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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


xxx-xxx-xxxx (Hxxx-xxx-xxxx (M)


Senior Operations Associate

Leadership and Development Strategist ~ Research and Analysis~ Investment Banking


Productive, quality-oriented professional eager to contribute investment banking background as well as exceptional project management and account coordination skills toward optimizing operations of a progressive organization.


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, 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  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, including MS Office Suite, MS Excel, Global Plus, FMC, ADP, Bloomberg, and DTC system.    




Functional Competencies


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


Office Specialist, Dr. Douglas Campbell (Volunteer)                                                                 2008-2009

  Primary responsibilities included comprehensive management and oversight of day-to-day office functions for physician s office  Specific functions included;

  Billing and collection related to patient accounts;

  Applied critical thinking skills and strong attention to detail in effectively supporting all aspects of daily office operations, including billing and maintaining patient records according to HIPPA guidelines;

  Assistance with home-health care for continuous care patients.


ADR Administrator, Bank of New York                                                                                       2006-2006

  Primary responsibilities included obtaining and review of foreign dividend information from various custodians.  Specific functions included;

  Reviewed company foreign dividend announcements for accurate rate, record date and payable date information;

  Notified impacted Stock Exchanges of up-coming dividend payments;

  Liaised and coordinated daily with Stock Transfer Division, DR operations and DR Relationship Management;

  Verified foreign currency payments and prepared contract memorandums for conversion of funds as needed;

  Balanced and reconciled receivable and payable accounts daily as related to foreign and U.S. dividend payments.


Corporate Action/Dividend Control Analyst, Bank Leumi                                                     2003-2006

  Primary responsibilities included database management and maintenance related to both voluntary and mandatory corporate actions, ensuring accuracy, data quality, and timeliness.  Additional functions and accomplishments included;

  Utilized ADP system to load rates for correct dividend payments;

   Conducted regular reviews of all relevant documentation including offering materials, prospectuses, letters of transmittal as well as materials from depositories, vendors and other available sources of information;

  Researched and consulted on complex client inquiries, ensuring commensurate service related to agreement standards as well as Securities and Exchange Commission regulations.


Earlier Experience



- Call Bond Administrator, Fiduciary Trust Company International                                            

- Money Market Administrator, Fiduciary Trust Company International                                            

- Mutual Fund Analyst, Fiduciary Trust Company International                                            


Academic Credentials & Training


n A.A.- Liberal Arts, Kingsborough Community College, New York

n Medical Billing & Coding Coursework (Currently Enrolled), Franklin Career Institute, New York







Yyyyyy x. yyyyyy

xxx-xxx-xxxx /







Recent research into COMPANY NAME prompted me to immediately update my resume for your review.   Based on my knowledge of this company, I am very interested in interviewing for STATE POSITION YOU ARE SEEKING. I offer years of progressive advancement in key roles as a Financial Analysis and Operations Management Executive within various professional settings.

 I am skilled at providing expertise regarding comprehensive tasks including budgetary analysis and strategic growth, project management, training and development, viability analyses, client support, research, and a strong background in many aspects of financial analysis.  I am astute at developing streamlined processes that will increase operational productivity and reduce the occurrence of costly errors.  I have worked as a support expert in various forms, so I understand many functional aspects of finance and operations from many levels and vantage points.

            I am an exceptionally hard worker and consider myself a strong team player.  My enthusiasm comes from working directly with clients and streamlining and improving processes as evidenced by my accomplishments and contributions to my past employers.  I am also capable of assimilating into a new environment easily and feel that I could quickly become part of your team. 

            After your review of my resume, I hope you will agree that this would be a mutually beneficial arrangement.  I plan to call you early next week. At that time, I can answer questions concerning my background and experience and we can discuss the desirability of an introductory meeting.  Please contact me sooner if you wish to talk before then.  I look forward to speaking with you.


Yyyyyy x. yyyyyy




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