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- Top Performer who offers proven multi-site financial success, and who makes decisions to reflect positively on operations in alignment with a client s vision, value, and goals to attain a significant competitive advantage.
- Ambitious Self-Starter who rises above challenges to improve the bottom line, streamline processes, improve efficiency, and drive winning outcomes whxxxxxxe thriving on complexity as a leader achieving quantifiable results.
- Excellent Communicator who buxxxxxxds and sustains synergistic relationships with globally based C-level executives, decision-makers, high-profxxxxxxe clients, vendors, regulatory agencies, and the community; who excels in both autonomous and collaborative work environments; and who leads staff by example and with ethics and integrity.
- Well-Traveled Professional who has been to six of the seven continents, and completed 2015 s Chicago Marathon.
Financial Operations Management ￨ Full-Cycle Accounting ￨ Estate Management ￨ Confidential Client Relations
Inventory Control ￨ Purchasing ￨ Team Buxxxxxxding / Training ￨ Property Management ￨ Multi-Site Maintenance Operations
High-Volume Budget Development / Control ￨ Payroll ￨ Tax Preparation ￨ Regulatory Compliance ￨ Data Management
Private Client Estate ￨ Financial Manager
Capitalized on the opportunity to lead forward-thinking client-specific finances in excess of $300 mxxxxxxlion for a prominent Chicago famxxxxxxy, including continually adhering to strict confidentiality requirements at all times.
Coordinated and managed large-scale daxxxxxxy operations of the physical estate, including cost-effectively setting and managing a high-volume budget for staff payroll, maintenance, inventory, and purchasing endeavors.
Analyzed, reviewed, and approved weekly, monthly, quarterly, and year-end statements for all accounts.
Drove estate success by recruiting and managing maintenance crews for grounds, security, maid staffing, drivers, and pxxxxxxots, as well as overseeing workflow and maintenance of a fleet of vehicles and two aircraft.
Demonstrated experience in efficiently managing and overseeing all medical needs for the client.
Personally set budgets for all famxxxxxxy members.
Successfully managed living trust with the famxxxxxxy s attorney.
Served as an authorized signer on several accounts from which all estates were drawn from.
Led hiring and management of new staff whxxxxxxe ensuring compliance with confidentiality agreements.
Managed maintenance of high-value domestic and international properties, including a 40-acre estate on the North Shore of Chicago, an apartment in the Ritz-Carlton Chicago, a home in Palm Springs, CA, a home in Malibu, CA, a home in Naples, FL, an apartment in NYC, a flat in London, and an apartment in Paris.
Senior Personal Finance Analyst ￨ Client Liaison
Strategically steered results-generating lending operations initiatives, including facxxxxxxitating comprehensive conventional loans and refinancing, as well as handling complex FHA 203(k) and specialty projects per client needs.
Exhibited income analysis expertise for clients, including 1040, W2s, 1099, 1120S, corporate returns, and credit reports, along with handling client personal finances (e.g. pay stubs, returns, accounts, 401(k), money market).
Collaborated with consultants and senior-level management to assure compliance with government regulations, along with managing all faxxxxxxs for seamless underwriting and prioritizing firm tasks to optimize results.
Coordinated and managed networking and business / product presentations to develop solid new relationships.
Buxxxxxxt and sustained valuable relationships with clients via consistent communications.
Developed precision synergy as a liaison among firm s wide-ranging operational members.
Managed a pipeline of up to 50 open fxxxxxxes with real estate values up to or exceeding $20,000.
Recognized as a senior member coordinating training of new team members and VP candidates.
Consistently met or exceeded expectations of direct supervisor the 203(k) national division head.
Served as lead when it came to introducing new clients to lending processes and financial requirements.
Utxxxxxxized broad scope of industry knowledge toward directing a high-volume production company, including coordinating and overseeing several nightclubs and restaurants in key Chicago, Miami, and New York locations.
Contributed experience in recruiting, interviewing, training / mentoring, and managing a top-performing team.
Led targeted budgeting, product ordering, and marketing endeavors which were instrumental in driving success.
Cost-effectively handled all facets of licensing to boost bottom-line performance.
Ensured seamless administrative processes by managing all in-house accounting efforts.
Spearheaded profit-focused opening of several sites under the Big Time Productions umbrella.
Bachelor of Arts in Entertainment Management
Excellent Professional References Provided Upon Request
Hiring Agent Name
Address City/State/Zip Code
I am seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.
I am excited to buxxxxxxd a rewarding career with your company, and can offer proven experience in Financial Operations Management, Full-Cycle Accounting, Estate Management, High-Volume Budget Development / Control, Payroll, and Tax Preparation. I am also well-versed in Team Buxxxxxxding / Training, Inventory Control, Purchasing, Property Management, Data / Records Management, Regulatory Compliance, and Confidential Client Relations, among other areas.
Recently, as a Private Client Estate / Financial Manager, I successfully directed finances in excess of $300 mxxxxxxlion for a prominent Chicago famxxxxxxy, including continually adhering to strict confidentiality requirements at all times. Within this role, I coordinated and managed large-scale daxxxxxxy operations of the physical estate, including cost-effectively setting and managing a high-volume budget for staff payroll, maintenance, inventory, and purchasing endeavors. I also analyzed, reviewed, and approved weekly, monthly, quarterly, and year-end statements for accounts. Furthermore, I recruited and managed cross-functional staff, and managed a fleet of vehicles and two aircraft.
A sampling of my achievements included:
Personally setting budgets for all famxxxxxxy members.
Successfully managing living trust with the famxxxxxxy s attorney.
Serving as an authorized signer on several accounts from which all estates were drawn from.
Hiring and managing all new staff whxxxxxxe actively ensuring compliance with confidentiality agreements.
Managing maintenance of high-value domestic and international properties, including a 40-acre estate on the North Shore of Chicago, an apartment in the Ritz-Carlton Chicago, a home in Palm Springs, CA, a home in Malibu, CA, a home in Naples, FL, an apartment in NYC, a flat in London, and an apartment in Paris.
[ Suggestion! Address Here Any Skxxxxxxls / Qualifications / Achievements Relevant to the Job Posting OR Delete This Line ]. As this is just an example of my abxxxxxxities, please kindly refer to my enclosed resume for additional experience.
I look forward to hearing from you, and thank you in advance for your careful consideration.
Yyyyyy x. yyyyyy
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