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Yyyyyy x. yyyyyy

633 Beachwood Ave. ª Xxxxxx, XXXXXX xxxxxx ª Hxxx-xxx-xxxx ª


Dynamic, results driven Operations Manager in the Financial Services Industry with a proven track record of  managing domestic and international equities, futures and foreign exchange contracts.  Expertise in selecting short-term investment vehicles including commercial paper and collateral instruments.  Eager to leverage strong  communication, leadership and employee development skills toward supporting the bottom line goals of a progressive organization.  Core competencies include:


Computer Savvy


Ability to Work in a Fast Paced Environment

Build & Maintain Strong Client Relationships

Perform Critical Business Analysis/Improvement

Complete Thorough and Accurate Reconciliation

Consistent Career Progression

Dedication to Customer Service Satisfaction

Discerningly Handle Customer Issues

Effectively Manage Multiple Projects

Consistently Exceed Goals & Objectives

Excellent Presentation and Communication Skills

Exercise Experienced Backed Judgment

Lead/Manage/ Motivate High Performance Staff

Strategic Leadership and Planning

Strong Analytical Skills/Detail Oriented 


Professional History


Quantitative Management Associates - Newark, XXXXXX                                                                         2001  to Present

Investment Operations Manager

   Oversee day to day performance of 5 Accounting Associates and 1 Accounting Manager tasked providing daily cash and reconciliation of 86 institutional portfolios.

   Ensure the timely settlement of all daily trading activity for domestic and international securities.

   Produce accurate month end valuations for all accounts; reconcile cash, market values, income, payables and receivables for custodian's trial balances for all funds.

   Leverage superior knowledge of the SWIFT messaging system to transmit equity, futures and FX trade requests.

   Integral in leading a critical conversion of the PMIS to the Eagle Accounting System.

   Spearhead new account launches, collaborate with clients and custodian banks to set up new funds in the accounting and reconciliation systems.


Aetna Inc, Insurance - Cranbury, XXXXXX                                                                                                               1999 to 2001

Billing Manager

   Oversaw day to day business activities for 15+ Billing Associates tasked with accurately generating invoices, reconciling premiums and producing monthly statements for 100 corporate clients.

   Ensured timely changes to coverage details and monitored payable and receivable ledgers for accurate postings to customer accounts.

   Managed escalated customer calls, provided quick and efficient resolution for all issues and complaints regarding misapplied payments or billing errors.

   Gained recognition as the only Team Leader who maintained 100% accuracy in invoice generation and reconciled premiums.

   Provided ongoing training and mentoring for staff, and helped to secure promotions of team members.

Yyyyyy x. yyyyyy

633 Beachwood Ave. ª Xxxxxx, XXXXXX xxxxxx ª Hxxx-xxx-xxxx ª

Page 2


OMR Systems - Skillman, XXXXXX                                                                                                    1992 to 1995; 1997 to 1999

Senior Accounting Associate

   Maintained complete accountability for daily cash and futures trade settlement for 12 corporate funds.

   Performed extensive and accurate monthly reconciliations, generated financial statements including Trial Balance, Balance Sheet, and General Ledger.

   Selected by Senior Management to be the Lead Accountant for the Citibank account, the largest client in company history.


Merrill Lynch - Princeton, XXXXXX                                                                                                                                1995 to 1997

Senior Accounting Associate

   Oversaw daily cash reconciliation processes for Portfolio Managers; gathered and presented data allowing managers to identify availability of investment funds.

   Administered short-term discount notes and Fannie and Ginnie Mae mortgage-backed securities.     


Education and Development


Arcadia University, Glenside, Pennsylvania - Bachelor of Science, Accounting


Skillpath Seminars; Leadership, Advanced Management, Managing Difficult People, and Persuasive Speaking




















Yyyyyy x. yyyyyy

633 Beachwood Ave. ª Xxxxxx, XXXXXX xxxxxx ª Hxxx-xxx-xxxx ª





<Hiring Contact Name>

< Title>

<Company Name>


<City, ST Zip>


Dear Mr./Ms. ____:


During my comprehensive career as an Accounting Professional, I have gained considerable general ledger and financial accounting experience.  I am considered to be a knowledgeable and accommodating accounting practitioner with solid leadership and process improvement skills. Please accept this letter and the attached resume as application for the position of <position here>.  I am anxious to learn more about <organization here> and look forward to your response.


After reading the description of the position you have available, I am certain that I am the qualified applicant you are seeking.  I see that you are looking for a professional with the ability to <choose something from the ad here>.  I have experience in <draw a correlation here>  I have a solid record of surpassing expectations, and my ability to interact with high profile clients has been a key factor in my success.


In addition, I am a strong leader and manager with the ability to mentor and train a high performance staff, and gain their loyalty, trust and cooperation. 


The accompanying resume can give you an overview of my potential for making a worthwhile contribution to <firm or company name>.  May I meet with you to talk about this position and the role I'd play at your firm? Please call me at  xxx-xxx-xxxx   to set up an appointment that works for you.



Thank you for your time and consideration.







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