Senior Financial Analyst Resume
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Phoenix, ArizonA
PROFESSIONAL EXPERIENCE
Confidential, Phoenix, Arizona
Senior Financial Analyst
Responsibilities:
- Analyze trade breaks for assigned funds to assure settlement in T+2
- Amend discrepancies in trade data and investigate trade breaks via communication with Investment/Relationship Managers, team mates, and trade files/data
- Confirm/monitor End of Day trade counts and allocations
- Gained experience in analyzing/reviewing equity, options, futures, and fixed income securities
Confidential, Phoenix, Arizona
Financial Solutions Advisor
Responsibilities:
- Interview clients to assess their current income, expenses, financial objectives, and risk tolerance to determine a financial plan
- Review clients’ retirement and brokerage accounts regularly, discuss performance, and complete portfolio reviews to provide solid recommendations
- Sell banking and brokerage products when appropriate as an investment solution
- Assist clients with asset consolidation, account service needs, and educate clients of strategies for achieving financial goals
Confidential, Tucson, Arizona
Internship - Financial Representative
Responsibilities:
- Review client’s financial situation/strategies and recommend suitable products
- Responsible for personally acquiring clientele and setting weekly appointments
- Attended weekly sales trainings and regional company meetings monthly
Confidential, Tucson, Arizona
Bookkeeper
Responsibilities:
- Managed accounts payables, accounts receivables, payroll, and completed monthly bank reconciliations
- Assisted in coordinating events for clients and athletic trainers
Confidential, Tucson, Arizona
Administrative Assistant/ Data Entry
Responsibilities:
- Entered sales orders and deposits in Quickbooks Accounting Software
- Completed and verified monthly bank reconciliations
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