Meghan Flanigan

• Analyzed and classified invoices totaling $2.1B into new spend taxonomy • Conducted workshop sessions with 7 category managers to receive feedback and update taxonomy • Drafted rules to classify $850M of spend into new taxonomy • Presented weekly status updates to client keeping project on 8-week timeline and coordinating any action items • Created training decks for category managers to teach spend taxonomy maintenance process

• Managed client relationships for two growing books of business with a combined 400+ clients and $387M of AUM • Led over 40 client meetings each year, including presenting financial models and written recommendations • Identified opportunities to streamline client onboarding process and improve profitability leading to average 7.4% increase in revenue per year • Trained and onboarded 3 new associate team members • Prepared client reports for financial planners that included client cash flow, current investment strategies and insurance policies, as well as economic outlook and upcoming client goals • Evaluated prospective clients’ current financial statements by calculating risk-adjusted rate of return and recommending alternative investment allocations • Created and implemented distribution strategies for individual clients’ goals • Analyzed results of Monte Carlo simulations and provided recommendations to improve chances of success by average of 8.6% • Managed portfolios to maximize returns and ensured calculated risk aligned with client’s goals and objectives

• Built a financial planning practice by onboarding 24 insurance and investment clients • Coordinated the actions of 4 support staff to ensure tasks were completed within appropriate deadlines • Created and presented financial analysis to prospective clients including college education and retirement models • Influenced clients to adjust financial behaviors as well as purchase and implement new financial products