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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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