Grace Finke

• Analyzed financial statements, subsidiary reports, and Graybar Performance Reports to identify revenue trends, expense fluctuations, and efficiency opportunities. • Reconciled data between SAP and TM1 systems, ensuring reporting accuracy, data integrity, and compliance with corporate standards. • Rebuilt and automated 13 Excel reporting templates, improving data consistency, reducing manual processing, and accelerating month-end reporting. • Delivered financial performance insights and year-over-year analysis that supported budgeting, forecasting, and executive decision-making. • Partnered with cross-functional teams on an intern project to recommend process improvements in financial operations.

• Researched financial and non-financial challenges faced by individuals pre- and post-retirement, examining economic, behavioral, and lifestyle trends. • Applied statistical analysis to retirement-related data, producing insights that shaped strategic recommendations for retirement strategies. • Developed executive summaries and presentations translating complex findings into clear, actionable insights for key stakeholder. • Contributed published research to an upcoming retirement strategy book, advancing thought leadership in retirement planning and policy.

• Collaborated with a team of advisors serving a large client base, providing research, analysis, and strategic insights to enhance client service delivery. • Developed internal and client-facing presentations that translated financial concepts into clear, actionable recommendations. • Conducted financial modeling and market research to evaluate client needs, investment opportunities, and long-term planning strategies. • Improved operational efficiency by converting legacy paper files into digital records, strengthening compliance and workflow effectiveness. • Coordinated with leadership on day-to-day projects, ensuring timely execution and alignment with client service objectives.

• Collaborated with a team of advisors serving a large client base, providing research, analysis, and strategic insights to enhance client service delivery. • Developed internal and client-facing presentations that translated financial concepts into clear, actionable recommendations. • Conducted financial modeling and market research to evaluate client needs, investment opportunities, and long-term planning strategies. • Improved operational efficiency by converting legacy paper files into digital records, strengthening compliance and workflow effectiveness. • Coordinated with leadership on day-to-day projects, ensuring timely execution and alignment with client service objectives.