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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx ~ ( xxx-xxx-xxxx  ~ abc@xyz.com

qualification summary

qualified professional with 15+ years of proven success in auditing, marketing, project management, and financial management. spearhead vision, strategy, and execution of financial operations. highly analytical with strong knowledge of financial management. maintain record of assets, liabilities, profit/loss, and other expenses. record of achievement developing and directing the activities of multifunctional personnel in ever-changing, dynamic environments. intuitive leader with astute ability to analyze business trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses. intuitive leader with acute business acumen and expertise in analyzing budgets, preparing periodic reports that comparing prospective costs versus actual costs. core competencies include:

 

fiscal responsibility / team building & leadership / project management/planning

account/general ledger reconciliation / business administration

cash management reporting / financial systems and controls

 

technical competencies: microsoft word, microsoft excel, powerpoint, and quarkxpress

 

education

 

master of business administration in marketing, 2009

regis university, denver, colorado

 

bachelor of arts in english, 2001

colorado state university, fort collins, colorado                                      

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career history

 

firstbank, city, state

 

staff auditor, 01/2007 c present

  • examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures for over 125 branches, data corporation, and holding company for a $9 billion bank holding company
  • collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies.
  • direct activities of personnel engaged in filing, recording, compiling, and transmitting financial records.
  • examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity.
  • examine records and interview workers to ensure recording of transactions and compliance with laws and regulations.
  • examine whether the organization's objectives are reflected in its management activities, and whether employees understand the objectives.
  • inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions.
  • prepare detailed reports on audit findings; prepare, analyze, and verify annual reports, financial statements, and other records, using accepted accounting and statistical procedures to assess financial condition and facilitate financial planning.

 

 

 

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yyyyyy x. yyyyyy

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marketing associate, 10/2002 c 01/2007

  • determined the demand for products and services offered by 110 branch locations for colorado s largest locally owned financial institution and its competitors and identified potential customers.
  • researched market conditions in local, regional, or national areas to determine potential sales of a product or service.
  • gathered information on competitors, prices, sales, and methods of marketing and distribution.
  • developed promotional materials focusing on customer demographics, preferences, needs, and buying habits to identify potential markets and factors affecting product demand.
  • formulated, directed, and coordinated marketing activities and policies to promote products and services, working with advertising and promotion managers.
  • identified, developed, and evaluated marketing strategy, based on knowledge of establishment objectives, market characteristics, and cost and markup factors.
  • utilized strategic planning to ensure the sale and profitability of products, lines, or services, analyzing business developments and monitoring market trends.

 

internet banking representative, 08/2001 c 10/2002

  • checked to ensure that appropriate changes were made to resolve customers' concerns with internet banking.
  • conferred with customers by telephone or online to provide information about products and services, to take or enter orders, cancel accounts, or to obtain details of complaints.
  • kept records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.

 

additional experience working for circuit city as a customer service representative

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volunteer activity

 

junior achievement:  teaching five lessons per school year to school age children regarding business and finance

 

first bank:  coordinating volunteers for an annual telethon for the adoption exchange a day for wednesday s child

 

rebuilding together:  dedicated to remodeling low-income housing

 

colorado state university:  organized environment-themed poetry contest for children to inspire children s literacy and the arts

 

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