Summary
Overview
Work History
Education
Skills
Timeline
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Brady Elenz

Tempe

Summary

Aspiring finance professional with a strong foundation in financial analysis and customer service, developed through hands-on roles in credit union and business solutions environments. Demonstrates exceptional problem-solving and leadership skills, effectively managing accounts and streamlining processes to enhance service quality and compliance. Passionate about advancing expertise in finance and economics through further education and eager to leverage analytical skills in innovative financial solutions.

Overview

4
4
years of professional experience

Work History

Finance/Accounting Intern

CSMI
10.2023 - Current
  • Manage both accounts payable ($60M) and accounts receivable ($78M) processes, ensuring timely payments and collections
  • Reconcile cash receipts daily to ensure accuracy and completeness of financial data in the general ledger
  • Support internal and external audits by providing necessary documentation and explanations
  • Manage credit card to general ledger integration, ensuring direct and indirect costs are allocated appropriately
  • Approve all company travel and expense reports, ensuring compliance to company and client policies
  • Prepare cash flow forecast data weekly
  • Engage in special project like Deltek ERP migration


Member Service Representative

Veridian Credit Union
04.2024 - 01.2025
  • Streamlined member onboarding processes through systematic documentation review and verification, enhancing service quality while maintaining regulatory compliance.
  • Implemented optimized cash handling procedures, reducing daily reconciliation time while maintaining perfect accuracy in vault management.
  • Developed comprehensive product knowledge to guide members through financial decisions, resulting in improved satisfaction scores and account retention.

Teller Service Representative

Veridian Credit Union
01.2024 - 09.2024
  • Maintained a balanced cash drawer, ensuring accuracy in all financial transactions.
  • Streamlined customer service workflows by developing efficient queue management strategies, reducing average wait times and enhancing service delivery
  • Mentored new tellers on operational procedures and compliance protocols while maintaining high standards of customer service excellence

Business Solutions Associate

CAPS (Center for Advanced Professional Studies)
01.2023 - 09.2024
  • Developed and implemented strategic business solutions through data-driven analysis, identifying process inefficiencies and proposing actionable recommendations
  • Gained hands-on experience in problem-solving, teamwork, and effective communication while collaborating with industry professionals.
  • Managed a diverse team of professionals, fostering an inclusive work environment that encouraged collaboration and innovation.

Delivery Manager

Godfather's Pizza
09.2022 - 11.2023

Cashier/Decorator

Hurts Donuts
05.2021 - 06.2022

Education

B.S. - Finance

Western Governors University - School of Business
11.2025

Diploma - High School

Cedar Falls High School
05.2023

Skills

  • Problem Solving
  • Critical Thinking
  • Communication
  • Customer Service
  • Time Management
  • Data Analysis
  • Financial Analysis
  • Financial Modeling
  • Forecasting
  • Regulatory Compliance
  • Audit support
  • Proficient in Excel

Timeline

Member Service Representative

Veridian Credit Union
04.2024 - 01.2025

Teller Service Representative

Veridian Credit Union
01.2024 - 09.2024

Finance/Accounting Intern

CSMI
10.2023 - Current

Business Solutions Associate

CAPS (Center for Advanced Professional Studies)
01.2023 - 09.2024

Delivery Manager

Godfather's Pizza
09.2022 - 11.2023

Cashier/Decorator

Hurts Donuts
05.2021 - 06.2022

Diploma - High School

Cedar Falls High School

B.S. - Finance

Western Governors University - School of Business

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Brady Elenz