Finance

Finance
Resume examples

Resume Examples Objectives and summaries
Finance
Finance
Resume examples
Resume Examples Objectives and summaries

Banking

Bank teller

Experienced

Provided account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, answering customer questions, and referring to other bank services. Ensured compliance with bank operations and security procedures by participating in all dual-control functions.

  • Cross-sell bank products by answering routine inquiries, analyzing customers' needs, promoted banking products and services, and directed customers to a branch representative as needed.
  • Managed cash transactions through reconciliation, counted and packaged currency and coins, turned excess cash and mutilated currency to head teller, maintained supply of cash and currency.

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Investment banker

Experienced

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.

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Financial analyst

Private equity analyst

Experienced

Performed technical due diligence for $1B+ acquisitions and effectively recommended post-merger action, modeled integration costs, an appropriate mix of investments, potential risks, and opportunities using technical accounting expertise and researcher and executive interviewer skills to determine growth trends, quality net assets, financial statement analysis, and cash flows for Fortune 100 clients. Collaborated with Technology, Risk, and advisory teams on Private Equity projects.

  • Launched Minneapolis Social Impact Community to promote the first national MBA case competition on social impact. Secured internal sponsorship, hosted the event, and created marketing materials.
  • Led complex IT projects and provide guidance and direction to multiple executive stakeholders and external partners. Ensured profitable performance, efficient operations, improved sales, and profit margins.

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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

Experienced

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.

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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

Customer-centric Bank Teller with 5 years of experience performing banking transactions such as receiving deposits, loan payments, and cashing checks in a timely, accurate, and courteous manner. Highly talented at cross-selling bank products and services that meet customer needs. Solid knowledge of banking regulations and compliance matters.

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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

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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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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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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Financial advisor

Eager financial consultant seeking role as a personal financial counselor, leveraging in-depth knowledge of budgeting and risk analysis. Demonstrated ability to reduce small business and corporate expenses by 15% on average while excelling in customer service.

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