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Financial Assistant Resume

Reston, VA


  • To improve my professional skills by gaining interview experience or on the job training.


Financial Assistant

Confidential, RESTON, VA

  • Pull, organize, and prepare financial reports for senior broker use.
  • Track sales and purchase confirmations for client accounts including but not limited to 401K's, IRA's, Individual accounts, 529’s, Variable annuities, and Pershing accounts.
  • Perform budget, financial, sensitivity, and future value of money analysis, and forecasts.
  • Establish and maintain working relationships with financial institution representatives.
  • Actively learn about emerging products and product amendments.

Karate/Rock Climbing Instructor

Confidential, RESTON, VA

  • Managed and oversaw the growth and development of the student body.
  • Developed and followed through with marketing, sales goals, and bookkeeping.
  • Organized and administered events to generate sales growth.

Tell/Teller Manager

Confidential, H ERNDON, VA

  • Worked hand in hand with the sales team to meet quarterly goals.
  • Attended monthly regional meetings to measure and set goals for upcoming quarters.
  • Maintained a detailed and organized teller book along with the oversight of the teller line.

Produce Clerk/Manager Intern

Confidential, S TERLING, VA

  • Provided excellent customer service while maintaining a well - organized department.
  • Crossed merchandise products from different departments to optimize sales.
  • Scheduled and placed product orders to meet customer demand.


  • Fluent in Spanish
  • Microsoft Office 2016
  • Financial Analysis
  • Valuation Analysis
  • Budget Analysis
  • Bloomberg Terminal
  • Crystal Ball
  • Mean Variance Analysis
  • Financial Forecast Analysis
  • Future Cash Flow Analysis

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