Sales Management

Finance professional possessing more than ** years of progressive experience with several large corporations and banks seeking a position as a Financial Analyst. Diversified experience includes the analysis of financial and economic data, supporting enterprise decision-making including marketing and investments; financial planning, forecasting; company valuation; and portfolio management. My salary requirement is in the $80,000-$90,000 range. It is negotiable depending on the full compensation package.

RELEVANT EXPERIENCE:

Bank of America, East Hampton, NY

Relationship Manager, October 2012 Present

Consistently exceed increasing personal quarterly sales goals on average by +388%

Build and deepen relationships in person and by phone through sales and follow up calls resulting in an excess of personal quarterly sales goals by +$5 million

Develop audit procedures and systems to re-engineer a business process used to value complex financial portfolios, improving efficiency of profit and loss calculations by 20%

Review and verify business transaction records to ensure compliance with policies and procedures

Provide assistance to customers in making Business Disbursement, Personal Disbursement, Payroll, Collections and accessing bank statements

Perform wire transfer duties for the creation and transmission of payment messages, account balance monitoring, and fiduciary and funds transfer functions

Investigate wire transfer disputes, suspicious and fraudulent issues in accordance with state and federal rules and regulations

Conduct due diligence on individuals, accounts or activities in accordance with AML regulations, i.e., High Risk Countries and entities, OFAC sanction entities, politically exposed people, watch list entities and Money Services Business

Bank of Nova Scotia, Kingston, Jamaica

Cash Management Service Representative, March 2011 March 2012

Developed monthly and annual financial statements and profitability analysis for a new start-up company

Implemented payroll system, payables system, and general ledger account system for over 10 companies

Integrated a computer network system as the company expanded, and hired and trained staff on system use which resulted in 22% increase in overall customer satisfaction

Provided technical support and training to new and existing customers in Cash Management Services products using LEAP

Worked closely with vendors, management and regulatory authorities regarding funds transfer policy, compliance, physical and logical security, contingency plans, and overall systems administration

Conducted analysis and detailed research of operations that led to the resolution of post closing issues and timely loan financing that saved the company $5,000 per month in lender fees

Performed troubleshoot on customer sign-in process, resolved all issues and prepared updates

Developed presentations for new customers detailing how the bank can serve them

Liaison between business users and systems development group

Manage testing efforts for both System Integration Testing and User Acceptance Testing globally

New Generation Property Services, Kingston, Jamaica

Senior Accountant, September 2007 April 2011

Established new forecasting, tracking and management reporting system to improve ability and accuracy of financial data, triggering a 15% increase in accuracy

Prepared monthly balance sheets, income statements, and detailed cost and inventory data and variance reports for submission to management

Managed the daily operations, budgeting, and strategic planning of the firm

Handled the tasks of supervising the preparation, maintenance and presentation of internal and external financial data

Oversaw daily office operations, accounting, and administrative staff ensuring professional and efficient operations

New Generation Property Services, Kingston, Jamaica

Assistant to the Chief Operating Officer, July 2005 September 2007

Developed detailed spreadsheet to identify trends and develop forecasts. Consolidated and analyzed monthly results and budgets

Created and developed presentations, providing recommendations on short- and long-range RO.

Spearheaded due diligence for $5-20 Million joint venture, identifying key risk factors and forecasting variability

Coordinated a risk identification and evaluation system

Reported program, policies, and activities of the department to the audit management committee

Organized and executed internal audit functions to plan, assign work and estimate resources

Managed contacts with the external auditors and provided necessary information needed for an annual audit

TECHNICAL SKILLS:

Generated financial models and templates utilizing Excel spreadsheet, including Pivot Tables and Macros

Designed and implemented relational databases utilizing MS Access, Excel, and MAS Accounting System

Prepared presentations utilizing PowerPoint and other Microsoft Office Applications

Funds Transfer Monitoring System (FTMS); Mantas Surveillance System

Interest:

Travelling

Networking

Wine Tasting

Tennis

Golf

Bird Watching

Paddle Boarding

Fashion and Modeling

Photography

EDUCATION:

CUNY Brooklyn College, Brooklyn, NY

Master of Science

Business Administration - Global Business

May 2014

GPA: 3.42

University of the West Indies, Kingston, Jamaica

Bachelor of Science

Banking & Finance

May 2009

GPA: 3.1

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