Resume Samples for Finance & Business Analytics
Senior Financial Analyst
Accounts Payable Specialist
Chief Financial Officer
Sr. Financial Analyst
Director of Finance
Assistant Vice President
Helen Manery - Financial Advisor Resume Simple
Financial advisor with over 10 years of experience in the financial services industry. I have a proven track record of success in the areas of finance, and sales.
annuities, mutual funds, training, investments, financial planning, clients, insurance, planning, life insurance, estate planning, taxes, education, retirement planning
due diligence, analytical skills, planning, analytical, proposals, writing, operations
Provide financial planning services for clients, including life insurance, annuities, mutual funds, and retirement planning. Assist in the preparation of financial plans.
Investment and retirement planning, education, and tax preparation. Experienced in investments, life insurance, and long term care.
Conducts tax and estate planning to determine the best products for the client's needs. Develops and implements strategies to meet clients' goals and objectives.
Developed and implemented a comprehensive financial plan to meet clients' needs, including taxes, training, and retirement. Provided guidance to the client on the best products and services.
My team player in the successful completion of the financial advisor. We have a strong understanding of the client's needs and the importance of delivering a personalized approach.
Worked with clients to develop a financial plan and help them reach their financial goals. I was also responsible for the preparation of the annual budget and the quarterly forecast.
Assisted in writing proposals for new business and analytical procedures for the operations of the company. This included due diligence, and the development of a new financial model.
Strong interpersonal skills, planning, and problem solving skills.. Ability to work independently and in a fast-paced environment.
Developed and implemented a new process to improve the efficiency of the business and the client. This was a very complex and flexible problem.
Financial statement preparation and presentation to the Board of Directors. The result was a significant reduction in the time of the close process by 25%.
Provide support to the business and the company as needed. The responsibilities included the creation of new and existing customers, and taking the necessary steps to resolve problems.
Work with the team to develop and implement a new process to streamline the process of the project, which allows for better analytical and decision making.