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
  • 2017-12-252017-12-25

    Finance Manager

    Spartan Security

    • 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.
  • 2017-12-252017-12-25

    Client Reporting Analyst

    Reckitt Benckiser

    • 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.