Experienced Finance Manager

Kayla M. Cundiff San Jose, CA ***** 408-***-****

*************@*****.***

OBJECTIVE Finance Manager or Director to increase profitability by using my background in finance, business development and management skills, including:

- Budget and cost analysis - Monitoring P&L - ROI calculation

- Financial modeling - Process and operational - Revenue forecasting

Improvement

SKILLS - MBA-level professional manager with progressive experience.

- Competent multi-tasker.

- Big-picture visionary with understanding of how daily activities shape results.

POSITIONS VP, Branch Manager, HSBC Bank, Palo Alto, CA (2006-Present): Responsibility

for revenue growth, overall productivity and cost management.

- Launched new office for bank new to region.

- Identified niche market in congested marketplace.

- Focused on product and service differentiation; exceeded client growth targets

by 200%.

- Managed P&L and reconciled expenses with multiple streams of income; grew

revenue to reach profitability six months ahead of plan.

- Increased ROI on existing portfolio by 50%.

Assistant Financial Center Manager, WaMu Bank, San Jose, CA (2005-2006):

Accountable for opening two new financial centers.

- Developed and implemented effective business and marketing plans.

- Lead operation teams to be rated “outstanding” for compliance with federal

and bank regulations.

- Identified more efficient price point packages with existing products; grew

income to exceed average margins.

- Coached sales unit in product presentation, marketing and closing; increasing

cross-sell ratios and related revenue streams.

Senior Licensed Financial Representative, WaMu Bank, San Jose, CA (2003-2005):

Lead sales position responsible for growing revenue at an established financial center.

- Marketed and sold bank and investment products to individual and commercial clients;

averaging a 6 product cross-sell ratio.

- Recognized “Best of the Best” as #2 producer in two regions comprising 45 financial

centers.

- Promoted to Assistant Financial Center Manager within 1 ½ years in role.

LICENSES - Series 6 Securities License (Investment Company Products/Variable Contract

Representative)

- Series 63 Securities License (Uniform Securities Agent)

- California state Life & Health Insurance License (#0E57665)

EDUCATION - MBA, California State University, Dominguez Hills, CA

- B.S., Finance, San Jose State University, San Jose, CA

VOLUNTEER - Executive Board Member of Palo Alto Chamber of Commerce and Chair of Events

- Board Member of Palo Alto Kiwanis Club and Chair of Public Relations

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