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career objective
cfa level i candidate and recent graduate with ms in finance services and banking eager to contribute professional and academic credentials as well as solid industry experience toward supporting objectives of a progressive organization in a financial analyst capacity
profile
ø offer strong academic background and practical experience in investment analysis and financial reporting
ø provide outstanding customer service through efficient research and resolution of potential issues; superior analytical aptitude and keen eye for detail
ø dynamic organization, prioritization, and time management skills; integrate emerging technologies into day-to-day operations to improve productivity
ø proactive team player equally effective in independent and collaborative environments
ø ensure compliance with all corporate policies and procedures as well as government laws and regulations
ø sharp technical proficiencies including ms office (word, excel, powerpoint, access), wall street office and wso analytics, cdo suite, quickbooks, lotus notes, bloomberg, livewire, tracs, and sei
~ key achievements ~
- played integral role in implementing key process improvements and cost controls for us bank, including the conversion to a paperless environment that eliminates the need to print and archive 3.4 million notices per year while increasing accuracy of processing
- participate in specialized focus group that provides suggestions to senior management regarding how to enhance operations and employee satisfaction at us bank
- assisted in major software upgrade resulting in improved investment reporting and quality of work
education
suffolk university c sawyer school of management, boston, ma 2008
master of science in financial services and banking
- gpa: 3.49
biysk state university, biysk, russia insert year
bachelor of arts in economics and foreign languages
- gpa: 3.60
~ professional development ~
cfa charter in progress
global financial markets seminar, london, england 2008
professional experience
u.s. bank 2007 c present
structured finance analyst, wealth & asset management division
- successfully manage multiple cdo portfolios with par values of up to $300m; actively monitor daily trading and investing activity, identify any issues, and report on performance
- execute short term investments, trade settlements, and domestic and international wire transfers; document cash inflows/outflows, loan rollovers, and rate sets
- expertly prepare month-end and year-end portfolio performance, including average rate of return and maturity; assist with account audits, research and resolve reconciliation issues, and recover outstanding payments
- work closely with clients, portfolio managers, ratings agencies, custodian banks, and trade settlement and closing desks
continued
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shaloh school 2003 c 2007 accounting manager (2005 c 2007)
- in recognition of excellent performance, quickly progressed to attain position entrusted with preparing annual income and expense reports, month-end reports, financial statements, federal and state tax returns, and contracts and legal documents
- contributed to budget planning and management, oversaw a/p and a/r, efficiently researched and resolved financial discrepancies, collected on past due payments; additionally provided administrative support
office manager / admissions coordinator (2003 c 2005)
- served in an accounting capacity, including managing a/r, a/p, payroll, petty cash, banking functions, and cost controls
- actively supported school in growing student population by establishing admissions policies and collaborating with scholarship committee in processing financial aid applications
alpha bank 2001 c 2003
associate
- supported financial analysts with a range of duties, including preparation and review of annual budgets and monthly financial reports
- produced powerpoint presentations for senior management; completed and distributed field reports
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