Business Management Associate Resume Eliana Rich Business Management Associate (212) 555-XXXX eliana.rich@example.com elianarich New York, NY 10016 STRENGTHS Executive communication Turn complex updates into clear leadership materials, helping senior audiences focus on the rationale, decisions, and next steps. Cross-team coordination Align business, finance, technology, product, data, and design partners around shared milestones and clear ownership. Practical analysis Use Excel pivot tables to examine operating updates and prepare reports that help managers prioritize follow-up. Process improvement Worked with business partners to simplify initiative tracking, making dependencies and overdue decisions easier to spot. Presentation judgment Shape meeting and conference materials around audience needs, and explain visual choices clearly to internal reviewers. SKILLS Project coordination Business analysis Strategic planning Wealth management Financial services Executive reporting Presentation development Stakeholder alignment Meeting preparation Process improvement Priority management Written communication Verbal communication Design judgment Pivot table analysis SUMMARY Business management professional with three years of experience supporting wealth management product teams through project coordination, analysis, and executive communications . Prepare clear reports and presentations, track milestones , and organize leadership forums while aligning business, finance, technology, product, data, and design partners. Use Excel pivot tables and sound judgment to clarify decisions, manage competing priorities, and improve business processes. EXPERIENCE Business Management Associate Harborstone Advisory Nov 2024 - Present New York, NY Coordinates planning and execution for wealth management product initiatives, maintaining workstream plans, milestones, and decision logs that give business, finance, technology, product, data, and design partners a shared view of next steps. Shapes complex updates into senior leadership presentations and reporting , using Excel pivot tables to examine operating data and PowerPoint layouts that make the rationale and requested decisions easy to follow. Prepares leaders for recurring business reviews and strategy sessions by reviewing partner materials, organizing agenda priorities, and surfacing open questions before meetings. Responds to executive ad hoc requests with concise business analysis, project management support, and presentation materials, balancing short deadlines with longer-term priorities through independent judgment and minimal supervision . Coordinates town hall and employee recognition materials, aligning contributors and communication timing to deliver consistent updates across the team. Reworked an initiative tracking process with business partners, simplifying status updates and making ownership, dependencies, and overdue decisions easier to identify. Business Operations Analyst Meridian Financial Partners Oct 2023 - Oct 2024 New York, NY Supported wealth management business operations by consolidating updates from product and service teams into clear reports that helped managers assess work in progress and prioritize follow-up. Built Excel trackers and pivot table summaries for project milestones and recurring business reviews, improving the consistency of information shared across stakeholder groups. Drafted PowerPoint materials for leadership meetings and a regional leadership conference, structuring business updates around audience needs and explaining visual choices to internal reviewers . Coordinated meeting preparation and action tracking across concurrent projects, confirming owners and timelines so discussions translated into practical next steps. Contributed analysis and documentation to a process simplification effort, mapping handoffs between teams and recommending clearer status definitions for routine requests. Coordinated a regional leadership conference agenda with product and service teams, consolidating speaker updates into a review deck that clarified decisions and kept sessions on schedule. LEADERSHIP, AWARDS & RECOGNITION Recognized by the Harborstone Advisory product team in 2025 for dependable leadership meeting preparation and clear executive materials. Organized peer knowledge-sharing sessions on presentation structure and Excel reporting for early-career colleagues. EDUCATION Bachelor of Business Administration Temple University 2023 Philadelphia, PA CERTIFICATIONS Microsoft Office Specialist: Excel Associate (Office 2019) 2022 FINRA Securities Industry Essentials (SIE) 2024 PROFESSIONAL SKILLS Office Applications: Microsoft Excel, Microsoft PowerPoint, Microsoft Word Spreadsheet Analysis: PivotTables, Excel charts, Excel formulas Financial Data Platforms: Bloomberg Terminal, FactSet, Morningstar Direct Project Tracking Software: Microsoft Project, Smartsheet, Asana Presentation and Design Tools: Microsoft Visio, Canva, Adobe Acrobat Collaboration Platforms: Microsoft Teams, SharePoint, Zoom SKILLS Project coordination Business analysis Strategic planning Wealth management Financial services Executive reporting Presentation development Stakeholder alignment Meeting preparation Process improvement Priority management Written communication Verbal communication Design judgment Pivot table analysis PROFESSIONAL AFFILIATIONS Member, Financial Planning Association, participating in a professional community focused on financial planning and wealth management. Member, Association for Financial Professionals, engaging with a professional community for finance and treasury practitioners.
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