Financial Advisor/financial Analyst Resume
4.00/5 (Submit Your Rating)
Princeton, NJ
WORK EXPERIENCE:
Financial Advisor/Financial Analyst
Confidential, Princeton, NJ
Responsibilities:
- Appointed to the Life and Health Advisory Council of New Jersey.
- Analyzes client financial statements generated by computer software.
- Presents seminars on many financial topics in various locations.
- Advises clients on retirement plans utilizing standard metrics.
- Assists with the training of new financial associates.
- Advises clients on asset management using computer models.
Confidential, Princeton, NJ
Project Manager/Co - Chair
Responsibilities:
- Developed a QMF for Windows report generating system utilizing the existing DB2 databases of the IPM system as the source.
- Developed a customized installation of the product for an international location.
- Created customized reports using QMF for Windows Queries and EXCEL macros.
- Created user and system documentation and provided user training.
- Presented demonstrations to potential clients and executives.
- COBOL II and DB2 Upgrade Project
- Determined the scope and implementation of the upgrade of the IPM system on VM.
- Determined the scope of the Y2K remediation effort for all mainframe systems.
- Designed and implemented the project plan for the Y2K remediation of the IPM system.
- Developed the database design and the BSD for the International Sales processing in the new Revenue Accounting system residing on an AS400.
- Designed and implemented the interface of existing mainframe systems to the new GL system on UNIX.
Confidential, New York, NY
Programmer Analyst
Responsibilities:
- Designed and implemented the project plan for the move of all mainframe systems.
- Management and Accounting Reporting System Project
- Developed and maintained reports in SQL as per the financial services department.