Financial Analyst CV Sample

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Ryan Michael

Financial Analyst

Summary

  • Finance and Management graduate with 3.5+ Years of experience in banking and Finance domain. 
  • My practical experience includes Banking and clerical operations, Stock loan Account opening, Marking of securities, Client support and people management.
  • Expertise in gathering, analyzing and documenting process activities, business and functional requirements.
  • A key team member with strong leadership and ability to work under pressure; capable of team and individual work.

Skills

  • Teamwork
  • Decision making
  • Delivering quality
  • Customer service
  • Leadership
  • Critical Thinking

Work Experience

Financial Analyst

Fin Services Ltd

Present

  • Performing stock loan account opening with zero errors.
  • Processing receivables through workQ system.
  • Cataloguing (categorizing) contracts and deals of derivative trades of our clients.
  • Capturing data from client systems and online faxes to our system.
  • Processing the captured deals and contracts.
  • Reconciliation reports, preparation of reports using MS Excel, auditing.
  • Training and mentoring of new recruits.

Assistant manager

Kotak Mahindra Bank Pvt Ltd

Mar 2019

  • Identified customer financial and other banking needs and building effective relationships with clients
  • Worked closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
  • Improved customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
  • Educated customers about relevant products and services available from Group sources in order to provide the best solutions
  • Supported branch operations, product offering and ensuring compliance with audit requirements and quality assurance

Trainee clerk

Union bank ltd

Apr 2018

  • Worked with clients to solve problems and meet their requirements.
  • Supported clerical operations and maintaining service quality level in branch.
  • Outward and Inward clearing operations

Education

Masters, Management Studies

San Jose State University

Aug 2018

Grade – A

Bachelor, Management Studies

Northeastern University

Jul 2015

Grade – A

Languages

  • English
  • French
  • Arabic
  • German

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