Summary
Overview
Work History
Education
Skills
Timeline
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Dana-Lynne Koflick

Westlock,AB

Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

I consider myself to be well-versed in producing reports, evaluating department operations and handling month- and year-end closings.

I pride myself in being meticulous, conscientious and methodical in approach.

I am results-driven & experienced in financial statement review, auditing and reporting.

I am also proactive with a strong background in financial analysis, budgeting and forecasting. I am keen to develop and implement financial plans and deliver strategic financial advice.

Overview

9
9
years of professional experience

Work History

Branch Manager

Cashco Financial
08.2021 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Strengthened relationships with clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Complied with regulatory guidelines and requirements.
  • Examined customer loan applications for loan approvals and denials.
  • Created financial dashboards to provide insights into key performance indicators.
  • Utilized financial software to prepare consolidated financial statements.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Increased customer satisfaction with personalized banking solutions, tailoring services to meet individual financial goals.
  • Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.
  • Streamlined loan processing procedures, significantly reducing approval times and improving customer experience.


Grocery Manager

Finney's Your Independent Grocer's
06.2020 - 08.2021
  • Organized efficient merchandise replenishment strategies to keep shelves stocked and well-organized for customers.
  • Delegated tasks and duties to grocery staff and clearly communicated timeframes for completion.
  • Kept grocery team operations in strict compliance with workplace standards and food safety requirements to maintain optimal health protection.
  • Enhanced store presentation through regular merchandising updates and innovative display techniques.
  • Strengthened profits by reducing waste, controlling shrinkage, and increasing team efficiency with optimized workflows.
  • Engaged customers and provided very high level of service and support, helping find desired products and items.
  • Reviewed inventory levels and placed orders for products and merchandise for restocking purposes.
  • Ensured compliance with local health regulations through diligent sanitation practices and staff training.
  • Managed vendor relationships to ensure timely deliveries and consistent product quality.
  • Streamlined store operations for more effective staff scheduling and task allocation.

CEM – Customer Experience Manager

Indigo Chapters
02.2016 - 07.2021
  • Support Customer Experience Representatives with growth & development.
  • Respond to customer concerns in a timely manner.
  • Follow, plan & execute overall sale goals & KPI's.
  • Visually adjust & manage stories during sell through.
  • Speak to & utilize all High Performing Characteristics on a daily basis.
  • Coach & provide feedback to CERs.
  • Schedule shifts for Managers & CEL's
  • Conducted regular performance reviews with team members, fostering professional growth and development.
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Developed new employees and on-going performance assessment of current employees.
  • Managed escalated customer issues promptly, ensuring timely resolutions and maintaining positive relationships.

Education

Hotel Management Certificate -

Lokken College
Westlock, AB
01.2015

Youth Employment Transition Certificate -

Alberta Career Institute
03.2005

Academic Upgrading -

Grande Prairie Regional College
01.2003

Peace River High School
01.1997

Skills

  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills
  • Relationship building and management
  • Verbal/written communication
  • Cash Handling
  • Team Player
  • Cash handling expertise
  • Banking
  • Approachable
  • Loan Documentation
  • Financial Services
  • Regulatory Compliance
  • Financial Oversight
  • FHA loan process background
  • Knowledge of Equifax Application Engine
  • Willing to Learn
  • Proactive and Focused

Timeline

Branch Manager

Cashco Financial
08.2021 - Current

Grocery Manager

Finney's Your Independent Grocer's
06.2020 - 08.2021

CEM – Customer Experience Manager

Indigo Chapters
02.2016 - 07.2021

Hotel Management Certificate -

Lokken College

Youth Employment Transition Certificate -

Alberta Career Institute

Academic Upgrading -

Grande Prairie Regional College

Peace River High School

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Dana-Lynne Koflick