Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Career Focus

Assistant Finance Manager with more than 3 years of experience budgeting, financial resource analysis, and important documentation in loan sales, proficient in problem solving and extensive communication skills. Expertise in developing client relations.

Summary of Skills
  • Process development
  • Conflict resolution
  • Communications audits
  • Data Mining
  • Project management
  • Value analysis
  • Multi-Task Managment
  • Credit & Collections
  • Budgeting
  • Computer Proficient
  • CRM Systems
  • Cold Calling
  • Lead Development
  • Bilingual in Spanish

Sales and Marketing

  • Increased annual gross sales by 15%.
  • Developed direct mass mailings which resulted in sufficient growth of customer base.

Client Interface

  • Managed accounting close, accounts payable, and financial reporting for multiple clients.


  • Implemented processes that utilized accounts receivable sub-ledger for accounting and customer attribute reporting.


  • Prepared complex financial statements, and interim/annual reports for retail and service businesses.

Data Verification

  • Checked figures, postings and documents for correct entry, mathematical accuracy and proper coding.

Professional Experience
10/2012 to 11/2013
Assistant Finance Manager Cheil Plano, TX,
  • Led sales calls with team members to establish sales and customer retention goals.
  • Negotiated and closed contracts.Generated monthly and annual sales reports.
  • Maintained friendly and professional customer interactions.
  • Monitored customer preferences to determine focus of sales efforts
  • .Generated monthly and annual sales reports.
  • Created and directed sales team training and development programs.
  • Trained in negotiations and time management.
03/2012 to 09/2012
Optometrist Assitant College Grove Optometry City, STATE,
  • Experience in product sales.
  • Responsible for patient data
  • Conducted exams
  • Monthly financial reporting
2011 to 02/2012
Assistant Finance Organizer Wood World Custom Designs City, STATE,
  • Computed, recorded, and proofread data, records and reports.
  • Performed heavy bank reconciliations and cash flow statements.
  • Created solutions in the areas of inventory, sales reporting, distribution and product upgrades that led to system improvements and streamlined processes.Worked closely with company executives to identify new business opportunities and routinely participated in the sales process.Calculated, prepared, and issued bills, invoices and account statements according to established procedures.
Expected in 2014
Currently Attending: Business Management
Mt. Sac - Pomona, CA
Expected in 2012
Medical Assistant Certification: Medical Assistant
Kaplan College - Chula Vista, CA
  • 4.0 GPA
  • Dean Academic Achievement Award
  • Coursework in Anatomy, Physiology and Health Assessments
  • Coursework in Human Services
  • Coursework in Technology and Instrumentation in Communication Sciences
  • Personal Training Certificate
  • Coursework in Pediatric Development and Neuroscience
Expected in XXX9
High School Diploma:
Bethel Christian School - Riverside, CA

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Resume Overview

School Attended

  • Mt. Sac
  • Kaplan College
  • Bethel Christian School

Job Titles Held:

  • Assistant Finance Manager
  • Optometrist Assitant
  • Assistant Finance Organizer


  • Currently Attending
  • Medical Assistant Certification
  • High School Diploma

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