Katy Yance

Operations Associate

Charlotte, North Carolina, United States3 mos experience

Key Highlights

Strong analytical skills with a finance background.
Proven ability to build relationships and communicate effectively.
Eager to learn and grow in a supportive environment.

Stackforce AI infers this person is a Finance professional with strong analytical and interpersonal skills.

Contact

Skills

Core Skills

CommunicationCustomer ServiceLeadership

Other Skills

Tenacious Work EthicSocial Media ManagementInventory ManagementPerseverantPeer RelationshipsProblem SolvingEasily AdaptableCoachingRelationship BuildingAdobe PhotoshopAccountingWeb Design

About

I’m a recent finance graduate with a strong interest in analytical roles, where I can combine critical thinking, problem-solving, and relationship-building to create meaningful impact. I’m especially drawn to work that blends numbers with people: turning data into insights and helping teams make informed, strategic decisions. Through my academic experience and early professional exposure, I’ve developed a solid foundation in financial analysis, research, and quantitative reasoning, along with strengths in communication, adaptability, and collaboration. I’m known for my work ethic, reliability, and ability to connect easily with others, whether working independently or as part of a team. I’m currently seeking analyst or related roles in the Charlotte area and am eager to learn from experienced professionals, grow within a supportive organization, and contribute with curiosity, diligence, and integrity. Always open to connecting, learning, and new opportunities.

Experience

3 mos

Total Experience

3 mos

Average Tenure

Current Experience

Wells fargo

Financial Services Representative

Feb 2026 – Present · 3 mos · Charlotte, NC · On-site

10 week study program for the SIE, Series 7, and Series 63 to become a registered representative

New york life

Licensed Insurance Agent

Sep 2025 – Jan 2026 · 4 mos · Charlotte, NC

Lucca at the wharf

Retail Sales Associate

May 2025 – Sep 2025 · 4 mos · Orange Beach, Alabama, United States · On-site

Responsible for social media posts of new clothing items, accessories, and shoes
Unpacked, steamed, and organized inventory from market
Assisted in planning pop up events with brands such as LoveShackFancy and Harvest Jewelry
Worked here for summer 2022, 2023, and 2024 May-August

Tenacious Work EthicCommunication

The booth

Bartender

Aug 2024 – May 2025 · 9 mos · Tuscaloosa, Alabama, United States · On-site

Craft and serve a wide variety of mixed drinks and shots in a high-energy, fast-paced college bar environment
Provide friendly and attentive service, fostering a welcoming atmosphere for all customers
Handle cash and card transactions, process tabs, and reconcile daily sales
Maintain cleanliness and organization of bar area
Monitor patron behavior to ensure a safe, responsible drinking environment

Tenacious Work EthicCommunicationCustomer ServicePerseverantPeer RelationshipsProblem Solving+1

Billy's sports grill

Food Runner

Oct 2023 – Apr 2024 · 6 mos · Tuscaloosa, Alabama, United States · On-site

Efficiently delivered food and beverages from kitchen to guests in a timely and accurate manner.
Ensured orders were complete and met quality standards before leaving the kitchen.
Collaborated with servers and kitchen staff to provide seamless dining experiences.
Maintained a clean, organized workstation and upheld sanitation standards.
Responded promptly to guest requests and communicated special needs or concerns to the appropriate staff.

Tenacious Work EthicCommunicationCustomer ServicePerseverantPeer RelationshipsProblem Solving+1

9round kickboxing fitness

Kickboxing Trainer

Aug 2022 – Dec 2022 · 4 mos · Tuscaloosa, Alabama, United States · On-site

I lead daily workouts while keeping members motivated to achieve optimal fitness goals.

Tenacious Work EthicCommunicationLeadershipCoachingRelationship BuildingPeer Relationships+1

Camp ozark

Summer Camp Counselor; Lake Crew Member

May 2022 – Jul 2022 · 2 mos · Mount Ida, Arkansas, United States · On-site

Drove kids ages 6-17 on an Axis 22 boat and taught them how to wakeboard and wake surf
Payed close attention to safety protocols and camp guidelines
Worked on the lake everyday for at least 10 hours
Helped put up and take down decorations, inflatables, and games for special events when coming back to campgrounds every night
Monitored lake conditions and responded promptly to emergencies, demonstrating strong situational awareness
Fostered a positive and encouraging environment while promoting skill development among campers.

Tenacious Work EthicCommunicationLeadershipCoachingPerseverantRelationship Building+3