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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



results-driven financial analyst eager to contribute dynamic project management and strategic planning skills toward actively supporting the employer in optimizing performance as a key staff member.



ø  offer progressive experience in financial analysis, real estate and corporate planning, with comprehensive background in supporting startups with financial and strategic planning.

ø  effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.

ø  exceptional ability to research and evaluate industry trends and use findings toward designing and executing innovative strategies to boost company leveraging.

ø  dynamic communication, presentation, relationship building and problem-solving abilities.

ø  highly versatile; quickly master new roles, responsibilities, technologies, and environments.

ø  demonstrate outstanding problem solving and active listening skills; diffuse difficult situations with tact and ease.


key career achievements

ø  instrumental member in supporting multimedia, sa in successfully obtaining mmds frequency and license.

ø  reduced patients records processed from six weeks to two weeks by innovatively designing, developing and implementing an access database structure for the medical records department to track and process patient records.


professional experience

jpmorgan chase & co., boston, ma                                                                                         2007-2008

fund accountant

  contributed strong financial skills in conducting comprehensive review and analysis of transactions on a daily basis, with full accountability for ensuring conformity to established policies and procedures.

  demonstrated solid understanding of accounting practices and principles in proficiently monitoring cash and asset variances between the core systems and the accounting system.

  successfully resolved discrepancies by closely monitoring income activity and ensuring the prompt and efficient resolution of all overdue items.

  applied detail orientation and organizational skills toward manually booking, rebooking and/or reversing trade transactions on a daily basis per client s instructions.

  proactively participated in special projects including dividend projection and accrued income analysis, acquiring valuable knowledge and experience.


promutualgroup, boston, ma                                                                                                      2006-2007

corporate finance assistant

  effectively collaborated with and supported finance staff with broad range of accounting issues.

  proficiently applied cash received and researched discrepancies resulting from cash application, demonstrating exceptional prioritizing and multitasking abilities in achieving goals and timelines.

  relied upon to perform daily manual match of cash receipts (lockbox) and print daily report, with strong focus on accuracy, efficiency and completion.


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yyyyyy x. yyyyyy                                                                                                                                       page 2 of 2




multimedia, sa (mmsa) (formerly reli)                                                                                   years


  strategically applied sharp business acumen toward designing targeted financial and business plans for startup.

  integral in ensuring mmsa gained the rights to deploy a broadband wireless network in haiti.

  contributed advanced communication and interpersonal relation skills toward preparing and delivering presentations to numerous high profile businesses and organizations including general dynamics, lucent technology, global crossing, representatives of world bank for the caribbean, presidential advisors in infrastructure, and reston consulting group.


credicash, llc, new bedford, ma                                                                                             2003-2006 

co-founder, consultant

  actively supported small business owners and start-ups in preparing financial statements.

  exhibited dynamic research and analysis talents in effectively steering the preparation of sales forecast, cash flow projections and marketing plan, as well as conducting research, market entry and cost-benefit analysis.


center for entrepreneurship, lawrence, ma                                                                               2003


  built and established key relationships and liaised effectively with local entrepreneurs and small business owners.

  created detailed financial statements and marketing plans supporting clients.


prior experience


bi deaconess medical center, lexington, ma                                                                            1999-2003

office assistant


education & professional development

bachelor of science in business administration, major in entrepreneurship and finance - suffolk university, boston, ma, graduated cum laude, 2003

project management graduate level course - harvard university extension school, 2008



licensed real estate agent, 2004-present



certificate of honor - suffolk university griffin honor society, 2003


technical skills

excel, word, access, lotus notes, meditech, quickbooks, sap, wins, and apollo

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