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Online Resumes with "FINANCIAL PLANNING"



CFO, Cleveland

A Highly motivated Financial Executive and Strategist with over 18 years of experience, maintaining a track record of optimizing results, with superior work ethic, strong regard for integrity and desire to be a part of something meaningful, holding an Executive MBA in Business Strategy and a Bachelors Degree in Finance.

Tags for this Online Resume: Strategy, Financial Planning, Financial Reporting, Financial Metrics, Financial Analysis, Risk Management

Featured Profile

Successful Wealth Advisor and Private Banker

I am a highly analytical Financial Advisor who feels passion for my profession, clients and desire to learn new ways to serve customers in all their financial needs. I have excellent sales skills and interpersonal relationships. Actually I’m looking for new opportunities in Private Banking Services, Financial Planning and Wealth Management Advisory Services in the USA market. I have excellent communication skills both Engli...

Ideal Companies: Citi, Sun Trust, Wells Fargo, JP Morgan Chase, Bank of America, UBS, Wachovia Bank, Regions Bank, Popular Community Bank, Goldman Sachs.

Tags for this Online Resume: Wealth Advisor, High Network customers, Financial Planning, Asset Allocation strategies, Credit Analyst, Risk management, South Florida market, Latinamerica Market, Miami, Branch Manager, Private Banker, BBA Management, Financial Planner, Registered Paraplanner, Sales Team member

Senior Financial Analyst - 8 years Experience - Houston

Financial analyst, project manager, business development and consulting professional with energy industry, death care industry, consulting, financial planning & analysis, accounting experience and expertise. Possesses superior attention to detail and need for accuracy while maintaining ability to meet deadlines under pressure. Highly developed analytical, quantitative, qualitative, and problem solving skills. Proven communi...

Tags for this Online Resume: houston, business, modeling, analysis, finance, client service

Business Manager

Increasing and varied financial responsibilities in the aerospace industry in positions ranging from financial analyst to business manager with proven supervisory and interpersonal skills. Extensive experience in all areas of financial activity including Program Management, New Product Development, Cost Accounting, Financial Planning and Analysis, Government Accounting, Proposals and Budgeting. A wide exposure to working i...

Tags for this Online Resume: Earned Value Management, Financial Planning & Analysis, Forecasting, Estimates at Completion, Budgeting, Financial Metrics

Financial Planning & Analysis - 10 years experience

Featured Profile

Senior Buyer HomeDecor and Fashion Accessories - 15+ years experience- New York City

Results oriented experienced Retail Executive with proven track record of driving sales and increasing profits. Seeking career opportunity in Home Décor, Storage or Fashion Accessories, as a Buyer with objective of becoming a DMM within 2 years. Highly accomplished merchant with extensive product development & International Sourcing knowledge. Strong qualifications and experience in retail and wholesale covering gifts, ...

Ideal Companies: West Elm, Saks Off 5th, Nordstom's Rack, One Kings Lane, Ideeli, Steele Stores, National Stores, Macy's, Lord and Taylor, Saks 5th Avenue, Barnes & Noble, Neiman's NYC, Stein Mart NYC, Kohl, s NYC, 1-800-Flowers, Josh and Main, Dress Barn, Citi Trends

Tags for this Online Resume: New York City, Buyer, Home Decor, Fashion Accessories, Profit Margins, Product Development, Assortment Planning, Financial Planning, Regional Buying, Merchandising, Gross Margin

Advertising Agency and Non-profit CEO - 28 years

/Users/johnL/Desktop/untitled folder/jl qual. 3-10 [v6.0].doc Challenging executive management position that requires a broad range of skills; including strategic and operational management, public relations, excellent interpersonal communication, business and financial plan development, a diversified and broad knowledge of marketing, leadership, and sales leadership.

Tags for this Online Resume: Idaho or Montana, CEO of non-profit organizations, Executive Management, Chief Operations Officer, CEO of Chamber of Commerce, Strategic Management

Featured Profile

Executive ready to support and lead dynamic collaborative environment to achieve business and growth objectives.

Multi dimensional senior executive operating as chief financial officer with chief operating officer responsibilities as well. High energy individual offering a unique combination of creativity and analytical skills to support sales and marketing, minimize operational risks, create lean teams and business expansion activities with favorable financial returns. Experience includes responsibility over accounting, finance, tr...

Ideal Companies: Deloitte; PwC; Ernst & Young; CohnReznick; Withum Smith & Brown; Sobel & Co.; Grant Thornton; McElroy, Deutsch, Mulvaney & Carpenter LLP; Gibbons, PC; Fox Rothschild LLP; Riker, Danzig, Scherer, Hyland & Perretti LLP; Accenture; Buck Consultants; Booz & Co.; Newmark Grubb Knight Frank; CBRE; Cushman & Wakefield; Source4Teachers; RAB Lighting; MindLance Inc.; Roof Diagnostics Solar; NFI; Realogy

Tags for this Online Resume: CPA, CGMA, MBA, GAAP, IRS

Featured Profile

ACCOUNTING AND FINANCE DIRECTOR

Dynamic Accounting and Financial Professional with over 15 years’ experience in high profile organizations. Skilled financial expert providing international accounting and consulting guidance and support to worldwide United Nations programs and projects. Strong academic management experience serving as college Vice President of Finance and as an Associate Professor providing critical human resource support to challenging i...

Ideal Companies: Non-Profit Organizations, Professor of Business and Accounting PricewaterhouseCoopers, Ernst and Young

Tags for this Online Resume: Audits, Budgeting, International Business, Financial Statements, Internal Controls, Strategic Planning, Reporting, Change Management, Consulting, Inventory Management, Team Leadership, Motivation, Financial Operations, Benefits, Compensation, Organizational Development, Training, Development, Conflict Resolution, Risk Management, Estate Planning, Wills, Trusts, Financial Analysis, excel, powerpoint, word, punctuality

Wealth manager, trust officer, Holland, MI. Wealth manager, trust officer, Redlands, CA.

Tags for this Online Resume: consultantant, investments, estate planning, financial planning, life insurance review, trust settlement

Financial Manager

Accountant

Tags for this Online Resume: Financial Planning, Financial Analysis