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Financial Specialist Online Resumes
Financial Specialist - 20 Years of Experience - Near 98402
Qualifications CPA - Inactive B.A. Accounting & Finance 4 Years of Commercial Real Estate Lending Construction and Permanent Financing 10 years of applicable management level experience. Bank Controller for a $2.0 billion commercial bank in the northwest. Direct supervision of a 12 person team including GAAP accounting, financial reporting, budgeting & planning, financial analysis, asset/liability management, and profitabil...
Tags for this Online Resume: Consulting, Life Insurance, Management, Planning, Series 7, Wealth Management, Accounting, Budgeting, cpa, controller
Financial Specialist - 5 Years of Experience - Near 07102
Multi-Billable Sub-client and Specialty pricing for drugs. * Analyze data for existing client pricing and update in Rumba database. * Provide operational support on issues and implementation activity with account team. * Track and report progress to ensure deadlines. * Analyze pricing and comprehensive Bi-Query scans on pricing data setup. Verify data collection (Audit) QA/ BA tool for testing before implementation to ensur...
Tags for this Online Resume: Medicare, Agile, Apple MacIntosh Operating System, Business Analysis, Business Analyst, Business Intelligence, Cms, Data Entry, Fraud, Insurance
Financial Specialist
Financial Specialist - 9 Years of Experience - Near 28214
CAREER SUMMARY Entrepreneurial financial services professional with a 10 year record of achievement in client retention and sales. Demonstrated success with multi-million dollar sales volume while providing exceptional customer service in highly competitive markets. Adept at consultative selling and client needs analysis. Exceptional mentor and coach. Tenacious in building new business, securing customer loyalty, and forgin...
Tags for this Online Resume: High Net Worth, Management, Policies and Procedures, Support, Technical Support, Asset Management, Brokerage, Wealth Management, Sales, Risk Management, Series 7, Series 63, ChFC, Relationship
Financial Specialist - 15 Years of Experience - Near 90012
Tags for this Online Resume: Forecast, Management, Accruals, Cash Management, Cash Manager, General Ledger, Microsoft Access, ACH, Bank Reconciliation, Credit Card
Financial Specialist
Financial Specialist
Financial Specialist
Financial Specialist - 6 Years of Experience - Near 20715
Financial Specialist
Financial Specialist - 15 Years of Experience - Near 64157
Summary For the past 16 years I have been working in the financial services industry. My focus has been on Coaching/Mentoring and Business Consulting. I ask questions of all stakeholders, consider all angle's and think deeply before considering solutions.
Tags for this Online Resume: Coaching, Compliance, Policies and Procedures, Quality, Quality Assurance, Quality Control, Change Management, Consulting, Customer Service, Financial
