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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
Confidential, Charlotte, NC

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

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