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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx /  (xxx-xxx-xxxx

E-mail: abc@xyz.com

 

~  Seasoned Management Professional eager to contribute exceptional financial, operations leadership, and client relations expertise toward supporting the employer in optimizing bottom-line performance.  ~ 

 

Profile 

 

Significant strengths in project management, financial consulting, personnel leadership, quality assurance, investment planning, and portfolio management.  Adept at assessing business operations to determine and optimize fiscal performance, sustainability, and revenue opportunities. Dynamic talents in client service and satisfaction, as well as nurturing influential community relationships. Proactively define goals, uncover challenges, propose modifications, track and control expenses, and drive targeted revenue growth strategies.  Harness enthusiasm, integrity and energy to guide teams, resolve conflicts, elevate morale, and steer team to achieve peak levels of productivity. Highly versatile and able to quickly adapt to new roles, responsibilities, software, industries and environments.  

 

Selected Achievements:

 

        As member of TIAA-CREF compliance team, contributed to achieving 100% acceptance on newly-converted proprietary computer program for required quarterly FINRA reporting.

        Appreciated by financial services clients for exhibiting exceptional product knowledge and providing superior service and attention.

        Verify monthly financial data and meticulously reconcile daily sales and expenditures as long-time bookkeeper for Gusterman s Silversmiths.

        Developed and exercised strong management capabilities by spearheading daily operations for JAI Tire inclusive of interviewing, hiring, directing and supervising staff.

        Oversaw full spectrum of financial management functions in prior role as owner of construction company; purchased supplies and equipment, maintained budgets, and performed accounts payable and receivable.  

        Proactively sourced and established financing partnerships, selected subcontractors, devised schedules, and managed projects for Yyyyyy x. yyyyyy Construction.

 

Professional Experience

 

TIAA-CREF, Denver, Colorado, 2006 to 2009

Individual Consultant, Inbound National Call Center

         Provided retirement and savings advice by educating clients in investment options and opportunities on behalf of Teachers Insurance and Annuity Association - College Retirement Equities Fund.

         Administered annuity contracts, assisted clients in determining financial goals, explained products and programs available, and established excellent client relations.

 

Continued

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

Professional Experience continued

 

Primerica Financial Services, Denver, Colorado, 2004 to 2006

Senior Financial Analyst

         Applied significant financial acumen toward providing broad-based debt and asset management services to families and individual investors.

         Explained, suggested and marketed debt consolidation options, term life insurance, securities, annuities, and 401(k), SEP and Keogh plans.

         Concurrently recruited new team members, conducted interviews, provided training, and served as mentor and coach.

 

R. D. West Inc., Denver, Colorado, 1997 to 2005

President

        Demonstrated excellent initiative in establishing, launching and operating successful residential remodeling company with full accountability for all aspects of business management.

        Exhibited proficiency in cost estimating, developing project scope, determining budgets, materials procurement, site management, sales, and customer relations.

        Strategically develop schedules to maximize use of human, financial and physical resources and ensure on-time, budget-compliant delivery of projects from launch through completion.

        Cost-effectively managed and maintained accounts payable and receivable, processed payroll, and filed taxes.

 

Additional Experience:

 

Bookkeeper, Gusterman s Silversmiths, Denver, Colorado

Operations Manager, JAI Tire, Denver, Colorado

General Contractor, Yyyyyy x. yyyyyy Construction, Denver, Colorado

Sales Representative, D.A.R.E. Colorado Inc., Denver, Colorado

 

Licensure

 

Life and Variable Annuities C state of Colorado

 

NASD Series 6 & 63

 

Computer Skills

 

Microsoft Office Suite (Word, Excel, PowerPoint, Visio, Outlook, FrontPage) Microsoft Project Quicken QuickBooks

 

 

 

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx /  (xxx-xxx-xxxx

E-mail: abc@xyz.com

 

 

 

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

Please accept this letter and accompanying resume in application for the <insert job title> opportunity that is currently available with <insert company name>. In advance, thank you for your time and consideration. 

 

I bring to you a strong background in driving business operations, proficiency in financial consulting, analysis and management, and the flexibility to skillfully handle competing priorities with an unwavering commitment to efficiency, customer satisfaction, fiscal integrity, and risk management. To complement these qualifications, I offer keen analytical, problem solving, forecasting, and planning skills.

 

As a proactive contributor to your organization, you will find me to be a self-motivated professional committed to supporting you in achieving your objectives through dedication, initiative, and polished communication skills. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future. 

 

Sincerely, 

 

 

 

Yyyyyy x. yyyyyy

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