Microsoft Office Account Executive

**** ****** **** *****, ******* PA ***** 215-***-**** *******@*****.***

JUSTIN D. FRIEDMAN

PROFILE

Ambitious, hardworking professional with experience in a wide range of financial disciplines. Consistently exhibits collaborative attitude, working well in team settings as well as individually. Adept at consistently meeting deadlines, maintaining sharp focus on tasks and working successfully in demanding situations.

TECHNICAL SKILLS

Excel, Pivot Tables, VLookUps, Microsoft Office (Word, Access, PowerPoint, Outlook)

KEY STRENGTHS

Financial Analysis

Project Management

Risk Mitigation

Fraud Detection

Financial Forecasting

Credit Evaluation

Variance Analysis

Relationship Mgmt.

Account Reconciliation

PROFESSIONAL EXPERIENCE

Law Office of Steven Friedman Sept 2016- Current

Legal Assistant Jan 2015-May 2016

Provided administrative support to attorney to enhance office effectiveness

Structured legal cases by establishing and organizing files

Monitored the meeting of deadlines and confirming case statuses with attorney

Maintained case costs by verifying outstanding balances with attorney, clients, and providers

First Data Corporation May 2016–Sept 2016

Fraud & Credit Risk Analyst

Performed credit analysis and underwriting activities, evaluated financial position and credit worthiness, for prospective and existing commercial/merchant/portfolio accounts

Reviewed credit history to assess credit worthiness of new prospective clients

Ensured a balanced risk and revenue tradeoff consistent with credit policy and loss target expectations

Investigated the processing activity on accounts that have exceeded the parameters set in risk management system and make a real time decision if the account is conducting business in a fraudulent manner or in a way that increases the credit exposure to First Data and its partners.

SEI Investments Nov 2014- Jan 2015

Hedge Fund Accounting Analyst

Maintained daily accounting records; using the software Geneva and Microsoft Excel

Communicated with the hedge funds’ investment advisors and entered security trades

Calculated the funds’ daily investable cash, expenses and income

Processed shareholders’ activity and reconciled to the funds’ transfer agent

Reported the funds’ daily net asset values (NAV’s).

J.G. Wentworth May 2013-March 2014 Account Executive

Established and maintained an increasing client base and personal book of business

Fielded inbound and made outbound phone calls, totaling 60-80 phone interactions per business day

Identified specific financial products including structured settlement and annuity products

Developed relationships and rapport with each individual client, ensuring initial and repeat business

Calculated and evaluated company profit margin for each potential business transaction.

Prudential Financial Dec 2010-Oct 2011

Annuities Associate

Evaluated incoming and outgoing consumer financial investments on computer software: “Common Front End for Annuities”

Assisted in the transfer of assets between financial institutions

Collaborated with team members to execute business tasks most accurately and efficiently

Maintained the consistency of turnover period between Prudential and resigning custodians by executing same day process

EDUCATION

The Pennsylvania State University Graduated May 2012

Bachelor of Science in Finance

Cumulative 3.2 GPA

Dean’s List Spring 2008 and 2009

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