Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Description, Skills & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
Qualifications
Summary
Professional
Experience
Educational
Background
REFERENCES
AVAILABLE UPON REQUEST
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Shelly
Joseph
25 Oldham Road, Wethersfield,
SN 11021
(520) 410-2291 ● joseph55@rediffmail.com
Qualifications
Summary
Detail
oriented Senior Financial Analyst with hands-on experience in
quantitative/statistical analysis, budgeting, forecasting and accounting.
Ø Provide
robust modeling and reporting to facilitate executive-level decision making.
Ø Strong
analytical skills; support business operations through analysis of key
performance indicators and trends.
Ø Consensus-driven
communicator; liaise across various business units and promote organizational
success.
Ø Rapidly
adapt to new technologies and possess expertise with MS Excel, Access, Word and
PowerPoint.
Professional
Experience
Proprietary Equity
Trader,
(July 2005 – present)
- Identify and
initiate short-term equity trades in an assigned account
- Follow macro
economic trends to create trading bias to prepare for each day/week/month
- Identify list
of equities that provide greatest potential for trading opportunities on a
daily basis
- Maintain
constant research and study to determine which sectors are leading the
current market
- Regularly scan
SEC filings to understand company metrics and competitive position in
sector
- Use technical
analysis to forecast price movements and place effective stop orders
JetBlue Airways Darien, CT
Capital Analyst, Financial Planning & Analysis, (2003 – 2005)
- Supported
department management with monthly and quarterly financial analyses.
- Headed budget
process for corporate and executive cost centers.
- Developed
various analyses related to ad hoc projects required of senior management.
- Made
recommendations to executive management based on company’s strategic
plans.
- Analyzed and
identified trends on key cost drivers within the company.
- Created and
maintained financial reports on the company’s intranet.
Commonwealth
Telephone Company Dallas,
PA
Senior Financial
Analyst,
Financial Strategic Planning, (2001 – 2002)
- Developed
the financial plan (forecasts/budgets) for a $200 million telephone and
information company.
- Developed
financial models for forecasting revenues and capital/expense spending
used for capacity planning and budgeting.
- Implemented
a productivity initiative for 400 operational and call center employees
- Performed
product line analysis.
- Developed
benchmarking reports, identifying key indicators, risks and opportunities
for the telephone company.
- Prepared
annual budget and monthly forecasts for senior management.
Sanford C. Bernstein
/ Alliance Capital New
York, NY
Technical &
Trading Associate, International Portfolio Management, (1999 – 2001)
·
Maintained firm’s internal accounting system
which tracks portfolio performance for the company’s $37 billion of assets
under management.
- Responsible
for processing trading/research information for the company’s
International Value and Emerging Markets Value portfolios.
- Setup
and tracked the firm’s global equity, future, and currency positions
through an external pricing and modeling system (Financial Models
Corporation).
- Worked
closely with research analysts to assist in determining the strength of
various companies and their potential value.
- Created
performance reports used by senior management, trading, and portfolio
managers.
- Provided
support to back office operations to assist in settling trade disputes.
Educational
Background
Bachelor of Science
in Management / Finance - 1998
Syracuse
University (Utica College) Utica, NY
Additional
Skills
-
Financial Modeling - Advanced
Microsoft Excel - Cost
Analysis
-
Visual Basic Macros - Capital Expenditures (CAPEX) - Trend Forecasting
-
Quantitative Analysis - Budget
Preparation - Reporting Processes
REFERENCES
AVAILABLE UPON REQUEST
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