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Junior Financial Analyst Resume

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Education:
Bachelor of Science in Mathematics

Work Experience:
Confidential (November 2010 – Present)
Junior Financial Analyst

  • Analyze data in Excel to highlight trends and make insightful conclusions
  • Create information decks to present data and conclusions
  • Audit Wells Fargo procedures to verify quality standards are met
  • Facilitate and organize borrower responses regarding natural disasters
  • Assist in the collection and processing of quarterly financial statements
  • Analyze and process reserve escrow disbursements
  • Schedule and maintain property inspections and deferred maintenance
  • Update and maintain loan information in Strategy
  • Organize documents to create inspection reports
  • Facilitate correspondence between Wells Fargo and borrowers
  • Perform general office tasks including filing, mail services, copying, and ordering supplies

Confidential (February 2010 – September 2010)
Accounts Receivable Collections Analyst

  • Analyze financial accounts of Samsung Service Centers
  • Answered daily phone and email inquiries from Samsung Service Centers
  • Informed clients of their account balance and collected on past due charges
  • Maintained company records regarding collection attempts on delinquent accounts
  • Performed extensive financial audits on serious past due accounts
  • Created and maintained payment plan contracts
  • Posted payments to the general ledger

Confidential (September 2009 - January 2010)
Accounting Assistant

  • Processed account payables and receivables
  • Posted payables and receivables to the general ledger
  • Answered and directed email and phone inquiries from customers
  • Performed routine automation clerk tasks
  • Maintained and organized office files and supplies

Confidential (2005-2009)
Project Manager

  • Designed and constructed pinball machines customized for the disabled
  • Delivered and assembled pinball machines for a variety of organizations
  • Managed U Can Do booth at disability expos geared towards gaining product exposure and creating customer relationships
  • Performed general maintenance and troubleshooting tasks to meet customer needs

Additional Skills and Interests:

  • Computer Skills:  Proficient in Microsoft and Mac OS, Strategy, Fortran 90/95, Maple, Matlab, Adobe PDF Portfolios, Microsoft Word, Excel, PowerPoint, and Outlook
  • Mathematical Modeling: Developed a model to maximize the cost efficiency of residential solar panels

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