Open to opportunities

Sean Madigan

@seanmadigan

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Analytical finance professional with expertise in financial planning.

United States

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What I'm looking for

I am seeking a role that fosters growth, encourages collaboration, and values innovative financial solutions.

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

Current

Customer Relationship Advocate

Current

Fidelity Financial

Jan 2025 - Present (7 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.

Client Relations Compliance Risk Management Cross Functional Collaboration

Financial Professional

New York Life Insurance

Mar 2024 - Present (1 year 5 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.

Financial Planning Data Analysis Revenue

Automotive Sales Associate

Riverton Chevrolet

Jun 2023 - Present (2 years 2 months)

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.

Sales Metrics Customer Satisfaction Needs Analysis Tailored Recommendations Automotive Sales

Assistant Manager

Spitz

Aug 2021 - Present (4 years)

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%.

Performance Metrics Inventory Management Customer Experience Cross Functional Collaboration Productivity

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.