Financial Analyst Resume Oak Ridge, NJ - Hire IT People

EDUCATION

BA in Financ
Member of Finance Club (vice president), Investments Club (vice president), Economics Club and Accounting Club (vice president)

EMPLOYMENT

06/2011Sr. Financial Analyst, Confidential

Supported multiple teams within the Finance organization and business partners in Product Management
Developed analytical financial models to be used in measuring the growth and profitability of the Retail and Commercial product P &L\'s
Collaborated with finance and business partners to develop fully allocated P & L\'s and return on invested capital analysis for each supported line of business
Analyzed financial and operational results versus forecasts
Analyzed significant variances and communicated results to practice leaders.
Created and analyzed financial statements to calculate profitability and other ratios.
Worked on budgets for branch renovations throughout northern NJ and NYC area
AML analysis (KYC and Due Diligence)

04/2007 - 04/2011 Financial Advisor / Financial Analyst, Confidential

Oversaw the investment and allocation of almost $1billion of customer assets.
Forecasted retirement budgets and plans for clients
"Warm Call" bank customers to discuss possible investments
Analyzed Client portfolios daily to make sure they were on track with their specific financial plan
Sat in bank branch two days a week and met with new and existing customers regarding investments
Met with portfolio managers and money managers on a regular basis to discuss current and future forecasted market conditions
Cross-sold other bank products where there was an opportunity
Analysis of trends across portfolios and offering of solutions to improve efficiencies.
Preparation of the financial portions of annual business plan.
Creation of models to proactively provide decision support.
Creation of relevant financial statements

OTHER POSITIONS HELD

01/2005 - 05/2005 Financial Analyst, Confidential

08/2006 - 08/2010 Confidential

01/1998 - 09/2004 Bookkeeper, Confidential

Professional Licenses / Qualifications

Proficient in Microsoft Office (Excel, Word, Powerpoint, Outlook)
Self motivated and innovative professional with the ability to prioritize tasks and take quick decisions
Flexible attitude and great at meeting deadlines
Great with communication and able to handle a whole range of customers, employees and staff members
Knowledge of Accounting Principles (GAAP)
Experience with SAP programs
Financial reporting and modeling
Series 66
Series 7
NJ Life/Health Insurance
Will be working towards MBA