Entry-level: FINANCIAL ANALYST Resume

Title

Entry-level: FINANCIAL ANALYST

Primary Skills

Please see resume for skills

Location
US-NJ-Elmwood Park (will consider relocating)

Posted
Dec-01-09

RESUME DETAILS

ENTRY-LEVEL:
FINANCIAL ANALYST, FINANCIAL PLANNER, EQUITY ANALYST, FIXED INCOME SECURITIES, BANKING & FINANCE, RESEARCH & ANALYSIS, ACCOUNTING

Highly analytical and motivated professional with a solid knowledge of economics
& accounting principles, the financial markets, banking, financial analysis & reporting.
A team player with strong people & communication skills, capable to identify complex problems & review related information to develop & evaluate different options
& implement solution

SUMMARY OF QUALIFICATIONS
Financial Modeling Financial Planning
Budget Forecasting Strategic Planning
Research & Banking Cash Management
Problem Solving Profitability

MULTILINGUAL
Fluent in English & Polish; a working knowledge of Russian; conversational: German & Swedish

TECHNOLOGIES
Proficient in Microsoft XP: Word, Excel, Access, Internet Explorer, Outlook, PowerPoint, FrontPage; also extensive knowledge of QuickBooks, CNG Safe & CNG Books, Lotus Notes, & SPSS Statistics

GOALS
Working towards the Chartered Financial Analyst Designation, the Certified Financial Planner, the Certified Fraud Examiner Certifications & the SAP FI Consultant (exam C_TFIN52_05) license

EDUCATION
MASTER OF SCIENCE IN FINANCE: Minor in Financial Analysis & Financial Planning, Jan 2009-Present
New Jersey City University, Jersey City, Jersey City, NJ, USA

MASTER OF SCIENCE IN FINANCE: Minor in Finance & Banking, July 2004

BACHELOR OF SCIENCE IN ECONOMICS: Minor in Entrepreneurship & Innovation, July 2002
Krakow University of Economic, Krakow, Poland

WORK EXPERIENCE
Our Accounting Service, LLC, Jersey City, NJ, USA
BOOKKEEPER: June 2009-Persent

* Performing all of the accounting functions related to accounts payable for non-profit and profit institutions
* Reconciling bank statements & recording accounting transaction through journal entries
* Performing general ledger account and bank reconciliations & payroll expenses allocation
* Introducing business process improvements that enhanced A/P functions via establishment common vendor files for each client
* Analyzing accruals and vacation expenses on the income statement

WorkPlace Group Staffing, Inc., Secaucus, NJ, USA
FINANCIAL PLANNER LINE TRAINEE: October-November 2008

* Received an extensive financial planning training provided by Ernst & Young, LLC.
* Learned core concepts of cash management, retirement & investing planning
* Performed complex calculations and then presented retirement projections and investment analysis
in a form of tables and/or graphs using Excel
*Used the Excel Solver as a powerful tool in analyzing financial planning issues, such as the unpaid balance on a loan or the amount of money needed for retirement changes over time

Valley National Bank * New York, NY * Elmwood Park, NJ, USA
CUSTOMER SERVICE REPRESENTATIVE: March 2006-October 2008

* Meeting and exceeding established sales goals by effectively developing customer relationships, following up on internal and external sales leads as well as utilizing banking center sales and marketing promotions
* Understand and comply with Bank Secrecy Act Policy and Anti-Money Laundering Policy including Customer Identification Program, Know Your Customer Policy, Foreign Assets Control Policy and USA Patriot Act
* Enhanced due diligence with the customer measures followed as a part of the account opening/customer verification process to expand than banking relationship
* Promoted Bank's products & services, including 20 checking, 10 savings, 15 certificates of Deposits & 5 IRAs which increase the total bank's deposit by $10-$20K each month & $400K new loan applications monthly
*Assisted the Loan Officer and Financial teams with obtained complete & accurate information regarding borrower's financial condition
* Trained employees for Customer Service Representatives for the branch & other bank locations
* Calculated Internal Rate of Return and Loan Tables using Excel

Swissport USA Inc., JFK Airport, Jamaica, NY, USA
PASSENGER SERVICE AGENT: October 2005 - March 2006

* Designated for effective passenger relations at the Emirates Account.
* Handled needing special assistance to the disabled & VIP passengers
* Acted as a highly visible and helpful to the public agent responsible for public announcements
* Produced high-speed check-in transactions in MACS; checking in about 25 passengers within 2 hours
* Assisted in gate boarding and flight's customs clearance

ACHIEVEMENTS

THE FINANCIAL PLANNING ASSOCIATION SCHOLAR: September 2009
The Financial Planning Association of New Jersey, Iselin, NJ, USA
Became a member of the Financial Planning Association and received the Financial Planning Association scholarship award during "Trusting in the Future" conference.

REPRESENTATIVE OF KRAKOW UNIVERSITY OF ECONOMICS: November 2003 The Energy & Transport DG, the European Commission, Brussels, Belgium
Participated in the Annual Energy Management conference. Gained a specialized knowledge of the Structural Funds for the European Regions in the energy efficiency & renewable energy sector. Took part in a joint workshops involved local & regional energy management agencies in the European Union.

ERASMUS SOCRATES SCHOLAR, FUND-RISER: 2002/2003 academic year
HANKEN-Swedish School of Economics and Business, Administration, Helsinki, Finland
Studied Swedish language, Finish culture & business environments. Developed a detailed business plan of a new e-commerce including full market, strategic, financial and risk management analysis for the national competition
References available upon request

Certifications

See above

CONTACT DETAILS

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