co founder treasurer resume example with 18 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Respected finance professional with 12+ years of hands-on experience in strategic financial planning and analysis, financial reporting and project management; involved in acquisitions negotiations and new business development; 
Highly motivated [Job Title] who thrives in high-pressure environments. Excellent financial reporting, budget forecasting, management, and team-building skills.
Proven management, consensus and team-building skills.
Experienced sales consultant with influential communication skills, with over seven years of successful mentoring experience; worked in upper management; strong ability to establish trusting relationships; able to work independently; able to effectively coordinate tasks to accomplish projects with timelines, creativity and tailored solutions.
Highly organized and independent; able to effectively coordinate tasks to accomplish project with timelines and creativity.
An organized, detail oriented, and conscientious self-starter, able to strategize and prioritize effectively to accomplish multiple tasks and stay calm under pressure.
Flexible and analytical with a keen eye for details; skilled at synthesizing and editing information to achieve overall objectives.
Known for an interactive teaching style that encourages student participation and enthusiasm while facilitating learning.
  • Chartered Financial Consultant (ChFC)
  • Quick self-learner
  • Effective account manager
  • Extensive sales, marketing experience
  • Member of NAIFA and the IARFC
  • Success Driven
  • Entrepreneurial
  • Excellent persuasive technical writer
  • Strategic and financial planning expert

  • Persuasive communicator
  • Goal-oriented
  • Creative problem solver
  • Sophisticated financial modeling skills
  • People-oriented (Said to keep it in even if not supported so well below)
  • Qualified for The Million Dollar Round Table my first year out of college.  Only the top 2% of financial planners qualify.  Qualified for 10 years.
  • Speaker at a financial industry symposium for Sammons Financial Group focusing on Fee-based Planning
  • In the top 25 of sales producers (of 8,000) for Midland National Life & Annuity Company two years in a row and in the Top 50 in sales for John Hancock Life, the 5th largest U.S. insurance company.
01/2009 to Current Co-Founder, Treasurer Warner Music Group Corp. | Los Angeles, CA,
  • Co-founded MBIG, a financial services conglomerate designed to be franchised and go public
  • Supplied necessary industry and market research to target new businesses
  • Participated in raising $10M of capital
  • Implemented strategies to recruit branch offices
  • Trained branch office heads
  • Provided the specifications, decision trees, and narrative content to develop what will be the most comprehensive financial planning software on the market
01/2009 to Current Senior Associate and Mentor Weidner | San Bernardino, CA,
  • Worked with clients with net worth's ranging between $1M-$80M.
  • Advised successful small business professionals across the country in business operations, cash flow forecasting models, investment scenario modeling, how to prepare to sell their business and maximize its value, performed business valuations; In addition, prepared them for retirement by creating a comprehensive analysis that discussed asset protection (including offshore strategies), income and estate tax minimization, investment analysis, etc.
  • Provided comprehensive fee-based planning for retirees across the country; including, estate tax planning, income tax planning, estate distribution strategies, retirement planning, investment portfolio analysis, and asset protection (including off-shore strategies) using Cash flow forecasting models under various scenarios with consideration of taxes, asset protection, estate taxes, rates of return, etc.
  • Ran Cash flow forecasting models under various scenarios with consideration of taxes, asset protection, estate taxes, rates of return, etc.
  • Provided financial and marketing support of new business campaigns
  • As the lead for the $80M client, designed strategies that saved them approximately $11M of taxes on the sale of their business, $1.5M in income taxes and a projected $60M in estate taxes.
  • Trained six associates, three of which are still in the business today (average 3-year retention rate is 9%)
08/2006 to 01/2008 Organizer and Head of Technology Committee San Francisco University High School | San Francisco, CA,
  • One of fifteen organizers of a bank startup
  • Participated in creating the business plan
  • Head of the technology committee responsible for determining all software to be used by tellers, online software to be used by customers and the technological capabilities we would offer customers 
08/2004 to 11/2008 Junior Associate Brock & Associates, LLC | City, STATE,
  • Apprenticed as a junior associate and serviced clients with portfolios of $500k-$2M


  • Kept the books utilizing QuickBooks
  • Processed commissions payable
05/2001 to Bookkeeper 5-Star Asset Management | City, STATE,
  • Kept the books for three separate entities using Peachtree Software.
to Spanish Instructor Brigham Young University | City, STATE,
  • Mentored business professionals to the point they could speak Spanish at a college level.
Expected in 2006 Bachelor of Science | Business Entrepreneurship Brigham Young University, Provo, UT GPA:
Expected in | Chartered Financial Consultant The American College, Bryn Mawr, PA GPA:
  • Completed the coursework and achieved the designation as a Chartered Financial Consultant (ChFC)—the most broad and rigorous credential in the financial planning industry
Skills and Tools

Strategic business planning

Creative problem solver

Customer relations

Financial modeling

Microsoft Excel

Microsoft PowerPoint


Fluent in Spanish

Technical writer

Community Service

Soccer and Baseball Little League Coach, 2013-current

LDS Missionary, Spokane Washington, 1997-1999

Eagle Scout

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Resume Overview

School Attended

  • Brigham Young University
  • The American College

Job Titles Held:

  • Co-Founder, Treasurer
  • Senior Associate and Mentor
  • Organizer and Head of Technology Committee
  • Junior Associate
  • Bookkeeper
  • Spanish Instructor


  • Bachelor of Science

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