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.
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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.
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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
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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.
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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
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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.
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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
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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.
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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
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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
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