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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



Financial Analysis Executive

Leadership and Development Planner ~ Research and Analysis ~ Investment Strategies


Performance-focused Financial Analyst and Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


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, business restructuring, financial instrument management, risk management, budget management, forecasting, public company reporting, as well as cross-functional team development.

Ø  In-depth knowledge of vendor relations related to appropriate utilization of financial data.

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

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

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 software systems, including MS Office, Access, Visio, Visual Basic, Microstation, AutoCad.



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  Frequently act as facilitator in order to act as problem-solver and conflict resolution specialist, particularly related to fund services group.

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

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

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

Ø  Analyze corporate actions regularly in order to plan and execute dissemination of company data in an efficient and timely manner.






Professional Career Track


Senior Financial Analyst, Fisher Investments                                                                       2008-Present

  Primary responsibilities include comprehensive management and oversight of daily financial processes and planning strategies. 

  Liaison between senior management, sales teams, finance department and information technology on various commission-related projects.

  Develop, innovate and manage firm-wide commission databases, processes, projects, and payouts.

  Streamline commission processes to increase efficiency, reduce data entry errors, and increase transparency for senior management.

  Support sales management in creating an effective, incentive-rich, commission structure.


Business Operations Coordinator, Fisher Investments                                                            2007-2008

  Primary responsibilities included evaluation, monitoring and processing of operational action information as well as extensive research, analysis and advisement for third party software systems and technology solutions.

  Acted as Project Manager for firm-wide information technology projects.

  Streamlined and innovated various business processes.

  Developed databases to increase efficiency across the firm.


Merchant Teller, Wells Fargo Bank                                                                                           2006-2006

  Primary responsibilities included building business relationships with clients and processing business account transactions.

  Created and maintained large cash orders

  Supported management team with various day-to-day activities


Earlier Experience

- Softcopy Technician, Vertical Mapping Resources



Academic Credentials


n B.S. - Finance, W.P. Carey School of Business / Arizona State University

n Numerous Advanced Level Mathematical Courses













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 roles as a Financial Analysis and Operations Management Executive within various professional settings.

 I am skilled at providing expertise regarding comprehensive tasks including budgetary analysis and strategic growth, project management, training and development, viability analyses, client support, research, and a strong background in many aspects of financial analysis.  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 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. 

            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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