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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Analysis Professional

Operations ~ Research and Analysis ~ Brokerage Firms


Performance-focused Professional seeking entry into the financial field and eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


Business Development

Customer Loyalty/Retention Skills

Billing Expertise

Transaction Management

Data Mining

  Brokerage Management

  Client Cultivation

  Vendor Management

  Training & Development

  Business Prospecting

  Financial Analytics

  Presentation Skills


  Strong Research Skills

  Contracts Negotiations




Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects with specialized knowledge of leadership and management initiatives, strategic financial planning, Document Imaging, Cite Checking, Summation,  contract negotiations, client relations and management, data collection and analysis, generating ad-hoc financial reports, accounts management, as well as cross-functional team development.

Ø  Possess strong research and analytical skills concerning both quantitative and qualitative data.

Ø  Effectively lead top-performing teams to produce both short term and long term financial strategies.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple applications and platforms, including MS Office Suite, Lexis-Nexis, Citrix, Adobe Acrobat, DocHunter, Concordance, Bloomberg, Oracle and QuickBooks.  

Ø  Fluent in English and Spanish.




Academic Credentials


n Bachelor of Science C Business Administration / Emphasis in Marketing and Finance, State University of New York






Functional Competencies


Ø  Manage and direct diverse teams in a cross-functional manner to ensure information sharing and resource collaboration. 

Ø  Consistently work with training and development group in concerted efforts to improve quality of data for internal staff. 

Ø  Act as mentor and coach in order to motivate staff resulting in increased retention and loyalty.

Ø  Research and analyze specific market data in order to employ relevant plans of action.  

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Develop expert plans of action according to specific needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently analyzing trends in the market to identify relevant information and advise clients appropriately. 

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.


Professional Career Track


Contract Litigation Assistant, Sullivan & Cromwell, LLP                                    2010-Present

  Primary responsibilities: Assist in document production; review and assemble exhibit binders for depositions and regulatory hearings.


Paralegal, McCormick & O Brien, LLP                                                                            2009

  Primary responsibilities: Revised settlement agreements, affidavits in support, declarations, confessions of judgment, correspondence, certificates of authority for foreign corporation, responses to regulatory inquiries from state agencies, and representation letters

  Reported directly to four attorneys and two partners with a broad range of responsibilities that encompass the timely and complex preparation of cases from initiation to the discovery period through trial and post trial filings.

Long Term Contract Litigation Assistant, Sullivan & Cromwell, LLP                     2004-2007

  Primary responsibilities: Organized exhibits and created document indices in the preparation of motion filing

  Conducted online legal research regarding corporate litigation cases providing attorneys with information pertaining to similar suits

  Handled general administrative duties including maintaining legal files which were organized chronologically by subject matter allowing for easy reference of legal documents and relevant case material.











Yyyyyy x. yyyyyy







Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key analytical roles and am now seeking an application of my skill set within the financial sector.

 I am skilled at providing expertise regarding comprehensive tasks including data mining and analysis, project management, training and development, viability analyses, client support, research, and a strong background in many aspects of business operations.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a support expert in various forms, so I understand many functional aspects of finance and operations from many levels and vantage points.

 I am accustomed to integrating into various cultures and environments. I am experienced at working and collaborating with others as well as developing and implementing best practices models to increase efficiency and productivity.  I offer years of formal training as well as progressive advancement within my career due to excelling at responsibilities and making significant contributions to company growth. 

            I am an exceptionally hard worker and consider myself a strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.


Yyyyyy x. yyyyyy





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