yyyyyy x. yyyyyy                                                    0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                                  xxx-xxx-xxxx

abc@xyz.com

objective

investment banking professional with mba seeking to utilize extensive professional experience, excellent managerial and developed analytical and decision-making skills in a challenging trade/fixed-income analyst assignment.

career profile

ø  over 14 years of financial management, banking and investment experience.

ø  mba degree in finance & management and bs degree in economics.

ø  extensive financial, evaluation and assessment background.

ø  knowledgeable in strategic planning, equity issues, dividends and interest payments.

ø  record of progression to assignments of increasing authority and responsibility

ø  knowledgeable in financial statements, reconciliation systems and process improvement.

ø  oversee payroll reports, sales tax use reports, bank statements and general ledger.

ø  comprehensive grasp of internal operations and coordinating multiple departments.

ø  focus on productivity enhancement and meaningful cost control.

ø  ability to consistently achieve stringent p&l objectives.

ø  expertise in developing and overseeing professional teams.

ø  well-organized multi-tasker with strong detail orientation.

technology skills

ms office suite, intrac, cash management report, risk report system, filenet, bloomberg, swift alliance, cas, fbe

professional experience

state street bank (legacy ibt), boston, ma                                                                                     2007 - 2009

income analyst - global income

       processed international and domestic maturities, principles, dividends and interest payments.

       evaluated stock loan and repossession transactions, trade pair-offs, adjustments and client fails.

       maintained currency of tax rates, monitored and resolved outstanding securities payables and receivables.

       assessed payments and share value discrepancies and coordinated with bloomberg to adjust rates.

       key escalation contact for departmental claims specialist and trained new employees.

       escalated potential liabilities to mitigate client and bank risk.

 

r.r. donnelly (banta) corporation, cambridge, ma                                                                          2005 - 2007

financial analyst

       successfully forecast monthly/quarterly revenue and coordinated activities with other departments.

       developed budget schedule reports, produced internal utilization and to-date profitability reports.

       initiated business model for new product launches and analyzed project performance.

 

p.l. bronze company, ltd, bangkok, thailand                                                                                 1996 - 1999

accountant

       evaluated and analyzed internal overhead costs, entered data into ledger and spreadsheets.

       audited and prepared corporate tax returns.

education

level 1 cfa program candidate, present

 

salem state college bertolon school of business, salem, ma

master of business administration, finance & management 2007

 

salem state college, salem, ma

bachelor of science, economics 2004