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Career Objective:
To work as a chartered financial analyst with “Juma Finance,” and perform research on stocks and bonds and suggest clients on investing.
Summary of Skills:
- Proficient knowledge of accounting principles, practices, and the legal aspects of preparing and filing financial documents
- Highly skilled at applying knowledge of calculus, statistics, and mathematics to evaluate and interpret the financial documents
- Strong knowledge in economics, securities and portfolio management field that helps study the financial aspects of market behavior and competitors’ strategy
- Capable of communicating and coordinating activities with different sections within the accounts department
Work Experience:
Chartered Financial Analyst
Aspirations Inc., Miami, FL
July 2013 – Present
- Tracking financial performance of specific products, services, project departments and drafting reports on development
- Researching on areas impacting he financial standing of the organization
- Coordinating with the accounts departments and analyzing profit and loss statements and balance sheets for each quarter /year
- Preparing statistics depicting the trends in revenue generation
- Acting as a financial planner and planning the revenue generation activities of the organization effectively with set profit margins
Chartered Financial Analyst
ABC Company, Miami, FL
January 2012 – June 2013
- Analyzed financial documents and revenue trends from different sources to categorize sources as profitable, potential and non-productive
- Recognized the potential revenue areas and developed them to the fullest of their capacities by allocating required resources
- Gathered information and studied several investment options in the market and advised the organization on the most profitable options
- Interpreted and compiled data from different financial statements and prepared reports with relevant details in easy-to-read language
- Combined knowledge in taxation, insurance, and investments to help the organization meet their short-term and long-term financial goals
Education:
- Bachelor’s Degree in Finance
ABC University, Miami, FL
2010
-
Certified Charted Financial Analyst
CFA Institute, Miami, FL
2011
Reference:
On request.