Financial Analyst resume example with 16 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Business Analyst who responds to shifting business needs and priorities in a systematic and effective way. Excels at implementing operational assessments and conducting functional requirements analysis for businesses of all sizes.

  • Accurate forecasting
  • Superior time management
  • Forecasting and planning
  • Business process improvement
  • Cost-benefit analysis
  • Integrated Reporting Information System (IRIS)
  • SAP
  • Business requirements matrixes
  • Project management
  • Advanced problem solving abilities
  • Talented public speaker
  • Requirements gathering
  • Business systems analysis
  • Microsoft Office Suite expert
  • Management information systems
  • Project development and lifecycle
  • SQL certified
  • AGILE 
Boosted customer service ratings by 120% by developing new processes and improving work flow.
Attended 2 Lean Six Sigma and Rapid Improvement events each quarter. Led the development of more than 5 new financial reporting methods to measure productivity and efficiency.
Increased cost-effectiveness by 100% through compliance enforcement and implementation of a new quality control system.

01/2015 to Current
Financial Analyst Department Of Defense Cherry Hill, NJ,
  • Created strategies to develop and expand sales of services to existing customer which resulted in a 45% increase in annual revenue.
  • Organized and removed online banking files no longer in use.
  • Scheduled staffing for the main branch Received regional branch recognition award for a 100% sales increase.
  • Continued education on current banking products and services through Bank of America Learning Portal.
  • Pulled daily branch sales and operations reports.
  • Exceeded quarterly sales goals by 60%.
  • Created member account profiles on online banking program.
  • Executed wire transfers, stop payments and account transfers Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
04/2009 to 01/2015
Client Service Representative Cae Williamsburg, VA,
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Organized, stocked and maintained the teller window area.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Coordinated daily cash reconciliation at a high-volume location.
  • Handled various accounting transactions.
  • Processed exchange and foreign currency.
01/2007 to 01/2009
Assistant Manager Sbarro White Plains, NY,
  • Answered questions regarding the store and its merchandise.
  • Greeted customers and ascertained customers' needs.
  • Maintained records related to sales.
  • Prepared sales slips and sales contracts.
  • Helped customers with questions, problems and complaints in person and via telephone.
  • Verified that all customers received receipts for purchases.
  • Developed positive customer relationships through friendly greetings and excellent service.
  • Trained and served as a peer coach for new sales associates.
01/2005 to 01/2007
Sales Associate Barrett Business Services Hickman, CA,
  • Greeted customers in a timely fashion while quickly determining their needs.
  • Recommended merchandise to customers based on their needs and preferences.
  • Wrote sales slips and sales contracts.
  • Responded to customer questions and requests in a prompt and efficient manner.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Contributed to team success by exceeding team sales goals by 120%.
Expected in
MBA: Business , Current
University of Phoenix - Atlanta, GA
Business , Current
Expected in 2012
Bachelor of Science: Business and Finance
University of Phoenix - Atlanta, GA
Business and Finance
accounting, approach, articulate, ATM, banking, Business development, coach, communication skills, concise, contracts, credit, databases, documentation, fashion, Finance, Excel, exchange, money, window, Word, policies, requirements gathering, sales, SQL, staffing, telephone, Visio, Workflow analysis

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Resume Overview

School Attended

  • University of Phoenix
  • University of Phoenix

Job Titles Held:

  • Financial Analyst
  • Client Service Representative
  • Assistant Manager
  • Sales Associate


  • MBA
  • Bachelor of Science

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