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Yyyyyy x. yyyyyy

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Career Profile


Dedicated and accomplished Strategic Leader with 5+ years of experience, a solid track record of achieving exceptional levels of productivity, and a demonstrated background in improving efficient business operations. Equipped with an ability to manage daily financial operations within a variety of environments, leading staff members, and handling complex operational situations. Offer solid supervisory abilities with experience in leading large-scale operational projects, completing financial analysis, and increasing revenue growth.  


Key Competencies


Operations Management Team Leadership/Motivation CFA Level III Candidate Microsoft Office Suite

Project Management Strategic Operations Planning Financial Statement Analysis Revenue Growth

Former FINRA Series 7 & 63 License Policy/Procedure Development Strategy Alignment Bloomberg, Geneva


Professional Experience

Strata Fund Solutions LLC, Salt Lake City, UT                                                                                               March 2015-Present


  Direct day to day financial operations within a fast-paced environment with a concentration on supporting both hedge funds and private equity funds

  Complete shadow accounting for private equity funds which requires verifying contributions and other transactions in addition to reviewing hedge fund financial statements

  Design and implement innovative strategies aimed at improving efficiency levels, utilize several financial systems to track fund financials, and play a lead role in annual audits/tax documentation preparation

  Consistently design and implement streamlined processes which are centered on improving productivity, automating processes, and improving data analysis functions


Fluor Corporation, Salt Lake City, UT                                                                                                  August 2014-February 2015

Project Business Analyst

  Coordinated project management operations within the organization which included reviewing and analyzing both month-end and weekly profitability reports

  Created comprehensive macros using Microsoft Excel which reduced operational costs along with developing a detailed inventory tracking method  


E*Trade Financial, Sandy, UT                                                                                                                           August 2011-August 2014

Senior Stock Plan Representative

  Supported key clients within a successful organization which included identifying client financial goals, making appropriate product recommendations, and coordinating team projects

  Maintained a significant knowledge of stock compensation best practices, identified potential revenue building opportunities, and diffused escalated customer service situations   




Master of Science, Finance, University of Utah, Salt Lake City, UT

Bachelor of Science, Finance, Southern Utah University, Cedar City, UT

Completed Level II of the CFA Exam (June 2016)


Yyyyyy x. yyyyyy

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Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging new career opportunity as (JOB TITLE) and am submitting my resume for your review.  In advance, thank you for your time and consideration.


As demonstrated in the accompanying resume, my professional qualifications include a strong background in financial and operational roles with experience in performing detailed financial analysis, generated comprehensive financial reports, and building complex tools using Microsoft Excel. In addition, I have strong experience in interacting positively with others and supporting large scale financial projects.  


To complement my professional experience, I also possess stellar interpersonal and communication skills with an impressive educational background which includes a Master s of Science in Finance from the University of Utah.  


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy

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