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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000



financial planning and implementation executive

 research and analysis ~ comprehensive financial solutions ~ private 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, business restructuring, financial instrument management, risk management, budget management, forecasting, public company reporting, 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 applications and financial analysis platforms, including: lexisnexis, ria checkpoint, westlaw, cch multistate tax preparation software, quickbooks, quicken, the blue book for legal citations, advanced microsoft excel modeling and forecasting, microsoft access.


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.



academic credentials & training


n masters degree - taxation, florida atlantic university barry kaye college of business

    - dean s lise

n juris doctor candidate, florida international university college of law

n bachelor of science c accounting, florida state university college of business



professional career track


florida blueprint commission on juvenile justice, tallahassee, fl                                           july 2007- present


         heard testimony from the public, researchers, and policy experts on the issue of juvenile delinquency during a series of nine two-day meetings held across the state

         engaged in extensive televised deliberation with fellow commissioners to create the 89-page blueprint report getting smart about juvenile justice in florida

         met with individual state senators and house members in tallahassee to gain support and endorsement of the blueprint bill and to help push it through the legislative process

         ongoing objectives of the commission include refinement of certain language within the blueprint bill to prepare for the 2011 legislative session and reconvene annually until passed


 treasure coast accounting, palm beach gardens, fl                                                                 january- april 2009

seasonal audit and tax professional

         audited financial records of real estate investment trusts (reits) to verify reported assets and  liabilities for accuracy and completeness, then completed consolidated partnership tax returns and k-1s for those entities

         advised small to mid-sized entrepreneurial business owners regarding the formation of new enterprises, facilitated start-up administration, guided clients through the technical processes of entity establishment, and provided strategic short- and long-term tax planning advice with the objective of minimizing overall tax liability

         assured compliance with and timely filing of current multi-state sales, use, intangible, local tax returns; calculated & submitted fines and penalties accordingly from prior years for non-payment


the honorable judge lester langer, miami, florida                                                         march 2008- january 2009

judicial clerk

         evaluated juvenile delinquency proceedings and observed the actions taken by the state, the defense, and the judge, focusing in particular on rehabilitative tendencies that are practiced only on this unique age group, and submitted opinionated reviews of the judge s reasoning

         analyzed trials and discussed with the judge the strengths, weaknesses, inaccuracies, or flawed reasoning of each council s argument and rule of law interpretations

         attended appeals for summary judgment and worked alongside the panel of judges throughout the decision process (mostly insurance companies and building contracts)

         assisted with planning and participated in special councils and commissions including a pilot program for truancy reduction and academic retention within troubled miami-dade districts


wealth and tax advisory services, west palm beach, florida                                                 april- december 2007

tax intern

         prepared and processed tax returns for high net worth individuals, s- and c- corporations, partnerships, estates, and trusts using cch tax preparation software

         researched and documented complex tax queries as requested by clients, most extensively relating to tax implications of donative conservation easements, exclusion of certain benefits from taxable income of pastors and other religious leaders, determinative criteria for entity switches to fiscal year, and requirements for nonrecognition of casualty gains of partnership property

         assisted in the valuation of business entities including, but not limited to, railroads, franchises, drugstores, for the purpose of valuing stock versus asset acquisitions and for recording mergers

         detected discrepancies and restated prior year balance sheet assets to bring delinquent and non-filing clients up to date

         designed and instructed a detailed one-hour training session for which employees on all levels received continuing professional education (cpe) credit.


advanced marketing research internship, tallahassee, florida                                                  january- april 2007

project coordinator

         goals of the internship were to raise awareness of breast cancer in young women, to educate them on early detection of the disease, and to measure results of awareness efforts using statistics.

         facilitated meetings and delegated weekly responsibilities to team members according to the outline of objectives

         conducted focus groups with female university students for information regarding extent and accuracy of sample population s knowledge of breast cancer


florida house of representatives, state capital, tallahassee, florida                                          january- may 2005

legislative intern     

         worked under mr. toni bense, speaker of the house, during legislative session

         handled protest calls on behalf of mr. bense with a high level of compassion, and documented concerns of the public regarding very sensitive controversial issues

         wrote reports on the diverse viewpoints and issues brought forth in session by house members

         examined the merits and reasoning of the debates between house members regarding the proposed bills, noting the micro issues in a particular controversy that tended to slow a bill s progress




professional affiliations


         2010 western hemisphere security colloquium, coral gables, fl

         2010 haitian temporary protected status (tps) clinic volunteer, florida international univ.

         2009- present south florida tax litigation association, miami, fl

         2008 florida zero-tolerance summit, orlando, fl

         2008 white house office of national drug control policy summit, coral gables, fl

         2008 cystic fibrosis foundation volunteer, florida atlantic university

         2007 coordinator relay for life cancer walk, florida state university

         2006-07 student member of the association of certified fraud examiners

         2006-07 beta alpha psi accounting fraternity, florida state university       

         2006-07 financial management honor society, florida state university

         2006-07 tutor- financial accounting students, florida state university






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