Darrin Moen

Background

About Darrin Moen

As an Operations Specialist at PlanMember Financial Corporation, I apply my finance background and certifications in Accounting Foundations and Financial Basics to support the broker dealer operations and compliance. I have over two years of experience in this role, performing tasks such as investment of client contributions, trading, deposit reconciliation, and transfer compliance.I also have strong analytical and reporting skills, as demonstrated by my previous role as a Sales Audit Coordinator at Guitar Center, where I assisted with projects to improve efficiency and cost savings, prepared journal entries and balance sheets, and researched payment type discrepancies and variances. I am proficient in using Excel formulas and functions, pivot tables, and ratio analysis to produce accurate and timely reports. I am motivated by the opportunity to contribute to the financial success and growth of my organization and clients.