- , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
Seasoned Financial professional offering over 10 years of experience in budget analysis and internal auditing. Develops robust policies, procedures and internal controls to advise leadership on business improvement strategies. Builds cross-departmental relationships to achieve organizational goals and objectives.
Skilled Financial professional offering 10 years of creating metrics, tracking projects and collaborating on development of optimal budget requirements. Excellent relationship-building, problem-solving and communication skills with analytical and adaptable nature.
Intelligent Financial Analyst with proven history in analyzing sales and inventory data and developing reports to illustrate findings. Applies perseverance and dedication to meet team and corporate goals.
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Knowledgeable Analyst well-versed in due diligence, valuations and statistical analyses. Prepares models, forecasts trends and gives presentations. Detailed in data analyses and reporting for audits, trend determination and financial planning.
Ambitious Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Ambitious financial professional with superior analytical and problem solving skills.
Financial advisor with over 10 years of successful experience in easing capitol and finding new clients.
Experienced Financial advisor with over 10 years of experience in finance. Excellent reputation for resolving problems and improving customer satisfaction.
Enthusiastic Financial advisor eager to contribute to team success through hard work, attention to detail and excellent organizational skills.Motivated to learn, grow and excel.
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Futurity First Insurance Group – Denver, CO,
- Trained general contractors on company protocol and led quality assurance initiatives, maintaining high customer satisfaction ratings.
- Scheduled subcontractors, consultants and vendors to coordinate completion of jobs and tasks.
- Complied with all safety protocols in plan coordination, eliminating potential risks.
- Identified and implemented strategic plans based on accurate readings of specifications and solid collaboration with project leadership.
- Shaped marketing and sales methods to align with customer industry trends.
- Engaged in value engineering sessions in order to obtain best price without sacrificing quality.
- Coordinated homeowner unit specifications to identify and discuss any construction problems.
- Aided with obtaining permits or approval of revisions.
- Asserted control over material usage and contractor man-hours to keep projects in line with budgetary restrictions.
- Identified and reviewed all Proposed Change Order Requests.
- Evaluated team member strengths and assigned tasks based upon expertise and background.
- Assisted owners and project manager in budgeting, bidding and award of subcontractors.
- Developed work schedules for all team members to maximize shift coverage.
Futurity First Insurance Group – Des Moines, IA,
- Worked with clients to support understanding of rationale and details of financial strategies.
- Monitored and analyzed financial, statistical and operational data trends.
- Analyzed projects for capital deployment and helped structure multi-million dollar deals.
- Analyzed and monitored statistical data trends.
- Evaluated competitor data and statistics to develop business investment strategy and drive growth.
- Produced business performance reporting packages.
- Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
- Created quarterly earning presentations and monthly investor presentations.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Monitored fund and equity investments, including inflows and outflows.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Evaluated procurement needs and projected expenditures.
- Developed spreadsheet models for diverse projects and analysis.
- Consolidated financial data and materials for key leadership meetings.
- Maintained database by verifying information and recording new information when needed.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
National Security Agency – City, STATE,
- Managed millions in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Researched Sec rules and regulations, interviewed industry experts, constructed financial models, performed sensitivity analyses and compiled final reports to deliver top-notch service to customers.
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Boosted sales monthly and exceeded sales target by employing consultative sales tactics and superior customer care.
- Highlighted values and educated clients on stocks, bonds and different financial products.
- Performed due diligence and valuation processes.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
Lakewood High School - Lakewood, NJ,
Academy Real Estate - Forked River, NJ,
Securities Training Corporation - NewYork,
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Resume Overview
School Attended
- Lakewood High School
- Academy Real Estate
- Securities Training Corporation
Job Titles Held:
- All Phase Construction
- Financial Advisor
- Financial Advisor
Degrees
- High School Diploma
- Real Estate Licence
- Series 7
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