Livecareer-Resume

Ip Consulting Financial Operations Manager Resume Example

Love this resume?

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
Polymath. Dynamo. Vivacious. Extremely organized, detail-oriented, multi-tasker with excellent communication, interpersonal, and analytical skills. Thrives in fast-paced environments while maintaining accuracy, efficiency, and enthusiasm. Experienced in sales, business development, customer service, and project management.
Skills
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Education and Training
University of California Santa Barbara, CA Expected in Assisted with Capital Campaigning for the club *Wrote and edited endowment Investment Policy Statements (IPS) ACADEMIC : - GPA :
, Expected in 2004 Bachelor of Arts : Letters and Sciences Psychology, Dramatic Arts German - GPA : Letters and Sciences Psychology, Dramatic Arts German
Accomplishments
Experience
Fidelity Investments - IP Consulting Financial & Operations Manager
Austin, TX, 07/2013 - Present
  • Manage accounting operations including billing, A/R, reconciliation, tax preparations, and financial forecasts.
  • Create P&L reports for cost accounting and budget analysis.
  • Assists in marketing, finding new leads, and acquiring new contracts which led to at least 25% increased revenue year over year.
  • Oversee and manage Human Relations and Human Resources.
  • Responsible for booking travel and event planning.
State Of Montana - Investment Advisor Representative
Custer, MT, 10/2006 - 07/2011
  • One of the top advisors from 2007-2010 with proven track record for success by exceeding sales goals year over year.
  • Awarded one of Woodbury's VIP Advisors in 2007-2008, which is only awarded to the Top 4 Representatives in our Division.
  • Part of Woodbury's Prestigious Eagle's Circle and Hartford's Elite Monarch Society.
  • Created financial strategies for individuals and companies to meet personal and business goals.
  • Specialized in estate planning, insurance, and retirement plans.
  • Interviewed clients to analyze financial information and create complex financial plans and implementation.
Ncr Corporation - Regional Administrative Assistant
Freehold, NJ, 10/2005 - 10/2006
  • Organized Monthly Budgets for 10+ stations, which included creating and reconciling End of Month Reports.
  • Authorized and arranged travel and hotel accommodations for employees.
  • Planned and implemented meetings and large events.
  • Liaison for Managers and Supervisors regarding company policy and related issues.
  • Accountable for collecting, analyzing, and computing information into graphs for reporting to all Directors and Managers of the company.
  • Managed and approved employee payroll and benefits packages.
Mcdonald's - Customer Service Supervisor
Livonia, MI, 05/2002 - 10/2005
  • Executed appropriate procedures during regular and irregular operations, including writing extensive reports on complex incidents and corresponding with the proper authorities.
  • Promoted marketing plans for improvement of revenue and sales for United, Delta, and SkyWest Airlines.
  • Supervised and delegated 15+ employees and oversaw all facets of customer service operations.
  • Awarded numerous customer satisfaction letters and accolades.
  • Responsible for communicating and implementing company policies and directives with staff.
  • Administered employee evaluations.
Gap Inc - Customer Service Specialist
City, STATE, 06/2000 - 09/2002
  • Responsible for banking and depositing daily revenue, as well as store fund availability.
  • Implemented marketing strategies provided by the company to increase the interest and responsiveness of the buyer.
  • Assisted with store merchandising and logistics, promoting sales and productivity.
  • Specialized in clientele services and acted as a personal shopper for high profile customers.
Interests
Bullis Charter School Los Altos, CA Volunteer/Child Advocate August 2014 - Present *Organize and execute school events *Spearhead committees which oversee auction acquisitions, fundraising, and event planning *Manage volunteers and event information through Google docs and spreadsheets Mid-Peninsula Boys & Girls Club San Mateo, CA Board of Directors - Chair of Resource Development May 2009 - May 2014 Financial Board Member - Secretary Jan 2010 - Dec 2013 *Helped oversee Club decisions and activities through Board Governance *Organized major fundraising events for Club, including identifying new donors, and securing Auction donations *Increased Club fundraising revenue by $20k-$50k per event. *Helped facilitate prudent financial management practices
Skills
ACADEMIC, accounting, banking, benefits, billing, budget analysis, Budgets, contracts, cost accounting, clientele, clients, customer satisfaction, customer service, event planning, financial, analyze financial information, financial forecasts, graphs, Human Resources, Human Relations, insurance, letters, logistics, marketing plans, marketing strategies, marketing, meetings, Monarch, payroll, policies, reconciling, reporting, sales, store merchandising, tax
Additional Information
  • COMMUNITY LEADERSHIP Bullis Charter School Los Altos, CA Volunteer/Child Advocate August 2014 - Present *Organize and execute school events *Spearhead committees which oversee auction acquisitions, fundraising, and event planning *Manage volunteers and event information through Google docs and spreadsheets Mid-Peninsula Boys & Girls Club San Mateo, CA Board of Directors - Chair of Resource Development May 2009 - May 2014 Financial Board Member - Secretary Jan 2010 - Dec 2013 *Helped oversee Club decisions and activities through Board Governance *Organized major fundraising events for Club, including identifying new donors, and securing Auction donations *Increased Club fundraising revenue by $20k-$50k per event. *Helped facilitate prudent financial management practices

By clicking Build Your Own Now, you agree to our Terms of Use and Privacy Policy

Disclaimer
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

65Fair

Resume Strength

  • Formatting
  • Length
  • Personalization
  • Strong Summary
  • Target Job

Resume Overview

School Attended
  • University of California
Job Titles Held:
  • IP Consulting Financial & Operations Manager
  • Investment Advisor Representative
  • Regional Administrative Assistant
  • Customer Service Supervisor
  • Customer Service Specialist
Degrees
  • Assisted with Capital Campaigning for the club *Wrote and edited endowment Investment Policy Statements (IPS) ACADEMIC
  • Bachelor of Arts

Similar Resume

View All
Operations Consulting Manager
Operations Manager / Consulting
Global IP Manager