Chartered Financial Analyst Resume

FINANCIAL MANAGEMENT PROFESSIONAL
Analytical and performance-driven financial professional with diversified experience in corporate finance and financial analysis, projections, and investments. Expertise in investment strategies, asset valuation, and portfolio management combined with business development. Tapped into market and business trends as well as emerging business opportunities. CFA Level III candidate with an MBA with a concentration on financial services and accounting.

ABC CORPORATION, Conway, AR, 20xx to 20xx
Chartered Financial Analyst/Senior Business Analyst

Hired as Cost Control Manager for an affiliate company and then was promoted to Senior Business Analyst and transferred to another affiliate company. Assisted in equity research by performing financial statement analysis and using valuation models for securities valuation. Managed client investment portfolios and gave recommendations on optimizing asset allocation. Conducted portfolio analysis to determine financial performance and calculated financial ratios. Provided support on preparation and filing of corporate tax returns and compliance with other assessment procedures. Completed SAP Financials Training in 20xx.

BCD FINANCIAL, Conway, AR, 20xx to 20xx
Chartered Financial Analyst

Special assignment to the Implant division in England. Led the Aged Accounts Receivable Task Team and aggressively mitigated past due A/R balances by tracking and reporting status weekly to operations, business development, sales/marketing, customer support, and the Corporate Treasury Department. Assisted with transition to SAP accounting system for the G/L, A/R, and fixed assets; reconciled accounts, researched history, and set up new account structures.

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