finance representative resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Enthusiastic individual with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to begin new challenge with successful team.

  • Problem Resolution
  • Planning and Coordination
  • Invoice Generation
  • Equipment Operation
  • Administrative support
  • Organization
  • Communications
  • Business Operations
  • Customer Service
  • Acccounts Receivable
  • Team Management
  • Inventory management
  • Supervision
  • Project Organization
  • Forklift Operation
  • Process Improvement
  • Budgets
  • Team Building
  • MS Office
  • Relationship Development
  • Eligibility Verification
Finance Representative, 02/2019 - Current
Veritext Mineola, NY,
  • Prospected and partnered with interested parties to develop investment plans and served as financial management advisor.
  • Assessed individual clients' financial situations to develop strategic financial planning solutions.
  • Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
  • Improved customer satisfaction by finding creative solutions to problems.
Finance Manager, 02/2006 - 12/2019
Stryker Corporation Kennewick, WA,
  • Provided clients with budget management and financial guidance.
  • Sold service contracts, insurance and after-market products while continually tracking sales, developing goals and pitching new products, resulting [Number]% increased revenue.
  • Created personalized portfolio modeling designs to deliver unique, customized portfolios to each client.
  • Boosted customer satisfaction ratings by employing conflict resolution techniques.
  • Prepared monthly operation summaries, identified cost savings, and communicated results to regional managers.
  • Increased brand awareness by compiling consumer information and market trends and molding marketing approaches accordingly.
  • Built positive working relationships with other department managers through effective communication.
  • Collaborated with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
Customer Service Manager, 04/2000 - 05/2005
Ametek, Inc. Rochester, NY,
  • Developed open and professional relationships with team members, enabling better, more effective customer service.
  • Collected customer feedback and recommended procedural or product changes to enhance future service delivery.
  • Answered customer requests with friendly, knowledgeable service and support.
Manager, 01/1995 - 04/2000
Hyatt Hotels Corp. Incline Village, NV,
  • Led employee performance reviews and discussed improvement strategies with each team member.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Trained and mentored new employees to maximize team performance and achieve daily performance objectives.
  • Executed new training initiative to improve skills and develop leaders from within.
  • Maintained open and professional team relationships to quickly identify and resolve issues.
  • Trained current employees on additional job positions to maintain coverage of roles at all times.
  • Set and administered annual operating budget, consistently maintaining controls and preventing overages.
  • Coordinated and launched grand openings for new stores.
Education and Training
Bachelor of Science: Business Administration, Expected in 05/2012
Grand Canyon University - Phoenix, AZ
Status -
Activities and Honors
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Resume Overview

School Attended

  • Grand Canyon University

Job Titles Held:

  • Finance Representative
  • Finance Manager
  • Customer Service Manager
  • Manager


  • Bachelor of Science

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