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Skills

  • Rapid data entry skills
  • Accounting systems and software
  • High level of accuracy
  • Finance and accounting
  • Quickbooks
  • Consumer banking specialist
  • Ledger and balance sheet competency
  • Communications
  • Forecasting
  • Financial reporting

Work Experiences

  • Performed audits for financial services clients such as banks and asset management firms.
  • Read financial publications to stay up to date on current events that affect market conditions.
  • Created member account profiles on the organization's online banking program.
  • Was in charge of the organization's financial health.
  • Created accounts with a 8 product cross-sell ratio.
  • Created status reports, brief books, and initial public offering (IPO) pitches.
  • Planned the main branch's staffing.
  • Gave clients price quotes on securities and financial data on companies that were issuing certain securities.
  • Was in charge of preparing, sorting, and distributing process reports to the appropriate branches.
  • Created improvement plans to help individuals and groups improve their performance, knowledge, and abilities.

Summaries

  • Financial Services Manager is well-versed in regulations, best practices, and strategies for success.
  • Expertise in developing financial plans for both individuals and businesses.
  • Outstanding communicator who is fluent in Japanese and knows how to deal with employees, vendors, and partners.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Dynamic and self-disciplined, with excellent written and verbal communication skills.
  • Strengths in team leadership and performance reporting backed up by Banking and Financial Services training.
  • Financial Services Manager with 10 years of successful budget management and cross-functional collaboration experience.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Excellent ability to communicate, make decisions, and plan.
  • Capable of presenting investment options that are tailored to the needs and risk tolerance of customers.

Accomplishments

  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Monitored
  • Managed
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Exceeded sales objectives in 2020.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Improved
  • Proposed
  • Balanced daily cash drawers and vaults totaling an average of $9.
  • Guided

Affiliations

  • Board member of Raleigh Economic Development Association
  • Active participant in 2019 Financial Management Conferences
  • American Marketing Association
  • National Society of Compliance Professionals (NSCP)
  • Financial Planning Association (FPA)
  • Investments and Wealth Institute (IWI)
  • Membership with CFA Society in Austin
  • Chartered Financial Analyst (CFA) Institute
  • Association for Computing Machinery
  • Membership with Risk Management Association (RMA) in 2020

Certifications

  • Hedge Fund Group Certificate (CHP) – Coalition of Alternative Investment Professionals
  • Chartered Alternative Investment Analyst (CAIA)
  • Google Certified Professional Cloud Architect
  • Advanced Investment Management (AIM) – Latin American Academy of Investment Professionals
  • CompTIA Network+
  • Certified Protection Officer (CPO)
  • Certified Financial Planner (CFP)
  • Financial Risk Manager (FRM) - Global Association of Risk Professionals (GARP)
  • Certificate in Quantitative Finance (CQF)
  • SHRM Certified Professional (SHRM-CP)

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