Resume Samples for Finance & Business Analytics
Senior Financial Analyst
Accounts Payable Specialist
Chief Financial Officer
Sr. Financial Analyst
Director of Finance
Assistant Vice President
Robert Toyoshima - Finance Manager Resume Simple
Highly motivated and results-oriented finance professional with over 15 years of experience in financial analysis, budgeting, forecasting, and reporting. Proven ability to manage multiple projects simultaneously and efficiently.
onboarding, mentor, securities, management, access, payments, research, excel, databases
management, net, wealth management, investment analysis, reporting, analysis, reports
Creating and maintaining Excel databases to track and analyze the performance of the firm's portfolio of institutional investors and the trading desk.
Managed the research and development of a new commission program for the sales team to ensure that all payments were made in a timely manner.
Manage the onboarding process for all new employees and ensure that all company policies are being followed. Provide guidance to the staff on the use of the software.
Provide financial support to senior management and other departments including: CFO, CEO, VP of sales, and VP of Finance.
Prepare and analyze monthly, quarterly and annual financial package for the Board of Directors and investors. Also, create and maintain Access queries.
Responsible for the creation of a new investment portfolio and the firm's first-ever financial advisor database. I was also a mentor for the securities division.
Client Reporting Analyst
Create and maintain client relationships and provide financial analysis and reports for wealth management team. Provide ad hoc reporting and support for the client.
Responsible for the creation of net asset values for the portfolio. Reviewed and analyzed the performance of the client.
Analyzed and reported on the status of the portfolio of the firm and the client. This included the preparation of the investment Committee report and the quarterly performance report.
Provided financial advice to client and portfolio managers on a daily basis. Reviewed and analyzed client portfolios. Monitored and reported on the performance of the portfolio.
Worked with the team to develop and implement a new process to ensure the accuracy of the financial statements. Also, monitored and reported on the status of the portfolio.