We provide IT Staff Augmentation Services!

Financial Analyst Resume

3.00/5 (Submit Your Rating)

Willingboro New, JerseY

Hire Now

Financial Analyst | Retirement Plan Administration | Customer Service

Progressive experience over a period of 5 years in the financial market and increasing verbal and communication skills, dealing with a variety of customers, staff members and employees. Self motivated; capable of setting up useful priorities and take instant decisions and apply them to meet given deadlines. Adjust easily to innovative concepts and tasks.

  • Financial Reporting
  • Benefit Plan Administration
  • Regulatory Compliance
  • Customer Service
  • Transaction Processing
  • Innovative Solutions
Professional Experience

Confidential, Princeton, New Jersey
Financial Analyst 2006 - 2010

  • Tasked with receiving, reviewing, and processing transactions for Alternative Investments for one of the world's leading financial management and advisory companies
  • Developed financial and operational reports for management with specific focus on Hedge funds
  • Uploaded financial estimates and budgets into the financial reporting system
  • Analyzed income statement and balance sheet for possible misstatement, and provided ad hoc reporting to assist in P&L review and forecasting.
  • Conducted quarterly revenue forecast modeling with extensive use of Hyperion Essbase and Microsoft Excel
  • Collaborated with Portfolio Managers to analyze and resolve investor reporting variances and discrepancies

Confidential, Pennington, New Jersey 2005 - 2006
Plan Administrator

  • Seamlessly administered all aspects of retirement plans managed by the corporation
  • Maintained plan records and ensured compliance with all applicable federal regulations
  • Processed equity transactions, 401(k) loan payments, rollovers, and plan enrollments
  • Communicated important account information to clients and provided key assistance with plan design and benefit distribution

Confidential, Mount Laurel, New Jersey 2002 - 2003
Customer Service Representative

  • Served a critical function in ensuring the continued quality of the overall customer experience for this diversified financial services provider for business and personal banking, wealth management and estate planning
  • Promptly addressed customer inquiries regarding account balances and the availability of bank products Verified direct deposit and check information
  • Resolved customer issues with the highest degree of courtesy and professionalism
  • Fostered robust relationships with existing customers in an effort to generate continued business
    and referrals

Confidential, Burlington, New Jersey 2003 - 2004
Accounts Payable/Receivable

  • Prepared and issued invoices
  • Aging report analysis and collection
  • Processed and controlled credits and refunds
  • Monthly and year end reporting
  • Prepared and processed accounts payable checks, wire transfers and ACH payments

Confidential, Somerset, New Jersey 2000 - 2001
Visa Dispute Specialist

  • Spearheaded the processing of all debit and credit chargeback transactions after receipt by Visa
  • Ensured the proper handling of debits for provisional credit granted to each cardholder in response to Visa disputes
  • Managed pre-arbitration cases and conducted efforts to secure funds from the merchant’s bank, processing items that were not in dispute
  • Responsible for the reconciliation of ledgers at the conclusion of each business day

Confidential, Owings Mills, Maryland 1998 - 2000
Customer Service Agent

  • Expertly performed a variety of customer service tasks for this multibillion dollar global
    payments technology company
  • Provided training to new customer service agents to ensure familiarity with corporate regulations
    and protocol
  • Furnished critical assistance to merchants and banks in clearing credit transactions
  • Responded to customer inquiries regarding account status and information, taking action
    to issue emergency cards and block lost and stolen cards when necessary
Computer programming skills
  • Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
  • Windows XP
  • Peoplesoft, SAS, Hyperio Essbase, Crystal reports
Education

Master of Business Administration, Accounting
Master of Education
Bachelor of Arts Degree in Public Administration

Hire Now
Report an issue

We'd love your feedback!

Privacy Policy
Resume Categories
Client Services
Job Seekers
Visa Sponsorship