yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

phone: (xxx-xxx-xxxx abc@xyz.com

 

objective

 

dynamic finance specialist eager to contribute to the success of a progressive organization through exceptional accounting, analytical, planning, and payroll expertise.

 

qualifications profile

 

• significant skills in performing broad spectrum of fiscal administration functions encompassing accounts payable and receivable, financial analysis and reporting, audit preparations, reconciliations, cost control, and payroll.

         outstanding experience in investment arena including client needs analysis and portfolio management.

         adept at conducting financial analysis to support short-term and long-range strategic business plans.

         deploy impressive business instinct to identify and implement solutions for process improvements and profit enhancements.

         exemplary skills in analyzing a company s sales and marketing objectives, operational processes, hr practices, and cost structure to minimize risk and achieve excellent levels of revenue growth. 

 

professional experience

 

associate, highbridge financial, tarrytown, ny, 2005 to present

         combine strong interviewing and communication skills to identify and assess clients needs, financial constraints and goals, and expertly coordinate comprehensive financial and estate planning.

         employ use of advent software to analyze, rebalance, and optimize client portfolio for maximum profitability.

         develop, nurture and maintain strategic relationships with local attorneys to maximize client service and new business development.

         meticulously prepare and administer legal documents, tax returns, and financial analyses.

 

finance manager, patrick carl, suffern, ny, 1997 to 2004

         spearheaded payroll processing operations by seamlessly coordinating and aligning efforts with adp support personnel and human resource department.

         swiftly resolved payroll issues, responded to inquiries from employees, and maintained precise and up-to-date personnel and payroll records vital to ensuring compliance for internal and external auditors.

         maximized cost control by training, instructing and supervising employees in accurate time reporting.

         applied extensive payroll management expertise toward proficiently processing tuition reimbursements, inputting direct deposit changes, and processing voluntary deductions and garnishments.

 

earlier experience includes role as marketing coordinator, tremont partners, inc., (gabelli & co.), rye, ny, 1995 to 1997.

computer skills

 

microsoft office (word, excel, powerpoint, access, outlook), quickbooks, calendar plus, goldmine, daytimer, lotus 123, advent, morningstar advisor,  amipro

 

education

 

psychology degree in progress: pace university, pleasantville, new york

computer training: westchester business institute, white plains, new york