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Financial Analysis Trading Investments

Well-rounded and energetic Financial Analyst with 7+ years experience seeks new challenge and opportunity to sustain portfolio values across multiple asset classes and markets while conducting investment research and trading.

Key areas of Expertise

   Financial Analysis


   Risk Management

   Database Development

   Spreadsheets and Reports

   Financial Markets

   Trading and Investments

   Problem Solving

   Leadership and Quality Control

   Customer Service

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Professional Profile                                                         

  Escalate business development through innovative initiatives and marketing strategies which increase productivity and revenue growth; proven track record of exceeding goals and objectives

  Organized and detail-oriented; expertise in financial analysis, risk management, trading, and investments

  Results driven team player; skillfully create and maintain databases, forms, reports, pivot tables, and charts to be utilized to analyze and manipulate data

  Self-motivated with military professionalism; experience operating and maintaining radar systems and implementing new testing procedures; received Quality Improvement Performer of the Quarter Award and nominated for Airman of the Year Award

  Communicate technical and complex information easily and concisely; provide superior customer service

  Creative analytical thinker who demonstrates diagnostic and collaborative problem-solving skills; exhibit proficiency in translating individual needs into customized, concrete solutions

  Proficient in Microsoft Word, Access, SQL, Excel and Outlook

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Employment History                                                          

National Education Servicing Chicago, IL                                                                   2008 C Present   

Financial Analyst

   Boost business development by accurately preparing and analyzing financial reports; conduct forecasts and comprehensive analysis of results

   Key player who designs and maintains various databases to analyze portfolio segments; maximize efficiencies and profit margins while minimizing risk

   Skillfully review operation procedures and processes; recommend revisions and provide customized solutions

Origination Representative                                                                                                 2006 C 2008

   Served as liaison for financial aid directors; provided excellent customer service

   Essential team member who ensured disbursement accuracy for a student loan portfolio exceeding $1B; created and maintained spreadsheets

   Demonstrated exceptional leadership qualities; directed teams and followed up to ensure quality and completeness


National Education Servicing Chicago, IL                                                                        2003 C 2005   

Proprietary Futures Trader

   Exhibited skills in trading, business development, and decisive decision-making; successfully analyzed financial market data to execute buy-and-sell orders of government bond future contracts

   Utilized expertise to identify patterns in financial markets and drew correlations with the bond market

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Previous Employment                                                        

Client Relations Specialist, Simantel Advertising ▪ Peoria, IL                                                1998 C 2000    

Electronics Technician, United States Air Force ▪ Belle Fourche, SD                                    1992 C 1996    

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Bachelor of Science in Finance                                                                                                     2003

Illinois State University Normal, IL

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[Attention Line]

[Organization s Name]

[Address Line 1]

[Address Line 2]


Dear [Insert Name]:


This letter and the enclosed r sum are an expression of my interest in seeking a rewarding position as [Financial Analyst] within your organization. I bring 7+ years of valuable experience which makes me an excellent match for your advertised position.


You will gain a dedicated and motivated individual who can communicate well with all levels of the organization. I am able to inspire others to achieve common goals and create innovative solutions to complex problems. Expertise in financial analysis, risk management, database development, trading, investments, and exceptional customer service are some of my strengths.


I would appreciate the opportunity to meet with you to discuss how my skills and background might fit in with [Organization Name s] current and future needs.  Please do not hesitate to contact me for further information or to arrange an interview that best suits your schedule.  Thank you for your time and consideration.






Brent McKinney






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