Brittaney Cooks (Harold), MBA

Client-facing financial planning professional with an accounting background spanning nearly a decade in corporate finance and financial operations. Currently building comprehensive financial plans, leading client data gathering, and supporting Private Wealth Advisors through the full planning process. Proficient in RightCapital, Holistiplan, Nitrogen, and PreciseFP with direct experience in cash flow, retirement, insurance, tax, and estate planning concepts.

Holds an active Series 65 and Life & Health Insurance license. CFP® Candidate who is accurate, organized, detail-oriented, and genuinely passionate about delivering an exceptional financial planning experience for high-net-worth clients.

Paraplanner / Financial Advisor - Wright Time Financial - Detroit, MI

(2025-03)

• Assist in financial plan construction, data input, data gathering, and plan generation in support of Private Wealth Advisors and client planning objectives.
• Collect and aggregate client financial planning information and prepare client-ready deliverables for planning meetings.
• Utilize RightCapital, Holistiplan, Nitrogen, and PreciseFP to build robust financial plans and formulate planning recommendations across retirement, investment, insurance, and estate planning.
• Sit in on client meetings, lead meeting preparation, and manage all follow-up items, documentation requests, and action items.
• Assist advisors with ad hoc financial planning projects, scenario modeling, and planning analyses.
• Maintain accurate client records and coordinate planning workflows to ensure timely, high-quality client service.
• Contribute to process improvements that strengthen planning consistency and the overall client experience.

Accounting Analyst - 313 Presents, LLC - Detroit, MI

(2022-02)

• Built and launched a purchase order module used by both internal staff and external vendors, creating a centralized system that improved visibility and accountability across the organization.
• Conduct financial analysis to support budgeting, forecasting, and operational decision-making across departments.
• Lead month-end close activities including journal entries, accruals, account reconciliations, and variance reporting.
• Collaborate across departments to resolve discrepancies and keep financial reporting timely and accurate.
• Use advanced Excel — Pivot Tables, VLOOKUP, and custom dashboards — to build reports and analyze financial trends.

General Ledger Accountant - 313 Presents, LLC - Detroit, MI

(2018-09 - 2022-02)

• Managed general ledger reconciliations and month-end close processes in a high-volume environment.
• Improved AP/AR policies and internal financial controls to tighten accuracy and reduce errors.
• Supported cash flow management, compliance reporting, and cross-functional accounting operations.
• Partnered with team leads to align financial processes with organizational goals and reporting requirements.

Accountant - AAA Life Insurance Company - Livonia, MI

(2015-12 - 2018-09)

• Prepared and analyzed monthly financial statements to ensure accuracy and compliance with GAAP.
• Managed approximately $30 million in monthly banking activity through precise reconciliations and reporting.
• Supported month-end close processes and delivered timely financial reports to stakeholders.
• Gained hands-on experience in the financial services and insurance industry environment.

Master of Business Administration - Business Administration - Walsh College (2019-06)

Bachelor of Business Administration - Accounting - Walsh College (2015-06)