Jennifer Gillis, MBA
About Jennifer Gillis, MBA
Jennifer Gillis, MBA, serves as a Client Relations & Fund Operations Senior Analyst at FS Investments, where she has worked since 2016. With a background in insurance and banking, she holds degrees in Accounting, Business Administration, and Human Resources Management.
Work at FS Investments
Jennifer Gillis serves as a Client Relations & Fund Operations Senior Analyst at FS Investments. She has held this position since 2016, accumulating over eight years of experience in the Orlando, Florida area. In her role, she specializes in trade and cash reconciliation, ensuring accuracy and compliance in financial transactions. Additionally, she utilizes CRM systems to enhance customer relationship management, aiming to improve client satisfaction. Her expertise in advanced data analysis tools, such as Tableau and SQL, supports her efforts in driving business insights.
Previous Experience in Insurance and Finance
Before joining FS Investments, Jennifer Gillis worked in various roles in the insurance and finance sectors. She was employed at Brightway Insurance as an Office Manager and Licensed Agent from 2008 to 2012 in the Jacksonville, Florida area, and again from 2015 to 2016 in Orlando, Florida. Prior to that, she worked at Bank of America as a Property and Casualty Agent from 2012 to 2015 in Lake Mary, Florida. Additionally, she served as a Senior Shareholder Account Representative at American Funds from 2003 to 2005 in the Indianapolis, Indiana area.
Education and Expertise
Jennifer Gillis has a strong educational background with multiple degrees. She studied at Florida State College at Jacksonville, where she earned an Associate of Science (A.S.) in Accounting and a Bachelor of Science (B.S.) in Business Administration with a focus on Human Resources Management. She also holds a Master of Business Administration (M.B.A.) from Herzing University, which she completed in 2017. Her studies at Hood College included English and German. Jennifer's expertise includes advanced data analysis, trade and cash reconciliation, and regulatory compliance, particularly in SEC filings and SOX compliance.
Mentorship and Team Management
Jennifer Gillis has experience in mentoring and managing both on-site and remote teams. She fosters a collaborative work environment, emphasizing the importance of teamwork in achieving organizational goals. Her leadership skills contribute to effective team dynamics and enhance overall productivity within her roles.