Financial Analyst resume example with 12+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Financial Analyst, 04/2009 to 05/2011
Altice UsaBrooklyn, NY,
  • Prepares weekly ad-hoc statistical Excel spreadsheet reports for management to utilize in tracking financial progress.
  • Provides analyses for a $20million Anti-Money Laundering project, which includes informing management about funding opportunities derived from unliquidated obligations from prior fiscal years.
  • Acts as Lead Auditor during quarterly audits of DEA field division financial statement audits; reports findings to senior management.
  • Conducts internal audits of DEA field divisions and provides suggestions for process improvement.
  • Created a uniform accounting policy manual for all field divisions to utilize when processing financial transactions.
  • Designed and helped management implement an accounting division to maintain orderly accounting records.
  • Collects and analyzes drug law enforcement intelligence information from a variety of sources, including investigations, seized documents, surveillance reports, and other DEA sources.
  • Assists Senior Level DEA agents in preparing Congressional Briefings by developing and justifying budgetary requirements.
Financial Advisor, 10/2007 to 01/2009
First Federal Savings And LoanBainbridge, WA,
  • Responsibilities included marketing and sale of Equity Mutual Funds, Fixed Income Mutual Funds, 529 Plans, Fixed Variable Annuity and Money Market Funds.
  • Kept clients informed about market dynamics that might impact their portfolio while analyzing market conditions and economic trends to select appropriate products.
  • Helped clients consider the tax impact of investment decisions.
  • Increased sales in previously marginal territory by 20% year over year growth.
  • Applied a disciplined approach to aid clients in achieving long-term results through a variety of market cycles.
Licensed Financial Sales Consultant, 04/2005 to 10/2007
First Federal Savings And LoanPoulsbo, WA,
  • Responsible for increasing branch banking profits through sales of various investment and banking related solutions.
  • Provided clients with assistance with all areas of personal banking, such as loan financing and investment services.
  • Successful in contributing to the branch's double digit growth by increasing investment sales during my tenure with PNC.
  • Utilized "Centers of Influence" to generate and increase business referrals.
Financial Advisor, 08/2004 to 04/2005
ZoomSan Jose, CA,
  • Responsible for investment and financial sales.
  • Provided financial and retirement planning for clients.
  • Conducted investment and financial planning workshops for clients and prospects.
Sole Proprietor, 05/2001 to 08/2004
Cambridge Savings BankCambridge, MA,
  • As a Sole Practitioner, provided accounting, tax, and advisory services to individuals and small businesses.
  • Prepared individual, partnership and corporate returns, including consolidated and mult-state corporate returns.
Senior Auditor, 05/2000 to 08/2001
Milligan & Company, LLCCity, STATE,
  • Supervised audits of construction, financial institutions, and non-profit clients.
  • Coordinated and reviewed staff during audit of client year-end balance sheet, income statement, and statement of cash flows.
  • Prepared client year end financial statements and applicable footnote disclosures in accordance with the Generally Accepted Accounting Principles and Governmental Accounting Standards.
  • Reviewed staff working papers for various A-133 audits.
Auditor, 08/1998 to 05/2000
Deloitte & Touche, LLPCity, STATE,
  • Participated in audits of various industries. Industry audit experience included financial institutions, retail, health care, construction, institutions of higher education, and non-profit organizations.
  • As a staff auditor, participated in audits of middle market clients with revenues in excess of $50 million dollars. Evaluated operations and procedures for internal controls. Tested reporting validity of revenue, account receivable, accounts payable and disbursements, payroll, benefit plans, general ledger accounting, debt and equity, and fixed asset accounting.
  • Assisted in preparation of quarterly 10-Qs for SEC audit clients.
  • Helped audit team prepare working papers for the Audit Partners to review.
Bachelors of Business Administration: Accounting, Expected in
Temple University - Philadelphia, PA
Temple University, Philadelphia, PA Bachelors of Business Administration, May 1998 Accounting GPA: 3.33 Cumulative GPA: 3.23
CPA Certified Public Accountant Spanish: Fluent in speech, high level of comprehension ability, advanced levels of reading and writing. Governmental Clearance Level: Secret
Spanish: Fluent in speech, high
Accounting, Clients, Audits, Sales, Audit, Increase, Sales Consultant, Sales Of, Solutions, Through Sales, Excel, Financial Analyst, Internal Audits, Process Improvement, Progress, Account Receivable, Accounts Payable, Benefit Plans, Fixed Asset, General Ledger, Internal Controls, Middle Market, Million, Operations, Payroll, Retail, Retail Marketing, Sec, And Sale, Dynamics, Fixed Income, Increased Sales, Marketing, Microsoft Dynamics, Mutual Funds, Sale Of, Sales In, Territory, Balance Sheet, Cash, Disclosures, Financial Statements, Financial Planning, Strategic Planning, Accountant, Certified Public Accountant, Cpa

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Resume Overview

School Attended

  • Temple University

Job Titles Held:

  • Financial Analyst
  • Financial Advisor
  • Licensed Financial Sales Consultant
  • Financial Advisor
  • Sole Proprietor
  • Senior Auditor
  • Auditor


  • Bachelors of Business Administration

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