Financial Account

A NTHONY C. J ONES

832-***-**** • **********@*****.*** • 9010 Sable Terrace Lane, Houston, Texas 77044

FI NANC IAL ANALYST

Performance-driven p rofessional offering 4+ years of financial industry experience looking to

leverage my education and experience in financial analysis, account reconciliation, and data

manipulation.

P ROFESSIONAL Q UAL I F ICAT IONS

• Experienced in mining, analyzing, and interpreting financial information to facilitate decision

making

• Strong understanding of financial research, modeling, reporting, and account reconciliation

p ractices

• Excellent statistical/quantitative analysis skills

• Advanced expertise with MS Office suite and Excel using formulas LOOKUP, Pivot Tables,

formulas, graphing, data connections, and automation using macros and VBA programming

• Thrives in work environments demanding strict deadlines adherence and workload

p rioritization

WORK E XPER I ENCE

Wells Fargo, Houston, Texas May 2012- October 2012

Personal Banker

o Managed customers’ application and service request with the bank using profiling tools to

i dentify and qualify viable account, credit, and loan opportunities specific to customer needs

and stipulated terms

o Initiated 10-15 applications weekly for loans, home equity accounts, mortgage loans, and home

refinances, including preparing W-2’s, tax returns, bank and investment statements, and

p roperty taxes

o Monthly bank reconciliations of the vault including reviewing, verifying, and reconciling

various t ransactions against the vault general ledger account ending balance, typically $300K

to $500K daily

o Ensured all compliance guidelines are followed, and prepared and completed all necessary

documentation filings for vault, ATM, and teller account audits monthly

o Led branch in total loan volume with 64% credit application approval in the 3 rd Quarter

New York Life, Houston, Texas J uly 2010 - April 2012

Agent

o Provided expert guidance and innovative solutions for individuals and businesses in the areas

of insurance and investment services, estate planning, group benefits programs, and business

succession planning

o Reviewed clients’ personal and business financial statements, and investment holdings to

assess their financial position, then developed defensive and offensive strategies with financial

p rojections to progress them towards their financial objectives that fit various economic models

o Increased individual 2012 1st Quarter production by 37% over 2011

o Generated over $60,000 of premium revenue in 2011

o Maintained a client retention rate of over 92% in 2011-2012

Northwestern Mutual Financial Network, Houston, Texas April 2008 –June 2010

F inancial Representative I n te rn

o Met with 10-30 clients per month, depending on t ime of year

o Conducted data gathering meetings to recognize clients’ goals, current position, and financial

objectives

o Created financial reports that illustrated feasible projections that met and exceeded financial

goals

o Advised 73% of clients on tax efficient strategies to accumulate wealth through tax

d iversification

ED UCAT ION

C.T. Bauer College of Business University of Houston, Houston, Texas

Bachelor of Business Administration in F inance/Marketing May 2011

C ertificate of Corporate Ent repreneurship May 2009

Coursework : Corporate Finance, Investment Management, Investment & Mutual Fund

M anagement, Managerial Analysis, Statistical Analysis, Financial & Managerial

Accounting

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