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Online Resumes with "Financial planning"



Executive Administrative Assistant

I am a highly motivated, reliable Executive Assistant/Office Manager with broad-based background in transcription, human resources, real estate, contracts, and financial planning organizations. I have been recognized as a proactive, innovative team player by my managers and peers.

Tags for this Online Resume: office manager, Executive Administrative Assistant, meeting prep, calendering, scheduling, excel spreadsheets

DIRECTOR / M&V SPECIALIST / ENERGY & POWER MANAGEMENT

A committed professional with sixteen (16) years of valuable experience in all steps of Energy Performance Contracting and Energy Management Solutions. A strong leader with deep understanding of business with strong profit orientation. A power motivator able to develop employee’s professional growth and increase productivity, perform risk analysis, planning and strategic analysis, manage customer relations, expert in monito...

Ideal Companies: BP, Shell, Chevron, Siemens, Johnson Controls

Tags for this Online Resume: Energy Strategy, Strategy and Business Development

Featured Profile

Technology Services Operations Leader: Operational Excellence, Global Experience, Revenue Growth

Hands-on leader with a track record of identifying, troubleshooting, and prioritizing business and operational challenges and following-through with the development and implementation of practical solutions driving process improvements and organizational changed that directly impacts the bottom-line. Tested change agent brought in to revamp, revitalize and transform business and operational performance.

Ideal Companies: Technology, Consulting, Customer Service

Tags for this Online Resume: Massachusetts, Operations Optimization, Reverse Logistics, Service & Business Operations, Business Development, M&A

Strategic Business Development and Finance Leader

Extensive experience identifying and executing strategic business opportunities, including acquisitions, licensing intellectual property, and adjacent market expansion. Skilled at building internal and external relationships, negotiating win-win solutions, and leading matrix teams. Innovative problem solver with ability to communicate executable solutions at all levels and provide immediate impact to the bottom line. Expe...

high net worth relationship manager

Tags for this Online Resume: relationship manager, private banking , Philadelphia , trust, investment managment , financial planning , high net worth

Expert Assistant Controller, Accounting Manager and Senior Accountant with ten years’ experience for complex small, medium or large businesses

Establishes and maintains financial planning, control, accounting, and reporting systems that are cost effective, of high quality, and enduring. Experience with restructures and turnarounds with proven ability to transform less than perfect accounting records into auditable GAAP compliant books. Experience in transforming data into information, enabling management to make informed decisions. Builder of solid working relatio...

Tags for this Online Resume: Financial Reporting, Financial Statement , Budget Optimization , General Ledger and Variance Analysis , End-of-Period Closing , Regulatory Compliance and Standards

Featured Profile

Senior Benenfits Manager - 5 years experience

Human Resources Director with 5+ years experience in designing compensation packages inclusive of salary/bonus plus benefit selection, employee relations, performance review, writing policy and procedures, updating employee handbooks for compliance with state and federal labor standards, record maintenance, staffing and training program development, and conflict resolution.

Ideal Companies: Humana, Home Depot, Lowes, Pet Smart, Target Corp, Chilis, Wells Fargo

Tags for this Online Resume: Healthcare, Hospitality, Customer service, Financial

VP, Wealth Manager, Wilkes-Barre

To obtain position with reputable firm to utilize financial planning skills

Tags for this Online Resume: Certified Financial Planner, Wilkes-Barre, Wealth Manager

Featured Profile

Senior HR and Training Professional

High performing Human Resource / Training professional and military veteran with valuable industry work experience combined with a solid formal education. Currently holds a master’s degree in Human Resource Development (HRD) along with an undergraduate degree in Business Administration and successfully completed and passed Rice University SPHR certification exam. I currently possess over 12 years of experience.

Ideal Companies: Strong financial companies; companies with culturally diverse senior leadership; companies with great benefits; companies where compensation is aligned to duties and responsibilities; companies that have a good organizational culture ; companies where the people really matter; companies with structure

Tags for this Online Resume: Houston, TX, Senior Manager, Leader, Training , Human Resources, Global, Land Drilling, Offshore Drilling, Drill Bits, Production, Manufacturing

Certified financial planner

Work with a company utilizing my financial planning skills and experience.

Featured Profile

Financial Analyst - Entry Level -relocation

Dear Haring Manager: I would like to apply as Financial Analyst in your company. I am sure that I have skills and knowledge to apply this job. I am certain that my abilities are suitable with your requirements in the advertisement. I have knowledge in financial statement analysis, business valuation, forecasting and risk management. I have worked in Fox Fund in Temple University as a Financial Analyst. I was responsible...

Ideal Companies: The Vanguard Group, JP Morgan, BlackRock, UBS, PIMCO, Credit Suisse, AXA, Allianz, Acadian Asset Management, Acadian Asset Management, AdvisorShares, AllianceBernstein, American Century Investments, American Funds, American International Group, Ameriprise Financial, Aviva Investors, Bain Capital, Baltimore-Washington Financial Advisors, The Bank of New York Mellon, Bear Stearns[2], BlackRock, The Boston Associates, Bridgewater Associates, Calamos, Capital Group Companies, Charles Schwab, Citigroup, Clarium Capital, Columbia Management Group, Cordiant Capital Inc., Covestor, Crossroads Group, Dimensional Fund Advisors, Dodge & Cox, Dreyfus Corporation, Eaton Vance, Edward Jones Investments, Evergreen Investments, Federated Investors, Fidelity Investments, First Command Financial Planning, First Republic Bank, Firstrade Securities, Fisher Investments, Franklin Templeton Investments, Fremont Group, GAMCO Investors, GBC Asset Management, Gluskin Sheff, Goldman Sachs, Guardian Capital Group, Harbert Management Corporation, HarbourVest Partners, The Hartford, Interactive Brokers, Invesco, J. & W. Seligman & Co., Jadda Capital Management, Janus Capital Group, Jefferson National, J.P. Morgan Asset Management, Knight Vinke Asset Management, Legal & General, Legg Mason, Lloyd Bancaire, Lind-Waldock, Merrill Lynch, MFS Investment Management, Morgan Stanley, Neuberger Berman, New York Life Investment Management, Northern Trust, Nuveen Investments, PIMCO, Pioneer Investments, Prudential Financial, PTI Securities & Futures, Putnam Investments, Ruane, Cunniff & Goldfarb, Russell Investments (Northwestern Mutual), Sageview Capital, Stanford Financial Group[2], State Farm Insurance, State Street Global Advisors, Stifel, T. Rowe Price, TCW Group, TIAA–CREF, Tsai Capital, Value Line, The Vanguard Group, Virtus Investment Partners, Waddell & Reed, Walden Asset Management, Wellington Management Company, Wells Fargo, William Blair & Company, Wilshire Associates, WisdomTree Investments

Tags for this Online Resume: Business Valuation, Financial statement analysis, Forecasting, Financial modeling, Investment, Acquisition, CapIQ, Bloomberg Terminal

VP - General Manager - Director Operations - 17 years experience, Omaha, NE

Positive, results-driven, and innovative individual with proven success in balancing operational efficiencies and business growth with client satisfaction, offering 17 years of progressive and stable experience. Take pride in ability to effectively combine corporate objectives and values with personal and professional goals and work ethics. Employ proactive management and strong leadership techniques to generate accomplishm...

Tags for this Online Resume: Director, General Manager, Business Development, Vice President, Operations, Management