123 Your Street, Cincinnati, OH 45202
Objective: Obtain an senior analyst position with a growing financial services company where I can
contribute on a daily basis and help develop word-class investment and allocations solutions.
May 2006 - Current Investment Allocations Svc, Inc.
Senior Business Analyst San Francisco, CA
Acted as primary liaison between business and technical staff to understand business
strategies and interact regularly with internal and external clients
Collaborated with information technology to enhance technical requirements details;
coordinated the effective collection of various relevant types of data
Proactively improved knowledge of data and programming processes to combine with best
practices and innovation for data, business and technical solution recommendations
June 2003 – May 2006 Financial Planning Corporation
Business Analyst Las Vegas, NV
Assisted the Financial Managers with business development by determining the needs of
client and developing new solutions to meet those needs
Worked with internal and external IT resources on application system conversions,
application system development and system development life cycle upgrades
Prepared client reports and responded to client inquiries, client request and client projects
March 2000 – June 2003 Metro Financial Svc, Inc.
Business Analyst San Diego, CA
Calculated financial returns (ROC) of various capital investments and
prepared reporting of North American Capital Expenditures
Analyzed KPI trends to assist management in its understanding of
results and recommended performance improvement
Developed and maintained new standard financial and business reports used
consistently by Sales and for quarterly reviews
1995 - 1999 University of Ohio
Business Management BS Cincinnati, OH
3.4 GPA, Minored in Computer Science, Awarded 4-Year scholarship
Proficient PC and communication skills. Strong research and technical analysis skills.