69Finance resume examples found
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Dynamic role requiring attention to detail and strong relations skills to evaluate multiple client applications and streamline processes.
Effectively oversee and manage a portfolio of middle-market relationships covering 27 states and 43 RCBO’s. Manage credit exposure limits of up to $10MM. Work with senior management in developing annual business plans and directing the group in the execution of these plans. Closely collaborate with partner groups to ensure that the financial needs of Wells Fargo clients are met. Oversee a variety of areas including underwriting, enterprise valuation, risk management, and talent management. Manage 3 direct reports and a team total of 9 credit professionals.
Complex, data-intensive role, requiring financial research, analytical and relations expertise to build a valuable network of key industry players to promptly harness insights to build portfolios.
Conducted quantifiable examinations of prospective clients for lines of credit. Evaluated collateral values in processing requests and then formulated written credit-approval packages or denial memos.
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.
Directed finance team connected to controllership, corporate operations, financial planning, and revenue reporting within region.
Investigated different landowner’s losses, obtained corresponding police reports to prepare claim reimbursements, and discussed damage settlements with customers.
Founded ABC group, an American National Insurance agency providing commercial and life insurance coverage. Continually demonstrates an ability to recruit and build top-performing teams with a focus on employee retention and diversity.
Multifaceted role requiring client relations and account management to support and significantly growth clients’ wealth in a high-end investment firm.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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