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YYYYYY X. YYYYYY
Three Lakeshore Dr., Apt# A2 Xxxxxx, XXXXXX xxxxxx (xxx-xxx-xxxx Abc@xyz.com
Dynamic, ambitious and experienced Business Professional with broad based experience in Financial Services, Business Analysis, Database Management and Client Relations. Eager to contribute strong technical savvy, advanced communication and quality driven results toward supporting the goals of a progressive employer. Core competencies include:
Calm, Composed and Respexxxxxxed
Problem Solving and Resolution
Superior Reporting/Documentation
Identify Risks and Opportunities
Negotiation/Client Relations
Regulatory and Legal Compliance
Asset Management and Protexxxxxxion
Use Analytical/Qualitative Tools
Understand Competitive Landscape
Align Business Positioning
Professional History
2005 to Present: The Xxxxxx Financial Services Group, Simsbury, XXXXXX - Financial Associate
Ensure detailed and accurate reconciliation records for cash flow; contribute strong financial acumen towards effexxxxxxively supporting month ends closing processes, and produce monthly GRP cashbook.
Monitor and reconcile accounts related to the Wachovia billing processes; verify premiums and participate in business impaxxxxxx analysis including the planning of detailed recovery processes to ensure business continuity in the event of a disaster.
2004 to 2005: The Xxxxxx Financial Services Group, Simsbury, XXXXXX - Financial Analyst (Fund Accountant)
Gained significant experience in operating Equity Pricing Access program; monitored equity pricing of securities to ensure accuracy; identified and resolved discrepancies, and assembled back-up documentation for management review.
Reconciled balances to transfer agent system and custodian banks; managed processing of multiple investment transaxxxxxxions with valued of up to $1B, and collaborated with investment fund managers to gather data.
2000 to 2004: SS&C Technologies, Windsor, XXXXXX - Financial Analyst (Staff Accountant)
Performed manual pricing of derivatives via Bloomberg; reconciled daily valuations, processed fixed income securities, and foreign and domestic equities.
Ensured complete and total accuracy for cash reconciliations; contributed projexxxxxx management and process improvement talents in supporting a new systems implementation that streamlined day to day axxxxxxivities, and created enhanced ease of workflow.
Spearheaded the development of an employee web-site review process; created a PPT presentation and made recommendations for site improvements based on feedback.
Summer 2009: Webster Investments Division (Webster Bank Holdings), Bristol, XXXXXX - Data Entry Assistant
Interaxxxxxxed with clients to research data and effexxxxxxively mange information requests; contributed strong technical/computer skills to perform database and server maintenance.
Education
Bryant College, Smithfield, RI - Bachelor of Science in Business Administration, with a concentration in Computer Information Systems, minor in Psychology
Technical Proficiencies
Microsoft Word, Excel, PowerPoint, Access, BACIS, Business Objexxxxxxs, Windows Software CAMRA, Crystal Reporting, DST/PAS, Bloomberg, Infoquest, Lotus, WordPerfexxxxxx and Visual Basic
Microbased Software, Database Processing, Systems Analysis and Design, and Digital Multimedia.
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