0000 xxxxxx xxxx , xxxx , xxxxx 00000
(xxx-xxx-xxxx
abc@xyz.com   

Financial Analyst ▪ Financial Consultant

Well-rounded and energetic professional with valuable experience and training seeks new

 challenge and opportunity to apply consummate skills a Financial Analyst or Consultant.

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Professional Profile                                                         

  Escalate business development through key initiatives that increase productivity and revenue growth

  Self-motivated team player with diverse experience; financial and strategic planning, profit and loss management, cash flow modeling and management, risk management, and statistical analysis

  Organized and detail-oriented; expert in statistical arbitrage, and extensive background in Equity, Debit and Currency Markets

  Communicate technical and complex information easily and concisely; expertise in auditing, and ensuring Financial Industry Regulatory Authority (FINRA) compliance

  Expand clientele by securing accounts while maintaining existing customer base through exemplary account management and customer service

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Employment History                                                          

Operations Specialist                                                                                                07/2008 C 09/2009   

Genworth Financial ▪ Schaumburg, IL                                                                            

   Member of team of seven who processed 220-250 new mutual fund, annuity, and bond purchases daily; consistently processed transactions that were 100% in FINRA compliance

   Served as an Agent; solely analyzed and approved between 50-70 new accounts, stock purchases, annuity exchanges, and mutual fund sales daily

   Assisted field sales representatives; identified custom investment options for each client s financial condition, investment objective, and risk appetite

   Ensured all client documents adhered to FINRA regulations prior to processing the purchase

Office Manager                                                                                                          10/2004 C 01/2008   

Medical Office of Dr. Raj Patel MD ▪ Bartlett, IL                                                               

   Increased revenue over 5%, and new patient growth by over 7% annually

• Analyzed trends which developed with patients and insurance providers; outlined an investment plan to purchase a $140,000 ultrasound machine, and realistic targets for profitability
• Selected to implement investment plan, and managed all aspects from human relations to equipment; after two years,  revenue increased to the second most profitable initiative in the practice

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Computer Skills                                                                 

   Proficient in Microsoft Excel, and PowerPoint

   Type 75+ words per minute

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Education                                                                            

Master of Business Administration                                                                         Anticipated 12/2009

Roosevelt University ▪ Chicago, IL

Major in Finance

Bachelor of Arts in Political Science                                                                                              2004

University of Arizona ▪ Tucson, AZ