Finance

Finance
Resume examples

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

Banking

Banker

Senior

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.

  • Recruited and built top-performing teams with a focus on employee retention and diversity; strong commitment to fostering an inclusive environment that encourages professional growth.
  • Utilized excellent business knowledge in the management and implementation of efficient and consistent credit risk assessment, reporting, monitoring, and communication across multiple locations and teams.
  • Executed strong process management skills through fostering a culture of continuous improvements and quality. 
  • Proactively developed and maintain meaningful and productive relationships with both regional and RCBO leadership. 
  • Led and engage team members by encouraging participation through communication, input, and feedback. 
  • Partnered with current managers in the development of written plans and processes focused on training, career development, and talent acquisition.        
  • Ensured adherence and compliance to risk programs in the areas of credit, market, financial crimes, and operational/regulatory compliance.

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Financial analyst

Private equity analyst

Senior

Built a robust, efficient finance and operations organization,  used this foundation as the jumping-off point for transformation. Drove restructuring, brand overhaul, and first-in-the-world product development. Controlled finances and P&L. Navigated fierce industry and economic challenges to fuel rapid growth.

  • Increased EBITDA and P/E ratio simultaneously by adding an intellectual, technical edge to core products and capturing monopoly-based revenue and profits (via forced upgrades) across the entire portfolio. Boosted market positioning to #1 industry ranking replacing top Lighting and other competitors, placed company as the go-to creator of groundbreaking lighting solutions, and bolstered private equity value by $300M).
  • Steered company resurgence by placing radical product development at the heart of corporate strategy. Revamped the infrastructure for maximum efficiency, cost savings, and compliance
  • Hired and mentored an 18-person team recognized for business, financial, and interpersonal acumen at a global level. Coached individuals to deepen expertise in financial planning and analysis (FP&A), quarterly forecasting, and strategic planning.
  • Evolved the long-term strategy into an indispensable document that extended beyond financial analysis to set direction, devise a future-ready organization, and establish a clear roadmap for achieving benchmarks.
  • Catapulted margins by 400 basis points through Lean Six Sigma cost savings and supply chain reengineering.

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Insurance

Insurance agent

Senior

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.

  • Collaborated with American National Insurance product development, actuary, and pricing team; established profitable pricing structure as per feedback provided by field salesperson and customers.
  • Optimized profitability by continually training, motivating, and mentoring sales associates with business strategies, social media, and decision-making processes.
  • Surpassed customer base goals through cross-selling products and services to existing clients. Performed effective life cycle planning and identified new business opportunities.
  • Facilitated an inclusive environment that encourages professional growth; ensured all sales representatives completed sales and service education training. Continually provided training to senior as well as junior agents to grow their innate skills and potential into future insurance sales leaders.

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Actuary

Senior

Assessed potential risks using statistics, financial theories, and mathematics. Estimated probabilities of the success of certain business decisions, projecting costs of potential natural disasters, deaths, or sicknesses of company employees, and designing insurance policies/ business strategies to reduce a company’s financial risks. Identified and analyzed key drivers of loss and reserves.

  • Prepared Actuarial models for compliance with emerging standards, including the FASB’s Targeted Improvements for Long-Duration Contracts (LDTI).
  • Developed and maintained all AXIS valuation models while overseeing the analysis and development of future model improvements/analytic capabilities.
  • Managed robust control framework and performs model testing and documentation.
  • Participated in external and internal audits.
  • Mentored and guided team members in the use and development of models and tools.
  • Assisted in quarterly and annual STAT/GAAP/TAX reserve reporting and analytics.
  • Provided data for profitability studies, pricing, and reserving.
  • Created business solutions that incorporated statistical models and computational data analysis by utilizing Generalized Linear Modeling, Principal Components Analysis, Clustering and Classification models, Multivariate regression, and Decisions Trees.

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Finance manager

Finance manager

Senior

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.

  • Established high levels of quality, accuracy, and process improvements; ensure all efforts are appropriately integrated with all other departmental processes across the organization.
  • Successfully mitigated Covid-19 impact and maintained $400K EBITDA through cost reduction and capturing incremental revenue.
  • Negotiated a $250K Equipment Financing Agreement with collateral loan repayment (new packaging with 1-year payback).
  • Supervised the preparation of monthly, quarterly, and annual financial statements and represented management on the Audit Committee.
  • Added $700K to net income through an effective annual strategic planning and budgeting utilized contribution margin.

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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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