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Banking Template


Detail-oriented Banking Analyst, specializing in project management and reporting for large corporations. Dedicated to meeting deadlines and increasing company revenue through effective cost-analysis and budget forecasting. Thrives in a high-pressure environment, collaborates with team to build a solid department foundation and workplace compliance. Seasoned in utilizing cross selling and direct marketing techniques to focus on client needs and help to increase customer database. CPA License - State of Texas Jun ‘14. Special Achievement in Finance Award 2014. Service Recognition Award Clearwater University 2012.

St. Helena University,
Master of Science in Finance and Banking
Graduated - May 2014
Clearwater University,
Bachelor of Science in Accounting
Graduated - May 2012
Employment History
Northern LTD
Banking Analyst  June 2012- Present 2018
  • Analyzed operational processes, minimized insufficiencies and recommended necessary improvements.
  • Streamlined our investment portfolio and collaborated with business partners on monthly forecasts
  • Developed new tracking for budget comparison, analysis of revenue and expense reports and spending variances
  • Provided mentoring and training to new finance employees, encouraged team-building activities and implemented monthly luncheon seminars for continuing education
  • Collected data for financial reports and statements which include cashflow, income and expense and balance sheets
  • Launched a revenue project based on net profit and loss that minimized expenses, re-allocated monies to appropriate accounts and resulted in a 35% increase in profit
EdgeWater LTD
Accounting and Finance  December 2008 - June 2012
  • Managed and performed invoice batching and check runs with accounting software
  • Established professional relationships with vendors and provided prompt customer service regarding payment status
  • Diligently checked invoices for accuracy and input data in timely manner
  • Communicate with upper management on invoices, accounts and errors
  • Resolved issues with invoices, matched invoices to purchase orders
Hobbies & Interests
  • Fundraiser planning and community event volunteer
  • Participate in group walks for the American Heart Association
  • Coach Tennis team
  • Attend theatre performances
  • Avid fisherman and Boy Scout Troup Leader
  • Member of Alpha Beta Gamma Business Honor Society
Professional Skills
Oracle Financial Reporting:Advanced
MS Office Suite:Expert
Reference available upon request