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Financial Analyst Resume Example

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FINANCIAL ANALYST
Professional Summary

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.

Skills
  • Adobe software
  • Customer Relationship Management
  • Regulatory Compliance
  • Excellent attention to detail
  • MS Office
  • Extremely quick learner
  • Detail-driven
  • Communication abilities
  • Team Player
  • Privacy and confidentiality
Work History
07/2019 to Current
Financial AnalystWMS Partners – Towson, MD
  • 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
02/2020 to 05/2020
Financial Planning InternWMS Partners – Towson, MD
  • 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
06/2017 to 09/2017
Sales AssociateNordstrom – Towson, MD
  • 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
05/2015 to 09/2016
Lead Pool Attendant5800 Boardwalk Condominiums – Ventnor City, NJ
  • 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
Education
05/2020
Bachelor of Science: Business Administration
Towson University - Towson, MD
  • 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
05/2015
High School Diploma
Council Rock High School North - Newtown, PA
Leadership Experience

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

Companies Worked For:

  • WMS Partners
  • Nordstrom
  • 5800 Boardwalk Condominiums

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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