Personable professional seeking a challenging role as a Financial Analyst.

  Work history of consistently exceeding performance objectives and working well with key stakeholders.

  Strong understanding of all aspects of business operations, including sales, manufacturing, marketing expenses and overhead costs.

  Knowledgeable of all phases of financial services, brokerage, insurance and consumer products.

  Solid analytical, time management, attention detail and organizational skills.

  Experience generating detailed financial summaries and reports.

  Bachelor of Science (BS), Business Management; earned Aug. 2001.

  Proficient with Microsoft Word, Excel, PowerPoint and Access, as well as SAP.

Investment Counselor, David Lerner Associates, Inc. Syosset, NY May 2015-Present

  Demonstrate outstanding knowledge of a variety of financial products and services.

  Explain specific financial options to customers so they can make informed decision to achieve their goals.

Financial Assistant, Open Gates Uniondale, NY Oct. 2010-Mar. 2015

  Played an integral role helping to develop market-based discounted cash flow models. 

  Prepare detailed financial analysis and reports pertaining to existing portfolio assets.

  Analyzed market feasibility to determine opportunities to help the company prosper.

Customer Service Associate, Bloomingdale s Garden City, NY Nov. 2011-July 2012

  Assessed prospective and existing clients to determine how to provide optimal service.

  Collaborated effectively with a diverse team of colleagues in a fast-paced environment.

Administrative Assistant, Simon Property Group Garden City, NY June 2010-Oct. 2010

  Maintained responsibility for bill payments and interpreting accounting data while supporting an Office Administrator, Marketing Director and Mall Manager.

Revenue Officer, Internal Revenue Service Kalamazoo, MI Aug. 2004-Nov. 2007

  Conducted credit and financial analysis of taxpayer financial records.

Customer Service Representative, National City Bank Kalamazoo, MI Oct. 2003-July 2004

  Earned a Champion Award and Certificate of Excellence for consistently exceeding job goals.

Bachelor of Science (BS), Business Management, St. John s University Jamaica, NY; earned Aug. 2001

  Series 7 and 63 licensed

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 personable professional with a work history of consistently exceeding performance objectives and working well with key stakeholders. I have a strong understanding of all aspects of business operations, including sales, manufacturing, marketing expenses and overhead costs. I am also knowledgeable of all phases of financial services, brokerage, insurance and consumer products. In these roles, I ve showcased solid analytical, time management, attention detail and organizational skills. Additionally, I have experience generating detailed financial summaries and reports. Among my additional experience and unique qualifications:

  Played an integral role helping to develop market-based discounted cash flow models. 

  Prepare detailed financial analysis and reports pertaining to existing portfolio assets.

  Analyzed market feasibility to determine opportunities to help the company prosper.

  Bachelor of Science (BS), Business Management; earned Aug. 2001.

  Proficient with Microsoft Word, Excel, PowerPoint and Access, as well as SAP.

As your financial analyst, 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

xxx-xxx-xxxx