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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

 

xxx-xxx-xxxx (Hxxx-xxx-xxxx (M) 

Abc@xyz.com

 

Financial Analysis Executive

Leadership and Development Strategist ~ Research and Analysis~ Investment Banking

 

Productive, quality-oriented professional eager to contribute investment banking background as well as exceptional project management and account coordination skills toward optimizing operations of a progressive organization.

 

Qualifications Profile

 

Ø  Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of leadership and management initiatives, strategic financial planning, investment banking, client relations and management, data collection and analysis, generating ad-hoc financial reports, accounts management, as well as cross-functional team development.

Ø  In-depth knowledge of vendor relations related to appropriate utilization of financial data.

Ø  Possess strong research and analytical skills concerning both quantitative and qualitative data.

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams to produce both short term and long term financial strategies.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software systems, including MS Office, Global Plus, FMC, ADP, Bloomberg, and DTC system.    

 

 

Functional Competencies

 

Ø  Manage and direct diverse teams in a cross-functional manner to ensure information sharing and resource collaboration. 

Ø  Consistently work with training and development group in concerted efforts to improve quality of data for internal staff. 

Ø  Act as mentor and coach in order to motivate staff resulting in increased retention and loyalty.

Ø  Research and analyze specific market data in order to employ relevant plans of action.  

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Frequently act as facilitator in order to act as problem-solver and conflict resolution specialist, particularly related to fund services group.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing financial trends in the market to identify relevant information and advise clients appropriately. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Analyze corporate actions regularly in order to plan and execute dissemination of company data in an efficient and timely manner.

 

 

 

 

Professional Career Track

 

Office Specialist, Dr. Douglas Campbell                                                                                    2008-2009

  Primary responsibilities included comprehensive management and oversight of day-to-day office functions for physician s office  Specific functions included;

  Billing and collection related to patient accounts;

  Applied critical thinking skills and strong attention to detail in effectively supporting all aspects of daily office operations, including billing and maintaining patient records according to HIPPA guidelines;

  Assistance with home-health care for continuous care patients.

 

ADR Administrator, Bank of New York                                                                                       2006-2006

  Primary responsibilities included obtaining and review of foreign dividend information from various custodians.  Specific functions included;

  Reviewed company foreign dividend announcements for accurate rate, record date and payable date information;

  Notified impacted Stock Exchanges of up-coming dividend payments;

  Liaised and coordinated daily with Stock Transfer Division, DR operations and DR Relationship Management;

  Verified foreign currency payments and prepared contract memorandums for conversion of funds as needed;

  Balanced and reconciled receivable and payable accounts daily as related to foreign and U.S. dividend payments.

 

Corporate Action/Dividend Control Analyst, Bank Leumi                                                     2003-2006

  Primary responsibilities included database management and maintenance related to both voluntary and mandatory corporate actions, ensuring accuracy, data quality, and timeliness.  Additional functions and accomplishments included;

  Utilized ADP system to load rates for correct dividend payments;

   Conducted regular reviews of all relevant documentation including offering materials, prospectuses, letters of transmittal as well as materials from depositories, vendors and other available sources of information;

  Researched and consulted on complex client inquiries, ensuring commensurate service related to agreement standards as well as Securities and Exchange Commission regulations.

 

Earlier Experience

 

 

- Call Bond Administrator, Fiduciary Trust Company International                                            

- Money Market Administrator, Fiduciary Trust Company International                                            

- Mutual Fund Analyst, Fiduciary Trust Company International                                            

 

Academic Credentials & Training

 

n A.A.- Liberal Arts, Kingsborough Community College, New York

n Medical Billing & Coding Coursework, Franklin Career Institute, New York

 

 

 

 

 

 

Yyyyyy x. yyyyyy

xxx-xxx-xxxx / abc@xyz.com

 

DATE

NAME HERE OF RECIPIENT

NAME HERE OF COMPANY

 

Dear RECIPEINT NAME:

Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key roles as a Financial Analysis and Operations Management Executive within various professional settings.

 I am skilled at providing expertise regarding comprehensive tasks including budgetary analysis and strategic growth, project management, training and development, viability analyses, client support, research, and a strong background in many aspects of financial analysis.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a support expert in various forms, so I understand many functional aspects of finance and operations from many levels and vantage points.

 I am accustomed to integrating into various cultures and environments. I am experienced at working and collaborating with others as well as developing and implementing best practices models to increase efficiency and productivity.  I offer years of formal training as well as progressive advancement within my career due to excelling at responsibilities and making significant contributions to company growth. 

            I am an exceptionally hard worker and consider myself a strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.

Sincerely,

Yyyyyy x. yyyyyy

                                   

 

 

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