Financial Specialist Resume Samples

Financial Specialist

Gathered large amount of data focusing on financial statements and accounting reports.

• Analyzed information as to accuracy and completeness.
• Consulted audience with recommendations.
• Analyzed operations process to improve efficiency.
• Achieved top tier bonus level after three months starting at the company.

Senior Financial Specialist- Regional Private Banker

Provided customized banking solutions based on individual and business customers' needs and values.

• Coordinated knowledge and resources of other internal specialists; including trust and estate planning, investment management, life insurance and brokerage services.
• Maintained relationships with external sources, such as attorneys and CPAs, for referrals.
• Awarded Top Performer in several quarters for Palm Beach County.
• Recognized on multiple occasions for extraordinary commitment and exceptional performance of deposit dollars and loan volume.
• Mentored new hires for the company while providing them with knowledge and education to improve their sales and productivity.

Systems and Financial Specialist

Designed a modifiable 5 year business plan in Microsoft Excel that forecasts Balance Sheet, Profit & Loss, and Cash Plan based on finance and planning information that is given

• Assisted owner with transition from semi-manual inventory tracking, sales reporting, purchase orders, and receiving to QuickBooks POS including training staff on new system
• Provided basic to moderate IT support for 13 computers and 4 printers at 2 locations
• Used QuickBooks to enter invoices, reconcile bank statements, print check runs, pay Sales Tax, enter payroll details and audit account balances for yearend close
• Assisted with receiving inventory and processing materials for custom jobs
• Advised owner in creating more efficient reporting systems for inventory, purchase orders, unearned revenue, and custom orders procedures
• Clarified bookkeeping procedures and created a bookkeeper's procedure manual

Vice President, Sr. Financial Specialist

Executed market sales and service strategies as a key leader in Financial Center team.

• Achieved annual goals and exceeded performance objectives with 66% in Deposit (Checking accounts), 28% in Investments, 83% in Loans, an overall growth of 242% in Commercial and 73% in new deposit validations in 2007.
• Developed sales strategies and implemented proactive sales calls to customers and business prospects with 33% increased contacts and 25% scheduled appointments.
• Worked with branch partners to maximize sales efforts to business customers and cross sell other products and services such as cash management, visa merchant and business credit cards.
• Evaluated credit information and managed risk and credit decisions, recommended appropriate loan structure to manage risk.
• Analyzed client specific situations and acted as a liaison between Bank and clients.
• Created new business opportunities through relationships and referrals from existing clients as a result of providing exemplary service and earning customers' trust and satisfaction.
• Managed clients' relationship in the Book of Business for optimal growth, retention and profitability. Achieved individual and team goals adhering to customer service protocols with 19%growth in big book balance and 14% in big book deposit growth.
• Implemented effective leadership to motivate and generate enthusiasm among financial center team members.

Financial Specialist

Prepared the annual embassy's budgets for the State Department, DHS, DOD, DEA, EXBS, CENTCOM

• Reported and consolidated post financial performance
• Controlled funds allotted to post and ensured that these funds are not over obligated or over-spent for various Federal agencies including DOS, INL, DIA, CENTCOM, USAID, DEA, EXBS.
• Reviewed actual expenditure and compared with actual budgets
• Reviewed Status of Funds and Status of Obligations reports to ensure that obligations are fully funded
• Certified vouchers up to $50,000 or local currency equivalent per accounting fiscal data
• Directly supervised and monitored day to day activities of the FMO section
• Researched agency regulations and Appropriation Law and advised all levels of personnel at post on proper procedures to accomplish financial objectives
• Acted as post's Cash Verifying Officer

Financial Specialist

Developed Individual Financial Plans which accurately summarized individuals' needs and budget substantially reducing staff review time.

• Conducted in-home audits and delivered weekly spending checks, reducing cash shortages by 50%
• Orchestrated Department of Social Security, and Department of Health and Welfare
• Sustained solid and quality relationships with the guardians and families of the individuals earning their trust and respect.
• Maintained and input employee time sheets for 50 +employees.
• Conducted employee financial training seminars which empowered employees with the confidence and knowledge necessary to handle money in the homes.
• Reported individual in-program billable hours and updated authorization codes on a timely basis.
• Reconciled monthly bank statements keeping accurate records of deposits and withdrawals which increased cash flow for the individuals.
• Conducted new-hire orientation sessions increasing the number and readiness of applicants through rapid and thorough sessions
• Proficient in Quicken Premier. Printed checks, performed bank statement reconciliations, and printed checks.
• Managed and ordered office supplies on a monthly basis.

Financial Specialist

Consistently met specified goals for business/personal product sales, referrals, and sales behaviors

• Exhibited exceptional customer service skills through positive client interaction
• Knowledge of, and compliance with, Federal lending and/or operations compliance regulations
• Assessed customer financial standing and recommended appropriate financial products and services
• Maintained an expert knowledge of all credit union programs and products, ensuring quality service and accurate processing
• Developed and maintained relationships with members to maximize sales opportunities

Salaried Professional Services Financial Specialist

Worked as a Senior Inventory Analyst at a top pharmaceutical company.

• Quickly learned the proprietary reconciliation software and reconciled 50 - 60 balance sheet accounts monthly, including research and resolution of outstanding items.
• Ensured month-end close deadlines are met by accurately and efficiently performing inventory and markup analyses for certain entities.
• Prepared and organized documentation for a successful internal audit.
• Quickly learned the proprietary reconciliation software and prepared approximately 300 bank reconciliations for client escrow accounts.
• Worked with banking analysts to meet client deadlines for reporting.
• Worked with company colleagues in other divisions to correct reconciling items in client accounts.

Financial Specialist

Compiled financial information, gathered customer information, and loan data entry

• Reviewed, edited and verified customer loan documents and prepared documents for loan signing
• Checked compliance with closing requirements and disbursement, booking, and certification of loans
• Worked directly with customers, responding to inquiries, promoting other services offered and processing customer transactions
• Coordinated with title companies and insurance agencies to insure all loan requirements have been met
• Generated disclosures, including Good Faith Estimates and prepared HMDA files for reporting
• Preformed clerical duties such as word processing, spreadsheets, establishing and maintaining files, answering phones, and outlook email

Financial Specialist

• Audited and consulted with variety of businesses on financial planning, resources and investments
• Advised international company on implementation of new internal auditing procedures in accordance with international corporate governance
• Provided various standard financial reports used by stakeholders and investors to determine risk and investment opportunities
• Arranged diversity of tax reports for individuals and businesses using standards and practices
• Managed payroll and Human Research Management team of three employees
• Successful implemented a new payroll system in 2010