Assistant Vice President resume example with 13+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Profile

Results-driven and forward-thinking Assistant Vice President with solid record of accomplishment in Financial Services over stellar 13 year career. Successfully streamlining processes to maximize business efficiency and profitability. Innovative and resourceful with exceptional business acumen. Dedicated to accepting and addressing challenges by embracing change and implementing improvements. Strong history of developing strategic initiatives, providing project management and offering results-focused interactions to foster growth. Skillfully monitor actions plans and initiatives to ensure alignment with corporate objectives. Adept at formulating and implementing business policy to enhance profitable growth and operation of the business. Proven track record of interpreting financial data, performing financial forecast, analyzing competition, observing market trends, mitigating financial risks, and managing company’s financial systems.

  • Financial Budgeting & Forecasting
  • Financial Data Modeling & Analysis
  • Financial Statements and Reporting
  • Team Training and Leadership
  • Activity based costing
  • Project Management and Administration
  • Key Stakeholder Collaboration
  • Strategic Initiatives
  • Cost Control and Revenue Optimization
  • Department Policies and Procedure Implementation and Compliance
  • Process Management Oversight
Assistant Vice President, 12/2013 - Current
Aew Capital Management Boston, MA,
  • Drive effective cross pillar collaboration by providing trend and variance analysis.
  • Cultivate and sustain relationships across functional and team members.
  • Liaise with leadership teams to drive initiatives and contribute to weekly meetings and multiple models.
  • Present & discuss P&L and regulatory changes results with the LOBs on quarterly and annually basis.
  • Ensured time saving of 85% by performing parallel testing of overhead expenses.
  • Reduced setup time by 90% through upgradation of repeatable processes for team members.
  • Improved overall time efficiency by 80% through process improvements in problematic areas.
  • Compile operational and risk repots detailing financial metrics (Dashboard, YOY P&L, trend analysis, profitability analysis) to help management make proactive decisions.
  • Adapt to changing requirements and adjust modeling approach for regulatory reporting needs.
  • Utilize Access/Excel to manage and model financial data into activity based costing system while authorizing business line, product, and client profitability results for controllers.
  • Develop advanced databases and use SAS tables, Access, Excel, Hyperion and Qlik to fulfill reporting needs of LOBs.
  • Lead, create and maintain multiple models for expenses and revenues while preparing reports for LOBs.
  • Automate data collection, generate data sources, and record methodology changes and impacts by coordinating with business users.
  • Deliver financial support to LOB controllers in Qlik by working close with team.
  • Organize and lead training sessions for cross functional and offshore teams to enhance processes.
  • Delegate tasks to comprehensively manage administrative projects and align with established objectives.
  • Execute swift and timely resolution and follow-up.
  • Manage and identify data receipt while validating and updating data and methodologies.
Senior Financial Analyst, 12/2012 - 12/2013
Neogenomics Laboratories Plantation, FL,
  • Provided high-level support in formulation of annual budget and 5-year planning activities by region and at corporate consolidation level.
  • Managed projects, including stress testing, CCAR and Balance Sheet processes for regulatory reporting requirements.
  • Created complete and accurate storyline on drivers to Sector CFO by delivering interpretation of financial data.
  • Supported team in preparing procedures manual and other operational documentation.
  • Performed reconciliation of month end results between regional and home office for sector CFO.
  • Led and mentored team to manage corporate FP&A and CCAR reporting newsletter.
  • Analyzed financial data to identify financial trends, patterns and strategy and compiled information into reports.
  • Prepared and presented month end results to sector CFO including P&L, KPIs, trend analysis, variance commentary.
  • Streamlined balance sheet while leading stress-testing projects for cross pillar reporting.
  • Participated in top of the house consolidation for budget and stress baseline for GAAP and RWA.
  • Compiled analytical results and data into reports.
  • Identified operational process inefficiencies and recommended necessary improvements.
Financial Analyst, 12/2007 - 12/2012
Environmental & Occupational Irvine, CA,
  • Scheduled, maintained, and conducted forecast of mutual funds on bi-annual, annual, and quarterly basis.
  • Developed financial models to perform quarterly profitability analysis.
  • Enhanced allocation of expenses between lines of business to achieve better results by evaluating financial data.
  • Analyzed and presented P&L on monthly basis while delivering variances related to each activity.
  • Administered various accounting projects, such as journal entries, reconciliation, SOX testing, and invoice processing.
  • Generated ledger based on actual invoices by maintaining record of all internal and third-party revenue and expenses.
  • Organized training sessions for cross functional and offshore team related to processing of distribution operations expenses.
  • Commended by senior management for displaying exceptional performance and honored with employee recognition award.
  • Prepared and presented executive-level presentations for month end processes based on P&L year on year commentary explanation, trends, variance, and AUM.
  • Executed yield floor waivers process to monitor impact of federal reserve interest rates on CIS-money markets funds.
  • Streamlined cost analysis process by creating and implementing new, more efficient policies and procedures.
Education and Training
MBA: International Business, Expected in 05/2008
Long Island Univeristy - Brooklyn, NY,
  • Graduated with distinction
Bachelor of Science: Management and Finance, Expected in 05/2006
Long Island University - Brooklyn, NY,
  • Double Major
  • Cum laude graduate
Language Skills

Articulate communicator fluent in English, Urdu, and Punjabi.

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Resume Overview

School Attended

  • Long Island Univeristy
  • Long Island University

Job Titles Held:

  • Assistant Vice President
  • Senior Financial Analyst
  • Financial Analyst


  • MBA
  • Bachelor of Science

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