Financial / Business Analyst

Solution-focused, multifaceted Finance Professional with expertise in ensuring continuously sound structure by designing, implementing, measuring and improving policies, procedures and control systems; able to capture cost reductions through process redesign and performance management Six Sigma Yellow Belt

 

 

Ø  Forecasting, Reporting & Analysis

Ø  Accounting Review Functions / Processes

Ø  Cost-Effective Problem Solving

Ø  Continuous Process Improvement

Ø  Effective Change Agent and Communicator

Ø  Presentations and Consultations

 

 

Senior Financial Associate, JP Morgan Chase & Co, Jacksonville, FL                              2006 C Present           

  Accurately perform complex financial analysis on budgets, operating results and business plans

  Execute month-to-month and year-over-year performance analysis on accounts

  Maintain monthly expense reporting and analysis, monthly business review packs which include expense trends, productivity trends, staffing trends and forecasting

  Efficiently process month-end close tasks, balance sheet reconciliations, fixed assets tracking and depreciation and preparation of financial reporting packages

  Analyze and provide options for company expense improvements

  Successfully maintain good internal cost controls by implementing various accounting processes

  Manage monthly reporting and payout to customers for establishing ACH and new checking accounts for non-Chase customers

  Processed quarterly commission payout for sales staff

 

Business Operations Analyst, Washington Mutual Bank, Jacksonville, FL                             2005 C 2006

  Effectively developed, prepared and updated analyses for multiple customer contact operations

  Oversaw three reporting databases responsible for generating over 50 daily reports

  Highlighted key indicators and provided focus on business drivers by initiating several executive level reports

Business Analyst, ZC Sterling Corporation, Jacksonville, FL                                                 2002 C 2005

  Improved efficiencies by playing a solid role in financial analysis projects and statistical studies which resulted in the formulation of templates used in monthly metrics and analytical reporting

  Identified data to be analyzed, developed, prepared and updated analyses of various financial and operational aspects of the Hazard Product line

  Maintained full-scope financial accounting functions / responsibilities, including financial & operations reports

  Assisted with ensuring optimal staffing levels by creating / maintaining a staffing model and providing high-level support concerning staffing requirements to the Senior Vice President of Operations

  Promoted service excellence by spearheading the development of a database for loan level associate productivity and quality results which was implemented across the company

  Drove business relationships and communication between business unit and offshore outsourcing venture

  Enhanced client services by generating 21 weekly reports and provided subject matter expertise for business continuity planning

  Recognized for outstanding performance as Employee of the Quarter in 2004

 

 

Gross Write-Off Prevention Rep, AT&T/Citibank Universal Card Services, Jacksonville, FL     1996 C 2002

Assistant Manager C Photo Lab, Eckerd Drugs, Inc., Jacksonville, FL    1993 C 1997

 

Bachelor of Business Administration - Management, Jacksonville University, Jacksonville, FL        2005

GPA: 3.72 Magna Cum Laude

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a (INSERT ACTUAL TITLE OF TARGET POSITION) capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include extensive experience in diverse areas of management, business analysis, financial analysis and performance reporting. I have solid expertise with streamlining business processes and enhancing operational efficiencies. In addition, I have a comprehensive background in project management and quality analysis. I offer dynamic communication and interpersonal relation skills with proven leadership, supervisory and training abilities. I am highly effective in planning and coordinating workflow and managing time to maximize productivity and efficiency.

 

As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

 

 

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