Associate Consultant/Financial Analyst Resume Example

An outgoing, detail-oriented, extremely well organized team player who works well in high-pressure and time-sensitive situations. Skilled at cultivating relationships and balancing individual personality needs with an objective of execution and efficiency. History of objectively mastering, documenting and improving complex operational processes across multiple organizations and software platforms. Experience with training and consulting peers and clients on best practices and trouble-shooting issues as they arise. Seeking a position on a growing team with the opportunity to make a significant contribution. Related Skills: § Proficient with Apple and PC operating § Relationship management and conflict systems. resolution. § Experience with sales data § Conduct and lead educational seminars, management and CRM software (ACT, webinars and one-on-one training Salesforce, Daylite, EnvestNet). programs. § Website construction and maintenance § Creation of marketing and training software (Sharepoint). materials (utilize Adobe InDesign). § Experience with Bloomberg, § Project management and team Morningstar, Portfolio Center; Axys, coordination/leadership. Documentum and Solver § Excellent verbal and written reporting/research tools. communication skills. § Corporate budgeting, financial reporting and auditing.

administrative, ad, banking, budgeting, business processes, consulting, client, clients, databases, database, direction, documentation, filing, finance, financial, ie, investment strategy, legal, managing, marketing materials, materials, meetings, Microsoft Excel, modeling, online research, processes, relationship management, reporting, Researching, research, sales, scheduling, strategic planning, supervision, phone, wealth management