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yyyyyy x. yyyyyy
(xxx-xxx-xxxx • abc@xyz.com
recent b.s.b.a. graduate with concentration in finance eager to build a successful career as a financial analyst where both theoretical and practical academic background will translate to support employer objectives.
profile of qualifications
integral leader who contributes a proven record of progression to positions of higher-level responsibility and authority.
top performer who develops, analyzes, and interprets statistical data to optimize profits in coordination with objectives, and streamlines processes to increase efficiency and productivity within high-volume environments.
out-of-the-box thinker who offers superior attention-to-detail and sharp analytical abilities toward achieving goals.
holds series 6 and 63 certifications; proficient in microsoft office suite, mdi, and internet applications.
education & relevant coursework
bachelor of science in business administration (finance emphasis, dean s list) college of mount saint joseph
corporate finance • international finance • money & banking • case studies of finance
macroeconomics • microeconomics • accounting • calculus • statistics with spss • business research
professional synopsis
job title, vanguard retail investor group, city, state date of employment c present
strategically steer shareholder success by discussing goal-specific investment products, variable contracts, securities-related regulations, retirement plans, and other investment-related topics to drive bottom-line results.
play a vital role in supporting financial objectives by attaining series 6 and 63 certifications.
management trainee, mendocino brewing company, ukiah, ca 2010 c date of last employment
utilized broad scope of industry knowledge to accurately manage accounts payable and receivable, bank reconciliations, and inventories, including creating a cost analysis database to project future company expenses.
contributed a solid understanding of comprehensive financial practices and principles, as well as sharp analytical skills, toward defining and developing optimal funding strategies focused on company growth.
client services professional, h&r block, inc., cincinnati, oh 2010
interfaced among a diverse clientele to respond to tax-related inquiries and provide guidance for filing procedures, including directing customers toward appropriate resources as necessary to ensure seamless financial processes.
client services intern, fund evaluation group, cincinnati, oh 2009
built and sustained substantial growth by conducting asset allocation studies to generate 8 c 10% return for private investors, including creating portfolios of specialized funds using mdi propriety software, developing customized quarterly performance reports (i.e. specific data on mixed assets), and organizing net income reconciliation reports.
north american talent supply intern, procter & gamble, cincinnati, oh 2008
improved recruitment efficiency by analyzing databases containing information regarding key candidates, along with successfully integrating databases into a single large database with analysis tools to track candidate progress.
materials management co-op, cincinnati children s hospital, cincinnati, oh 2006 c 2007
applied dynamic leadership talents toward directing $5,000+ in medical supplies for the regional intensive care for newborn babies unit, including guaranteeing materials were promptly replenished to optimize healthcare support.
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