Financial Representative

Posted on: 2011-10-11

104 Windsor Lane, Unit B                                                                             (724) 989-6949

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 60 WPM

EDUCATION

Colorado Technical University, Colorado Springs, CO                Anticipated May 2014

Master of Business Administration                                                                              

• Concentration: Accounting

Bachelor of Science in Accounting                                                            September 2011

• GPA: 3.85/4.00 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 2010

• GPA: 3.91/4.00 - 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 2011 to August 2011

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 2010 to February 2011

 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 2010 to July 2010

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 2009 to March 2010

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 2008 to April 2009

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 2005 to May 2008

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 2011 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 16185153                                                                                                           March 2011

Certified Medical Transcriptionist                                                               September 2009

DCA Certified Gemologist                                                                                  March 2008

DCA Certified Diamontologist                                                                              June 2007