Finance

Finance
Resume examples

Resume Examples Objectives and summaries Templates
Finance
Finance
Resume examples

69Finance resume examples found

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Banking

Bank teller

Entry level

Interactive position requiring relations and adaptive skills to provide the best service to customers.

  • Provided customers with a welcoming atmosphere upon entry into the establishment.
  • Assisted customers in their perusal of product offerings to select one best suited to their needs and preference.
  • Performed checkout procedures to ensure a satisfactory conclusion to the customers visit.
  • Routinely coordinated with colleagues to keep abreast of special service policies/requirements.

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Banker

Entry level

While in college, took on a part-time position as a cashier for a local grocery store.

  • Established cordial relationships with patrons to provide premium services and build loyalty.
  • Efficiently processed all payment transactions in form of cash, checks, and coupons.
  • Provided assistance to customers to help them in their selection of available items.
  • Managed relations with clients and provided them with information on special offers and promotions.

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Financial analyst

Financial analyst

Entry level

Developed strong end-to-end knowledge of the investment and consultancy industry within the company’s structure and through exposure to various functions within Tier 1 and Tier 2 financial organizations. Established relationships with stakeholders from a wide business network and portfolio.

  • Applied analytical skills to process large amounts of data to find profitable opportunities and investments.
  • Supported the consolidated reporting, analysis, and business planning across the company’s investment division.
  • Demonstrated a strong understanding of economic trends, social and political situations, and regulations that could impact a client’s investments.
  • Reviewed potential investments to ensure there were no issues that could lead to complications to the overall health of stable profits.
  • Wrote clear and well-structured business documents to help investors understand growth opportunities and risks.

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Private equity analyst

Entry level

Worked within a fast-paced environment to build client relationships and facilitate strategic financial plans.

  • Leveraged research skills to analyze various market trends to facilitate strategic acquisitions.
  • Participated in meetings along with superiors, top executives and boar members in the firm.
  • Worked within a team of skilled associates to perform due diligence and evaluate the potential returns of investments
  • Performed ad hoc duties as required to improve performance and optimize skills.

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Finance manager

Finance director

Entry level

Employed fiscal policies for effective compliance and was accountable for institutionalizing financial controls for effective management.

  • Developed revenue recognition system and ensured reporting was aligned with the company's accounting policy and IFRS standards.
  • Supervised departmental teams to monitor and cut costs and improved efficiency by implementing various work streams, which helped to save $0.3m.
  • Scrutinized Key Performance Indicators (KPIs) on recurring basis and made Risk/Probability analysis that also helped to detect deviations from annual budgets.
  • Effectively improved the cycle of working capital by reducing no. of days between project closing and billing cycle, increasing current revenue.
  • Reviewed financial reports and updated the team to improve timeliness and accuracy in monthly reporting.

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Insurance

Insurance agent

Entry level

Engaging role utilizing transferrable skills from previous client-facing roles in the retail industry.

  • Leveraged sales and customer service expertise to exceed consistently sales targets.
  • Generated new leads through cold calls and effective communications skills.
  • Successfully optimized customer satisfaction and increased customer loyalty by 18%.
  • Worked to resolve client complaints to ensure overall satisfaction.

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Actuary

Entry level

Executed fundamental analysis on 20+ businesses' financial statements, assets valuations and equity performances to estimate the related risks.

  • Extracted, confirmed, and interpreted data from numerous sources to develop spreadsheets and used complex statistical formulas to complete data analysis tasks.
  • Applied data mining techniques in MS Excel to conclude business prospects.
  • Automated actuarial processes using Alteryx and Visual Basic for applications.
  • Performed profitability & segmentation analyses of various business units and categorized areas that required remediation.
  • Established actuarial models and operated them for various projections. Participated in model development where needed and produced model reports.

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Financial advisor

Financial advisor

Entry level

Managed investment portfolios for over 10 clients with assets amounting to $4 Million.

  • Delivered personalized service to each client, and conducted extensive research to discover reasonable investment prospects for sustainable growth long term.
  • Summarized and evaluated clients’ assets against their long-term financial goals to develop strategic plans to facilitate the attainment of these goals.
  • Researched and presented financial product options and investment opportunities to clients, to facilitate their financial goals.
  • Performed ad hoc data analysis, data extracts and queries using data visualization and analysis tools such as Microsoft Excel.

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Financial consultant

Entry level

Appraised budgets and organized financial reports for executives to verify that all business policies were in compliance.

  • Designed and assisted clients in their investment goals, examined portfolio performance, forecasted investment risks, and commended applicable asset distribution among various investment units.
  • Evaluated clients' overall financial position by reviewing income statements, assets valuation and done detailed cash flow analysis for over 100+ clients through eMoney that enhanced productivity.
  • Created RFPs to develop business contacts with potential investors for various companies while resolving their related inquiries.
  • Formulated and applied new financial accountability procedures through MoneyGuidepro that effectively increased risk management measures.

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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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Finance manager

Forward-thinking financial executive with an impressive track record of implementing high-impact growth strategies, robust internal controls, efficient reporting systems, and decision support driving 20% YOY revenue growth. Navigates organizations through strategic ambiguity to strategic clarity and integrity. Serves as business strategist and catalyst by leveraging data and performance management cycles to address multiple aspects of strategic risk.

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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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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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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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Insurance

Goal-focused insurance agent, recognized for leveraging previous sales and customer service expertise to consistently surpass set sales goals. Looking to build a successful career within an ambitious organization, whilst honing new skills to better execute duties and bring value to clients.

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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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