Financial Analyst Resume Example
Ambitious and detail oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments. Seeking a change in location and growth-oriented position; such as Financial Planning Associate. Seeking a position with career trajectory towards achieving Certified Financial Planner designation. Currently pursuing CFP® marks with anticipated CFP® Board exam date September 2020 and hours of experience to be met by January 2022. Motivated to learn and grow into a trusted financial advisor in the wealth management industry.
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- Supports senior team members with analysis, client service and technical assistance
- Learns technical skills to prepare to service clients as Financial Advisor, including topics such as WMS public and private investments, cash flow projections, insurance, tax planning, and estate planning
- Coordinates meeting follow-ups as assigned and collaborates with other team members as appropriate
- Enters information into financial planning software , eMoney, and prepares financial plans, special reports and analysis
- Fills out necessary forms for opening or maintaining accounts on as needed basis on Schwab and TD Ameritrade platforms
- Sets up and retrieves reports in the portfolio management system
- Assists in generating performance reports
- Contributes as a team member in the advanced planning and estate planning committees
- Assisted Senior Client Advisors with preparation of tax documents for clients CPA's
- Assisted Senior Client Advisors with preparation and update to client financial information
- Assisted Senior Client Advisors with preparation of client's cash flow statements, quarterly reports, and meeting agendas
- Gathered client financial information, organize electronic case files, and maintain office filing system
- Demonstrated trustworthiness by conducting end-of-day banking and reconciliation independently
- Improved sales by building trust and maintaining customer relationship
- Assisted with store stocking, floor-sets, and submitting reports to upper management
- Monitored and updated schedule based on daily needs
- Managed pool operations which included opening and closing pool facilities, monitoring chemical and water levels, and maintaining facilities
- Insured safety of staff, 100+ members, and guests
Towson University - City
- Majored in Personal Financial Planning
- Minored in Finance
- Graduated with 3.65 GPA
- Vice President and founder of the Women in Finance Club
- Member of Kappa Delta Sorority
- Conducted into the Honor Society of Order of Omega
- Certified in Bloomberg Market Concepts 2019
- Dean's List 2015-2019
- Received 2018 Financial Planning Association of Maryland CFP Certification Merit Scholarship
- Microsoft Office Specialist Excel 2016
- Received Out of State Academic Scholarship
Council Rock High School North - City, State
Vice President
Women in Finance Club at Towson University
08/2018 to 05/2019
- Founded the club with 2 other Personal Financial Planning majors to bring awareness to the lack of female presence in the finance industry
- Elected Vice President of the club before the start of the Fall 2018 academic year
- Corresponded and collaborated with 15 other members to plan events where important issues regarding women in the finance industry were discussed
- Invited and corresponded with women professionals in the Maryland financial industry, whom presented career development presentations for the 15 members and 5 non-members from the Towson University Business School
Budget Committee
Kappa Delta Sorority at Towson University
01/2017 to 05/2019
- Developed, analyzed, and finalized the budget for 130 chapter members
- Corresponded and collaborated with 10 other members to prepare the budget
T-Shirt Chair
Kappa Delta Sorority at Towson University
08/2018 to 05/2019
- Developed and maintained professional relationships with multiple vendors through constant communication
- Created designs of promotional gear for 89 chapter members, meeting both budget and national restrictions
Greek Ambassador
The Office of Fraternity and Sorority Life at Towson University
05/2017 to 05/2018
- Planned and participated in activities that promoted student health, wellness and appropriate risk management behaviors
- Acted as a Greek Emerging Leaders Mentor, TIPS Trainer, Anti-Hazing Trainer, and Risk Management Trainer
- Developed and presented successful risk management presentations for 600 Towson University Greek Life students
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Resume Overview
School Attended
- Towson University
- Council Rock High School North
Job Titles Held:
- Financial Analyst
- Financial Planning Intern
- Sales Associate
- Lead Pool Attendant
Degrees
- Bachelor of Science : Business Administration
High School Diploma
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