financial business specialist resume example with 17+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Highly talented investment and financial professional with over 6 + years of working experience in investment and financial sectors. Proficient at analyzing market data and drawing financial inferences. Ability to prepare financial reports and effectively communicate course of action to clients and colleagues. Financial Economist. Member of South Africa Institute of Business Accountant. Registered member of South Africa Institute of Tax professional. Certified Chartered Account in the Democratic Republic of Congo ( ONEC).

  • Capital Budgeting & Cash Flow analysis
  • Financial modelling
  • Tax expertise
  • Business & Financial analysis
  • Stock market and Financial Assets
  • Investment, Financial planning and Assets Allocation
  • Accounting & Due Diligence
  • Micro & Macro Economic Analysis
  • Business Development
Work History
Financial & Business Specialist, 07/2018 - Current
Nationwide Gainesville, FL,
  • Assist clients investing in Africa and advise on tax-related issues in various sectors such as natural resources, energy, and infrastructure relating to taxes (mining taxation, customs duties, Excise tax, and exchange rate regimes)
  • Analyze and assess taxation regimes for mining sector to best advise and assist clients with competitive rates available for optimum operations in Africa
  • Assist in due diligence process during mergers and acquisitions and advise on financial and fiscal implications with 5 transactions average per period
  • Prepare and host data room while coordinating legal and advisory teams and facilitating due diligence processes
  • Assist firm in its financial and business developments
  • Provide financial consultation and assistance to clients investing in African countries from North America
  • Country macroeconomic and industry analysis in Sub Saharan Africa by analyzing data to identify opportunities
  • Assist in financial litigation, quantification of economic damages, and export opinion report.
Investment & Financial Planner, 03/2012 - 06/2018
Carta Palo Alto, CA,
  • Developed and presented detailed analysis of investment performance, portfolio attributes, and benchmark composition to evaluate investment strategies
  • Performed financial and risk analysis, highlight shortfall, and advise on investment strategies
  • Investments and tax planning
  • Managed over 100 clients investment portfolios by providing one-on-one service when meeting with clients to understand assets and long-term as well as short-term investment goals to devise personalized financial plan
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Fund Accountant, 09/2007 - 03/2012
JP Morgan Chase City, STATE,
  • Monitored and managed fund cash flows and expenses;
  • Calculated over 15 funds' net asset value on basis of equity prices and money market and bond yield;
  • Reconciled daily trading transactions to ascertain necessary month-end adjustment measures and assist fund managers;
  • Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes;
  • Assisted in preparing audit schedules, compliance reports, and financial statements.
Financial Assets Pricing Analyst, 02/2007 - 08/2007
State Street Bank City, STATE,
  • Equity & swaps prices analysis and validation of over 30 assets
  • Money market & bond yield pricing
  • Carefully monitor market trends to ascertain best pricing for financial assets
  • Identified key areas that could be enhanced and implemented successful process improvements
  • Internal audit
Assets Administration, 04/2004 - 02/2007
Oasis Asset Management Group City, STATE,
  • Performed daily cash reconciliation & money market transaction
  • Performed trade reconciliation with broker's reports
  • Calculated of over 10 Funds asset net value calculation
  • Performed fund accounting & investment administration
  • Risk assessment and compliance
  • Assisted in South African Reserve Bank reporting
Gordon Institute of Business Science: Foundation Programme in Private Equity, Expected in 08/2020
University of Pretoria - Pretoria, South Africa,
Status -
Master of Arts: Finance, Expected in 04/2009
University of Cape Town - Cape Town, South Africa,
Status -
Bachelor of Arts: Economics, Expected in 10/2003
University of Cape Town - Cape Town, South Africa,
Status -
Postgraduate Degree in Economics And Monetary Pol.: , Expected in 07/1998
University of Kinshasa - Kinshasa, Democratic Republic Of Congo,
Status -

• Affiliated Member of The National Association of Certified valuators

and Analysts, Utah, United States of America

• Member of South African Institute Business Accountants (SAIBR

741), Pretoria, South Africa

• Member of South African Institute of Tax Professional (SAIT),

Pretoria, South Africa

• Chartered (Expert) Accountant (ONEC), Kinshasa, DR Congo

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Resume Overview

School Attended

  • University of Pretoria
  • University of Cape Town
  • University of Cape Town
  • University of Kinshasa

Job Titles Held:

  • Financial & Business Specialist
  • Investment & Financial Planner
  • Fund Accountant
  • Financial Assets Pricing Analyst
  • Assets Administration


  • Gordon Institute of Business Science
  • Master of Arts
  • Bachelor of Arts
  • Postgraduate Degree in Economics And Monetary Pol.

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