Financial Representative Resume
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Resume:
Windsor Lane, Unit B
Williamsburg, VA
OBJECTIVE
A position in the finance industry utilizing exceptional leadership, organizational, and analytical skills, as well as training in accounting to benefit the organization.
QUALIFICATIONS
- Nine years of experience in needs-based client services
- Articulate communication skills both verbal and written
- Strong time management with ability to meet demanding deadlines
- Member of the Institute of Management Accountants, Inc.
- Proficient in ACT, MS Word, Works, Excel, PowerPoint, Publisher, and Outlook; type WPM
EDUCATION
Colorado Technical University, Colorado Springs, CO Anticipated May
Master of Business Administration
- Concentration: Accounting
Bachelor of Science in Accounting September
- GPA: ./. Magna Cum Laude - Sigma Beta Delta Honor Society
- Relevant Coursework: Operations Management, Advanced Accounting, Tax Accounting, Cost Accounting, Forensic Accounting, Managerial Accounting Practices, Auditing, Investments, and Ethics.
Associate of Science in General Studies May
- GPA: ./. - Graduated with Highest Honors
- Relevant Coursework: Business Math, Professional Writing and English Composition, Information and Technology Literacy, CAD/ GIS, Technical Writing, Meeting and Travel Planning, and Marketing.
WORK EXPERIENCE
Financial Representative Intern March to August
The Northwestern Mutual Financial Network, Williamsburg, VA
- Developed time management, budgeting, and listening skills by running my own business as a college intern.
- Established a client base by building trusting relationships with clients and their families ensuring effective communication about needs and long-term financial goals.
- Analyzed the financial situation of the client and formulated a suggested needs-based solution for the client through an extensive fact-finding process.
- Established connections throughout the community through professional networking.
Executive Administrative Assistant to the CEO July to February
Equidata, Newport News, VA
- Accurately compiled daily sales transactions into database to provide current financial analysis to supervisors.
- Selected to train new employees on company procedures as a result of high-performance ratings for accurate accounting of daily transactions, peer nomination, and consistently surpassing management expectations.
- Nominated to devise written proposals for business strategies, networking, marketing and sales.
- Implemented modifications to data entry process resulting in fewer errors and duplication of resources.
Administrative Associate April to July
Sentara Williamsburg Regional Medical Center, Williamsburg, VA
- Accurately and rapidly registered patients to ensure timely delivery of patient services.
- Displayed the ability to function in a multi-disciplinary environment by responding to the diverse demands of the unit in a timely, efficient manner.
- Developed trusting relationships with patients and families ensuring effective communication about healthcare needs and concerns.
WORK EXPERIENCE (cont.)
Assistant Manager April to March
Kay Jewelers, Williamsburg, VA
- Responded to customer complaints ensuring that a positive resolution was achieved, increasing the likelihood of repeat business.
- Displayed fluent knowledge of diamonds and gemstones by accurately answering related inquiries.
- Encouraged teamwork by designing and organizing team / personal store goals; employees were rewarded at the attainment of team goals.
- Developed management skills by conducting bi-weekly employee reviews and implementing necessary corrective actions.
- Coordinated safety committee and implemented all safety precautions within the workplace.
Sales Associate August to April
Helzberg Diamonds, Norfolk, VA
- Demonstrated a professional image when educating patrons on product maintenance.
- Displayed excellent customer service skills by meeting and/or exceeding sales goals each month; contributed to the stores recognition for excellence in meeting sales goals.
Assistant Manager September to May
Kings Jewelry, West Mifflin, PA
- Established a positive work environment through teamwork, excellent customer service, and the objective to exceed sales standards.
- Trained new hires and existing staff on sales techniques as a result of developing a series of individual sales techniques which resulted in increased sales and surpassing individual sales goals.
VOLUNTEER WORK
Advertisement Sales July to Present
Williamsburg Players, Williamsburg, VA
- Selected by the board to manage and coordinate sales for the Williamsburg Players’ playbill as a result of peer nomination as well as recognition for sales experience.
CERTIFICATIONS / LICENSURES
Life & Annuities and Health Insurance Licensed. LA, PA, & VA: NPN March
Certified Medical Transcriptionist September
DCA Certified Gemologist March
DCA Certified Diamontologist June
