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Click here or scroll down to respond to this candidate Candidate's Name
Manchester, CT Street Address / Mobile PHONE NUMBER AVAILABLE / Email: EMAIL AVAILABLE
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Financial Analyst (Entry Level) & Business Owner
Financial planning analyst, Financial data analyst with twenty years of leadership experience. Skilled in gathering and analyzing
data, confirming accuracy, and performing monthly review of financial information. Quick, decisive, and highly effective financial
strategist with proven success ensuring compliance with federal, state, and internal regulations and policies. Maintained the overall
integrity of accounting and financial systems. Skilled in coordinating with regional finance teams on statement preparation. Able to
prepare financial statements and summarize results for management and key stakeholders. Multi-talented in acquisition and
retention of ultra-high net worth clients around the world. Top notch talent in marketing to the super rich. Impeccable work ethics.
Internal controls Financial statements Financial analysis
Account reconciliations
Data analysis Variance analysis Bookkeeping
Customer service
Staff leadership Financial planning/reporting
Entrepreneurship General management
EXPERIENCE Teller, 12/2017 06/2018
TD Bank, Hartford, CT
Efficiently provided exceptional customer service to all customers personal and business banking needs and inquiries within
an extremely busy branch, serving mostly Hispanic clientele utilizing my perfect Spanish speaking and referral selling skills
Quickly processed customer transactions face to face on routine and complex personal and business banking needs, while
massively increasing customer satisfaction score by over 600% for the entire branch solely by myself consistently for 7 months
Adhered to strict bank regulations on operational procedures, conducted check cashing, deposits, withdrawals, cash drawer
balancing, night and safe deposits, and opened a record breaking 750 self-referred accounts for personal and business clients
Financial Analyst (Rose International Contractor), 02/2015 to 02/2015
Aetna, Hartford, CT
Updated and transferred financial data to the accounting department via Aetna health data software for internal auditing
Assisted with analysis of health care data and supported Segment financial management in key performance metrics
Streamlined processes for efficiency and identified cost savings opportunities, developing trend reports to analyze variances
Assisted with Oracle General Ledger Chart of Accounts and internal audit obligations, control objectives and requirements
Cashier, 09/2015 present
Kohl s Department Stores, Manchester, CT
Efficiently operated 15 cash registers to process point of sales, received payments from over 2,700,000 customers
Issued receipts and change to customers, solicited and opened over 2,500 store charge cards in 3 years
Counted money in cash drawers at start of shifts to check for correct amounts and enough adequate change for the shift
Calculated total payments received during each shift and reconciled with total sales for the shift, supervised new hires
Church Tutor (Volunteer), 07/2013 present
Korean Methodist Church, Hartford, CT
Helped over 750 students to excel in Calculus, Statistics and Mathematics to get better grades in high school and college
Taught students study skills, note-taking skills, and test-taking strategies, and assessed their academic progress for parents
Financial Planning Analyst, 10/2013 12/2013
Xerox Corporation, East Hartford, CT
Interpreted vast data on price, yield, stability and investment risk utilizing v lookup, complex formulas, pivot tables, VBA;
demonstrated leadership and project management experience with strong knowledge of health care claims and systems
Performed cost benefit analyses, month end close, variance analyses, and prepared over 2,800 financial reports and files; built
diverse internal and external networks for data gathering and best practice identification while leveraging for optimal results
Developed, maintained and analyzed budget and forecast, preparing periodic reports that compare budgeted costs to actual
costs; assembled and summarized data to structure sophisticated financial status reports
Analyzed monthly budgeting and accounting reports to maintain expenditure controls, and provided ad hoc reports with
technical advice on cost analysis, fiscal allocation and budget/forecast preparation for upper management and executive team
Candidate's Name , Page 1
Sales Assistant/Greeter (Job Pro Contractor), 09/2013 to 09/2013
Key Hyundai, Vernon, CT
Greeted and solicited sales by making no pressure approach to all incoming customers for a very busy automobile dealership
Determined clients needs for vehicle options, demonstrated car features and presented purchase and lease options
Ensured the acquisition and retention of clients by generating a very high sales and service satisfaction rating and leads
Acquired in depth knowledge of Hyundai automobiles, trained to be a car sales expert with strong customer service skills
Office Assistant (Job Pro Contractor), 07/2013 to 07/2013
Greater Hartford Arts Council, Hartford, CT
Performed front office desk duties; answered phone, screened calls and took messages and maintained tracking logs
Assisted with scanning, photocopying, faxing and systems data entry; maintained general accounts receivables and payables
Prepared reports and maintained file systems; assisted with special arts and cultural events for a strong united community
Financial Data Analyst (Job Pro Contractor), 05/2013 06/2013
Trinity Health of New England, Hartford, CT
Debited/credited accounts on Excel and Access utilizing specialized software exclusive to the hospital; demonstrated project
management experience in data warehouse environment, working cross-functionally across regional operations targets
Recorded and analyzed mass financial data sets from vast multiple sources to compile and keep records with journals and
ledgers; collaborated with consulting staff to drive optimal initiative results and best practice transfer
Examined and analyzed over 2,200 accounting records, financial statements, and other financial reports to assess accuracy;
supported month end closing, budgeting and forecasting processes, monitoring variances and identifying trends
Analyzed business operations, trends, costs, revenues, financial commitments, and obligations to project future revenues and
expenses, and provided project management reports with technical advice for upper management and executive team
Personal Care Assistant for Elderly Parent (Volunteer), 03/2010 04/2013
Vernon Manor Health Care Center, Vernon, CT
Provided primary care and assistance for elderly parent with terminal illness in a manor home with daily living activities
Performed housekeeping, doing laundry, washing dishes, making bed, preparing meals, dressing and personal hygiene
General Manager, 06/2007 to 02/2010 Fashion
Express, Hartford, CT
Trained and led a team of 20 employees, providing discipline and performance feedback, and mentored new staff in training
Developed positive direct relationships with key business contacts, and scheduled workloads to meet deadlines with vendors
Coordinated efficient store operations with all employees for maximum cash flow, effective payroll and employee scheduling
Analyzed complex data and documentation, and developed a cross functional culture of constant improvement and efficiency
Administrative Assistant (Robert Half Contractor), 01/2008 to 03/2008
Loomis Chaffee School, Windsor, CT
Managed incoming phone and email inquiries from donors; maintained up-to-date and orderly file system at the Alumni Office
Processed and scanned all incoming mail and faxes electronically; coded and uploaded invoices for payment as appropriate
Greeted and directed visitors to appropriate personnel; maintained and improved general office skills for optimal production
Created and maintained calendars and coordinated meetings to avoid scheduling conflicts; facilitated meetings and events
Finance Tutor, 01/2005 to 12/2005
Central Connecticut State University, New Britain, CT
Taught finance to undergraduate students who needed help learning finance and statistics at the School of Business
Specialized in basic corporate finance; assisted students in understanding the mathematical aspect of finance and statistics
Business Owner/President, 12/2000 to 08/2003
Executive Travel Products, Inc., Boston, MA
Obtained wholesale contracts from high end luxury manufacturers to sell and ship products to ultra-high net worth clients
Advertised on Robb Report to market worldwide via the Internet; acquired and retained clients from Europe and the Americas
Directly emailed Chief Officers from Global 500 companies to market and sell the very best merchandise that money can buy
Commanded the entire multimillion dollar cyber inventory consisting of precious jewelry, watches, antique furniture, et cetera
EDUCATION Bachelor of Science: Concentration: Finance, University of Connecticut, Storrs, CT, 05/2007
Candidate's Name , Page 2
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