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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000




financial analysis executive

leadership and development strategist ~ research and analysis~ investment banking


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, investment banking, client relations and management, data collection and analysis, generating ad-hoc financial reports, accounts management, business development initiatives, 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 as well in numerous financial analysis platforms.    



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


assistant vice president, jp morgan chase                                                                         2007-present

  primary responsibilities include comprehensive management and oversight of day-to-day operational viability of business banking sector within organization.  specific functions include;

  extensive development of retention and loyalty processes in order to achieve a larger year over year client base regarding small to medium sized business clients;

  foster new and currently existing relationships in order to expand customer base in the short term which will positively impact bottom line revenues;

  collaborate with other bank partners in order to realize potential areas of growth from a cross-functional and multi-dimensional perspective between both current and potential business clients.


licensed personal banker, jp morgan chase                                                                          2005-2007

  primary responsibilities included direct oversight and assistance with management of contracts, management of key accounts, packaging and cross selling numerous company products, as well as effectively ensuring all customer service issues were handled with immediacy. specific acheivements included;

  produced $7.6m in consumer loans and lines through december 2006;

  generated $735k in business loans and lines in 8 months with a goal of $400k;

  received numerous awards for top pvc production in the new build north district.

relationship banker, jp morgan chase                                                                                    2003-2005

  primary responsibilities included development of new business as well as expansion of current business segments through multiple product lines including loans, home equity lines of credit, and deposit accounts.  additional functions and accomplishments included;

  utilized extensive customer resolution skills to proactively resolve client issues and to ensure repeat business;

  assumed management responsibilities when needed and ensured that all operational aspects were maintained at or above standard;

  achieved top banker status in new loans and consumer checking accounts production for the district.


earlier experience



- system operator, first trust (management role)                                           

- senior sales specialist, thrifty car rental & sales                                           

- data entry technician, ebms billing                                            


academic credentials & licensure


n associates degree c business management, montana state university

n active license, series 6

n active license, life, health, disability insurance






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