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Finance Specialist Resume Example

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FINANCE SPECIALIST
Professional Summary

Finance Specialist with sound aptitude and background in accounts payable and receivable, financial management and inventory management. Develops financial best practices and process improvements to drive efficiency. Inputs data into accounting spreadsheets, word processing and database software while maintaining integrity and accuracy. Achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics. Implements financial best practices across departments to streamline budget requirements and increase profitability. Works closely with management to analyze and interpret complex accounting information to meet company performance goals.

Skills
  • Financial Statements
  • AP Forecasting
  • Audits
  • Investments
  • Portfolio Management
  • Business Intelligence Analysis
  • Risk Reporting
  • MS Office
  • Microsoft Office
  • Strategic Financial Planning
  • GAAP and Statutory Reporting
  • Financial and Operational Reporting
  • Audit Coordination
  • Bilingual
Work History
October 2019-CurrentFinance Specialist | Company Name | City, State
  • Performed financial and sales analysis and determined best practices to mitigate risk with customers.
  • Reviewed and submitted financial documentation and reports to support business financial goals and objectives.
  • Maintained agile, responsible organization with sustained revenue growth by monitoring industry forecasts, honing budgets and adjusting marketing strategies.
  • Recorded costs prior to close and drove reimbursement to control margins.
  • Formulated financial data and analysis to support risk management and made recommendations to management.
  • Increased sales by 10%
  • Reduced closing time for monthly and quarterly close by 8% by implementing new consolidation procedures.
January 2017-September 2019Teller Operations Specialist | Company Name | City, State
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Executed wire transfers, stop payments and account transfers.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Managed over 150 customers per day.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Balanced bank's vault with over $450,000 in it daily.
August 2015-December 2017Operations Coordinator | Company Name | City, State
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Reviewed financial reports each day and investigated variances with accounting staff to keep records accurate.
  • Reconciled monthly operating budgets and shared information with senior management team.
  • Provided direction and guidance to internal teams in order to achieve targets.
  • Collaborated with area managers to evaluate needs and optimize operational plans.
  • Identified and resolved unauthorized, unsafe or ineffective practices by inspecting production areas regularly.
  • Protected company assets from loss such as theft or damage by setting and enforcing effective security policies.
  • Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Developed and implemented daily operations plans such as delivery routes, employee assignments and promotional strategies.
  • Reduced operating budget waste 5% through new inventory management system.
Education
May 2020BBA: Financial Analyst And Applied Investment Research University Of Puerto Rico - Carolina Campus , City
  • Professional development completed in Investment
  • Majored in Finance
  • Member of Air Force Reserve Officer Training Corps (ROTC)
  • Minored in Applied Investment
  • Dean's List 2019-20
Certifications
  • Blomberg's Certificate- 2020
  • Basic Accounting Methods Training - 2019
  • Certified Securities & Investments, FBLA (Future Business Leaders of America - 2019
  • Certified Public Legal Coordinator, SLPR (Public Legal Services) - 2018
  • Certified Assistant Teacher, Head Stars - 2017-18
  • Development of Leadership and Professionalism AFROTC (Air Force Reserve Officer Training) - 2015-17
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Resume Overview

School Attended

  • University Of Puerto Rico - Carolina Campus

Job Titles Held:

  • Finance Specialist
  • Teller Operations Specialist
  • Operations Coordinator

Degrees

  • BBA : Financial Analyst And Applied Investment Research

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