Negotiate investment plans between business and clients with skill and attention to detail. Well-versed in [Type] securities, risk assessments and optimal investment strategies. Talented relationship-builder and problem-solver. Astute Finance Analyst offering over [Number] years of [Industry] experience. Successful identifying risks and developing mitigation plans, stClairegthening controls and stimulating business decisions. Proven history of accuracy, efficiency and proactivity. Business-savvy Finance Analyst with reputation for detailed reporting abilities. Cross-functional team player skilled at partnering with business leaders to identify and implement process improvements to increase revenue. Proven skills in using complex strategies to identify and address business concerns. Knowledgeable about forecasting tClaireds, improving processes and managing projects. Resilient, diligent and hardworking with a resourceful and conscientious nature. Accurate and detailed Financial Analyst with planning, budgeting and accounting expertise. Analyzes market changes and plans personal investment strategies to maximize customer satisfaction. Strategic and analytical finance professional with success in financial reporting, analysis and project management.
Skills
Comparative analysis
Financial consulting
Expense and revenue analysis
Research and Data Analysis
Analyzing performance
Valuation experience
Financial modeling
Analytical research
QuickBooks
Sales and marketing
Education and Training
UNIVERSITY OF MIAMI SCHOOL OF BUSINESS ADMINISTRATIONCoral Gables, FLExpected in 05/2017 – –Masters of International Business Studies: - GPA:Project: Global Business Consulting - ‘solving real problems, managing teams, and developing organizational frameworks, new strategies and action plans.’
NORTHERN ARIZONA UNIVERSITYFlagstaff, AZExpected in 05/2015 – –Bachelor of Science:Business: Management, Finance - GPA:GPA: 3.5, Honors of Dean’s List / International Scholarship
Experience
Jones Lange Lasalle Inc. - Finance Analyst Westmont, CA, 12/2018 - 09/2021
Analyze business and operating procedures to devise most efficient method of accomplishing work; Identify and solve problems in the way we process our business sales, costs of logistics, and marketing management; Initiate research and development of competitor pricing, locations, products, quality and segmentation; Analyze and maintain daily inventory information across all of our product lines, while ensuring proper communication between our warehouse staff, clients, and shipping partners to ensure timely transactions; Manage and inventory all executive reports from company innovations and suggestions from outside consultants.
Work with corporate partners to thoroughly examine each option and present educated recommendations on how to best improve company operations; Work with management to develop and execute new training programs for new associates to ensure that most recent and best practices for our organization are maintained; Maintain company financial records, including total revenue, expenditures, and operations cycle and turnover for account receivables to promote and maintain our company’s financial stability; and Ensure vendors and sales partners contact records are properly maintained, and weekly communications are sent out with our most recent product offerings, sales, promotions, and opportunities.
Tools used, main technology, skills and qualifications: Strong analytical, problems solving and financial analysis skills.
Solid organization and project management skills.
Knowledge with process improvement methodology.
Working knowledge of account processes.
Supervisor name and phone number of the employer: James Zhang Director Tel: 3053922525 MASTERCRAFT TOOLS FLORIDA, INC.
Maintained curClairet accounting systems, reconciled accounts and resolved discrepancies.
Produced and analyzed financial reports, revenue statements and variance reports.
Organized general financial information, update reports and audit data.
Supervised accounting activities and managed accounts payable, month-end close, account reconciliation and preparation of journal entries.
Worked cross-functionally with accounting professionals to oversee execution of financial plans.
Helped establish and prepare annual budgets.
Performed ad hoc analysis to support sales and marketing operations.
Created and maintained corporate metrics and dashboards to deliver visibility into business performance.
Prepared accurate, updated forecasts for expected business performance.
Used business intelligence reports to support business executives in decision making.
Coordinated [Timeframe][Type] and [Type] closing processes.
Altocraft USA - Finance & Operations Research Analyst City, STATE, 07/2017 - 12/2018
Analyze business or operating procedures to devise most efficient methods of accomplishing work, and prepare recommendations for implementation of new business systems, procedures or organizational changes.
Manage and update the weekly sales report which tracks sales activity and booked revenue.
Analyze company financial records, including revenue, expenditure and cycle turnover of account receivables to promote and maintain financial stability.
Conduct research on competitor pricing, product quality and segmentation, and adjust prices to maintain competitive price advantage in the marketplace.
Analyze daily inventory of product, communicate with warehouse staff, clients, and shipping company to ensure timely shipping.
Gather pertinent information and work with clients to isolate and resolve the majority of their issues without any need for assistance.
Collaborate with other employees to ensure successful implementation of chosen problem solutions.
Analyze information obtained from management to conceptualize and define operational problems.
Study and analyze information about alternative courses of action to determine which plan will offer the best outcomes.
Prepare management reports defining and evaluating problems and recommending solutions.
Tools used, main technology, skills and qualifications including but not limited to: Strong analytical, problems solving and financial analysis skills.
Solid organization and project management skills.
Knowledge with process improvement methodology.
Working knowledge of account processes.
Supervisor name and phone number of the employer:.
Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
Addressed ways to improve internal control processes and accounting procedures.
Assessed client needs and developed specific strategies to establish financial capabilities.
Accomplished revenue and profitability goals by applying extensive knowledge of bank and credit union programs as well as factors which produced best terms.
Initiated vital financial processes by setting up vendor information and payment structures, defining operational expenses, managing bank accounts and reconciling accounts.
Collaborated with operations manager on staff compliance with financial and banking regulations.
Developed business systems and structures to enhance accounting and financial duties.
Improved customer satisfaction ratings by employing conflict resolution techniques.
Inspected client financial reports and implemented comprehensive systems to align with customer needs and boost sales.
Explained and emphasized benefits of dealer financing in lieu of cash payments or credit union financing to boost revenue.
Northern Arizona University - Student Learning Center Tutor, Coordinator City, STATE, 09/2013 - 11/2014
HOURS/WEEK 12hour/week Job Details: Provided individual and group assistance and course guidance to students in assigned subject areas including: Mathematics, Economics, and Accounting Assisted students with development of study skills and practices, necessary for course completion Communicated regularly with the Learning Specialist, Professors and students in a variety of formats Analyzed and maintained records of student's progress to teach individual needs.
Committed to teamwork.
Tools used, main technology, skills and qualifications including but not limited to: Critical thinking.
Patience.
Communication.
Organization.
Imaginative thinking.
Leadership.
Teamwork.
Time management.
Supervisor name and phone number of the employer: Name: Andrea.
Created course materials and developed online and in-class discussion topics, lectures and presentations.
Served as link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems.
Managed administrative processes and prepared key reports and documentation.
Strategized plans for improving control systems and structures to improve resource utilization.
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School Attended
UNIVERSITY OF MIAMI SCHOOL OF BUSINESS ADMINISTRATION
