Finance

Finance
Resume examples

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Finance
Finance
Resume examples

69Finance resume examples found

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Banking

Bank teller

Experienced

Performed financial transactions including receiving checks and cash for deposit to savings and checking accounts, verifying deposit amounts, examining checks for endorsement and negotiability. Ensure compliance with security and regulation procedures for the protection of cash and other assets.

  • Entered transactions into bank records utilizing the online teller terminal.
  • Cashed customer checks and paid money from savings and checking accounts upon verification of signatures and customer account balances. 
  • Inspected all negotiable items including checks, money orders, and saving withdrawals to determine their negotiability.
  • Achieved an excellent drawer balancing record of zero shortages or overages throughout tenure.
  • Lowered average wait-time by 15%, leading to highest customer satisfaction scores.
  • Educated customers on online service offerings and mobile applications.
  • Assisted account holders access technology to enhance banking convenience via multiple self-service channels.

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Banker

Experienced

Challenging position providing comprehensive assistance to bank customers whilst supporting corporate goals.

  • Oversaw the onboarding and training of new recruits in the company’s specified procedural standards to ensure compliance and the delivery of premium service all over.
  • Evaluated customers’ financial reports to identify needs and recommend strategic financial products and opportunities to facilitate their financial goals.
  • Consistently surpassed sales targets by leveraging practiced customer service and sales skills.
  • Worked collaboratively with colleagues to uphold defined company policies and facilitate corporate goals.

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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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Finance manager

Finance manager

Experienced

Focused position requiring great attention to detail and project management expertise to successfully manage accounting processes and facilitate business objectives.

  • Worked closely with higher management to evaluate and resolve all finance related issues.
  • Facilitated interdepartmental and cross-functional collaborations to streamline processes to remediate customer issues and devise innovative solutions for case resolution.
  • Executed financial controls functions to ensure that all models and reporting processes include appropriate controls and are in compliance with established policies and procedures.
  • Routinely evaluated primary drivers in clients’ businesses, evaluated financial statements and projections to develop strategic financial plans to facilitate business objectives.

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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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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 adjuster

Experienced

Managed automobile insurance including motorcycle, RV, ATV, boat, and Mobile Home claims as part of special lines team across the state. Examined damages, evaluated practicality of repair versus replacement, prepare estimates; enter claim payments and new claims on a computer system.

  • Reviewed insurance policies to determine coverage; investigated, evaluated, and settled claims while applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute towards a reduced loss ratio.
  • Transmitted claims for payment or further investigation.
  • Organized and worked with detailed office/warehouse records using specialized software to enter, access, search, and retrieve data.

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Financial advisor

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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Financial consultant

Experienced

Evaluated financial metrics of various corporations and provided result-driven solutions to executives on strategic initiatives.

  • Established policies and procedures (SOPs) to evaluate performance against long-term strategic and monetary objectives.
  • Instructed clients on portfolio performance monthly and annual basis, ensuring clients' prerequisites aligned with proposed outcomes.
  • Contributed to financial record management and ensured data integrity and due diligence.
  • Accompanied broad portfolio appraisals to reexamine goals and anticipated portfolio performance.
  • Regarded as one of the business's top consultants, consistently surpassing the annual target in production for three consecutive years.
  • Executed various investment management tasks through ERP modules.

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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

Personable and enthusiastic professional with experience in sales and customer relations positions. Adept at managing high-profile client accounts and establishing strong business relationships which result in an overall increase in revenue and the attainment of defined corporate goals.

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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

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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Insurance

Customer oriented and analytical insurance agent, recognized for skills in sourcing and singing up new clients for policies. Leveraging previous sales and customer service expertise to evaluate each prospective clients’ need and recommend policies suited to them whilst providing them with ample information on insurance premiums, coverages, and claims information.

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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

Resourceful Banking professional, well versed in the workings of the financial market and customer care to successfully manage a portfolio of consisting of high income clients. Seeking a challenging position at a reputable financial institution that allows for further career growth.

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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

Analytical and results oriented finance manager, adept at streamlining daily financial operations whilst translating complex data into actionable information to achieve strategic organizational goals. Looking to join an advanced organization that allows for further career growth and exposure.

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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

Dynamic Financial Advisor, adept at efficiently evaluating clients’ assets whilst educating them on different financial and investment products to develop comprehensive financial plans that facilitate the attainment of their financial goals. Looking to join an ambitious financial institution to raise client satisfaction and facilitate strategic financial plans.

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