Finance

Finance
Resume examples

Resume Examples Objectives and summaries Templates
Finance
Finance
Resume examples

59Finance resume examples found

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Banking

Loan officer

Experienced

Managed complex portfolio of construction mortgage and commercial loans monitor escrow and PMI payments; evaluate financial data related to new and renewal loan requests. Diligently processed approximately 500 loans, reviewing collateral including UCC statements and Deed of Trust filings; created internal and external reports in regard to the company’s portfolio and asset performance. Collaborated with lender representatives and Client Manager to review and verify borrowers' income, loan repayment schedule, collateral, risk identification, credit reports, property appraisals, and title insurance documents, to prepare and submit loan applications; ensured all operations comply with company policies, Fair Lending, FDIC, and banking regulations. Selected to join Diversity & Inclusion committee to support companywide efforts.

  • Performed ad-hoc analysis and reporting; mitigated risk factors through careful analysis of financial and statistical data.
  • Centralized Standard Operating Procedures (SOP) into a live excel document, improved the accuracy and efficiency of the communication workflow.
  • Impacted performance metrics with lowest error rate on the team; utilized excel document to track daily employee progress, to accurately achieve established goals.

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Loan processor

Experienced

Oversaw a variety of Loan Servicing functions including Commercial, Real Estate, and Consumer loans. Processed final closing and distribution of paid loans and payoff demand statements. Guided lenders and staff regarding documentation, commercial loan booking, and underwriting compiled and stored credit and collateral files as per state, federal, and banking regulations. Analyzed loan data, documentation, and calculations per GAAP standards; identified risks and recommended policies /procedures to correct deficiencies and improve performance.

  • Conducted system data quality audits for all loans and transferred loan specifications to the Fiserv banking system; updated rate changes, borrowing base, loan grades, and payment changes into the system.
  • Resolved issues related to the overall financial integrity of banking institutions including loan investment, portfolios, capital, earnings, and large troubled accounts.
  • Performed routine credit transactions including new loan funding, advances, payments, payoff, paydown, and fee waivers.

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Financial analyst

Financial analyst

Experienced

Recruited to undertake due diligence and restore company profitability, involving considerable improvements to finance, HR, payroll, and legal operations. Managed product initiatives including sourcing, contracting and designing business models and break-even analyses.

  • Directed final infomercial campaign and closer of U.S. business, and retrained staff to provide industry analysis and U.S. best practice research and analysis of U.S. retail best practices.
  • Reviewed contracts for international product distribution and OLM.
  • Completed and managed annual budgeting and monthly financial reporting.
  • Achieved recovery by liquidating inventory, producing a 38% recovery rate, and eliminating unprofitable campaigns.
  • Utilized forensic accounting expertise to identify $300,000+ of missing accounts receivables previously missed by auditors from third-party distributors and negotiated settlement.
  • Minimized losses by identifying and creating database queries to track unshipped products.
  • Reduced call center costs by identifying and resolving customer service issues.
  • Increased order conversion by launching a live representative call center.
  • Established new accounting closing procedures and policies, reducing monthly close from 25 to 10 days.
  • Collaborated with auditors to complete an annual audit that was four months behind schedule from previous management.

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Financial analyst

Experienced

Directed general accounting, finance, and budgetary control, maintenance of fiscal records, and preparation of financial, sales, and operational reports. Presented accounting and financial statement and analysis data to the executive team and recommended improvements.

  • Collaborated with senior sales leadership, human resources, accounting, and finance departments to define optimal performance measurements and management programs – partner in the development of annual rebate, incentive, and general compensation programs.
  • Developed and executed analysis of business initiatives, product launches, new service offerings including discounts; work closely with sales and marketing to establish pricing strategies.
  • Implemented key processes and strategies to achieve the company’s financial goals and objectives.

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Insurance

Insurance agent

Experienced

Promoted Allstate Insurance products and services in all endeavors by utilizing up-selling and innovative sales strategies. Advised clients on various asset protection insurance coverage options and utilizes an expert consultative selling approach with clients; known as a trusted advisor. Collaborates with external partners and the local community for referrals. Serves as a liaison between the agency and community to promote insurance products and services. Provides training to new hires on all products, services, sales, and computer systems.

  • Awarded outstanding sales award by Allstate Life insurance and earned Sales Championship Commitment to Excellence.
  • Optimized profitability by continually training, motivating, and mentoring sales associates during business strategies and decision-making processes.
  • Facilitated an inclusive environment that encourages professional growth; Ensured all sales representatives complete sales and service education training; Increased participation rate by 30%.
  • Recognized by managers as a self-motivated professional who consistently delivers outstanding results through problem-solving, communications, and interpersonal strengths.

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Claims manager

Experienced

Managed complex claims litigation, service standards, reporting procedures, statutory compliance, and efficient operation for 6 upper midwestern regions while serving as an expert on all issues related to severe commercial general liability claims and automobile claims including commercial equipment and toys(boat, motorcycle, RV). Built high-performing teams through hiring mentoring, and coaching while overseeing claims teams ranging from 8-10 employees. Provided strategic direction and leadership to the Nationwide Blue Ribbon glass program.

  • Investigated, evaluated, and negotiated severe and complex claims and litigation to a successful resolution ensuring compliance with company quality standards, state, and federal regulations.
  • Negotiated labor rates with vendors by utilizing data collected through analyzing market conditions during the claim processes while advocating for clients throughout the claims process to help clients reduce the cost of claims and provide clients with the necessary information to determine the best claims management approach for their organization.
  • Maintained staff retention, efficiency, and morale even during the time of downsizing through engaging employees, generating a team environment, sharing business goals with staff, and creating action plans for managers.
  • Facilitated Digital Claim processing; boosted performance and improved efficacy and productivity.
  • Cultivated positive relationships with vendors to utilize their training resources to develop talent.
  • Received Bravo Associate Recognition for people engagement; created an engaging and challenging work environment for the team resulting in high engagement results.
  • Sustained employee engagement rate at top 5% across the nationwide teams for 3 consecutive years.
  • Increased alternative parts utilization from 30% to 45%.

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Finance manager

Finance manager

Senior

Provided leadership to the executive team, senior management, and sales leadership on financial planning, investments, budgets, cash flow, sales forecasting, and process improvements while directly managing sales operations. Managed the day-to-day inputs for the company financial forecast while serving as a solid foundation and knowledgeable advisor throughout the financial decision-making process.

  • Established high levels of quality, accuracy, and process improvements; ensure all efforts are appropriately integrated with all other departmental processes across the organization.
  • Successfully mitigated Covid-19 impact and maintained $400K EBITDA through cost reduction and capturing incremental revenue.
  • Negotiated a $250K Equipment Financing Agreement with collateral loan repayment (new packaging with 1-year payback).
  • Supervised the preparation of monthly, quarterly, and annual financial statements and represented management on the Audit Committee.
  • Added $700K to net income through an effective annual strategic planning and budgeting utilized contribution margin.

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Finance director

Experienced

Oversaw the day-to-day financial activities including accounts payable, accounts receivable, and payroll. Established financial policies and procedures; managed financial reporting and monitoring compliance. Debt refinanced $1.7M to secure more favorable contract terms. Sourced funding by presenting a 3-year income model, business plan, and performance analysis to prospective equity investors, commercial banks, and leasing companies.

  • Debt sourced $600K in working capital financing and conducted regular performance analysis of investment options and processes for smooth flow of business. Secured collateral releases and executed sale/leasebacks, renegotiated debt terms, and obtained unsecured debt.
  • Created 13-week cash forecast integrated with SAP and sales forecasts.
  • Reported directly to Board of Directors with full strategic planning, operating, legal, sales, and P&L oversight.
  • Grew YOY sales growth by 150% by leveraging financial analysis and reporting tools to CEO and Sales leadership.
  • Executed analysis of business initiatives, performed direct/indirect cost analysis and standard cost burdens, demand planning, and stepped in as an advisor to fine-tune the pricing strategy.

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Financial advisor

Financial advisor

Experienced

Provided insurance and financial services and education to empower people to choose the best financial solutions for their life and legacy needs. Leveraged low- to no-risk life insurance, retirement, business, and estate planning products and solutions. Collaborated with external partners and the local community to promote financial products, services, and wealth accumulation.

  • Identified and analyzed the clients’ financial and insurance needs and long-term financial goals.
  • Conducted reviews of client portfolios, assessed strategies based on objectives and risk profile, identified opportunities and prepared customized low- to no-risk insurance and retirement solutions.

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Financial consultant

Experienced

Provided investment opportunities for Fortune 500 corporations, governments, and some of the world’s most affluent investors. Fostered relationships at the topmost levels while charting and executing value-driven transactions. Business and Market Impact.

  • Delivered double-digit growth for multi-billion- and multitrillion-dollar accounts.
  • Developed industry-first self-regulated hedge fund vehicle. Saved $12M annually by refocusing the strategy and introducing efficient processes for operations and client services. Opportunity Analysis, Deal Structuring, and Execution.
  • Introduced new markets and asset classes for corporations, wealth fund managers, and investors worldwide.
  • Captured 100% market share in emerging countries for some of the world’s fastest-growing technology companies.

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All job titles Actuary Bank teller Banker Claims adjuster Claims manager Credit analyst Finance director Finance manager Financial advisor Financial analyst Financial consultant Insurance agent Investment banker Loan officer Loan processor Personal banker Private equity analyst

Objectives and summaries

Summary examples

Banking

Methodical and customer-oriented professional, with 2 years’ experience in customer facing positions in high-pressure and fast-paced work environments within the retail sales industry. Offering practiced communication and critical thinking skills to resolve client issues and address complaints.

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Financial analyst

Accomplished Senior Financial Analyst, offering in-depth knowledge and extensive experience in directing and advising on all aspects of complex financial and accounting processes. Effectively utilizes various financial techniques to analyze financial data, recommend tools, systems, and accounting measures to drive profitable performance. Offers leadership experience with the interpersonal skills needed to build strong relationships. Thrives in fast-paced environments requiring the ability to prioritize and manage multiple projects within time limits.

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Insurance

Highly skilled Insurance agent with 17+ years of documented accomplishments driving up revenue, building exceptional customer relationships, and optimizing profits by selling insurance and financial products. Experienced in banking automation industry; proven ability in closing large, complex sales with C-level executives. Highly effective communicator and negotiator who easily establishes relationships, resolves customer problems, and ensures customer satisfaction. Winner of numerous sales performance awards including 4 presidents club recognitions.

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Finance manager

Methodical finance manager with 6+ years’ professional experience in successfully growing clients’ revenue streams through strategic financial plans and project management. Offering expertise in evaluating business performance, developing detailed financial reports and competition analysis, and cash flow management in support of corporate and individual clients.

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Financial advisor

Client-focused financial and banking professional, offering 12+ years of verifiable experience in financial services and client services operations with leading banking institutions. Equipped with both entrepreneurial and intrapreneurial leadership to drive top/ bottom-line growth. Utilizes excellent communication skills to develop a relationship with cross-functional business partners and key internal and external stakeholders. Implements cutting-edge solutions that foster improved processes, sound credit policies, and profitability.

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Objective examples

Banking

Knowledgeable bank teller seeking position as a bank manager, leveraging working knowledge of large branch banking practices and exceptional customer service. Proven expertise in managing a wide variety of bank transactions, training others, and completing 15% more transactions per hour than the average.

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Financial analyst

A highly astute, energetic, and team-spirited financial analyst graduate seeking a position to meet and exceed an organization’s goals and objectives. Adept at working as part of a cross-functional team or independently. Communicates effectively with all levels of an organization.

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Insurance

Adaptable automotive insurance agent seeking transition to the corporate insurance industry. Leverages customer service, sales ability, and risk management skills, with a demonstrated ability to manage a large portfolio of recurring clients and increase personal sales by 20% year-over-year.

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Finance manager

Accomplished finance manager with over 6 years’ experience in managing, evaluating and redefining team structures to meet strategic operational goals whilst providing financial guidance to organizations. Eager to leverage my leadership skills to drive business goals through strategic financial development initiatives.

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Financial advisor

Strategic financial advisor with a master’s in finance and business management. Offering over 6 years’ experience in financial reporting and analysis to support process improvement initiatives. Looking to drive organizational growth through strategic financial planning at a fast-paced organization.

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