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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000


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


Financial Analysis Executive

Financial Data Analysis ~Financial Modeling ~ Budgetary Management


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, including budgetary oversight, financial analysis, financial modeling practices, tracking analytics development, data mining systems, accounting analysis as well as auditing and oversight.     

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.

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  Consistently focus on ensuring development of high-standard financial protocols. 

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 hardware systems, including MS Office Suite, Outlook, Bloomberg Visio, Lotus Notes, Word Perfect, and various internal accounting systems.   


Functional Competencies


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  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

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 running MS Excel and Access reports in order to identify and advise IPA reps on JP Morgan vs. DTC position discrepancies.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.   





Professional Career Track


Senior Portfolio Accounting Analyst, The Northern Trust Company                                2006-Present


  Main responsibilities include daily analysis of diversified transactions using relevant data;

  Perform maintenance on assigned accounts according to internal and GAAP processes;

  Provide numerous portfolio maintenance functions, including checking and correcting discrepancies, verifying outside funds, and reviewing transactions;

  Audit investment reports, cash statements, and supplemental reporting to verify accuracy of data;

  Compose inquiries to resolve discrepancies identified in the daily audit and respond to internal and external inquiries related to accounts;

  Review and resolve daily exception reports by applying knowledge of accounting and performance procedures and principles; 

  Enact continuous follow-up until corrections are made and issues are resolved;

  Verify report schedules, ensuring reports sent to clients are accurate and mailed within scheduled timeframes;

  Prepare various report schedules and/or IRS forms per client requirements;

  Provide performance analysis data of the client s portfolio to specified investment mangers through the processing and reconciliation of periodic accounting;

  Utilize internal system to strike the Net Asset Value of various funds;

  Serve effectively as liaison between account mangers and all internal partner areas.


Pensions and Benefits Contractor, Canadian National Railway                                              2005-2006


  Main responsibilities included daily analysis of financial statements and preparation of detailed spreadsheets which summarized findings in relation to a company audits.  Additional functions included;

  Interaction with external auditors and vendors to collect statements requested by management during the audit process;

  Preserved essential employee pension and benefit documentation for daily reference and review by management or other team members;

  Assisted management with preparation of IRS and DOL filings;

  Researched inquires from auditors and submitted findings for management review.


Tax Preparer, H&R Block                                                                                                            2004-2005


  Main responsibilities included analysis and computation of taxes owed or overpaid, utilizing technology as well as completion of entries on forms, following tax form instructions and tax tables.  Additional functions included;

  Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances;

  Prepared or assisted in preparing simple to complex tax returns for individuals or small businesses;

  Reviewed financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns;

  Utilized all appropriate adjustments, deductions, and credits to maximize refunds; 

  Consulted tax law handbooks or bulletins in order to determine procedures for preparation of atypical returns;

  Furnished taxpayers with sufficient information and advice in order to ensure correct tax form completion.



Education & Additional Information


n B.S. C Management Science, Tuskegee University

n MBA - Accounting (Pending), University of Phoenix




Rochelle Davis

 708-359-3026 /









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 several years of academic and practical training in the financial analysis field.  I have also worked as a technical expert and advisor in numerous forms, so I understand this subject matter from many different levels.  I am eager to work for a company that will allow me to utilize my extensive knowledge base in finance.

 I am accustomed and skilled at managing complex situations in financial planning and possess the ability to offer unique and comprehensive advice aimed at maximizing investments for both corporate and individual clients.  I have a strong drive to work beyond the usual methods to meet my client s needs while maintaining quality and integrity at all times.

            I am an exceptionally hard worker and my peers consider me a strong team player.  My enthusiasm comes from utilizing my skill set to benefit the organization 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.  I enjoy the chance to work directly with various departmental resources in both learning and mentoring fashions. I am selectively seeking a company who is progressive thinking and in need of a professional who can make an immediate and positive impact on productivity and processes.

            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.


Rochelle Davis





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