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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 724-504-6093 abc@xyz.com

 

Summary of Qualifications

 

  Finance/banking industry leader with a work history of outstanding performance.

  Consistently promoted to positions of greater responsibility for stellar results-achieved.

  Experience collaborating effectively with a diverse team of colleagues and conducting presentations.

  Proficient with Microsoft Office Suite; MAQ; MicroStrategy; and PeopleSoft.

Areas of Expertise

 

Financial Analysis Teamwork/Collaboration Cost Allocation Design

Planning Cash Management Expense Tracking/Reporting

Budgeting Forecasting Financial Reporting

Professional Experience

 

BNY Mellon June 1986-Present

Business Line Controller, Treasury Services and Global Client Management (Mar. 2013-Present)

  Provide valuable support to Karen Peetz, the company president, who oversees global client management, regional management, treasury services business and global innovation and regulatory oversight functions.

  Spearhead planning and budgeting, with a focus on cost allocation design and expense tracking.

  Perform tasks as a MAQ 2 power user.

 

Business Line Controller, Cash Management Finance (Jan. 2000-Mar. 2013)

  Helped save millions through tracking and reporting 15 location strategy and out performance initiatives and ongoing reconciliation between operations; financial/management reporting; and business managers.

  Acted as Controller for a business with $14 million in direct expenses and 60 personnel; for a Client Support business with $8 million in direct expenses and more than 100 employees; and for lockbox operations with more than $70 million in direct expenses and 1,200 personnel.

  Collaborated with team members to consolidate lockbox sites, and planned, forecasted and performed account reconciliations for seven lockbox sites.

  Oversaw cash management consolidation analysis and reporting, including consolidating results from different lines of business controllers.

  Designed web manager reports that are still being used today by the end user.

 

Controller I, Leasing Finance (Mar. 1996-Jan. 2000)

  Generated monthly financial packages for three subsidiaries, coordinating planning and forecasting.

  Designed a PC-based model that calculated amortization of small ticket lease portfolio, which was used by sales representatives to evaluate cross-sell awards.

 

Senior Financial Analyst, Middle Market Finance & International Finance (July 1992-Mar. 1996)

  Created a PC-model for forecasting net interest revenue for the Middle Market banking loan portfolio.

  Conducted net interest margin analysis and developed consolidated European reporting functions.

 

Financial Analyst, Corporate Information Group (June 1986-July 1992)

  Converted transfer pricing calculations and management allocations support a new reporting system.

Education and Training

 

Master of Business Administration (MBA), University of Pittsburgh

Bachelor of Science, Business Administration (BSBA), Accounting, Clarion University of Pennsylvania

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 724-504-6093 abc@xyz.com

 

 

 

 

Dear Hiring Manager:

 

I am currently seeking a challenging opportunity at your organization and am submitting my resume for your review. In advance, thank you for your time and consideration.

 

As demonstrated in the accompanying resume, I am a finance/banking industry leader with a work history of outstanding performance. For example, during my career, I have been consistently promoted to positions of greater responsibility for stellar results-achieved. I also have valuable, hands-on experience collaborating effectively with a diverse team of colleagues and conducting presentations.

 

Since June 1986, I have been employed by BNY Mellon. Since 2013, I have served as a Business Line Controller, Treasury Services and Global Client Management. I provide valuable support to Karen Peetz, the company president, who oversees global client management, regional management, treasury services business and global innovation and regulatory oversight functions. I also spearhead planning and budgeting, with a focus on cost allocation design and expense tracking. Previously, I was a Business Line Controller, Cash Management Finance. In this role, I helped save millions by tracking and reporting 15 location strategy and out performance initiatives and ongoing reconciliation between operations; financial/management reporting; and business managers. I also acted as Controller for a business with $14 million in direct expenses and 60 personnel; for a Client Support business with $8 million in direct expenses and more than 100 employees; and for lockbox operations with more than $70 million in direct expenses and 1,200 personnel.

 

As your employee, you will find me to be a team player committed to exceeding your performance expectations. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.

 

Sincerely,

 

 

Yyyyyy x. yyyyyy

724-504-6093

 

 

 

 

 

 

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