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Financial Specialist Resume Samples
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Candidate Info
8
years in workforce
11
months at this job
MA
Finance
Sales
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.
Candidate Info
44
years in workforce
10
years at this job
HS
High School Diploma
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.
Candidate Info
14
years in workforce
6
years at this job
AA
Associate of Arts
BS
Accounting
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
Candidate Info
16
years in workforce
10
years at this job
BA
English Literature
MA
Public Administration
MBA
Master of Business Administration
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.
Candidate Info
16
years in workforce
13
years at this job
PhD
Economics
MBA
Business Administration
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
Candidate Info
9
years in workforce
3
years at this job
Business Program
Bas/political Science
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.
Candidate Info
9
years in workforce
1
year at this job
AA
Associate of Arts
BA
Human Services, Psychology And Minor Sociology
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
Candidate Info
25
years in workforce
1
year at this job
BA
Bachelor of Arts
MA
Master of Arts
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.
Candidate Info
3
years in workforce
1
year at this job
BS
Agriculture Business
Study Abroad Program
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
Candidate Info
11
years in workforce
10
years at this job
C
American English And Culture Program
BBA
Business Economics
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
Candidate Info
36
years in workforce
7
years at this job
Business
Word
Financial Specialist
Collected all cash and checks from multiple main departments and nineteen branch locations
- Prepared multiple daily deposits including Finance Department and Development Department deposits
- Reconciled cash register tapes to deposit forms and reviewed for proper approvals
- Processed all cash receipt deposit forms and performed accurate data entry into financial software
- Entered all branch and additional donations through accurate data entry into development software
- Comparing check receipt logs to deposits received
- Maintaining all accounts receivable and cash receipt files
Candidate Info
15
years in workforce
2
years at this job
BS
Management With Concentration
Senior Financial Specialist / Senior Business Financial Analyst
- Promoted to Senior Financial Specialist November 2006.
- Developed the Management Discussion and Analysis for the quarterly Form 10-Q and annual Form 10-K filings with the Securities and Exchange Commission.
- Developed and maintained certain footnotes and exhibits for the quarterly Form 10-Q and annual Form 10-K filings with the Securities and Exchange Commission.
- Researched, developed and revised the annual disclosure regarding the accounting for available-for-sale securities under ASC 320.
- Developed, maintained and prepared monthly financial analysis report for senior management.
- Prepared the Quarterly Report to Holders of Contingent Value Obligations (CVOS) along with other compliance items associated with the Company's outstanding CVOs.
- Reviewed quarterly total shareholder return and EBITDA calculations associated with the Company's Performance Share Sub-Plan.
Candidate Info
14
years in workforce
7
months at this job
AS
Accounting
BS
Economics
Financial Specialist
- Ensured compliance with all federal and state banking regulations.
- Performed financial analyses.
- Provided client consultation on financing options for small business loans, personal loans and home financing.
- Educated customers on a variety of banking products and insurance.
- Reviewed borrower applications, credit reports, bank statements, tax returns and income documents for eligibility according to applicable DTI and LTV requirements.
- Problem solved and identified customer solutions.
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