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

Senior

Multifaceted role encompassing organizational and customer relations expertise in support of fast-paced and customer-oriented branch.

  • Meticulously managed accurate records of documentation related to each transactions, whilst ensuring compliance with defined procedural standards.
  • Provided comprehensive support on financial transactions to clientele encompassing deposits, cash transfers, withdrawals, etc.
  • Routinely updated knowledge on new bank products and services to provide clients with comprehensive information in response to their inquiries.
  • Oversaw the training of new recruits to ensure the delivery of standardized customer support.

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Banker

Senior

Multifaceted position requiring relations, financial reporting, cross selling and collaborative skills to support a fast paced work environment.

  • Utilized practiced relations expertise to cultivate lasting client relationships, resulting in a 99% retention rate.
  • Generated sales leads for specialized bank products whilst liaising with internal and external departments to achieve bottom line corporate goals.
  • Facilitated consistent portfolio growth for the branch by leveraging relations expertise to nurture new and existing client relationships and drive sales.
  • Routinely delivered comprehensive financial reports to clients to help them maintain a clear perspective on their financial standing and recommend compatible financial products.

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Financial analyst

Private equity analyst

Senior

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.

  • Led routine meetings with clients to provide them with a comprehensive analysis of their current investment portfolio encompassing risk assessment, returns, etc.
  • Leveraged relations expertise with build a valuable network of key industry players and manage relations with clients to gain and harness business insights.
  • Utilized financial analysis and modelling expertise to track and analyze asset values and identify cost saving opportunities.
  • Conducted extensive research and due diligence to promptly identify and explore opportunities, resulting in a 30% increase in return on investments.

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Financial analyst

Senior

Maintained excel models to serve as the primary sources of the health company’s financial projections. Oversaw the monthly, quarterly, and annual facility evaluation processes by engaging in recurring operational and financial meetings and monitoring metrics to reflect current industry trends.

  • Created and updated competitive analyses by using available resources and allocated expenses to each respective facility.
  • Drove the highest internal audit scores in company history by establishing best practices for internal controls.
  • Achieved a 30% first-year revenue increase by reviewing and redefining the service pricing structure of healthcare services.
  • Transformed the health company’s financial model from transactional to consultative, driving investment and sales strategies.
  • Reviewed and performed an in-depth analysis of all monthly, quarterly, and annual financial results.

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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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Finance director

Senior

Directed finance team connected to controllership, corporate operations, financial planning, and revenue reporting within region.

  • Collaborated with Head of Finance Department to create yearly and periodical finances and executed strategic initiatives to expand top-line performance.
  • Strategized and directed finance team to drive progress, strengthened budget-controlling system using Sage Intacct & QuickBooks and scaled infrastructure for revenue generation.
  • Directed financial models’ developers to assist business units in both tactical and strategic forecasting.
  • Supervised and assisted the team of finance collaborators in financial forecasting, auditing, mergers and acquisitions, reporting, yearly allocation and SOX conformity.
  • Managed financial forecasts for management; done accountancy for risks and opportunities associated and offered alternatives for revenue generation.

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Financial advisor

Financial advisor

Senior

Multifaceted role requiring client relations and account management to support and significantly growth clients’ wealth in a high-end investment firm.

  • Managed over 100 client accounts with assets amounting up to $150M under my management.
  • Researched and developed 150+ effective financial strategies and investment plans to consistently grow client’s assets.
  • Successfully achieved a 40% increase in client satisfaction within the first year of joining the firm by providing personalized financial consultations to clients and increasing returns.
  • Evaluated and streamlined internal systems to increase account performance of each client.

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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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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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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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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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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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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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Free resume templates

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Choosing a correct resume format and template

Resume examples

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