David Mengerink
Chicago
Summary
Data-driven Financial Consultant at MetLife, empowering clients since my graduation from the University of Iowa's Tippie College of Business (BBA '23). I leverage my analytical skills and client-centric approach, honed in Client Services, to excel in my role. As a Financial Consultant, I provide day-to-day financial support, manage revenue projections, craft insightful reports, and ensure accurate billing. Passionate about operational efficiency, I contribute to internal audits, strategic planning, and project teams, continuously driving improvements.
Overview
8
8
years of professional experience
Work History
Financial Consultant
MetLife
Chicago
11.2023 - Current
- Developed and analyzed financial reports that informed strategic decisions.
- Conducted monthly revenue projections and validated data integrity to support accurate financial planning.
- Provided exceptional client support, resolving billing discrepancies and strengthening client relationships.
- Led cross-functional teams to streamline financial processes and enhance operational efficiency.
Client Services Consultant
MetLife
Aurora
06.2023 - 11.2023
- Served as the primary liaison for clients, managing day-to-day communications, and fostering long-term relationships with key stakeholders across multiple industries.
- Coordinated and facilitated client meetings, preparing strategic agendas, presentation materials, and follow-up documentation to drive alignment and satisfaction.
- Advised clients on plan design and benefit options, delivering tailored solutions to meet evolving business needs.
Cashier
Walmart
Plainfield
09.2017 - 01.2021
- Delivered fast, friendly, and accurate checkup experiences to our customers.
- Resolved customer issues and inquiries on the spot, demonstrating strong problem-solving and communication skills.
- Often assigned to the customer service desk, in which I would accommodate upset customers or assist with returns, money transfers, etc.
Education
BBA - Finance
The University of Iowa Tippie College of Business
Iowa City, IA05-2023
Skills
- Client relationship management
- Cross-functional collaboration
- Financial analysis and forecasting
- Revenue projections
- Billing management
- Communication skills
- Internal audits
- Strategic planning
Timeline
Financial Consultant
MetLife
11.2023 - Current
Client Services Consultant
MetLife
06.2023 - 11.2023
Cashier
Walmart
09.2017 - 01.2021
BBA - Finance
The University of Iowa Tippie College of Business
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