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Online Resumes with " financial planning"



Chief Financial Officer

SUMMARY Multi-cultural, creative, forward thinking, hands-on and result oriented leader with operation, finance and sales/marketing at multiple industries. Strong background in strategic, business planning and business development, initiation of culture change, processes improvement, system implementation and improvement, capital and operating budget management, and quality performance standards. Fluent in three Chinese dia...

Tags for this Online Resume: Sales, MRP, PET, Policies and Procedures, Quality, Financial Industry, Accounting, Accounting Functions, Business Development, Cash Flow

Insurance Sales Agent - 20 Years of Experience - Near 91750

SUMMARY OF QUALIFICATIONS * Expertise in sales including financial planning services and investment products * Produce measurable ROI of campaigns across all marketing channels * Continually improve performance in customer acquisition and retention * Proficient in Salesforce and Excel * Contribute to refinement and improvement of pricing analytics and strategies * Work with operations, management and customer care teams to ...

Tags for this Online Resume: Insurance, Mutual Funds, Retail, Sales, SAN (Storage Area Network), Telemarketing, Financial, Planning, Estate planning, Competitive Analysis, business development

Financial Specialist - 20 Years of Experience - Near 33426

AREAS OF EXPERTISE * Financial Planning * Retirement Planning * Asset Gathering * Estate Planning * Asset Allocation * Life Insurance/LTC * Annuities * Medicare Insurance

Tags for this Online Resume: Financial, Financial Services, Wealth Management, Annuity, finance

Accountant

MAJOR ACCOMPLISHMENTS (Holtkamp Liese Law Firm) Implemented and maintained an in-house accounting and management reporting system. Replaced and eliminated outside CPA firm, bringing all financial functions into the firm, including financial statement preparation, income tax return preparation, payroll tax return preparation and filing. Implemented direct deposit system for all employees. Created and developed tax and financ...

Tags for this Online Resume: Financial, Planning, Accounting, Tax Planning, Welding, Real Estate, Research, Tax Research, Audit, Financial Reporting

Manager - 15 Years of Experience - Near 77459

Professional SUMMARY I am a business professional with extensive experience as a Project Information Manager (PIM) and with Project Management experience gained in a matrixed and projectized organizational environment. In addition to business skills, I also have experience as a social services provider in my community. My most current experience is in a combined role of Project Information Manager and Change Coordinator. I ...

Tags for this Online Resume: Engineering, Financial, Planning, Documentation, Management, PIM, Procurement, Protocol Independent Multicast, Referrals, Automation

Sales Manager - 20 Years of Experience - Near 44720

Areas of Expertise - Sales Management Financial Planning & Analysis Contract Development & Negotiation Consultative & Suggestive Selling Salesforce Development Marketing & Business Development Relationship Management Client Satisfaction & Retention Problem Resolution

Tags for this Online Resume: Credit Information, Financial, Financial Industry, Financial Services, Insurance, Sales, Services, Business Development, Financial Planning & Analysis, Management

Project Manager - 20 Years of Experience - Near 78633

Major in 2 locations, including performance planning and evaluations, motivation, counseling, headcount planning, resourcing, financial planning, assets management, hiring, contractor sourcing, salary planning, and administration. *Led technical project management of XIV release 3.2 hardware enhancements involving geographically- dispersed team across US and Israel with frequent business travel, expediting all testing and d...

Tags for this Online Resume: IBM, Financial, Planning, Project Management, Project Manager, Sourcing, Hardware/Systems, Linux, Infrastructure, Statistical Analysis, agile, PMP, MBA, BSCS

Chief Financial Officer - 20 Years of Experience - Near 07981

Areas of Expertise * Financial Reporting / US GAAP * Conservation of Assets / Inventory * Cash Flow / Cost Control Analysis * Cost Accounting / Job Costing * Auditing / Compliance Oversight * FP&A / Budgeting / Forecasting / Metrics * Internal Controls and Compliance * SAP, Oracle, Excel, Word, Visio, Access

Tags for this Online Resume: Compensation, Accounting, Supply Chain, Transportation, Asset Management, Audit, Balance, Balance Sheet, CFO, Compliance, accounting, finance, manufacturing, gaap, excel, accountant, controller, ERP, Business Process Optimization, Financial Planning and Analysis, Budgeting, Variance Reporting, Job Costing, Cost Accounting, Metrics, Cash Flow, Inventory, GAAP, Income Statement, Return on Investment

Chief Financial Officer - 20 Years of Experience - Near 21146

Areas of Expertise Strategic Business Planning Capital Funding Financial Planning, Analysis, Modeling and Reporting Budgeting Forecasting Risk Management P&L, BS and Cash Flow Management Treasury M&A Divestitures Due Diligence Negotiations Property Acquisition and Development Business Performance Management Process Reengineering and Improvements Outsourcing IT and Financial Information Systems Implementation Human Resources...

Tags for this Online Resume: Acquisitions, Benefits, Capital Equipment, HR, Human Resources, Information Technology, Leadership, Management, Training, CFO

Controller - 20 Years of Experience - Near 01749

Professional Summary I am a financial professional with over 38 years of diversified finance and accounting experience with multi-national sales, service and manufacturing operations. Strong managerial and controller-ship experience. A self-starter with leadership capabilities, I have implement management directives and attained company goals within the deadline periods. Talented Financial Controller focused on process impr...

Tags for this Online Resume: Billing, Cash Management, Financial, Financial Systems, Integrate, Logistics, Management, Month-end Close, Payroll, Variance Analysis, Budget development &Financial Planning, Budget development,Financial Planning and forecasts, cost accounting, financial reporting, cash management, accounting, finance, controller, excel

Finance professional - 20 years experience and MBA

Utilize my strong background in finance and proven track record in financial planning, achieving results and developing talent. Build partnerships with management and business teams through the use of financial planning and analysis to assist in meeting goals.

Tags for this Online Resume: Management, Inventory, Financial, Support, Balance, Balance Sheet, Merchandising, Accounting, Budgeting, Financial Industry

Controller - 14 Years of Experience - Near 92129

COVER LETTER: Dear Executive Recruiter I am writing to explore the possibility of obtaining a Controller position in your organization, and I am enclosing my resume for your review. My diversified background contains experience in the areas of accounting systems, internal controls, budget preparation and implementation, analyzing the variances of this Budget on the item level, cost control, staff supervision, preparation of...

Tags for this Online Resume: Accounting, Financial, Financial Reporting, Business Plan, Wire Transfers, Financial Statements, Mba, Cash Flow, Management, Bank Accounts Reconciliation, cpa, gaap