career profxxxxxxe

 

recent college graduate with more than 3 years experience in financial and accounting roles, with a majority of work history employed by jp morgan chase. possess excellent organizational, financial analysis, and market research skxxxxxxls. currently prepping for cfa level 1 exam and eligible to test in december 2010. technically proficient in microsoft excel, powerpoint, access, word, quickbooks, lotus, adobe photoshop, iwork, keynote and pages. fluent in gujarati & hindi.

education

 

depaul university, chicago,

     bachelors of science in commerce with a major in finance, 2009   

     coursework: macro/micro economics, corporate finance, personal finance, investments, securities & options and quantitative reasoning, international finance, and financial statements analysis.

professional experience

 

lmu subway corp., chicago, xxxxxx                                                                                   11/2008-present

bookkeeper

     administer and track monthly financial transactions to ensure accuracy.

     process expense control procedures including bank and account reconcxxxxxxiation, cash receipts, disbursements, finance charges, bxxxxxxlings, invoicing, purchase order/inventory verification, charge-backs, rebates, and preparation of daxxxxxxy bank deposits.

     resolve fiscal discrepancies by researching account transactions and analyzing the source of variances.

     produce timely and accurate month-end closings as well as financial reports.

 

jp morgan chase, skokie, xxxxxx                                                                                       08/2006-present

sales and service associate (01/2008-present)

     drive business development by assisting bankers and financial advisors with locating new customer leads.

     resolve customer issues with their accounts by researching and advising viable solutions.

     administer and update weekly signature card and wire transfer reports.

     lead successful chase at work campaigns to promote financial services to new market segments.

     produce quarterly compliance and conduct regulation tests to keep informed of current trends in the banking industry as well as federal laws affecting the bank.

 

bank teller (08/2006-01/2008)

     processed cash transactions totaling more than $500,000 a week and tracked and balanced check batches totaling more than $750,000 a week.

     maximized business development by opening 10 new accounts each month.

     led banking center in teller referrals for 3 consecutive months.

     exceeded referral goals on a quarterly basis by 150%.

     balanced the vault containing more than $100,000 a day.

     completed quarterly compliance and regulation tests to keep updated on the latest banking trends and federal regulatory compliance.

 

firstcomm, chicago, xxxxxx                                                                                                  08/2005-08/2006

sales associate/cashier

     exceeded monthly cellular phone sales goals by 200%.

     served as team coach by mentoring new employees about company database, products, and services.

     ordered, received, inventoried, and organized weekly purchase orders consisting of 20 boxes with up to 500 items.

 

 

 

 

 

date

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

i am currently seeking a challenging career opportunity in a financial capacity and am submitting my resume for your review. in advance, thank you for your time and consideration.

 

as a recent college graduate, my desire is to utxxxxxxize my 3+ years progressive experience in bookkeeping and financial sales roles within your organization. throughout my career, i have provided superior attention to detaxxxxxx, conducted market research, and analyzed transactions to resolve discrepancies as well as adhere to current regulatory standards.

 

i consistently collaborate with cross-functional teams to achieve high levels of customer service. i am a dedicated worker with a solid work history, most of which with jp morgan chase.  some key responsibxxxxxxities include:

     process expense control procedures including bank and account reconcxxxxxxiation, cash receipts, disbursements, finance charges, bxxxxxxlings, invoicing, purchase order/inventory verification, charge-backs, rebates, and preparation of daxxxxxxy bank deposits.

     resolve fiscal discrepancies by researching account transactions and analyzing the source of variances.

     administer and update weekly signature card and wire transfer reports.

     processed cash transactions totaling more than $500,000 a week and tracked and balanced check batches totaling more than $750,000 a week.

 

to compliment my professional work history, i recently received a bachelor s degree in commerce and finance.

 

as an employee, you wxxxxxxl find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. my goal is to transition my experience, creativity, and enthusiasm to your organization. i am confident that i could be a valuable asset, and look forward to interviewing with you in the near future.

 

sincerely,

 

 

 

guarang patel