Jul 2014 (5 years 10 months)
Delivered high-volume technical and analytical support for financial terminals and publications including Wall Street Journal, Barron's, and Bloomberg Trading Software.
Education
Degrees, certifications, and relevant coursework
Monroe College
Master of Business Administration, Finance
Pursued a Master of Business Administration with a concentration in Finance.
Monroe College
Bachelor of Business Administration, Business Administration
Earned a Bachelor of Business Administration.
Kansas State University
Graduate Certificate, Financial Therapy
Completed a graduate certificate in Financial Therapy.
AFCPE
Accredited Financial Counselor (AFC), Financial Counseling
Holds the Accredited Financial Counselor (AFC) certification.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Social media
Job categories
Skills
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