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Online Resumes with "financial planning "



Featured Profile

Vice President And Financial Advisor specializing in coaching and leading cross-functional teams

With over 15+ years of expoerience, as a Vice President and Financial Advisor, I have gained invaluable experience in in asset management, financial strategy development, process improvement, and client relationship management. This expertise has allowed me to be knowledgeable in driving referral business/productivity, building successful client relationships to boost profitability rates, and implementing financial stra...

Ideal Companies: Fidelity, Schwab, similar highly regarded financial institutions; sales force, google, facebook, other tech firms as well as fintech firms.

Tags for this Online Resume: Insurance, Services, Financial, Health Insurance, Management, Wealth Management, Portfolio Management, Risk Management, Planning, Series 7, Series 66, Series 63, California Life and Health Insurance License, Financial Planning, Team Building, Leadership, Project Management, Client Services Development Stratgic Marketing Plans & Execution, Management Consulting, Process Improvements, Strategic Parrtnerhip Devellopment, Consultative Selling, Asset Management, Policy Development, Employee Development/coaching/Mentoring, Sales Team Training & Performance Evaluations, Regulatory Compliance, Financial Markets, Broker Dealer, Strategic & Financial Planning, Client Services Development, Business Deveopment

Chief Financial Officer - 20 Years of Experience - Near 60611

Tags for this Online Resume: Accounts Payable, Financial, Financial Reporting, Information Technology, Management, Accounts Receivable, Financial Industry, Manufacturing, Payroll, Scheduling

General - 0 Years of Experience

Realized $4M cost savings for the group reallocating Rental Tools to the proper owners. * Recognized for consistently managed projects in a successful manner providing guidance/knowledge. Designed processes/procedures to resolve complex, judgmental and/or specialized issues. * Selected as Lean Leader for the Manufacturing plants driving the group towards Digital standards. * Remain Current on Best Practices in Accounting, F...

Tags for this Online Resume: Audit, Banking Industry, GAAP, Generally accepted accounting principles, Compliance, Government, Internal Controls, Inventory, Journal Entries, Management

Featured Profile

Analytical Leader offering background of 24 years in finance, accounting, IT and operations.

Analytical Leader offering background of 24 years in finance, accounting, IT and operations. Fuses operations management experience and business acumen to reverse inefficiencies, optimize organizational controls, and drive cost savings. Excels in auditing, staff development, and forecasting, bringing core business groups and delivering continuous improvement to enhance cash flow and minimize errors. Generates short – and...

Ideal Companies: Google, Amazon, Fast growning and profitable.

Tags for this Online Resume: Accounting, Budgeting, Distribution, P&L, Variance Analysis, Sourcing, Banking Industry, Purchasing, Retail, Hardware/Systems, Microstrategy, AS400, Navision, Apropos, XBR, Retalix, Volusion, MS Office

General - 20 Years of Experience - Near 77381

Tags for this Online Resume: Audit, Ad hoc analysis, Financial, Financial Industry, Forecast, Internal Controls, Inventory, Liquidity, Planning, Strategic Vision

Financial Analyst

Tags for this Online Resume: Billing, Cognos, Financial Industry, IBM, Process Improvement, SAP, Wholesale, apparel, Cash Flow, Enterprise Requirements Planning

System Administrator - 15 Years of Experience - Near 92656

Tags for this Online Resume: Infrastructure, Microsoft Windows, Cognos, Help Desk, IBM, Microsoft, Management, Research, Audit, Desktop Computer

Accountant

Tags for this Online Resume: Cash Management, Management, Variance Analysis, Compliance, P&L, Services, Audit, EDI, Electronic Data Interchange, Insurance

Lawyer - 20 Years of Experience - Near 01238

Tags for this Online Resume: Probate, Estate planning, Financial, Insurance, Long Term Care, Planning, Surveying, Real Estate, Banking Industry, Email

Featured Profile

Flexible Professional/Experienced Project Manager/Team Leadership Experience and Business Strategist

Utilizing all my exceptional values, visions, skills and experiences. Creating an ever challenged career while instilling exceptional values with company culture. Attaining company visions with with my unprecedented and unique experiences. Creating a socially responsible and world class company.

Ideal Companies: Business Consulting, Johnson and Johnson, Microsoft, Google, Cisco, Amazon, Target, St. Jude Medical Center, Irvine, Slalom

Tags for this Online Resume: Customer Service, Process Improvement, Planning, Management, Compliance, Leadership, Project Management, Cost Slashing, Financial Management, Compliance Audits, Profit Margin Increase, Business Administration, Financial Planning, Staff Management, Employee Development, Team Leadership, Superior Attention to Detail, Quality Control, Strong Communication Skills, Sales, Strategic Planning, Budget Development, Commercial Construction, Business Development, Data Analysis, Data Collection, Change Agent, Investment Strategist, Sales force, Microsoft Office

Financial Analyst

Tags for this Online Resume: Audit, Management, Oracle, Hyperion, Metrics, Project Management, Reconciliations, Account Reconciliation, Cms, Forecast