ANALYST/MARKETING REP. Resume Example
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ANALYST/MARKETING REP.
Summary
Innovative Financial Analyst with more than 15 years background in financial service and accounting.
Leverages initiative and resourcefulness to deliver excellence in meeting business objectives.
Accomplishments
- Top-performing Financial Analyst adept at providing financial support and cultivating lasting client relationships.
- Once raise more than 100 million for Fronteer financial in a debt offering.
- Won awards at Fidelity for getting clients to move their cash in Cash Reserve into bonds in other to receive better interest.
- Recognized at J P Morgan Chase for facilitating the on-boarding of Puma, a price based application that helps extract prices from various vendors of the bank.
- Achievement-driven Financial Analyst with a demonstrated history of producing accurate and timely reports.
Experience
05/2017 to Current
ANALYST/MARKETING REP.Kpmg － San Diego , CA
- Sales presentation
- Calling clients and educating them on the different product we have
- Analyzing the different financing situation that benefits a client
- Train and supervise new market reps
- Field sales presentation
05/2014 to 08/2015
ANALYST/ADMINISTRATORLineage Logistics － Garden City , GA
- Made calls to insurance companies to determine coverage.
- Hired and trained some non clinical staff.
- Overall supervision of non-clinical staff .
- Handled the payment of bills, and collection of insurance payments from a verity of insurance companies.
- Put out performance report on the financials of the company.
08/2009 to 03/2014
SENIOR FINANCIAL ANALYSTJ P MORGAN CHASE － City , STATE
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software Managed accounting operations, accounting close, account reporting and reconciliations.
- Executed all forms of debt instrument - bonds, commercial papers, CD's and corporate bonds.
- Analyzed financial market and positioned client's investments appropriately in order to take advantage of the macro-economic outlook.
- Highly attentive to details - handled a high level of derivatives trades throughout the bank, which included currencies, futures and options.
- Directed multiple client accounting system conversions into web-enabled financial platform.
- Instrumental in the testing and roll out of the said web based platform.
- Supervised and directed seven accounting analyst in the daily operations of the IBM and Delta airline accounts.
- Assisted broker-dealers and investment managers with PowerPoint presentation when on-boarding a new clients, or marketing new products.
- Performed custody management and portfolio auditing, and reviewed valuations daily.
- Performed debit, credit and total accounts on computer spreadsheets/databases, using specialized accounting software.
04/2005 to 08/2009
BROKERAGE FINANCIAL ANALYSTFIDELITY INVESTMENTS － City , STATE
- Performed data analysis and provided recommendations to achieve the desired number of new accounts.
- Checked and verified the work of a team of five, and provided feedback and training to the underperforming employee.
- Spearheaded development of Quality Control and effective Time Management.
- Performed financial statement audits of security broker dealers for purposes of SEC/FINRA purposes.
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations.
- Prepared accurate financial statements at end of the quarter, and end of year.
- Proposed and published metrics and KPIs to be incorporated into the monthly financials and scorecards.
11/2000 to 04/2005
GENERAL MANAGERWENDY'S INC － City , STATE
- Carefully interviewed, selected, trained and supervised staff.
- Conducted daily pre-shift and weekly departmental meetings to ensure organizational efficiency.
- Scheduled and directed staff in daily work assignments to maximize productivity.
- Interacted positively with customers while promoting restaurant functions and services.
- Organized special events in the restaurant, including receptions, promotions and corporate luncheons.
- Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met.
- Correctly calculated inventory and ordered appropriate supplies.
- Strategically developed effective marketing plans to increase sales and profits while managing costs.
- Optimized profits by controlling food, beverage and labor costs on a daily basis.
Education and Training
2000
Master of Science: Applied EconomicsUniversity of Texas － City, StateApplied Economics
1999
Master of Arts: Public AffairsUniversity of Texas － City, StatePublic Affairs
1997
Bachelor of Science: Business AdministrationUniversity of Texas － StateBusiness Administration
Skills
Account reconciliations, Accounting, general accounting, accounting software, accounting system, analyst, auditing, balance sheet, bonds, Budgeting, cash receipts, Cash flow analysis, CD, credit, client, clients, Customer relations, data analysis, databases, debit, derivatives, Economics, Essbase, special events, financials, financial, financial reports, Financial reporting, Financial Statements, forecasting, forms, futures, IBM, insurance, inventory, investments, managing, marketing plans, marketing, market, meetings, outlook, PowerPoint, organizational, PeopleSoft, Problem Solving, profit and loss, quality, Quality Control, reporting, sales, spreadsheets, supervision, Time Management
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Resume Overview
School Attended
- University of Texas
Job Titles Held:
- ANALYST/MARKETING REP.
- ANALYST/ADMINISTRATOR
- SENIOR FINANCIAL ANALYST
- BROKERAGE FINANCIAL ANALYST
- GENERAL MANAGER
Degrees
- Master of Science : Applied Economics
Master of Arts : Public Affairs
Bachelor of Science : Business Administration
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