Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary
Highly analytical, deadline-driven Performance Analyst who completes accounting activities with accuracy and speed.
Administrative professional offering excellent communication and computer skills. Meets deadlines and works with a high level of multicultural awareness and adaptability.
Work History
Receptionist, 03/2012 to 02/2014
Fairview Health ServicesNew Hope, MN,
  • Answered and managed incoming and outgoing calls while recording accurate message.
  • Planned and coordinated logistics and materials for board meetings, committee meetings and staff events .
  • Operated updated and maintained postage machine.
  • Managed office supplies, vendors, organization and upkeep.
  • Screened all visitors and directed them to the correct employee or office.
  • Organized all new hire, security and temporary paperwork.
  • Maintained a clean reception area, including lounge and associated areas.
  • Helped distribute employee notices and mail around the office.
  • Greeted numerous visitors, including VIPs, vendors and interview candidates.
  • Opened and properly distributed incoming mail.
  • Ordered and distributed office supplies while adhering to a fixed office budget.
  • Coordinated board and committee meetings, including schedules and information preparation and distribution.
Performance Analyst, 03/2009 to 03/2012
Nike IncDuplessis, LA,
  • Reconciled all rates of return against manager's rates of return.
  • Established procedures for custody and control of assets toresolved all discrepancies between custodian and money manager and communicate any unresolved issues to their account manager.
  • Responsible for the overall accuracy of performance numbers generated.
  • Maintained good relationships and effective communication with investment firms, custodians and internal/external clients.
  • Assisted Account Manager of Consultant with financial questions, concepts and problems related to individual accounts.
  • Drafted and reviewed financial statement compilations before being approved by partners.
  • Prepared accurate financial statements at end of the quarter.
  • Prepared financial pages for presentation to senior management.
  • Prepared accurate financial statements at end of the quarter.
Report Production, 03/2007 to 03/2009
Jones Lange Lasalle Inc.Lowes Corner, CA,
  • Report Production Ran internal and external reports of the highest quality using production printers.
  • External reports include consulting and fiduciary performance reports as well as research and proxy reports Punch, bind and collate reports to internal client's specifications within their stated timeliness.
  • Responsible for UPS shipments (i.e. packing, labeling, shipping).
  • Report Production, Senior Responsible for inventory supplies (i.e paper, covers, binder, tabs)
  • Make service calls to equipment vendors when necessary
  • Acted as the focal point for coworkers regarding the setting and changing of daily report production priorities.
  • Identified and helped resolve non-conforming product issues.
Graphics Reports Analysis, 06/2003 to 09/2007
The Marco Consulting GroupCity, STATE,
  • Utilized available software to create graphs, charts, and spreadsheets required for quarterly performance reports created.
  • Created floating bar charts, vertical bar charts and horizontal bar charts.
  • Responded to questions or requests concerning changes from a account provider.
  • Assisted Production assistant with assembling reports prior to duplication
  • Coordinated workload in compliance with individual ship dates
  • Reviewed graphs, c harts and spreadsheets created by other employees for quarterly performance reports.
  • Edited existing PowerPoint slides to enhance the corporate message.
  • Generated new ideas with limited direction and varied internal client needs.
  • Maintained consistent use of graphic imagery in materials and other marketing outreach.
  • Edited existing PowerPoint slides to enhance the corporate message.
Characteristics Analyst - Equity, 05/2000 to 10/2003
The Marco Consulting GroupCity, STATE,
  • Set up S&P 500 and Russell 2000 portfolios and other index portfolios and other index portfolios as requested
  • Adjusted database to reflect relevant changes, example (mergers, name changes)
  • Requested equity characteristics from mutual fund mangers
  • Identify portfolios requiring equity characteristics based on client production schedule
  • Reviewed Consultant and Account Manager meeting notes and make necessary corrections
  • Run appropriate equity characteristics programs
  • Used S&P stock guide and Bloomberg to complete modeling of equity securities with missing information
  • Compared INATD output to custodial data and return data entry problems to data analyst to correct
  • Run portfolio comparison reports against appropriate benchmark
  • Served as a resource for research and special projects
  • Created and maintain appropriate level of documentation
Data Analyst, 09/1995 to 05/2000
The Marco Consulting GroupCity, STATE,
  • Entered numerical data into databases in a timely and accurate manner.
  • Monitored and analyzed financial, statistical and operational data trends.
  • Ran and analyzed monthly revenue risk reports for the executive team.
  • Built and maintained databases for forecasting future financial performance.
  • Handled various accounting transactions.
Bachelor of Arts: Business Management, Expected in Current
Chicago State University - Chicago, Illinois
Diploma: General Business, Expected in
Paul Robeson High School - ,
General Business
  • Critical thinker
  • Works well under pressure
  • Accurate and detailed
  • Flexible
  • Customer service-oriented
  • Excellent communication skills
  • Professional phone etiquette
  • Pleasant demeanor
  • Appointment setting
  • Multi-line phone proficiency
  • Conference planning
  • Report analysis
  • Filing and data archiving
  • Articulate and well-spoken

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School Attended

  • Chicago State University
  • Paul Robeson High School

Job Titles Held:

  • Receptionist
  • Performance Analyst
  • Report Production
  • Graphics Reports Analysis
  • Characteristics Analyst - Equity
  • Data Analyst


  • Bachelor of Arts
  • Diploma

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