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Financial Analyst Relationship Manager

Location:
Olivette, MO
Posted:
June 01, 2021

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Resume:

Highly-motivated and self-directed financial analyst, with a diverse

educational background, focused on improving the financial status of the company.

PROFESSIONAL SUMMARY

Bank Of America - Financial Analysis & Monitoring

St Louis, MO • 02/2020 - Current

Bank Of America - Relationship Manager

St Louis, MO • 07/2017 - 04/2019

Bayer Pharmaceuticals - Financial Analyst LE Controlling

(Internship)

St Louis, MO • 05/2019 - 12/2019

WORK HISTORY

Creating reports on financial performance and prepare for regular leadership reviews.

Analyze current and past financial data and performance to make recommendations.

• Recorded inventory sales into organization's weekly income report. Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.

Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.

Built and maintained relationships with new and existing clients while providing high level of expertise.

Generated new business and referral clients in partnership with financial advisors and branch team.

Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Developed and analyzed various budgets and performed financial statement analysis.

Participate in short term projects across the organization to better leverage capabilities and expertise of the Management Accounting teams.

Responsible for working closely with various functions at the production facilities and corporate to ensure financial accuracy of production units supported.

Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.

SKILLS

• Strong Excel and Microsoft Office skills

• Data management

• Budgeting

• Forecasting trends

• Sales expertise

• Financial Management

Maryville University of Saint Louis

St Louis, MO • 12/2020

Bachelor of Science: Accounting

EDUCATION

• Graduated cum laude

• Member of the American Accounting Association (AAA) QuickBooks Certification

Excel Power User.

Credential ID: 30416982

Bloomberg Terminal.

Credential ID :30659690

CERTIFICATIONS

WEBSITE.

• https://www.linkedin.com/in/ali-khaled-2b5a7a120/ ALI KHALED E: admu9l@r.postjobfree.com

P: 314-***-****

A: St Louis, MO 63123



Contact this candidate