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Financial Analyst I/ Accountant I/ Team Leader Core Team Resume Example

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FINANCIAL ANALYST I/ ACCOUNTANT I/ TEAM LEADER CORE TEAM
Summary

Over 12 years of broad professional experience including accounting, tax preparation, banking, finance, purchasing and customer service. Detail oriented with excellent problem solving, negotiation, organizational and research skills. Ability to work independently or as a team player. Proficient in MS Word, Excel, Outlook, PowerPoint, QuickBooks, Drake tax preparation software. Bachelor's in Accounting, MBA in International Business, fluent in English and Spanish, CPA Candidate.

Highlights
  • General and tax accounting
  • Account reconciliations
  • Analytical reasoning
  • Financial statement analysis
  • Complex problem solving
  • Effective time management
  • Strong organizational skills
  • Flexible team player
Experience
Financial Analyst I/ Accountant I/ Team Leader Core Team08/2012 to Current
BROADRIDGE FINANCIALPhoenix, Arizona
  • Process daily activity by validating data received from custodians posting data to accounting system. Reconcile positions held within the fund on a daily basis to those reported by custodian.
  • Create and send out monthly and quarterly schedules as necessary.
  • Identify securities and cash outages to balance general ledger.
  • Obtain and update special security prices such as annuities and life insurance.
  • Run general ledger reports on a daily basis for assign groups and review for accuracy.
  • Research corporate actions and submit activities for processing.
  • Submit trades for unreconciled positions due to price differences and rounding.
  • Hired for the Individual accounts IDA team was able to quickly learn the job and was additionally assigned to the scripts team.
  • After 6 months in department was assigned to a more specialized team within the same department, the NSCC core team, where transactions are more complex and more sensitive.
  • Successfully completed projects to clean accounts with discrepancies and outages dating from 2010 and bring them up to date.
  • Work very closely with other teams helping them to research complex outages, perform analysis when help is needed to meet deadlines.
  • Currently assign as a Group Leader for a 5 people team.
Accountant09/2009 to Current
RED LINE PIZZERIAMesa, Arizona
  • Small delivery restaurant with sales of 300,000+ per year.
  • Process daily sales activity and post it to Quickbooks.
  • Register accounts payable accruals and reconcile AP accounts.
  • Calculate, file and pay monthly sales taxes.
  • Produce financial statements and prepare income taxes for the company and also individual tax forms for the owners.
  • Monthly reconciliation of multiple bank accounts.
  • Key Accomplishments Successfully assisted owners in the creation of their company, preparing corporation filing paperwork, setting up bank accounts and merchant accounts.
  • Created chart of accounts for the company and obtained required licenses to operate (TPT, Maricopa County Environmental food establishment license, food handlers cards, etc).
  • Actively involve d in lease contract negotiation obtaining five months without rent payment and three years flat price with utilities included .
Licensed Personal Banker/Business specialist09/2009 to 01/2012
ChaseAvondale, Arizona
  • Acquire, retain and deepen relationships creating outstanding customer experience.
  • Productively meet with customer face to face or over the phone to discover their financial needs and provide product and service recommendations.
  • Partner with specialists (Loan Officer, Financial Adviser, etc) to ensure customer access to specialized services.
  • Help the branch meet sales and customer service objectives.
  • Prospect for business opportunity in the branch and follow up leads provided by tellers, bankers and partners.
  • Maximize depth and profitability business of customers partnering with other specialists.
  • Interpretation of numbers, trends and data to make effective decisions and recommendations.
  • Risk analysis of customers to reduce the likelihood of fraud and money laundering and prevent losses to the branch.
  • Key Accomplishments Acquired a large loyal customer base as their Personal Banker, and was able to obtain referrals and more business from these customer.
  • Obtained different recognition awards such as "Highest district sales for the month" and "Highest business referrals to Business Bankers".
  • Promoted from Personal Banker to Business Banker due to professional qualifications and high referral numbers to Business Banker.
  • Successfully established a book of business customers through excellent customer service and consistent follow ups.
Financial Adviser09/2008 to 08/2009
EDWARD JONESGoodyear, Arizona
  • Investments and financial planning company composed by independent Financial Advisor's offices.
  • Identified opportunities to expand client relationships.
  • Prospected, managed and retained key clients.
  • Understood the clients investment goals and objectives and developed a diversified investment plan and strategy to meet goals using developed models and recommended products.
  • Advised clients with complex investments relationships on asset allocation and portfolio construction for strategic tactical decisions.
  • Key Accomplishments Obtained required investment producer licenses in less than 8 weeks of study passing the three tests at the first attempt.
  • Started bookof business by face to face interaction door knocking at the nearby neighborhoods and reaching out to friends and family.
Purchasing Manager and Inventory11/2002 to 09/2008
SMITH MOULDING WHOLESALEPhoenix, Arizona
  • Wholesale distributor of wood moulding, fixtures, doors, hardware, etc.
  • Managed inventory in excess of 4 million dollars for 20 lines of products and over 2500 items.
  • Analyzed sales and forecast sales for six months in advanced, following the budget established by the controller.
  • Managed inventory to reduced excess of product, substitute similar products and to eliminate dead inventory.
  • Traveled domestically and outside of the country to tour prospective and existing vendors plants with the objective of establishing a working relationship or to strengthen existing ones.
  • Worked very closely with company CEO,salesmen and controller to coordinate company needs of new items, inventory levels and extraordinary large purchases of product.
  • Placed purchase orders and track the product delivery through container tracking and sometimes booking the trucks to haul the product from other states.
  • Key Accomplishments Reduced order placement error up to 99% by creating a MSAccess database containing the more than 2500 sku numbers to automatically get item description just typing the number.
  • Purchase orders before this database was implemented were handwritten.
  • Established direct relationship with vendors in countries such as Brazil, Chile, Argentina, Mexico, Russia and China contacted at different industry conventions and work related trips.
  • Buying direct from these foreign companies and eliminating the broker saved the company more than 20% in product cost, which increased the company market share.
  • Responsible for strategic alliances with other local companies in the industry to reduce transportation costs to be able to keep lean inventories.
Education
Master's Degree: Business AdministrationWestern International UniversityPhoenix, Arizona

Business Administration

Bachelor's Degree: AccountingInstituto TecnologicoCuauhtemoc, Chihuahua, Mexico

Accounting

Additional Information
  • FINRA Licenses Series 7 and 66, Life and Health Insurance
Skills
accounting system, accounts payable, accruals, AP, balance, book, budget, hardware, contract negotiation, controller, client, clients, excellent customer service, customer service, validating data, database, delivery, doors, filing, Financial, Financial Adviser, financial planning, financial statements, forms, general ledger, insurance, Interpretation, inventory, inventory levels, Investments, Team Leader, market, access, MSAccess, money, producer, Quickbooks, reporting, Research, Risk analysis, sales, securities, scripts, strategy, strategic, strategic alliances, tax, taxes, phone, transportation, typing, utilities
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Resume Overview

Companies Worked For:

  • BROADRIDGE FINANCIAL
  • RED LINE PIZZERIA
  • Chase
  • EDWARD JONES
  • SMITH MOULDING WHOLESALE

School Attended

  • Western International University
  • Instituto Tecnologico

Job Titles Held:

  • Financial Analyst I/ Accountant I/ Team Leader Core Team
  • Accountant
  • Licensed Personal Banker/Business specialist
  • Financial Adviser
  • Purchasing Manager and Inventory

Degrees

  • Master's Degree : Business Administration
    Bachelor's Degree : Accounting

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