I am on the lookout for a company that values sharp analytical minds and offers opportunities to hone my financial acumen even further. I am deeply passionate about dissecting data, predicting trends, and making informed decisions that drive the company’s success. The ideal company for me is one where teamwork knows no bounds, where I can seamlessly work with diverse teams to achieve common goals and deliver outstanding results.
Developed financial models in Excel to participate in monthly, quarterly, and annual closing procedures by reporting budget vs. actuals and cross-validating data, to provide accurate and timely financial recommendations to senior management
Worked cross-functionally across multiple departments, including accounting and operational teams, to co-own the operational forecast process and assist P&L review to prepare in-depth analysis to challenge assumptions and propose solutions
Prepared analyses of the forecast and performance vs budget process, implementing cost minimization strategies, and created monthly operational expense and foreign exchange analysis reports to provide initial commentary based on key drivers
Reviewed monthly and quarterly financial KPIs and operational and financial reporting to build detailed annual budgets and forecasts for different departments, maintaining accuracy and consistency with company reporting standards
Evaluated new and existing growth projects and investments to generate regular and ad-hoc reports for financing partners including risk and cash flow analysis to solve operational issues and make recommendations
Consolidated and analyzed financial data for internal management reports and external stakeholders, leveraging Salesforce and databases to prepare documentation for deals, including target lists of potential investors, and virtual data room setup
Troubleshooted existing financial systems to continuously improve the quality and scalability of reporting and analysis, including implementation of new tools and processes
Streamlined financial analysis and reporting processes by creating standard operating procedures, assisting with continuous improvement projects
Leveraged extensive research in financial markets and analysis of finance metrics to identify capital markets products for a wide client base including FinTechs, Private Equity firms, insurance companies, domestic banks, and other diversified financial institutions
Identify industry trends, competitor activities, and market dynamics to create lender presentations, client proposals, and other ad hoc materials to pursue new initiatives and contribute to the origination and execution of capital market transactions
Sourced over 25 corporate partnerships and secured $125,000+ for the organization with new contracts through various channels, including cold calling, email campaigns, social media, and networking events
Developed sales and marketing strategies to build strong relationships with potential partners and engage niche industries in promoting the education of children in underserved communities
With over 11 years of experience in the financial services industry, I am a driven and motivated branch manager who leads by example and inspires others to achieve their goals. I have a proven track record of delivering exceptional customer service, increasing branch profitability, and managing compliance and operations functions.
I am detail oriented with several years of customer service and financial experience. I am also a team player with strong technical skills and experience in training new team members.
Anti-Money Laundering Analyst actively looking for a new opportunity. My previous role as a Business Analyst in the Financial Intelligence Unit at American Express has provided me with experience working Due Diligence Investigations, writing SARs for fraudulent activity, and understanding the risk appetite of the bank.
I have 8 years experience in the administrative field. I worked in the finance, education, engineering and construction departments.
In my role, as an operations manager, I have consistently demonstrated my ability to drive positive change within the organization. I’ve led the implementation of new systems that have significantly enhanced efficiency and organization in our day-to-day operations.
