Sean Madigan
@seanmadigan
Analytical finance professional with expertise in financial planning.
What I'm looking for
I am an analytical and results-driven finance professional with an MBA emphasizing finance. My strong foundation in financial planning, variance analysis, and executive-level reporting has allowed me to create impactful financial models and reconcile complex financial data effectively. I pride myself on delivering actionable insights across departments, ensuring that stakeholders can make informed decisions based on clear and concise data communication.
Throughout my career, I have demonstrated success in various roles, including my current position as a Customer Relationship Advocate at Fidelity Financial. Here, I serve as the first point of contact for client trading and financial inquiries, ensuring compliance and risk management while improving client satisfaction scores. My previous experience as a Financial Professional at New York Life Insurance allowed me to build custom financial plans that increased repeat and referral business significantly. I am known for my strong problem-solving skills and a process improvement mindset, which I apply to support both accounting and operations effectively.
Experience
Work history, roles, and key accomplishments
Customer Relationship Advocate
Fidelity Financial
Jan 2025 - Present (1 year 5 months)
Served as the primary contact for client trading and financial inquiries, ensuring strict compliance and effective risk management. Collaborated cross-functionally to resolve complex account and trading issues, significantly improving client satisfaction scores and task efficiency.
Financial Professional
New York Life Insurance
Mar 2024 - Present (2 years 3 months)
Developed customized financial plans aligned with client goals, leveraging large datasets to identify optimal financial instruments. This approach led to a 29% increase in repeat and referral business. Delivered strategic insights that drove solution adoption and revenue generation.
Automotive Sales Associate
Riverton Chevrolet
Jun 2023 - Present (3 years)
Analyzed sales metrics to enhance workflows and customer satisfaction, resulting in a 39% increase in closing rates during my tenure. Provided high-touch service through detailed needs analysis and tailored recommendations to clients.
Assistant Manager
Spitz
Aug 2021 - Present (4 years 10 months)
Utilized performance metrics to increase profitability by 2% and refined inventory strategy for a more consistent customer experience. Developed and optimized cross-functional operations systems, boosting kitchen productivity by 7%.
Education
Degrees, certifications, and relevant coursework
Western Governor's University
Master of Business Administration, Business Administration
Completed a Master of Business Administration with a strong emphasis in finance. Gained expertise in financial planning, variance analysis, and executive-level reporting.
University of Utah
Full Stack Development Bootcamp Certificate, Full Stack Development
Participated in a comprehensive Full Stack Development Bootcamp. Acquired practical skills in various programming languages and development methodologies.
University of Utah
Bachelor of Science, Business
Earned a Bachelor of Science in Business, focusing on core business principles. Relevant coursework included Financial Management, Advanced Accounting, and Data-Driven Decision Making.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Interested in hiring Sean?
You can contact Sean and 90k+ other talented remote workers on Himalayas.
Message SeanFind your dream job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
