Finance
Resume examples

Oversaw $5+ billion investment portfolio of complex fixed-income instruments including Collateralized Mortgage Obligations, Mortgage-Backed Securities, Asset-Backed Securities Hybrid ARMs, Corporate Debt, and Money Market Instruments. Established strategic initiatives to enhance liquidity, profitability while complying with asset/liability management objectives. Educated senior management regarding portfolio management and liquidity.

• Executed the investment operations and strategies of the bank streamlining portfolio structure, asset allocation, and risk profile.
• Provided leadership to all trade execution and portfolio servicing activities including trade review, settlement, and documentation, corporate actions, cash, and collateral management across a range of products including bonds, swaps, and exchange-traded derivatives.
• Monitored the compliance of financial instruments with established policies, procedures, and regulations.
• Served as a voting member of the Bank's Asset/Liability Committee for establishing strategic objectives and managing the Bank's risk profile.
• Presented results, strategies, and recommendations to Bank and association senior management, ALCO, and the Board of Directors.
• Instrumented processes for the ongoing assessment of liquidity and marketability of portfolio holdings.
• Worked closely with funding and derivatives personnel in the formulation and execution of debt and derivatives strategies that support the bank's asset/liability objectives.
• Created and maintained policies and procedures, regulatory compliance, and Sarbanes Oxley compliance documentation.

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.

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.

Opened new revenue streams, strategized investments, and improved cash management while overseeing all finance/accounting functions. Managed AP/AR, payroll, and GL reconciliation while continually assessing and enhancing financial performance. Produced short-term and long-term growth plans, implemented stringent internal controls, maintain full regulatory compliance, and ensuring the attainment of operational goals. Negotiated advantageous and profitable contracts.

• Efficiently managed full project lifecycles and completed complex financial initiatives on time and within budget.
• Saved $10K each month, reducing the budget by 30%, after renegotiating electric bills, vendor contracts, and property leases.
• Increased efficiency by 25% by upgrading accounting programs. Evolved systems from spreadsheets to Sage 50 while automating processes.
• Ensured financial stability during the recession; deftly guided corporate finances through rapid growth cycles and the global financial crisis by keeping the business nimble and adapting collection procedures to ever-changing circumstances.
• Enabled the successful completion of random financial audits by working closely with auditors from New York State. Ensured full compliance with OSHA regulations, installed best practices, and mitigated risks.
• Drove tremendous growth and generated 99% of all business through word-of-mouth referrals and repeat business from extremely satisfied customers.

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.