Angelica Davis

Dynamic and high-performing Accounting and Finance Professional with a proven track record of driving operational excellence, regulatory compliance, and data-driven decision-making. Currently on a strategic career sabbatical, pursuing a Master of Science in Accounting full-time while actively giving back to the community as an early childhood educator. Recognized for an exceptional ability to master complex proprietary systems rapidly—highlighted by completing a one-hour advanced Excel proficiency exam in just seven minutes with perfect accuracy.

A versatile leader who combines deep technical expertise in data analytics with the emotional intelligence and strategic foresight to optimize workflows, safeguard compliance, and deliver actionable financial insights to executive leadership.

Lead Toddler Teacher & Administrative Coordinator - Young Runners Learning Academy - Charlotte, NC

(2025-09)

Intentionally paused corporate career trajectory to pursue full-time graduate studies in Accounting and prepare for the CPA exam.

• Manage full-scale classroom operations, overseeing budget allocations, supply chain logistics, and daily attendance tracking.
• Ensure strict adherence to early childhood safety regulations and compliance standards while fostering a highly structured, developmentally enriching environment.
• Leverage exceptional organizational and multitasking skills to successfully balance rigorous Master's level coursework with full-time educational leadership.

Private Nanny & Household Manager - Self-Employed - Charlotte, NC

(2025-03 - 2025-09)

• Served as an exclusive in-home childcare provider and household manager for a client family prior to the opening of the Young Runners Learning Academy, seamlessly transitioning the child into the academy's inaugural class in September.
• Provided individualized childcare in a structured home setting with routines supporting development, play, and safety.
• Managed daily schedules, supply inventories, and activity budgets with consistent, professional communication to parents.
• Demonstrated professionalism, organization, and trustworthiness in managing confidential household matters.

Regulatory Reporting Analyst - Yoh (Contractor at LPL Financial) - Charlotte, NC

(2023-08 - 2025-02)

• Spearheaded CAIS and CAT reporting initiatives, strictly enforcing FINRA and SEC compliance standards and achieving a 100% accuracy rate with zero exceptions across all regulatory submissions.
• Engineered automated regulatory reporting templates and dynamic dashboards using Advanced Excel and Power BI, significantly reducing manual errors and increasing reporting efficiency.
• Partnered cross-functionally with FP&A teams to execute complex variance analyses, financial forecasts, and month-end close processes, including journal entries and GL reconciliations.
• Collaborated directly with internal and external auditors to overhaul documentation frameworks and streamline review processes.

Everyday Banking Specialist - Wells Fargo - Charlotte, NC

(2023-04 - 2023-07)

• Served as the primary point of contact for the 1-800-TO-WELLS national customer service line, executing high-volume financial transactions, account reconciliations, and complex updates.
• Operated under stringent audit and compliance controls to maintain confidentiality and precision while resolving escalated customer inquiries and transaction discrepancies.

Accelerated Leadership Track - Trade Street Advisors - Charlotte, NC

(2021-07 - 2023-01)

Progression: Senior Operations Manager & Networking Lead (Oct '22–Jan '23) • Operations Manager (Jul '22–Oct '22) • Jr. Financial Advisor & Insurance Underwriter (Apr '22–Jul '22) • Executive Assistant to CEO (Jan '22–Apr '22) • Financial Analyst (Oct '21–Jan '22) • Data Analyst & IT Specialist (Jul '21–Oct '21).

• Accelerated rapidly through a multi-tiered leadership track, ultimately driving financial operations, data analytics, and executive-level strategic initiatives.
• Delivered high-value financial insights, reporting, and presentations to tier-one partners, including Bank of America, Freddie Mac, and UMD.
• Orchestrated a comprehensive internal compliance audit that enhanced data integrity and operational compliance by 25%.
• Designed and deployed customized Salesforce training programs that drastically improved CRM data accuracy and mitigated downstream reporting errors.
• Managed insurance underwriting processes ensuring risk accuracy and policy alignment.
• Acted as a core strategic partner to the CEO, representing executive leadership in critical board meetings and client negotiations to communicate key performance metrics.
• Built automated Excel models that streamlined forecasting and reporting workflows.
• Championed vital cybersecurity rollouts, including firm-wide malware protections and VPN configurations, successfully reducing system vulnerabilities by 40%.
• Identified critical process bottlenecks within daily operational workflows and collaborated with internal audit teams to implement strategic improvements.

Master of Science in Accounting (MSA) - Accounting - Grand Canyon University (GCU) (2026-10-15)

Bachelor of Science in Accounting - Accounting - Wingate University (2021-05)