career objective                              

 

focused and disciplined finance professional seeking to leverage experience toward fulfillment of corporate profitability and productivity objectives.

 

profile                                                

 

ø  consistently contribute to improved productivity, cost effectiveness, operational enhancement, and growth through specialized training in strategic planning, swot analysis, and use of statistical procedures to analyze data, employee performance, and retention.

ø  influential communicator with confident approach to addressing wide variety of audiences while delivering expert reports and presentations to management.

ø  proven leader and team builder, with success in fostering true motivation, productivity, and cohesion from disparate parties.

ø  reputation for strong work ethic, exceptional commitment to customers, industry knowledge, approachability, and ability to get the job done by focusing on priority tasks, responding to sense of urgency, and tenacious dedication to results.

ø  technically proficient in microsoft office suite (word, excel, powerpoint, outlook, access), addvantage, delta data, and windows operating system.

 

professional experience                

 

reliance trust company-atlanta, ga                                                                              2006 to present

mutual funds income specialist (2008 to present)

  monitor posting of all cash dividends and ensure entry into addvantage databases within five days.

  assume accountability for client service, trading and problem resolution, processing needs, and transaction confirmations.

  administer quality control standards regarding calls, paperwork, and policies and procedures.

  support account executives with implementation of structured client contact strategy and promote annual guidance reviews.

 

trust accounting / reconciliation specialist (2007 to 2008)

  reconciled and researched exceptions for assigned multimillion-dollar institutions, producing reports and exceptions based upon findings before timely submittal to users, management, and clients.

  executed specialized research and reporting requested by supervisors, auditors, and clients.

 

senior / general mutual funds transfer specialist / team leader (2006 to 2007)

  performed accurate account administration and maintenance functions in support of relationship manager, account manager, and finance team.

  optimized high fiduciary standards to prevent losses due to administrative errors.

  communicated with management and business to meet needs of financial clients and ensure delivery of superior service.

  identified continuous improvement opportunities and developed effective strategies for evaluation by management; monitored results of implementation.

  assessed all accounts assigned to mutual funds transfers and reconciled and reported exceptions.

 

bank of america-atlanta, ga                                                                                            2005 to 2006

extraction specialist

  processed domestic, international, commercial, and consumer accounts and proofed and incleared deposits on pc workstation within production-driven environment.

 

mcdonalds corporation-atlanta, ga                                                                                  2004 to 2005

swing manager

  maintained daily operations and finances of restaurant, including analysis and review of reports and organization of timesheets and schedules.

  recognized as top-sales-producing store in atlanta region for months of april and october 2005.

 

education & credentials                

 

american intercontinental university-dunwoody, ga

master of business administration in accounting/finance/human resources

 

tuskegee university-tuskegee, al

bachelor of science in finance