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Yyyyyy x. yyyyyy

1412 Astor Commons Pl., #0000 xxxxxx xxxx , xxxx , xxxxx 00000 ~ 904-864-4899 ~ abc@xyz.com

 

 

Career Profile

 

Experienced financial operations professional with 8+ years of experience in high-stress environments along with a strong background within the financial industry. Experienced in reviewing and analyzing complex financial transactions, overseeing accounts payable departments, managing large-scale projects, and leading cross-functional teams. Equipped with a significant level of communication and interpersonal abilities in addition to a strong background in effectively fostering positive relationships with co-workers, vendors, suppliers, clients, and members of management.

 

Key Competencies

 

       In-Depth Data Analysis

       Finance Best Practices

       Process Improvement

       Team Leadership

 

       Financial Operations

       Client Delivery

       Accounts Payable

       Microsoft Office Suite

 

       Regulatory Compliance

       Attention to Detail

       Strategy Development

       Time Management

 

Professional Experience

Citigroup Inc., Tampa, FL May 2013-Present

Client Service Officer/Global Operations Analyst

  Directly manage a variety of administrative and operational functions within a fast-paced environment with a focus on increasing productivity and efficiency

  Utilize superior financial acumen in order to resolve both cash and security breaks in addition to minimizing risk to Citigroup client base and resolving discrepancies with Brokers/Depositories

  Monitor the entire trade lifecycle from post execution to settlement which includes ensuring regulatory procedures are adhered to, resolved trade issues, and processed trade conversions to client accounts

  Play an integral role in the completion of process improvement initiatives, field a high volume of emails/calls on a daily basis, monitor client investigations, and maintain positive rapport with key clients

 

La Costa Resort & Spa/KSL Management, Carlsbad, CA January 2008-September 2010

Accounts Payable Supervisor/AR Coordinator

  Coordinated several day-to-day financial operations which included accounts receivable, accounts payable, and expense audits in addition to fostering positive rapport with both customers/vendors

  Oversaw tax related transaction for 3 ERP systems, ensured internal transactions complied with both internal SOPs and federal regulations, and oversaw month-end closing

  Acted as an Accounts Payable Supervisor which included supervising an A/P team, auditing voucher batches, maintaining vendor files, and providing individualized coaching to staff members

 

Education

Bachelor of Arts, Communication

University of South Florida, Tampa, FL (May 2013)

Recipient of the Jennifer L. Pickman Outstanding Undergraduate Award (2013)

 

Associate of Science, Accounting, Hawaii Pacific University, Honolulu, HI (June 2008)

 

Completed, Citi Tampa Mentoring Program (2014-2015)

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