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Financial Analyst Resume

Willingboro New, JerseY

Financial Analyst | Retirement Plan Administration | Customer Service

Progressive experience over a period of 5 years in the financial market and increasing verbal and communication skills, dealing with a variety of customers, staff members and employees. Self motivated; capable of setting up useful priorities and take instant decisions and apply them to meet given deadlines. Adjust easily to innovative concepts and tasks.

  • Financial Reporting
  • Benefit Plan Administration
  • Regulatory Compliance
  • Customer Service
  • Transaction Processing
  • Innovative Solutions
Professional Experience

Confidential, Princeton, New Jersey
Financial Analyst 2006 - 2010

  • Tasked with receiving, reviewing, and processing transactions for Alternative Investments for one of the world's leading financial management and advisory companies
  • Developed financial and operational reports for management with specific focus on Hedge funds
  • Uploaded financial estimates and budgets into the financial reporting system
  • Analyzed income statement and balance sheet for possible misstatement, and provided ad hoc reporting to assist in P&L review and forecasting.
  • Conducted quarterly revenue forecast modeling with extensive use of Hyperion Essbase and Microsoft Excel
  • Collaborated with Portfolio Managers to analyze and resolve investor reporting variances and discrepancies

Confidential, Pennington, New Jersey 2005 - 2006
Plan Administrator

  • Seamlessly administered all aspects of retirement plans managed by the corporation
  • Maintained plan records and ensured compliance with all applicable federal regulations
  • Processed equity transactions, 401(k) loan payments, rollovers, and plan enrollments
  • Communicated important account information to clients and provided key assistance with plan design and benefit distribution

Confidential, Mount Laurel, New Jersey 2002 - 2003
Customer Service Representative

  • Served a critical function in ensuring the continued quality of the overall customer experience for this diversified financial services provider for business and personal banking, wealth management and estate planning
  • Promptly addressed customer inquiries regarding account balances and the availability of bank products Verified direct deposit and check information
  • Resolved customer issues with the highest degree of courtesy and professionalism
  • Fostered robust relationships with existing customers in an effort to generate continued business
    and referrals

Confidential, Burlington, New Jersey 2003 - 2004
Accounts Payable/Receivable

  • Prepared and issued invoices
  • Aging report analysis and collection
  • Processed and controlled credits and refunds
  • Monthly and year end reporting
  • Prepared and processed accounts payable checks, wire transfers and ACH payments

Confidential, Somerset, New Jersey 2000 - 2001
Visa Dispute Specialist

  • Spearheaded the processing of all debit and credit chargeback transactions after receipt by Visa
  • Ensured the proper handling of debits for provisional credit granted to each cardholder in response to Visa disputes
  • Managed pre-arbitration cases and conducted efforts to secure funds from the merchant’s bank, processing items that were not in dispute
  • Responsible for the reconciliation of ledgers at the conclusion of each business day

Confidential, Owings Mills, Maryland 1998 - 2000
Customer Service Agent

  • Expertly performed a variety of customer service tasks for this multibillion dollar global
    payments technology company
  • Provided training to new customer service agents to ensure familiarity with corporate regulations
    and protocol
  • Furnished critical assistance to merchants and banks in clearing credit transactions
  • Responded to customer inquiries regarding account status and information, taking action
    to issue emergency cards and block lost and stolen cards when necessary
Computer programming skills
  • Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
  • Windows XP
  • Peoplesoft, SAS, Hyperio Essbase, Crystal reports

Master of Business Administration, Accounting
Master of Education
Bachelor of Arts Degree in Public Administration

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