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Online Resumes with "Financial planning "



Financial Specialist - 10 Years of Experience - Near 28226

Progressive and experienced professional with a 10 year background in investment, insurance, banking, lending and retirement/financial planning. I am seeking a position in the Financial Services industry within the areas of account management, compliance, wholesale, portfolio analysis and process improvement.

Tags for this Online Resume: cfp, series 7, wealth , chfc, investment , insurance, clu, territory sales, Consultative Sales, Sales, annuity

Featured Profile

Controller - 20 Years of Experience - Near 84093

Accomplishments Met or Exceeded SEC Filing Requirements for Ten Years. Tasked with oversight of quarterly 10-Q and annual 10-K corporate filings at Cadence. Implemented accounting close and reporting process improvements, dramatically cutting filing time, avoiding fines and maintaining shareholder confidence. Led SAP Implementation. O. C. Tanner wished to implement new information systems in Finance, Manufacturing and Sales...

Tags for this Online Resume: Audit, Financial Industry, SAP, Accounting, C Programming Language, Certified Public Accountant, Financial, SEC, Securities and Exchange Commission (SEC), Accounts Payable

Chief Financial Officer - 20 Years of Experience - Near 80124

Areas of Expertise: SEC reporting & compliance, IFRS accounting, financial planning/forecasting, capital raising both debt & equity, private equity, treasury, hedging, mergers & acquisitions, international operations, ERP system implementations, consolidations, working capital management, investment management, investor relations, tax, internal audit, Sarbanes-Oxley compliance and strategic planning.

Tags for this Online Resume: Accounting, Audit, Compliance, Interest Rate, Internal audit, International Financial Reporting Standards (IFRS), Investment Management, Management, SAP, Sarbanes Oxley, private equity, IPO, SEC reporting, Financial forecasting, Mergers & Acquistions

Controller - 20 Years of Experience - Near 40356

Qualifications Profile Highly motivated, loyal and experienced professional with twenty plus years experience in accounting and management within deadline driven and fast paced organizations. Offer strong analytical and problem solving skills that enable recommendations and solutions to problems be made effectively and efficiently. Demonstrate professionalism, honesty and integrity in completing daily job duties. Offer stro...

Tags for this Online Resume: Certified Public Accountant, Fixed Assets, Financial, Financial Statements, Accounting, Inventory, Journal Entries, Payroll, Purchasing, Reconciliations

Civil Engineer - 20 Years of Experience - Near 09520

QUALIFICATIONS * Civil Engineer (UEMG), Electrotechnical Engineer (UFSM) and Industrial Automation Technician (CEFET) with more than 28 years of experience involving project compatibility and multidisciplinary works in the industrial, mining, oil / gas, wind / photovoltaic and other segments. * Rising career in the industrial, mining, oil / gas and wind / photovoltaic areas consolidated and conceptualized in the national an...

Tags for this Online Resume: Management, Project Coordinator, EPC, Automation, Distribution, Dos, Low Voltage, Microsoft DOS, Microsoft Internet Explorer, Microsoft Project

Controller - 15 Years of Experience - Near 21133

QUALIFICATIONS HISTORY Strategic Factory, Owings Mills, MD Finance Assistant 2016 to 2017 * Handle customer inquiries (internal and external in an expedient and professional manner. * Assist Controller with creating reports in Altru to analyze customer credit history. * Assists in preparation of end of month journal entries for preparation of Financial Statements on a timely basis. * Prepare the daily cash receipts journal ...

Tags for this Online Resume: Accounting, Accounts Payable, Accounts Receivable, Audit, Budgetary, Budgeting, Distribution, Documentation, Financial, Financial Analysis

Vice President - 20 Years of Experience - Near 83713

SUMMARY Over 25 years of business, financial and sales management experience specializing in the telecommunication industry. I excel at developing, executing and implementing fiber optic and wireless broadband networks, as well as executive presentations, financial planning/projections, budget development/management and working with multiple business units, staff members and organizations. I take great pride in loyalty and ...

Tags for this Online Resume: Bonds, Financial, Insurance, Investment Services, Mutual Funds, Series 63, Series 7, Services, Management, Request for Proposal, Telecommunications, FTTx

Personal Financial Advisor - 13 Years of Experience - Near 17102

PROFESSIONAL SUMMARY Finance professional with detailed experience in financial planning, risk analysis and portfolio management seeking strong team and cultural fit.

Tags for this Online Resume: Bloomberg, Equity, Financial, Financial Services, Services, Alternative Investments, Banking Industry, Bonds, Data Management, High Net Worth

Manager - 10 Years of Experience - Near 06460

Profile: Strategic Execution and Process Excellence Leader: Experienced in leading large scale transformations and alignment strategies across complex business landscapes. Experience in developing and improving business processes, increasing process efficiency, streamlining work flow. Efficient at designing testing methods, ensuring product/process quality and the alignment of strategy to business goals, and developing and ...

Tags for this Online Resume: Lean, Process, Management, Project, Sigma, Quality, Back Office, Procurement, Training, Accounting

Financial Manager - 20 Years of Experience - Near 95035

SUMMARY OF QUALIFICATION: * Worked with a variety of companies in the Semi-Conductor Mfg., Bio Tech-Pharmaceutical Mfg., Medical Imaging Equipment Mfg., and Cloud/SaaS & Services Company. * Excellent managerial, accounting, & finance skills with working knowledge of Cost Accounting Principles, GAAP and strong business acumen. * Has a combine experience in a large & mid-size companies and organization with broad exposure. * ...

Tags for this Online Resume: Compensation, Forecast, P&L, Financial, Financial Planning & Analysis, Financial Statements, Hyperion, Planning, Manufacturing, HR, FP&A

Compliance and Operations Manager - 15 Years of Experience - Near 21074

Professional Summary Experienced in retirement planning, investments, legal, and financial planning business. Experienced manager responsible for leading sales, operations, and business analysis project groups for small, midsize and large corporations. Led and assisted groups in the development and rollout of financial products and services for defined contribution plans. Oversee day to day business operations of wealth man...

Tags for this Online Resume: Financial Services, Compliance, Manager Operations, Planning, Controls, Business Planning, Administration, Business Process Re-engineering, Compliance, Operations, Controls, Manager, Financial Services, Investments

Director - 20 Years of Experience - Near 20191

An executive-level leader with proven financial and operational management skills. Excellent entrepreneurial spirit, problem solving and team development skills. Seeking an Operational Director position where my broad range of skills can make a difference to the company goals and bottom line.

Tags for this Online Resume: Northern Virginia, Budgeting, Executive, Operations, Management, Operating Budget, Operating Budget, Project Management, Financial Planning, Analysis & Reporting, Marketing & Advertising Management, Logistical Support, Cross-functional Team Management, Strategic Business Planning