yyyyyy x. yyyyyy
(xxx-xxx-xxxx • firstname.lastname@example.org
profit-focused cpa specializing in strategic analysis / planning, wealth management, budget models / forecasting, accounts payable / receivable, process improvement, and regulatory compliance eager to offer 11+ years of experience, as well as impressive academic credentials, toward optimizing an employer s bottom-line performance.
profile of qualifications
top-performer who develops, analyzes, and interprets statistical data to attain maximum profits in coordination with objectives.
integral leader who makes solid financial decisions to reflect positively on business productivity and company well-being.
ambitious self-starter who demonstrates superior attention-to-detail and sharp analytical abilities.
holds masters in finance (msc) and bachelors in economics (bsc hons) degrees.
key areas of expertise
strategic analysis / planning wealth management regulatory compliance process improvement
global accounting processes profit / loss responsibility data / reports management client / customer service
accounts payable / receivable model budgets / forecasting policy / procedure development business communications
ø designed a new revenue budgeting and forecast model for an insurance division following the abbey insurance takeover to include ensuring the model provided in-depth analysis of product demand forecasts.
applied dynamic leadership talents toward directing a 5-member team of analysts and trainee accountants with $50-million budget responsibility to include building models, extracting financial data, and analyzing information to develop relevant assumptions, along with performing additional ad-hoc financial assistance / analysis for management as required.
interfaced with managers of various insurance division areas and market research teams to attain model assumptions and drivers.
contributed strong communication skills toward presenting all model budget and forecast results to executive-level management, along with incorporating requested changes as necessary while providing objective recommendations.
business performance manager
ø achieved cost savings and on-time deliveries by spearheading preparation and approval meetings for a new barclays wealth management budget to include successfully producing related financial reports for management and shareholders on-time for 2 consecutive years.
ø developed innovative financial models utilizing data from comprehensive financial systems to support targeted business planning.
strategically steered business performance within a billion-dollar organization providing banking, wealth management, and financial services to individual and corporate clientele, along with directing a 5-person analyst and accountant team with budget responsibility of $50 million and managing all budgeting, planning, and forecasting for a wealth management division.
optimized fiscal operations by documenting general accounting procedures; drafting policy and procedure manuals; chairing approval meetings; handling monthly reporting; and interfacing among clientele to develop valuable business relationships.
yyyyyy x. yyyyyy
(xxx-xxx-xxxx • email@example.com
professional synopsis (continued page two)
ø uncovered $250,000 in accounting errors and overpayments and drew up approved recommendations, along with delivering a 10% expense reduction via analysis of all business expenses and remuneration.
ø reduced project costs by initiating a new project account system, standardized monthly reports, and project reviews.
ø delivered a six-figure cost savings by implementing a cost review of the ezetimibe joint venture s budget and expenditures.
utilized broad scope of industry and financial services knowledge to oversee fiscal / general accounting and budget preparation efforts to include managing corporate planning processes for major joint ventures to ensure seamless business activities at all times.
played a vital role in building and sustaining business by introducing business process improvements that enhanced month-end closing functions, eliminated duplication, and reduced monthly processing times.
drafted and enforced accounting policies and procedures in compliance with gaap that provided the basis for all department budgeting, along with supporting division directors with budget activities and either-over or under-spends.
prioritized team workflow to maximize use of resources and meet general ledger and accounts payable / receivable posting goals.
senior financial analyst
ø led a cost analysis project to implement a state-of-the-art imaging system which stores over 2 million book deals.
ø reduced lead time 30% and ensured quicker receipt of title profitability analysis reports for all imprints by streamlining monthly reporting systems.
demonstrated sharp analytical abilities toward directing all financial reporting from review of original account entry to budget preparation / analysis to include managing lucrative contracts, offers, and advances made on new book sign-ins, as well as performing roi analyses on possible book acquisitions used in negotiating advance / royalty deals between editors and writers.
expertly developed p&ls, cost models, and additional decision-support tools for all division imprints of 280 editors, along with advising editors in critical purchasing decisions (i.e. justifications, contracts, royalties).
prepared and compiled budget / forecast data, input all figures, and carried out verification procedures.
additional professional experience
assistant accountant, audit commission, london, england, uk 2000 c 2003
intern, united nations headquarters, new york, ny, us 1999
education, licensure & technical summary
masters in finance (msc) university of leicester (england)
bachelors in economics (bsc hons) university of lagos (nigeria)
certified public accountant (cpa) uk license no. 0612897
microsoft office suite • sap • business objects • hyperion pillar • windows vista • ibm as / 400
jdedwards • mp&c • solomon iv • agresso financials • sun accounts • sage • groupwise
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