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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

 

xxx-xxx-xxxx or  xxx-xxx-xxxx   

abc@xyz.com

 

Financial Analysis Professional

Data Analysis ~ Financial & Feasibility Research ~ Operational Efficiency Efforts

 

Performance-focused Operations Executive and Financial Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.  Demonstrated ability to increase corporate bottom line by identifying and communicating business-critical information. Strong background in implementing improvements that reduce costs and increase revenue. Solid track record of managing relationships with teams and providing superior service to customers and business partners.

 

 

Qualifications Profile

 

Ø  Strong technical background with the ability to work independently on multiple projects.

Ø  Comprehensive understanding of the financial systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

 

Functional Competencies

 

Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.

 

Professional Accomplishments

  Improved investment income returns by over 1000%.

  Designed, developed and implemented automated internal reporting systems.

  Designed and implemented cost control programs reducing costs in excess of 15%.

  Developed programs and relationships with vendors for purchasing and accounts payable optimizing cash flow.

  Designed and implemented receivables management program reducing collection time by 30%.

  Designed and implemented employee retention program resulting in an employee turnover rate of less than 2%.

  Established programs for and manage legal immigration of new employees.

  Grew company from 12 employees to 75 prior to merger.

  Increased outstanding collections turnaround by over 50%.

  Increased software maintenance revenue by 60% by developing program to bring former customers back onto maintenance.

  Raised a total of $25M in Venture Capital Funding in 4 separate financings over 8 year period.

  Designed, implemented and managed human resources policies and activities to manage employee growth from 20 to more than 350 in less than a 2-year period.

  Successfully acquired major software product line from a Fortune 100 company.  In doing so, a new infrastructure had to be built out including a $3M lab, hiring of an additional 30 people in the areas of software engineers, regional sales reps, systems engineers, and inside sales. 

  Effectively managed the company merger with another software company of 75 employees with offices in both MA and VA.   

Professional Career Track

Controller, OpenService, Inc.                                                                                               2000-Present

 

  Primary responsibility included financial statement preparation, bank statement reconciliation, creation of operational budgets, preparing and filing all corporate and payroll taxes, outlining the corporate property and health insurance policies, and negotiating the debt structure and its terms.  In addition;

  Initiated long-term financial goal planning to assist management by outlining future capital requirements necessary for the desired changes and its effects on profitability, debt, and inventory.

  Created and monitored internal control policies and increased annual revenues from $1M to $10M.

  Coordinated and directly assisted with transition plan together so as to have a smooth transfer of ownership from the customer point of view.

  Designed and performed due diligence in the acquisition.

  Designed financial reports to better assist the Board of Directors and executive management in decision making.

  Created and managed annual budget process with each department. 

  Managed the relocation of the company 3 times to larger facilities.

  Conducted oversight of closure of offices in Albany, NY and Alexandria, VA.

  Created strategic partnerships with foreign companies in Europe and Asia to sell company product.

  Secured bank financings and negotiated favorable financial reporting covenants in order to maximize borrowing power.

  Negotiated equipment and property leases and wrote employee manual.

  Researched, acquired and managed installation of new accounting software package.

Senior Vice President & CFO, Specialized Software International, Inc.                                     1996-2000

  Main responsibilities included comprehensive management and oversight of numerous departments including operations, accounting and financial management.  Specific functions included;

  Manage and monitor the complete financial and administrative functions of 2 corporations fostering growth from under $500,000 annual revenue to more than $20 million annual revenue over a 2-year period.

  Support corporate officers and department managers with preparation of annual and quarterly budgets.

  Designed, developed and maintain Employee Handbook establishing corporate policies and benefits.

  Negotiate and maintain all financial relationships including banking, leasing, legal, insurance, 401(k) management, and outside accounting operations.

  Manage cash flow and forecasting, budgeting / forecasting, payroll, human resources, purchasing, and payables receivables management.

  Responsible for the processing and analysis of the quarterly financial statements.

  Developed the company s Accounting Policies and Procedures Manual enhancing Internal Control policies.

  Delegate responsibilities and supervise professional and clerical staff in accounting, human resources and administration.

  Perform hiring / firing, training, staff development, performance evaluations.

Earlier Experience

- Audit & Tax Manager, Joseph P. Yurkevicius, CPA                                                                   

 

  Academic & Specialized Training

 

n B.S. C Accountancy, Bentley College

n Sales & Use Tax, American Management Association

n Vacations, Holidays and Leave Act, Deerfield Seminars, Inc.

n Wages, Hours and Pay, Deerfield Seminars, Inc.

n EDI, American Management Association

n How to Develop and Write Accounting Policies and Procedures, American Management Association

 

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