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xxx-xxx-xxxx                                                                               abc@xyz.com

 

Career Objective                                                                                            

Highly proficient, quality-focused Chief Financial Officer eager to contribute expertise toward actively supporting a dynamic organization in optimizing operational performance as a key member.

 

Profile                                                                                                              

Ø  Offer over 10 years progressive experience in the financial services industry, with comprehensive management and accounting background.

Ø  Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

Ø  Proactively train, develop and direct motivated teams and create a collaborative environment conducive to achieving high levels of employee retention and job satisfaction.

Ø  Proven value and dedication as a team member, as demonstrated by longevity and progression throughout career.

Ø  Exceptional ability to research and evaluate industry trends and products and use findings toward designing and executing innovative strategies to boost company leveraging.

Ø  Dynamic communication, presentation, relationship building and problem-solving abilities.

Ø  Excel at interacting with broad populations including senior management and staff as well as clients and external contractors.

Ø  Bilingual in English & Spanish.

 

Education & Professional Training                                                            

MBA Taxation Program (Enrolled) - Florida International University, Graduating in 2009.

Bachelor of Science in Accounting - Herbert H. Lehman College (New York, NY), 1993

Passed all 4 parts of Certified Public Accountant Exam

NASD Licenses:  Series 7, 27 and 63

 

Professional Experience                                                                               

United Capital Markets, Inc. - Miami, FL                                                                          2005-Present

Chief Financial Officer  (2007-Present)

  Promoted to contribute dynamic leadership skills in directing financial systems, reporting and strategic planning, reporting directly to the CEO.

  Apply industry knowledge and experience, as well as advanced communication abilities in managing financial controls and handling contract negotiations.

Accounting and Operations Manager (2005-2007)

  Conducted comprehensive review and analysis in order to prepare daily net capital and monthly NASD FOCUS reports, demonstrating strong multitasking and organizational skills in achieving operational goals and timelines.

  Proficiently oversaw daily cash, margin accounts, holdings and market value reconciliations.

  Relied upon to lend expertise toward handling trades settlement, rebills and special payment orders (spo) processing.

  Maintained full accountability for P&L reconciliation, month-end closing and financial statements preparation.

  Efficiently planned and coordinated workflow, directed cash management and delegated assignments to optimize utilization of human capital and operational resources.

 

Kaufman, Rossin & Co. - Miami, FL                                                                                2004-2005

Senior Accountant C Fund Services

  Effectively prepared weekly profit and loss reports and calculated net asset values for various hedge fund accounts, with strong focus on optimizing productivity and efficiency.

  Exhibited strong financial and detail-oriented qualities in steering daily cash, holdings and market value reconciliations, as well as monthly financial statements preparation and reporting to support enterprise-wide operations.

 

 

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J.P. Morgan Chase - New York, NY                                                                                1999-2004

Associate/Accounting Manager - Global Emerging Markets (2000-2004)

  Concurrently prepared diverse financial reports including daily Global Emerging Markets P&L consolidation report, balance sheet and P&L accounts reconciliation/substantiation, further illustrating ability to effectively manage multiple functions.

  Contributed dynamic communication and interpersonal relation abilities in providing accounting support to the Capital Markets desk.

  Maintained daily P&L trends and prepared estimates to actual P&L variance analysis, instrumental to boosting performance.

Associate - Foreign Exchange /Commodities (1999-2000)

  Motivated, mentored and managed personnel responsible for preparing daily energy and base metals profit and loss reports.

  Spearheaded diverse financial activities including reconciling precious metal inventory positions as well as inter-entity and third party loan/borrowing accounts on a daily basis.

  Demonstrated solid understanding of financial practices and principles in proficiently preparing daily futures variation margin and money transfer reconciliation for precious metals, energy physical, energy derivatives and base metals.

  Successfully applied expertise in accounting practices and procedures toward efficiently preparing income statements and handling balance sheet accounts substantiations.

 

Prior Experience

 

Merrill Lynch International Bank - New York, NY                                                               1996-1999

Senior Specialist - Foreign Exchange Finance

 

Sieble Marketing Group - New York, NY                                                                         1993-1996

Junior Accountant

 

Technical Skills                                                                                              

Bloomberg, Excel, Ad-hoc, Ears, Genie, Quickbooks.

 

 

 

 

 

 

 

 

 

 

 

 

 

                                               

 

 

 

 

 

 

 

 

 

 

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Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

From leading high performance teams and facilitating superior client servicing to reducing operating costs and executing proactive accounting processes/procedures, I have continually excelled in maximizing performance as a dynamic leader.  I excel in identifying and resolving inefficiencies, introducing financial solutions instrumental to boosting performance and strategically utilizing resources to generate optimal results.  As illustrated by my career background, I have continually advanced in the financial services industry, assuming increasing levels of responsibility.  To complement my experience, I offer Series 7, 27 and 63 NASD Licenses and I am currently enrolled in an MBA Taxation Program.

 

As a member of your staff, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

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