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Senior Financial Analyst Resume

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Phoenix, ArizonA

PROFESSIONAL EXPERIENCE

Confidential, Phoenix, Arizona

Senior Financial Analyst

Responsibilities:

  • Analyze trade breaks for assigned funds to assure settlement in T+2
  • Amend discrepancies in trade data and investigate trade breaks via communication with Investment/Relationship Managers, team mates, and trade files/data
  • Confirm/monitor End of Day trade counts and allocations
  • Gained experience in analyzing/reviewing equity, options, futures, and fixed income securities

Confidential, Phoenix, Arizona

Financial Solutions Advisor

Responsibilities:

  • Interview clients to assess their current income, expenses, financial objectives, and risk tolerance to determine a financial plan
  • Review clients’ retirement and brokerage accounts regularly, discuss performance, and complete portfolio reviews to provide solid recommendations
  • Sell banking and brokerage products when appropriate as an investment solution
  • Assist clients with asset consolidation, account service needs, and educate clients of strategies for achieving financial goals

Confidential, Tucson, Arizona

Internship - Financial Representative

Responsibilities:

  • Review client’s financial situation/strategies and recommend suitable products
  • Responsible for personally acquiring clientele and setting weekly appointments
  • Attended weekly sales trainings and regional company meetings monthly

Confidential, Tucson, Arizona

Bookkeeper

Responsibilities:

  • Managed accounts payables, accounts receivables, payroll, and completed monthly bank reconciliations
  • Assisted in coordinating events for clients and athletic trainers

Confidential, Tucson, Arizona

Administrative Assistant/ Data Entry

Responsibilities:

  • Entered sales orders and deposits in Quickbooks Accounting Software
  • Completed and verified monthly bank reconciliations

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