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Yyyyyy x. yyyyyy

1815 Viewcrest Dr ª Xxxxxx, TX xxxxxx ª xxx-xxx-xxxx ª


Senior Level Executive with broad based experience in Fiscal Management and Business Administration, eager to integrate strong leadership,  employee development and training, and aggressive cost containment experience toward supporting the business objectives of a progressive employer. 

Core competencies include:


   Analyze Financial Statements

   Deliver Cost Containment Strategies

   Business Development/Client Relations

   MS Office, QuickBooks, Excel

   Develop and Execute Business Plans

   Budget Management/P&L Accountability

   Financial Decision Making

   Marketing and Public Relations

   Planning and Deployment of Operational Assets

   Project Planning/Execution

   Public Speaking & Presentation

   Strategic Planning and Leadership


Professional History


Domiciliary Services, Xxxxxx, TX                                                                                                        2006 to Present

Chief Financial Officer

   Create, coordinate, and evaluate the financial programs and supporting information systems including budgeting, tax planning, financial analysis, strategic planning and conservation of assets; provide leadership and oversight for a staff of 25.

   Approve and coordinate changes and improvements in automated financial and management information systems for the company, and ensure compliance with all local, state, and federal reporting requirements; instrumental in growing business from $800K to $3.7MM in gross annual income.

   Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger, and account maintenance and data entry.

   Coordinate the preparation of financial statements, financial reports, special analyses, and information reports; develop and implement finance, accounting, billing, and auditing procedures.

   Establish and maintain internal controls, and provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.

   Analyze cash flow, cost controls, and expenses to guide business leaders; uncovered cost containment opportunity of $100K.

   Establish and implement short and long-range departmental goals, organizational development objectives, policies, and operating procedures.

   Formulate client marketing strategies and lead changes in project direction while managing conflicts and maintaining business continuity.

   Consistently ensure that all clients needs are met by applying strong problem solving talents.

   Resolve staff issues by coaching to Project Managers; provide ongoing technical and interpersonal support.


Millennium Wealth Management, City, State                                                                                    2005 to 2007

Operations Manager

   Integral in establishing the organization as a premier provide of investment services; built a solid, high net worth client base, and aggressively marketed and sold medical malpractice insurance, annuities, and life insurance products.




Rivero Associates, City, State                                                                                                                     2000 to 2007

Operations Manager

   Provided leadership and oversight for fiscal accountability for entrepreneurial venture; managed and trained staff, resolved customer issues, and performed new employee orientation and on-boarding.


2001 to 2002:  Dell Computer Corporation:  Software and Peripherals Sales/Home Systems Sales                      

   Drove sales development strategies for Dell software & peripherals and client systems by responding to inbound or placing outbound customer calls; named as Top 3 New Hires and received promotion to  S&P Sales role.

   Averaged $121K in monthly sales revenue, and consistently ranked among the top 5 sales professionals.

   Provided technical and administrative information and quote prices for customers, drove new relationship strategies and assisted customers in financing purchases via LMS.


2001:   Computer Consultant

   Identified and assessed network needs; facilitated system maintenance, repaired hardware issues including hard drive failures, RAM network cards, modems.


1999 to 2000:  American Express Financial Advisors:  Personal Financial Advisors

   Developed key marketing strategies to drive growth; managed customer portfolios, created financial plans and offered brokerage services to capture additional revenue potential.


1997 to 1999:  Sun-Tzu Management Company, Inc., - Computer Consultant Manager

   Identified and assessed network needs for corporate office and implementation, reviewed and managed cost outlays, evaluated software products to make determinations for purchase.

   Spearheaded the design and development of a database utilized in for tracking client and billing information; trained staff on database management, basic computer usability and billing operations.


Education:  University of Arizona, Bachelor's Degree, Marketing and Management











Yyyyyy x. yyyyyy

1815 Viewcrest Dr ª Xxxxxx, TX xxxxxx ª xxx-xxx-xxxx ª





<Hiring Contact Name>

< Title>

<Company Name>


<City, ST Zip>


Dear Mr./Ms. ____:


Dear Hiring Manager,



Are you seeking a dynamic, knowledgeable and proactive Finance Management Executive to join your team?  If so, please accept the attached resume' as application for the position of (Position Here).


I am certain that you are seeking a visionary leader with a strong management traits and the ability to cultivate meaningful business relationships.  As a Finance/Operations Executive, I believe my experience, skills and abilities are exactly what you are seeking.  I have the ability to lead finance administration, fiscal accountability, tax preparation and financial reporting to support corporate viability and cash management.


I am a well respected and successful leader because I have found a way to balance the needs of the business, while carefully enhancing the culture and employee relations strategies during change management and growth periods.   I have a reputation for fairness and open-mindedness and a track record of supporting corporate accountability.


I have significant experience in leading aggressive process improvement strategies in operations, finance, employee development and client relations functions, resulting in increases in overall profits and revenue.  I have improved operations through the implementation of new processes and procedures, and have been instrumental in influencing exceptional growth.


The accompanying resume can give you an overview of my potential for making a worthwhile contribution to <firm or company name>.  I believe it would be beneficial to us both to further discuss your organization s goals and how I can help you meet them.  I will look forward to your call.


Thank you for your time and consideration.






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