Free Credit Financial Analyst Resume Example
5016 N. Bristol Ave
Kansas City, MO 64119
Dedicated and personable professional with excellent organization and communication skills with nearly fifteen years of experience in coordinating and supporting sales and credit-business operations for multiple industries. Possesses expertise in generating ad hoc reporting and analysis, finance and accounting protocols, account management, and employee training practices. Adapts to new environments and software quickly, and openly embraces new technologies and financial methodologies.
TBC SHARED SERVICES, JUNO BEACH, FL
April 2010 - Present
Responsible for preparation of comparative credit risk analysis of financial statements to determine credit lines. Duties include spreading numbers from financial statements and tax returns, and requesting standard security agreements for UCC filings. Additional responsibilities include comparing financial ratios to industry norms and discussing particular elements with customers to provide greater insight. Other duties include new account set up and periodic review of credit lines utilizing bank, trade references, D & B reports, and payment history.
TBC SHARED SERVICES, JUNO BEACH, FL
April 2008 - Present
Responsible for managing and maintaining accounts. Duties include performing accounts receivable, accounts payables, credit and collections, and records-keeping. Additional responsibilities include resolving problems and negotiating customer solutions, providing ad hoc reports and department analyses, and providing customer service to franchisee. Other duties include distributing and tracking money, training coordination, and serving as finance liaison for multiple departments.
ARS NATIONAL SERVICES, JACKSONVILLE, FL
TEAM LEADER/SENIOR COLLECTIONS REPRESENTATIVE
November 2005 - December 2007
Responsible for managing and maintaining accounts. Duties included negotiating unsecured debt, resolving escalated situations, and training coordinating. Additional responsibilities included motivating team members to achieve team and individual results and interviewing potential candidates. Collector of the year 2006.
NATIONAL CONSUMER MARKETING, JACKSONVILLE, FL
May 2003 - October 2005
Responsible for order processing and upselling customers. Duties included individual and business sales, multiple product line knowledge and suggestive selling additional products based on customer purchases and interests. Additional responsibilities included analysis of successful upsells based on customer's initial and historical purchases.
MERRILL LYNCH, PIERCE, AND FENNER, JACKSONVILLE, FL
CUSTOMER SERVICE REPRESENTATIVE
February 2001 - April 2003
Responsible for financial advising and customer service for 401(K), employee stock purchase and stock option plans. Duties included providing analysis of account valuation and suggesting portfolio changes due to risk tolerance and market conditions. Additional responsibilities included purchase and exercise of stock options, and issuance of proceeds from sales and exercised trades. Formal licenses held: Series 7, Series 63.
- Master of Business Administration in Business Management, University of Phoenix, Phoenix, AZ, 2010
- Bachelor of Business in Business Management- Florida Metropolitan University, Jacksonville, FL, 2005.
- Associates of Arts, Oakton Community College, Des Plaines, IL, 1999
- Business Management
- Corporate Credit Analysis
- Accounts payable and receivable management
- Employee training and orientation
- Credit and collections
- Training coordination and planning
- Customer Service
- Invoice tracking and coding
- Database management
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