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Account Manager Resume

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To Whom It May Concern:
I am writing to inquire about opportunities at your company. I have gained valuable experience and knowledge from the financial industry which can be applied towards your industry. Specifically, the importance of business processes, improving efficiencies, as well as integrity, knowledge and customer service. I would like to continue to focus my efforts within a strong and reputable organization and feel strongly that I can be an asset to any company.
I am a person who thrives on challenges and possess the work habits to complete a project on time. As a member ofyour company, I am confident my previous business experience, work habits and focused approach would make a significant contribution to the success of your organization.

I have successfully completed R12 Business Essentials for Implementers as well as R12 Payables Management Fundamentals. I am working towards becoming an Oracle R12 Financials Certified Consultant.

At this time, I am interested in applying for a position at your company.
My resume is attached for your review and consideration. I look forward tothe opportunity to speak with you in person

Objective: A position as an Oracle Functional Analyst

Skills / Abilities:

  • Strong understanding of R12 Business Essentials for Implementers
  • Strong understanding of R12 Payables Management Fundamentals
  • Good knowledge of “My Oracle Support” (Metalink)
  • Experienced in requirements gathering and business process analysis
  • Extensive customer relationship management experience
  • Excellent communicator
  • Attention to detail, leadership, analytical, problem solving skills and work well under pressure

Education:

  • R12 Oracle Business Essentials for Implementers 2009
    • Navigate within R12 Oracle E-Business Suite
    • Understand conceptually the major architectural components of R12 Oracle E-Business Suite
    • Describe features and benefits of Multiple Organization Access Control (MOAC)
    • Define key and descriptive Flexfields
    • Identify shared entities across R12 Oracle E-Business Suite
    • Learn the key features and benefits of R12 Oracle Work-flow
    • Describe basic concepts of R12 Oracle System Administration
    • Create Oracle Alerts and test a Periodic Alert
  • R12 Oracle Payables Management Fundamentals 2009
    • Understanding Managing Suppliers
    • Understanding how to Process Invoices and Payments
    • Generating Key Payables Reports
    • Approving Invoices for Payment
    • Process, Stop, and Void Payments
    • Setting Up Bank Accounts
    • Processing Pay Runs
    • Closing Payables Periods
    • View Accounting
  • Canadian Securities Course 2006, 1997
    • Understanding and analyzing corporate financial statements
    • Setting financial goals, cash flow analysis, investing and taxation
    • Market and economic events impacting investment performance
    • Financial instruments: fixed income, equities, managed products, structured products and derivatives
    • Corporate, industry and market performance/analysis
    • Managing investment risk
  • Life Licensed Qualification Program 2005
  • Taxation
  • Needs Analysis (Planning)
  • Life Insurance Product
  • Accident and Sickness Insurance (Disability Insurance)
  • Group Insurance
  • Underwriting, Issue and Claims
  • Professional Standards
  • Common Law, Contracts Law and Life insurance
  • Investment Products Other Than Life Insurance
  • Fundamentals of Insurance Investments (Segregated Funds)
  • Retirement
  • Investments Funds Institute of Canada 2003
  • Mutual Fund Industry
  • Regulatory Issues
  • The Strategic Investment Planning Process
  • Know Your Client
  • Assessing Client Resources
  • Assessing Risk Tolerance
  • Assessing the Client Situation
  • Branch Managers Course (BMC) 2003
  • Identifying money laundering and other suspicious activities
  • General supervision techniques and methods for motivating employees
  • Techniques for reporting, recordkeeping and handling client complaints
  • Canada’s securities regulatory system

Work Experience:
Confidential
BC Investment Representative – 2007 to 2009

  • Account management services
  • Develop interest of investors in products and offerings
  • Securing signed subscription and other investments documentations and funds
  • Communicate particulars of investment offerings and products

Confidential
Assistant Branch Manager - 2006 to 2007

  • Maintenance and servicing of clients
  • Extensive use of Goldmine for Client Relationship Management
  • Preparation of illustrations/presentation materials/Investments analysis
  • Dealing with client questions/concerns/requests

Confidential
Operations Manager - 2002 to 2005

  • Led a team of 6 Client Service Reps
  • Trade resolutions and problem solving
  • Training financial advisors on software
  • Orientations for new financial advisors
  • Building and maintaining relationships and trust with advisors

Confidential
Account Manager - 2000 to 2002

  • Processing trades for 50 high value financial advisors
  • Problem solving and trade resolution
  • Daily cash balancing and bank reconciliation
  • Building and maintaining relationships with high value advisors

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