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Financial Associate Resume Samples
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0-5 years of experience
Responsible for processing financial transactions for over 50 customers daily
- Established and grew relationships with clients through asset management activities as a platform
- Increased branch revenue by 3% through cross-selling of financial products
- Trusted with managing deposits & withdrawals, check cashing, traveler’s check sales, customer loan payments
- Identified customers with unusual withdrawals and collaborated with supervisors to provide complete and accurate documentation of transaction amounts/totals and dates of activity, to uphold account integrity.
- Communicated with investigators and supervisors for corrections, updates, and approvals of SARs and supporting documentation
0-5 years of experience
Primarily responsible for direction, consolidation of the Annual Operating Plan, Latest Estimates, and weekly and monthly flashes. Analyzed performance versus Plan, forecasts and prior year history. Acted as a liaison between the Midwest Market Area and Corporate headquarters.
- Acted as leader in product accountability for the Midwest Market Area which resulted in cost savings of $2 million dollars annually
- Performed Earnings Variation Analyses and Fixed Cost Analyses
- Monitored all Distribution, Field Selling, and General and Administrative expenses to ensure that they are within budget
- Prepared key management presentations, including presentations for the Controller and Vice President & General Manager of the Midwest Market Area
0-5 years of experience
Reviewed and approved marketing expenditures which totaled over $100MM ensuring enforcement of Sarbanes-Oxley, as well as internal and external audit requirements.
- Performed monthly, quarterly, and annual audits with no noted deficiencies.
- Prepared monthly reconciliations of ledger to sub-systems.
- Initiated accounts receivable invoice issuance for external partner programs, including monitoring receipt of payment within a three month timeframe, and reconciliation to proper balance sheet account.
- Assisted Financial Planning and Analysis Group during the annual and reforecasting budgeting process.
- Trained all incoming Marketing, Research and Promotion personnel and contractors on internal budgeting systems and processes.
6-10 years of experience
Managed all International or Domestic wires from Consumer or Business customers ranging from $250,000 to $5.5 MM
- Timely and accurately updated cash operations procedure development
- Controlled and reconciled cash transactions against bank balance
- Trained and mentored staff in customer service and compliance techniques
- Confirmed and controlled access rights to our multiple systems
- Created a strong sales, service and operation culture, fostering and environment in which all branch employees and segment partners excel and achieve goals
- Resolved client complaints/issues promptly and effectively
- Recorded and logged balanced ATM Cash Master in spreadsheets and databases.
0-5 years of experience
Promoted retirement planning, including investment and insurance products to protect the client’s current and future needs. Ensured that individual plans were well diversified, with assets allocated based on each member’s goals and future objectives.
- Collaborated with existing members in soliciting additional referrals within the community.
- Ensured full understanding of the clients’ individualized needs and objectives, and developed plans and strategies tailored to each member.
- Acknowledged as RFO Rising Star in 2005
- Listed as one of the top performers during 2006 Sierra Conference at Keystone, CO.
- Recognized among Peak Performers; ranked #2 after 1st year – 2006, and ranked #12 after 2nd Year – 2007.
- Received both NAFIC Quality Service Award and Production Award in 2008.
0-5 years of experience
Educated plant controllers and analysts by introducing suite of new reports and tools useful for daily operations and recurring month-end tasks
- Maintained general ledger including account maintenance and journal entry processing
- Prepared benefit smoothing and fringe analysis to assist plant controllers on human resource planning
- Streamlined and eliminated, where necessary, balance sheet accounts for six plants in preparation of SAP conversion
- Created journal entry template for invoice accrual to simplify month-end reconciliation process
0-5 years of experience
- Transitioned three multimillion dollar coffee plants to SAP, lead analyst in recentralizing their accounts
- Performed month end close processes for North American/Canadian coffee plants
- Co-led the Catalyst Project Team to develop month end close procedures
- Supported the 2010 AOP Process and received Manager’s Award for outstanding support
- Analyzed and resolved variances in financial results, reconciled monthly balance sheet accounts in Blackline
- Ensured adherence to cost accounting principles, SOX and GAAP and standardization of processes
- Volunteered to train new analysts on minus week processes
0-5 years of experience
- Balanced over $1,000,000 in bank cash flow, shipments, checks, and financial center proofs daily
- Team leader of 7 and a certified source of knowledge for due diligence/compliance with government set banking regulations and procedure such as Anti-Money Laundering, KYC, Domestic and International Wire Transfers, Anti-Bribery, and Anti-Terrorist Funding for example (Certified via Citigroup training courses)
- Knowledge of Federal Reserve System banking regulations B, C, D, E, M, P, Z, Dodd-Frank Act, OFAC, FATCA
- Decreased workflow time for end of day processing by 14% by introducing a new data organizational system
- Increased business pipeline by 21%
- Organized sensitive data pertinent to internal auditing such as currency tracking reports, account signature cards, bank vault ledgers, and international and domestic business client data for example.
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Financial Associate
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
