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yyyyyy x. yyyyyy                                                                    

0000 xxxxxx xxxx , xxxx , xxxxx 00000

(xxx-xxx-xxxx

abc@xyz.com

 

career objective                              

recent mba graduate with extensive operations management and project/performance analysis background eager to contribute talents toward supporting a dynamic organization in optimizing performance

profile                                                

ø  offer more than 10 years of progressive experience in systems administration, support, and analysis, with expertise in the financial and investing arenas

ø  coordinate, manage, and report on system status and progress of special projects

ø  emphasis on improving performance through new technologies and effective staff training

ø  efficiently assess and respond to client-specific needs; ensure superior levels of satisfaction

ø  dynamic organization, prioritization and time management skills; consistently achieve critical deadlines while maintaining high quality standards

ø  proactive team player equally effective in independent and collaborative environments

education                                           

joseph m. katz graduate school of business, university of pittsburgh                                                   2008

master of business administration c concentrations in strategy, finance, and marketing            

 

university of dayton, dayton, oh                                                                                                          1998

bachelor of science in finance                                                                                   

 

nasd series 6 license

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professional experience                

greycourt & co., inc., pittsburgh, pa                                                                                           7/05 c present

senior systems project analyst (6/08 c present)

         in recognition of outstanding performance, steadily progressed within this premier private wealth management firm to attain position responsible for continually increasing the performance and efficiency of all technical systems

         effectively train, develop and coach a top-producing team of performance reporting analysts vital to company objectives

         research and investigate emerging technologies in consideration for improving interactive client software; steer quarterly account loading and report preparation

senior performance reporting analyst (7/05 c 6/08)

         achieved excellent levels of total service satisfaction through timely, accurate delivery of reports for very high profile clients

         oversaw administration of investedge web-based performance reporting platform and trained personnel on appropriate software usage; reduced quarterly reporting process interval by 35%

 

invesmart, inc., pittsburgh, pa                                                                                                               1/03 c 7/05

operations team manager c quality assurance

         expertly oversaw all activity affecting 170 key accounts; supervised four-member daily accounting team to ensure quality of service

         successfully consolidated eastern operations and coordinated platform conversion for 250 plans, created staff training program, liaised with interstate offices regarding account reconciliations

 

continued


yyyyyy x. yyyyyy                                                                                                                                                                                   page 2

 

todd consulting, inc., pittsburgh, pa                                                                                         4/02 c 12/02

business support analyst

         established technological solutions to facilitate client plan set-up and administration; worked closely with member office marketing and client service departments

         steered recordkeeping and auditing efforts to ensure accuracy and client satisfaction; directed deferred compensation administrators in daily procedures

 

federated investors, pittsburgh, pa                                                                                           6/98 c 4/02                        

plan administrator

         served as primary contact for multiple bank partners and sponsor companies regarding trading, reconciliation, and participant issues for numerous 401(k) retirement plans

         applied depth of knowledge in financial products and services towards providing exceptional client assistance and acquiring new accounts; guided users through upgrades, retirement plan services website navigation, and use of voice response technology

         played integral role in major conversion projects, implementing the investlink total service manager system, periodic testing, client and internal revenue service reporting, and systems integrity assurance

 

 

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