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Online Resumes with " financial planning"
Expertise in Sales, Marketing, Financial Planning, Financial Education and Client Management
Proven financial services professional with expertise in sales, marketing, financial planning, financial education and client management. Demonstrated ability to build strong partnerships leading to high customer loyalty and sales. Skilled negotiator with the ability to articulate added value of brand. Extensive experience identifying customer needs and designing customized solutions. Strong communication and leadership ski...
Ideal Companies: Fidelity, John Hancock, Santander Bank, TD Bank, TD Ameritrade, Ameriprise
Chief Financial Officer - 20 Years of Experience - Near 77401
Accomplished Senior Financial Executive with a record of excellence in all areas of finance and accounting management with a high level of efficiency. Expertise lies in strategic planning, funding (debt and capital), financial reporting, cash flow management, budgeting, forecasting, financial modeling, streamlining complex work processes, financial system conversion, excel dashboards, risk frameworks, risk compliance, value...
Financial Analyst - 12 Years of Experience - Near 20904
Accomplished and talented Financial Analyst with strong knowledge and background in economic, financial markets, banking, and accounting principles and practices with extensive experience in financial reporting, forecasting, accounting, consolidation and financial analysis. Possess keen understanding of financial planning, accounting, analytics, and investments, with demonstrated track record providing comprehensive budgeti...
Ideal Companies: Fortune 500 Companies
Tags for this Online Resume: Advanced Excel (VBA) and PowerPoint skills, knowledge of Hyperion, Essbase, SmartStream, Capital IQ, Bloomberg, SAP, Tableau
Chief Financial Officer - 20 Years of Experience - Near 06067
Experienced financial executive with proven expertise within the legal, insurance, investment and technology industry with a record of accomplishment of envisioning and delivering on growth. A resourceful professional, who achieves desired results by teamwork, attention to detail, flexibility and strong communications skills. Creative and innovative strategist with an unparalleled success at reorganization, planning and d...
Tags for this Online Resume: Hartford,ct, Business Intellegence, Financial Planning and Analysis, Performance Improvements , Operating , Growth Management , Business Development
Trading, Marketing and Risk Management Officer - 20 Years of Experience - Near 10305
Summary An established financial professional with strategic planning, business development, sales and marketing disciplines. Driven, analytical, collaborative wealth management professional with extensive knowledge of global investing, financial services and insurance products. Strategic thinker. Ability to communicate complex wealth strategies to internal and external audiences. Currently studying for the series 65 licens...
Tags for this Online Resume: Management, Sales, Compliance, Distribution, Equity, Hedge Fund, Risk Manager, Settlements
Controller - 18 Years of Experience - Near 44143
As an accomplished, results-driven Senior Financial Management Professional with demonstrated success in financial planning and organization, analysis, reports and risk management, I am now ready to seek new opportunities and challenges with a successful organization poised for growth and development. As such, I would like to offer your organization the opportunity to benefit from my high levels of expertise. I have the ...
Tags for this Online Resume: Cleveland, Analysis, Negotiations, Leadership, Budgets, Forecasting, Planning, Reporting
Accountant - 20 Years of Experience - Near 35196
Review of my credentials would establish that I have experience of 23 years across Accounts, Finance, MIS, Budgeting, Accounting, Receivable, Payable, Banking & Indirect Tax; currently spearheading as a Lead Assistant Manager with EXL Service.com Limited Private Limited. I am seeking a challenging job that would synergize my skills and knowledge with the objectives of the organization. My core competencies include Accounts...
Tags for this Online Resume: Accounting , MIS, Budgeting, Receivable
Finance Manager - 12 years Experience - New York
VP/Director of Finance, in preferably but not exclusively, a Financial Planning and Analysis role. My strong management, analysis, financial modeling, quantitative, forecasting, budgeting, strategy planning and project management skills and abilities may be applied to drive growth and improve performance.
Tags for this Online Resume: Financial Analysis, Budgeting , Strategic Planning, Financial Modeling, Risk Analysis, Process Improvement, Project Management, Risk Analysis/Mitigation, Leadership, Strategy
Controller - 20 Years of Experience - Near 26371
FINANCIAL PROFESSIONAL Accomplished financial professional with a solid history of forging strategic financial plans that turn risk into reward and challenge into success. Brings clarity, keen financial insight, and discipline to the tasks of core business accounting. Expertise in budgeting and forecasting that drives business performance and helps unlock potential to deliver profitable results. A financial leader with sol...
Tags for this Online Resume: financial controller, financial controller, finance director, finance director, fianance manager, financial controller, finance director, Sales, Financial, Management, Accounting, Accounting Functions, Acquisitions, Budgeting, Business Planning
Financial Specialist - 10 Years of Experience - Near 11706
Hands-on financial professional with over 10 years of extensive experience in the financial services industry. Proven skills in portfolio strategies, financial planning, wealth preservation, and client relations. Key strengths in financial analysis, creating financial models and key valuations.
Tags for this Online Resume: FINANCIAL MODELING, VALUATIONS, PORTFOLIO MANAGEMENT, BLOOMBERG CERTIFIED
Executive Recruiter - 15 Years of Experience - Near 75067
To whom it may concern, Good day to you, please allow me to introduce myself. I am Jeff Joy, and it would be an honor to be considered for the position of Sr. Recruiter with your company. During my career I have had extensive experience in handling a broad scope of duties with which I have gained expertise in the HR arena: Workforce planning, Compensation assessment / negotiations, Executive interface up to Board level ...
Tags for this Online Resume: Technical , Executive , HRBP, Infrastructure, Architecture, Supply Chain
Controller
To provide leadership and coordination of company financial planning, debt financing and budget management functions contributing to the growth of the organization
