Dedicated Financial Professional eager to contribute strong analytical, technical, and operations leadership skills toward supporting a dynamic organization in optimizing bottom-line performance.

 

         Adept at a broad range of financial functions spanning budget development and administration, variance analysis, revenue tracking, expense reporting, and forecasting.

         Deadline-focused and systematic with polished planning, analytical, documentation, problem solving, and communication skills.

         Versatile and resourceful; quickly master new roles, responsibilities, software and environments.

         Constantly seek to simplify and accelerate daily workflow, enhance accuracy of financial tasks, and streamline business processes and procedures. 

         Proven ability to establish and effectively maintain unified working relationships with all levels of an organization.

         Able to precisely evaluate business opportunities and suggestions for profitability and financial risk.

         Highly skilled at performing complex fiscal analysis to support short-term and long-range strategic plans and operating budgets. 

 

 

Roberson Financial Services, Lynchburg, VA, 2010 to Present

Director, Client Services   

         Spearhead full spectrum of client services for financial planning organization inclusive of office administration, sales of financial products and solutions, and monthly production updates.

         Accurately prepare and process annuity, life, disability applications for customers.

         Diligently maintain up-to-date client database to optimize and ensure quality of service delivery.

 

Randolph College,  Lynchburg, VA, 2009 to 2010

Manager, Financial Planning    

         Oversaw complete financial planning and management operations with an emphasis in budget administration, revenue tracking, cost control, and monthly monitoring of key financial metrics.

         Led regular meetings with senior staff and president to review and discuss financial goals.

         Critically assessed financial feasibility of ancillary reporting structures and formulated projections for Board of Trustee presentations.

 

Genworth Financial (previously GE Financial), Lynchburg, VA,  2001 to 2009

Life Sales Finance Leader        (2008 to 2009)

         Navigated sales and finance operations encompassing expense forecasting, productivity and profitability analysis, sales/employee compensation and key reporting.

         Critically assess and modify commission structures and bonus plan proposals to optimize staff performance while remaining within corporate budget parameters.

 

Continued

 

 

Yyyyyy x. yyyyyy C Page 2 of 2

 

Professional Experience (Genworth Financial) continued

 

Life Expense Leader     (2007 to 2008)

         Strategically provided consultative guidance, leadership and advice to senior management regarding Life Expense business aspects, extensively focusing on planning, forecasting, monthly/quarterly close, accruals and variance analysis.

         Meticulously tracked capital spend and coordinated reviews of projects such as cost benefit analysis.

         Achieved considerable productivity improvements by creating and implementing unit cost metrics.

 

Senior Financial Analyst          (2001 to 2007)

         Applied sharp multi-tasking expertise toward providing finance, expense management, variance, and forecasting analytics for senior management and operations personnel.

         Leveraged Six Sigma quality methodologies to drive measurable process improvements.

         Employed exemplary talents in risk management to scrutinize key business metrics and devise tangible action plans to achieve defined targets.

         Proficiently analyzed quarterly expense allocations from other sites, clarified allocations as requested, and updated rules to reflect business changes and strengthen accuracy.

         Collaboratively coordinated Business Objects software deployment to enhance expense reporting.

 

Centra Health,  Lynchburg, VA,  1995 to 2001

Financial Analyst / Medical Practice Consultant   

         Enforced corporate cost control by preparing detailed annual budgets for medical practices, urgent care center and athletic club, and provided regular analytical and statistical reports.

         Reviewed budgets monthly, provided variance analysis, and compared financial performance and productivity of medical practices to external benchmarks to identify areas of improvement.   

         Directed and conducted financial feasibility studies for equipment procurement, facility expansion, staffing, and physician utilization to enhance productivity while ensuring cost containment.

         Seamlessly communicated with physicians, other medical professionals, and support staff to drive efficient operations among outlying medical practices, Centra administration, and various Centra departments.

         Instituted comprehensive billing system for locum tenens (temporary) psychiatry and radiology practices.

         Analyzed, reported and tracked physician continuing medical education, expenses, licensure renewals, fees and reimbursements for medical practices.

 

Prior background includes role as Business Manager for Virginia Tech Alumni Association, Blacksburg, VA.

 

 

Master s Degree, Business Administration, Virginia Tech, R.B. Pamplin College of Business

 

Bachelor of Science, Business Management, Radford University, Radford, VA

 

 

Oracle, Oracle Financial Analyzer, TM1, Microsoft Office Suite (Excel, Word, PowerPoint, Access)

 

 

 

 

 

 

 

Date

 

 

 

Hiring Agent Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

I am currently seeking a challenging career opportunity in a <INSERT JOB TITLE/POSITION> capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.

 

In addition to excellent academic credentials including an MBA, I bring to you outstanding skills in the financial services arena and strong talents in client relationship management, operational process improvements, and performing in-depth financial analysis.  I also possess considerable strengths in steering expense control, performing variance analysis, and providing strategic financial recommendations and guidance to senior-level management. Additionally, I offer solid organizational, budgeting, planning, interpersonal and communication skills which are paramount as a <INSERT JOB TITLE/POSITION>.     

 

As a proactive contributor to your organization, you will find me to be a self-motivated professional and stellar leader committed to supporting you in achieving your objectives through advanced analytical strengths and keen forecasting expertise. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future. 

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy