A Client Financial Analyst guides clients in making investment decisions. The job description entails assessing the performance of bonds, stocks, and other investment models, and providing the best option to businesses and individuals. A well-drafted Client Financial Analyst Resume mentions the following core duties and responsibilities – recommending investment and collections of investments; evaluating the current and historical financial data, studying economic and business trends, examining the company’s financial statements to determine value, and assessing the strength of the management team.
Preferred qualifications include – high proficiency in financial modeling techniques, strong fluency with Excel formulas and functions, strong analytical and data gathering skills, good business acumen, strong quantitative and analytical competency; and the ability to streamline functions and passion to learn and grow. Generally, employers prefer those having a Master’s degree in Business Administration.
Summary : Client Financial Analyst with a concentration in Banking - 25 Progressive years of Experience Business Leader with expertise in developing and executing strategic business initiatives and leading operating organizations and personnel to achieve consistently profitable results. Recognized for success in solving problems, eliminating obstacles, making decisions and mapping business direction.
Skills : Microsoft Word, Managing Skills.
Description :
Able to maintain a large portfolio of existing clients and skilled in the area of creating long term relationships with new clients.
Proven tracked record of sales and leadership skills.
Determined clients' needs through presentation of Citipro to identify client's investments, insurance needs and debt management skills.
Proven tracked record of growing financial center revenue through strong outside sales.
Recognized as a leader in Citipro presentations in the Northwestern Division.
Sourced commercial clients while working with the business banker to deepen client relationships by offering Citipro, loans and a wide variety of appropriate banking products.
Utilized referrals from existing clients to acquire new clients.
Experience
10+ Years
Level
Senior
Education
MS
Client Financial Analyst Resume
Headline : An experienced professional with a successful career in banking, business development, and administration in the Financial, Marketing and Entertainment Industries. Had remarkable results within highly competitive environments where leadership skills are the keys to success. An effective manager with the skills necessary to generate results, direct, train, and motivate staff to its fullest potential.
Skills : Training Skills, Accounting.
Description :
Implemented Financial Needs Analysis (CitiPro) to maximize cross-selling opportunities and deepen client relationships to continuously improve cross-sell ratio.
Created and managed a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.
Leveraged Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.
Conducted discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
Cultivated partnerships with segment partners to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
Taken ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
Scheduled periodic meetings and check-points with clients to provide value-added services.
Experience
5-7 Years
Level
Executive
Education
MS
Client Financial Analyst Resume
Objective : Preparing the analyses and information required to produce the units, Groups, or the Cascades financial statements and management reports and make recommendations, and also Serving as an expert in the field for the organization.
Duties Analyzed periodic financial information and statements by center, region and geographic area, identify positive or undesirable trends and work with customers to encourage desired performance or implement corrective action.
Led preparation of annual budgets and tuition rate increases, and coordinate related activities with field operations.
Employed financial Pro-forma models to evaluate specific revenue or expense trends.
Modeled and recommended strategic initiatives.
Acted as liaison for customers on financial client issues such as accruals, reclasses, deposit discrepancies, etc Created tools that improve field management's ability to manage financial performance.
Prepared and deliver financial training, analysis, reporting and center performance solutions to customers as needed.
Prepared financial reporting for clients.
Experience
2-5 Years
Level
Executive
Education
B.S. In Accounting
Client Financial Analyst Resume
Objective : Client-focused relationship manager, dedicated to exceeding client expectations, seeking a career opportunity to utilize my experience with business development to build and maintain strong working relationships with customers.
Skills : Business Development , Mortgage Specialist, Microsoft Applications, Banking Software,.
Description :
Offered and sold financial products and services to consumers and small business customers.
Interacted with customers to meet needs.
Openned deposit accounts, handle loan applications, and manage various customer service requests.
Leveraged in-depth product knowledge to assist the bank in meeting its goals.
Conducted Audits within branch banking, and coordinated projects for reporting and operational initiatives.
Advised and educated customers regarding deposit account services, checking, savings, money markets, CD's, IRAs, and other products.
Increased account base by 10% deposit growth in 1 year through extensive networking, sponsorships and by actively participating in various events.
Experience
2-5 Years
Level
Executive
Education
GED
Client Financial Analyst Resume
Summary : Successful Client Financial Analyst professional with 15 + years experience developing and maintaining high net worth client relationships and referral networks in the Financial Industry. Deliver exceptional results through outside Business Development, Client Management and strategic planning.
Skills : Microsoft Office, Excel And Powerpoint, Sales, Client Management, New Business Development, Account Management And Relationship Management.
Description :
DC Incorporated strong communication skills to improve closing ratios and client service retention.
Focused on assets, liabilities, life insurance needs, debt management and long term financial goals.
Directed and managed financial research and analyze client financial portfolios.
Opened and maintained documentation for consumer / business accounts.
Integrated different types of financial sales activities / segments and cross sell.
Developed and implemented local marketing strategies for community activities.
Conducted workshops off-site.
Experience
10+ Years
Level
Management
Education
BS
Client Financial Analyst Resume
Objective : Hardworking, organized, Client Financial Analyst professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.
Skills : Medicare, Microsoft Office, Health Insurance, Negotiation, Technology.
Description :
Prepared client budget, forecast and profitability analyses to upper management on a monthly and quarterly basis.
Participated in monthly retainer & OOP status calls with clients (UPS, AMEX, AVON, SAP, IHG).
Reviewed labor actuals and project completion status with the account management team to ensure projects were delivered within budget and specific time frame.
Oversaw month-end closing process including; journal entries for accruals/deferrals, transfers, and cost center balance sheet management in SAP and Excel.
Managed all aspects of inter-company and client receivables.
Prepared documentations, flow charts and written control processes for internal auditors and clients.
Presented quarterly financial and business analysis of SAP, UPS and IHG based on publicly available information to Finance/Account director and team.
Experience
2-5 Years
Level
Executive
Education
BBA In Accounting
Client Financial Analyst Resume
Objective : Client Financial Analyst with twenty-five plus years' experience in finance, sales and key account management at increasing levels of contribution and market impact. Highlights include: Business-to-business marketing of non-tangibles; relationship development. Key account management: communicate with client executive-level decision makers, employees and client customers, to design and deliver services of maximum value.
Skills : MS Office, Analyst.
Description :
Served in a management role directing daily operations for a retail bank, including branch sales, business development, and customer service and credit analysis.
Directed the efforts of a staff comprised of tellers, relationship managers and back-office personnel.
Effectively protected bank interests while maximizing ROI for both the bank and the customer.
Analyzed financial statements and pertinent information to determine credit worthiness of prospective customers.
Generated more than $400,000 in revenue and fee income in only three years three years by focusing marketing efforts on accountants, attorneys, and medical professionals and assertively pursuing referrals.
Assisted Finance Director and external legal counsel in drafting and negotiating new client contracts.
Headline : Obtain a Client Financial Analyst position at a company where I can maximize my management skills, quality assurance, program development, strong organizational skills, educational background, and training experience. Find an environment that will allow me to integrate strategies to develop and expand existing customer relationships and employees development and performance evolution.
Skills : Excel, Word, Microsoft, Data Entry, Finance.
Description :
Promoted and sold complete line of retail bank products, including all consumer and commercial liability products.
Responsible for expanding new accounts and banking relationships with new and existing clients.
Handled customer service needs.
Increased awareness of bank's products, in particular On Line Banking.
Developed and managed a portfolio of national and international clients that increased zero to $3M.
Participated in and conduct departmental meetings and Sales / Client Services sales coaching session.
Maintained high standard performance record through exceptional customer service, attention to detail, and follow up.
Experience
5-7 Years
Level
Junior
Education
BA
Client Financial Analyst Resume
Summary : Twelve years of finance experience with leading financial services institutions. Strong international knowledge and experience. Outstanding record of progression. Expertise in presenting financial products, retirement plans (defined benefit and defined contribution) and services to large groups of all backgrounds.
Skills : MS Word, QuickBooks.
Description :
Responsible for the management of branch in absence of Assistant Branch Manager, including teller supervision and transaction approval by analyzing data to avoid bank losses.
Assisted in managing the operational and functional integrity of Branch through active internal auditing.
Sourced, developed and managed profitable consumer and commercial relationships including new accounts, consumer and commercial loans and lines.
Conducted offsite sales presentations to major business clients by using Power Point presentations, Excel spreadsheets and printed materials using extracted data from various internal bank documentations.
Led region in new account production and investments referrals with an average of 60 accounts per month and 2 booked investment referrals per week Was responsible for the interviewing, coaching and training of teller and new account staff by using Power Point presentations, Excel spreadsheets and printed materials using extracted data from various internal bank documents.
Responsible for daily reconciliation of general ledger accounting and vendor billing/payment.
Communicated via email and consistent telephone correspondence to ensure customer-focused service and to be able to appropriately research and analyze data to resolve and respond to customer issues.
Experience
10+ Years
Level
Senior
Education
MS
Client Financial Analyst Resume
Objective : To apply my management technique, immense sales experience, robust analytical skills and exceptional customer service delivery in a position to develop, challenge and build a strong team to meet performance standards and goals along with enhancing and challenging my current expertise in the healthcare industry.
Skills : Process Improvement, Workflow Management, Quality Control, Research and Development, Relationship Management, Consulting,Turnkey Asset Management, TAMP, Fidelity Advisor Channel, TDAmeritrade Institiution, Pershing NetEx360, Schwab Institutional, FINRA Series 6.
Description :
Consistently maintained one of the top 5 positions for recognition of production.
Contributed to the financial centers success of 123% to goal on new Bank at Work checking accounts.
Set up and conducted on site Bank at Work seminars for employee financial education.
Established client relationships by providing financial needs analysts to identify cross sell opportunities for retirement, investing, income protection and debt consolidation.
Maintained a large portfolio of clients.
Implemented sales plan, targeted client acquisition and maintained and deepened relationships.
Directed customer contact. Projects, analyses, and/or assignments are less complex.
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