Financial Analyst Resume Latest Template in Word Format Free Download -->

Financial Analyst Resume Latest Template in Word Format Free Download

Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Profile & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download


Joy Tugaw
P.O. Box 309  ·  Bountiful, Utah  84001
(801) 440-9876
joy@gmail.com

Financial Analyst

Accomplished professional with entrepreneurial drive and a proven track record of product delivery.  Experienced in analyzing business requirements, process modeling and functional system design. Cross-functional expertise in marketing, sales, project management and finance. Demonstrated skills in strategic planning, development of product requirements documents, go-to-market plans, product road maps, business and use cases, cross-functional team leadership, scope creep management, and managing multiple projects simultaneously.

Advanced proficiency in Word, WordPro, WordPerfect, Excel, Lotus 1-2-3, PowerPoint, Freelance, Siebel, Oracle CCA, MS Project, Access, dBase, Visio, Eicon Aviva, Novell Networks, Microsoft Networks, Windows and DOS. Proficient in SQL and Crystal Reports. Experience with Java, PHP, 
L, CSS, Javascript and COGNOS ETL.

Professional Experience

O.C Tanner Company                                                                                                   2008 – 2011
(a $350 million special services company)
Lead Business Analyst (2008 – Current)
·         Responsible for managing seven business analysts throughout a two year project to document requirements for the company’s premiere web application.  I also supported the reporting needs of our accounting department by creating ad-hoc reports using Crystal Reports and performing SQL queries on our Enterprise Data Warehouse.
·         Developed documentation standards for Use Cases, Screen Outlines and Wireframes
·         Developed a metrics based Functional Requirements Risk Assessment to identify documentation and project management risk.
Accomplishments
~ Proactively initiated development of standards for documentation naming, review processes, distribution methods and defect / enhancement impact  identification and remediation.

Whitney Education Group                                                                                          2006 – 2008
(a $250 million educational services company)
Business Analyst (2006 – 2008)
Responsible for reviewing, analyzing, and evaluating business systems by consulting with users to determine their needs, develop detailed requirements documentation and identify systems to parallel overall business strategies.
·         Managed a project to install Oracle’s Contact Center Anywhere (CCA) call center telephony system in the company’s Murray, Utah and Cape Coral, Florida call centers. The project included requirements definition, hardware configuration, software installation, training of 125 end users, post implementation support and vendor relationship management.
·         Provided support to 150 users of a Siebel CRM system during the implementation phase.
·         Conducted VOIP and iLinc based training sessions for the roll-out of a Point-of-Sales module.
·         Developed business requirements for a SOX compliant Coaching application and TouchStar Dialer integration.
Accomplishments
~ Proactively initiated a project to extract, transform and analyze revenue recognition data from a Siebel database. This project allowed the company to meet a critical government mandated deadline.
Joseph Tugaw                                                                    Page Two

Symantec Corporation                                                                                               2004 – 2006
(a $4 billion computer security company)
Product Manager (2004 – 2006)
Led a cross functional team for the Enterprise Security Manager (ESM) 6.5 release including development of the PFR, Bill of Materials, cross grade SKU documentation, encryption surveys for foreign product distribution and licensing guidelines.
·         Created and maintained roadmaps for COGNOS based Enterprise Reporting, content platform support and application modules developed in support of major customer escalations.
·         Developed a customer enhancement request tracking system and prioritized the requests according to competitive needs analysis, value to customer and ROI.
·         Researched, analyzed and developed Product Functional Requirements (PFR) for an IBM OS/400 agent.

 Project Manager (2004)
Developed and maintained project plans, resource allocations and release notifications for the ESM Security Content Team quarterly releases.
·         Defined project scope, facilitated estimation of tasks, analyzed risks with accomplishing tasks and meeting delivery dates, performed project budget variance analysis, reported project status to stakeholders and management.
·         Facilitated the development / update of policies for SOX (Sarbanes-Oxley), FISMA, CIS and VISA CISP.
Accomplishments
~   Commended for averting the potential loss of a $5,000,000 sale to a large financial institution by closely managing a key customer deliverable. The critical module was shipped seven days ahead of schedule.
~   Received accolades for significantly improving relationships with key customers by implementing a communications improvement program with key customer support teams and the ESM Focus Teams.

Edward Jones & Company                                                                                           2003 – 2004
(An international investment advisory company)
Investment Advisor
Charged with opening a new company office in the Sandy area, I developed a plan to meet every home owner within a one mile radius of the new location. In executing the plan, I knocked on over 1,000 doors in order to meet each prospective client face-to-face. This plan took 8 weeks to execute and resulted in excess of $1,000,000 in managed assets.
Accomplishments
~   Passed the Series 7, Series 63 and Utah State Insurance licensing exams with scores that ranked in the top 10% of my class.
~   Exceeded all income and account opening goals established by the company.

Zions Bank                                                                                                                     2000 – 2002
(A regional bank with 475 branch offices in 9 states)
Business Analyst / Project Manager
Led a cross functional team of 22 banking professionals to design, develop and test a new software application that would replace existing account origination and maintenance systems in 285 bank branches. 
·         Developed and maintained project plans, business requirements, PFRs, system requirements, project budgets, project forecasts, budget and forecast variance analysis, and detailed test plans.
·         Analyzed account closing / FICO score relationship data for the Operations Division.


Joy Tugaw                                                                       Page Three
                    Accomplishments
~     Received superior ratings in written and verbal communication, understanding of information systems and a positive “can-do” attitude from my manager.  She further stated that “he [Joe] has done an excellent job of keeping the [project] group together and focused on the project at hand.”

Farm Irrigation Systems                                                                                              1994 – 2000
(A family owned agricultural company)
 Project Manager
Led a team of 22 employees to design, engineer and install 109 large agricultural irrigation system projects.  Scope of responsibility included managing multiple priorities to meet critical project deadlines, creating project budgets and developing detailed project plans and materials requirements using complex mathematical calculations and integrated database / spreadsheet models.
·         Created an inventory control system that resulted in a 200% improvement in inventory turns and supported Just-In-Time inventory delivery for high cost components of irrigation system projects.        
·         Developed and implemented a unique marketing program that resulted in a 1,000% improvement in the sale of water flow measuring devices.
·         Identified an unfilled market niche and developed a new irrigation device to meet the demand.  In excess of 1,200 units of the new product were sold and shipped to customers from Mexico City to the Canadian border.
Accomplishments
~     Transformed an insolvent company into a profitable concern by growing the customer base, improving margins and controlling costs.
~     Recognized as Lindsay Manufacturing’s New Dealer of the Year.

The Dial Corporation                                                                                                  1990 – 1994
(A Fortune 500 consumer products company)
Sr. Financial Analyst / Manager of Financial Forecasting and Budgeting Systems
Directed an information systems team that provided corporate wide software and hardware support for Dial’s HOLOS Financial Forecasting and Budgeting System.  The function of the HOLOS system was to accumulate, consolidate and report financial data from 14 manufacturing plants and sales offices in 5 countries.
·         Created complex financial models to analyze ingredient modifications and their impact on the long term performance of 17 food product SKUs.
·         Performed annual budgeting and monthly forecasting tasks for 17 SKUs with annual sales in excess of $75,000,000.
·         Directed a high profile project to produce customer profitability statements for over 20,000 of Dial’s key customers. This project was crucial to the long-term strategic direction of this Fortune 500 Company and critical deadlines required the project team to work a 20/7 schedule until the project was completed.
·         Analyzed, refined and provided negotiation support on contracts for large projects such as a $5,000,000 nationwide marketing information systems network.
                    Accomplishments
~     Received an award from Andrew S. Patti, CEO of The Dial Corporation, for improvement of process and procedures within the corporation.  During the presentation ceremony, Mr. Patti said “your [Joe’s] efforts in developing and implementing processes to consolidate customer profitability data by business segment for the I&I Division is an example of what we strive to achieve at Dial.”






Joy Tugaw                                                                         Page Four

Previous Professional Experience

Project Manager, Realty Marketing Systems, 1986 - 1990
Information Systems Consultant, Ernst & Young (formerly Ernst & Whinney), 1984 – 1986
Secondary Markets Analyst, Utah Mortgage Loan, 1980 - 1984

Education

Utah State University, Logan, Utah
Masters of Business Administration (MBA)
Bachelor of Arts in Finance

Coursework

SQL Scriptwriting – Level 1, 2 and 3
Administering a Microsoft SQL Server
Programming a Microsoft SQL Server
Access 2000 Application Development Level 1, 2 and 3
Web Development Tools – PHP, HTML, CSS and Javascript
Siebel Systems for Business Analysts
Oracle Contact Center Anywhere Administration
dBase Database Applications Development
Fortran 77 Programming
Basic Programming
Managing and Maintaining a Microsoft Windows Server 2003 Environment
Implementing a Microsoft Windows 2000 Network Infrastructure
Novell CNE, v. 3.11

Professional Licenses

NASD Series 7 License (Federal - Investment Representative)
NASD Series 63 License (State - Investment Representative)
Utah State Insurance License

Other Licenses and Associations

Private Pilots License
Graduate of the Dale Carnegie Course in Human Relations
Member of Toastmasters International
Masonic Lodge



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