Intermediate Financial Analyst Resume
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Charlotte, NC
OBJECTIVE:
- Senior Financial Analyst position performing financial reporting and analysis that will afford opportunities for professional advancement and personal development
TECHNICAL SKILLS:
- Knowledge of both Federal Regulatory and business unit policies, procedures, systems and controls
- Work well under pressure and complete reports under stringent deadlines
- Self - starter with strong attention to detail
- Able to multitask while maintaining efficiency
- Establish and maintain excellent relationships with business partners and associates
- An excellent team player
- Continuously “Meet” or “Exceed” performance goals
- Proficient in Excel, Project, Word, Outlook, In$ight and Reg. Reporter 5.2
- Bilingual
PROFESSIONAL EXPERIENCE:
Confidential, Charlotte, NC
Intermediate Financial Analyst
Responsibilities:- Quarterly filing with the Federal Reserve and other regulatory bodies for the FFIEC031, FFIEC041, FRY9C reports as well as 10Q/10K edit check comparison with SEC Reporting
- Compile and prepare the Confidential survey and submit to the U.S Department of Labor
- Improved existing procedures/processes by eliminating manual data entries through automation
- Successfully completed the analysis and reporting of three acquisitions/mergers
- Build strong relationships by collaborating with team members, manager and business partners to ensure goals are met
- Ensure integrity of analyses through rigorous attention to detail and data validation
- Provide Business advisor/analytical support function to line of business regarding regulatory issues on new products, new regulatory changes, impact of new standards/policies on regulatory reports
- Continuously update documentation as a result of recent Federal regulatory pronouncements
- Create quarterly assignment work plan for the entire team and senior managers
- Create quarterly data request package and distribute to various business partners corporate wide
- Train and coach new associates
- Assist team members trending behind to ensure timely report submission
Teller Manager
Responsibilities:
- Ensured accurate and timely processing of transactions
- Balanced daily work in accordance with established policies and procedures
- Resolved service issues to guarantee customer satisfaction and retention
- Promoted consumer services and products to customers via customer education and cross-selling
- Consistently exceeded sales quota
- Trained and coached new associates
- Coordinated and organized charity events sponsored by Confidential