Open to opportunities

Valerie Fleming

@valeriefleming

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Finance professional with expertise in asset transfer and financial strategy.

United States

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What I'm looking for

I seek a dynamic role that challenges my financial expertise and fosters growth.

As a dedicated finance professional, I have honed my skills in asset transfer analysis and financial strategy development. My recent role as a Transfer of Assets Analyst at Commonwealth Financial Network allowed me to work with cross-functional teams, ensuring timely processing of transfer requests and managing advisory fee schedules. My academic background in Business Administration with a focus on Finance from Hult International Business School has equipped me with a strong foundation in financial analysis and decision-making.

Currently, I am stepping into the role of Finance Director at Servicios Especializados Aeroportuarios, where I am responsible for developing financial strategies to maximize revenue and ensure long-term sustainability. My experience includes overseeing budgeting, forecasting, and financial modeling, as well as negotiating contracts to optimize expenditures. I am passionate about aligning financial goals with business objectives and delivering high-quality customer experiences while maintaining compliance with financial regulations.

Experience

Work history, roles, and key accomplishments

Current

Finance Director

Current

Servicios Especializados Aeroportuarios (SEA)

Oct 2023 - Jan 2024 (3 months)

Developed and implemented financial strategies to maximize revenue and ensure sustainability. Oversaw budgeting, forecasting, and financial modeling while analyzing revenue streams and cost structures to enhance profitability.

Financial Strategy Budgeting Forecasting Financial Modeling Revenue Analysis Cost Control Contract Negotiation Compliance Cash Flow Management

Transfer of Assets Analyst

Commonwealth Financial Network

Oct 2022 - Oct 2023 (1 year)

Managed the transfer of assets and advisory fees by reviewing incoming requests and processing them efficiently. Collaborated with cross-functional teams to ensure accurate account details and timely transfers, utilizing FBSI and Wealthscape for operations.

Asset Transfer Wealthscape Cross Functional Collaboration Financial Analysis Time Management Communication

Project Participant

Hult Business Challenge

Jan 2022 - Apr 2022 (3 months)

Participated in a competitive business challenge where the team developed a new product for Flywire, focusing on credit opportunities for students and alumni to build credit scores in the U.S.

Product Development Market Research Team Collaboration Presentation Skills Strategic Planning

Project Participant

iBars Marketing Challenge

Nov 2019 - Jan 2020 (2 months)

Developed an omnichannel distribution strategy for a marketing challenge, focusing on selecting effective marketing channels to reach target customer segments.

Marketing Strategy Customer Segmentation Competitive Analysis Strategic Justification

Education

Degrees, certifications, and relevant coursework

Hult International Business School

Bachelor of Business Administration, Finance

2022 -

Activities and societies: Member of various clubs including Math Club, Anti-bullying Club, and Operation Smile Club.

Completed a Bachelor of Business Administration with a Finance Major. Achieved Dean’s List status and specialized in Management. Relevant courses included Financial Statement Analysis, Data Visualization, and Business Analytics for Complex Decision Making.