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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

career objective

versatile business professional eager to contribute broad-scope finance/investment experience toward supporting a dynamic organization in maximizing bottom-line performance.

profile

 

  • offer solid and progressive experience and academic training in finance and investment analysis, including expertise in equity/bond valuation, asset management, capital budgeting, and financial statement analysis.
  • cfa level one candidate, specializing in investment sector of a corporation or investment firms/banks.
  • in depth expertise in developing company budgets, accounting, finance, and operational procedures.
  • adept at blending strong decision-making abilities with outstanding organizational skills, solid leadership attributes, and successful interpersonal relationship-building techniques.
  • apply sharp problem-solving proficiencies, intelligent business acumen, and cost-effective strategies, along with exceptional written and verbal communication skills, to any professional environment.
  • demonstrate strong abilities in handling multiple projects simultaneously, meeting tight deadlines, and working in a fast-paced professional environment.
  • planning to transfer to virginia / dc area for employment.

 

professional experience

 

independent consultant small businesses                                                                                              2006-2009

  • spearhead consulting operations specifically tailored to meet the needs of numerous small business owners.
  • sharp business acumen and experience in consulting on a broad scope of business operations, from strategic business management and accounting methodologies to technical recommendations and researched needed information regarding competition and source of financing.
  • consistently ensure delivery of quality customer service vital to sustaining and growing clientele base.
  • drive strategic planning operations for domestic and international businesses on global business functions.
  • actively serve as liaison between buyers and sellers, achieving competitive pricing and boost bottom-line profitability.

 

insurance agent farmers insurance group                                                                                                    2006

  • licensed insurance agent in the state of washington for p&c; life and di; effectively sold multiple insurance policies in record time.
  • successfully steered insurance sales operations to generate high volume growth and revenue.

 

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professional education

 

cfa level i candidate                                                                                         anticipated exam december, 2009

bachelor of arts in finance university of washington bothell, wa                                                                 2006

associate of arts in business administration seattle central community college seattle, wa

 

academic project history

university of washington                                                                                                                               2005

successfully identified innovative methods for t-mobile to rebuild core business strength, improve bottom line and increase its market share. efficiently improved the firm s business and operational procedures to reach market.

 

management of organizations course university of washington                                                                   2004

consistently provided financial consulting services for fairmont hotels and resorts through innovative research and data collection for financial analysis. successfully presented findings and recommendations to management.

 

it management course university of washington                                                                                           date

actively contributed as it project manager for aquantive inc., assessing management methodologies for overall it infrastructure and process operations. provided professional consultation to facilitate merger and acquisition processes.

 

operations & project management course university of washington                                                  date

served as consultant for zumiez inc., successfully inspected and evaluated inventory control system and usage of information technology in the main distribution center. designed detailed plan to overcome operational challenges and boost overall performance.

yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

 

date

 

 

 

hiring agent name

title

company name

address

city/state/zip code

 

dear__________________:

 

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

 

as demonstrated in the accompanying resume, my professional qualifications include experience and training in equity/bond valuation, asset management, capital budgeting, and financial statement analysis. an examination of my credentials will confirm that i am a skilled professional who thrives in a challenging work environment. i am driven, independently motivated, and results-oriented. i enjoy a challenge and work hard to achieve success. it is my practice to operate within a strict conduct of professionalism and integrity with my clientele. to complement this background, i offer dynamic communication, presentation, analysis, and relationship management skills.

 

as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  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


yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx • abc@xyz.com

 

 

 

 

 

date

 

 

 

contact name

company name

address

city/state/zip code

 

dear _______________________________:

 

i would like to thank you for providing me the opportunity to interview with you and discuss the exciting entry level financial and investment analysis position currently available with your company.  having gained a deeper insight into the job requirements and your objectives, i am confident you will find me a valuable asset in achieving your goals.

 

as discussed, i am an enthusiastic, disciplined team player eager to launch a successful career as a dedicated member of your staff.  i believe you will find my dynamic equity/bond valuation, asset management, capital budgeting, and financial statement analysis skills vital to your operations and look forward to contributing to your success.

 

should you have any additional questions, or to discuss future employment opportunities, please feel free to contact me at your earliest convenience. again, thank you for the enlightening interview.  i look forward to your response.

 

sincerely,

 

 

 

 

 

yyyyyy x. yyyyyy

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