Angela Fulkerson by qsuraj


									Angela Fulkerson 2221 E. Union Hills Drive #110 Phoenix, AZ 85024 US Pager: 602-432-6588 Contact Preference: Email URL: RESUME Download Job Seeker's Word® Resume ^BACK TO TOP Resume Value: cp46i3f2xxu8nwqw Resume Headline: Experienced Passionate Financial Analyst Angela D. Leshor 2311 West Dewdrop Trail Phoenix, Arizona 85085 (602) 432-6588 (C) (602) 537-3032 (W) PROFESSIONAL PROFILE * Detail-oriented analyst possessing strong analytical, leadership and communication skills adept in working in a dynamic atmosphere, seeks a challenging financial analyst position, where I can bring enthusiasm and excellent analytical skills to best use Cross-functional team player with the ability to build and leverage relationships and committed to excellent customer service Advanced proficiency in PC application skills including Excel, Access, Word and PowerPoint * Software knowledge: Hyperion Essbase, GRS, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Microsoft Office, Outlook Express, MARS, Harvard Graphics, Morningstar Principia Plus, Wilshire Co-op Database * Six Sigma Green Belt Trained EXPERIENCE

American Express – American Express Bank Senior Financial Analyst September 2006 – Present

Phoenix, Arizona * Consolidate multiple international local bank financials into consolidated American Express Bank legal and managed financial statements including income statement and balance sheet and multiple internal financial reports * Provide commentary and insight into business trends by analyzing actual results to budget forecasts and providing commentary to variances * Prepare monthly/quarterly legal and management reports and presentation business partners including monthly CFO results packages and board of directors presentations * Prepare American Express Bank legal Board of Directors reporting including, consolidated Income Statement, Key Metrics and Balance Sheet * Compiled monthly and quarterly reporting compliance with Sarbanes Oxley testing * Calculate and produce derivatives reporting using access database macros and queries as well as advanced excel skills including formulas requiring the extract and consolidation of mass data into manageable detail for reporting purposes. American Express – Technologies Finance Financial Analyst October 2005 – August 2006 Phoenix, Arizona * Performed monthly charge analysis and reporting on internal technology products to business partners. * Support Budget/Forecast efforts for technology products. Coordinating forecast adjustments between business partners and product teams. American Express – Ameriprise Financial Advisors Senior Financial Analyst/Financial Analyst I September 2002 – October 2005 Phoenix, Arizona * Analyzed monthly earnings reporting for the Lead Financial Officer team for the Managed Accounts and Strategic Portfolio Services (SPS) wrap products within the Banking, Brokerage and Managed Products Global Reporting team supporting Ameriprise Financial. Analyzed revenue and expense streams and performed commentary regarding variances to

plan/forecast including helping to identify trends and areas of opportunity for the business. * Calculated key sales and asset metrics along with other key metrics that drive the business for each product line. Prepared and coordinated several monthly consolidated Banking, Brokerage and Managed Products reporting packages which include the monthly financial results for 8 lines of business. * Prepared quarterly cash flow statements and balance sheets. * Participated as a member of a project team designed to analyze asset requirements for reporting internal and external assets for all of American Express Financial Advisors. * Participated as a member of a project team to help the launch of transfer pricing accounting methodology. The team documented accounting adjustments, learned and trained other team members on the accounting system.

ING Funds Services, LLC Fund Compliance Supervisor (October 2001 –September 2002) Senior Fund Administrator (May 2001 – September 2001) Fund Administrator (September 2000 – April 2001) September 2000 – September 2002 Phoenix, Arizona * Supervised two Fund Administrators responsible for reviewing mutual funds for compliance with regard to various SEC, IRS and 1940 Act standards. Performed daily/monthly review of 32 Funds, with an emphasis on international funds. * Completed and Reviewed Board of Trustees compliance materials including 15-C reports, and documenting any compliance violations to the Board. * Performed security valuation of portfolio positions and developed procedures for security valuation. Prepared Board

documents to report all manual security valuations on a quarterly basis. * Developed procedures on and was the primary individual responsible for review of affiliated security, Broker/Dealer transactions. Prepared Board documents to report all affiliated security transaction to the Board. # Performed daily/monthly review of mutual fund compliance with regard to various SEC, IRS and 1940 Act standards. * Analyzed mutual fund expenses across assigned funds. Ensured compliance with regard to fund expense ratios and determining expense accruals. * Audited the general ledger and sub ledgers for all assigned funds.

Southeastern Advisory Services, Inc. Investment Analyst 1998 – September 2000 Atlanta, Georgia * Performed analysis and due diligence of money managers for client pension plans with asset ranging from $2 Million to $300 Million. * Analyzed mutual fund performance using statistical measurement tools. * Customized investment manager searches based on individual client’s investment return objectives and risk parameters using Morningstar Principia Plus. * Created technical and analytical presentation for specific client presentations.

Bank – STI Classic Funds Securities Specialist II (October 1997 – June 1998) Securities Specialist I (October 1996 – 1997) 1996 – June 1998

Atlanta, Georgia * Trade placement and settlement of SunTrust STI Classic in-house mutual funds. Internal 401k trade posting through Federated technical systems. * Dividend posting and reconcilement of all STI Classic 401k trade positions. * Reconcilement of third party mutual fund accounts, 401k and omnibus accounts. EDUCATION Arizona State University-West Phoenix, Arizona December 2007 Masters of Business Administration - ASU-WEST MBA Georgia State University Atlanta, Georgia Bachelors of Business Administration – Emphasis in Finance


Series 7 and 63, held 1999-2003

2005 American Express CFO Award Nominee Team Leader 2007 & 2005 American Express Global Reporting Employee Engagement Action Team – Educate Team SUMMARY ^BACK TO TOP Desired Salary/Wage: 68,000.00 USD Per Year Current Career Level: Experienced (Non-Manager) Years of relevant work experience: 10+ to 15 Years Work Status: US - I am authorized to work in this country for any employer. Active Security Clearance: No Target Job: Target Job Title: Senior Financial Analyst Alternate Target Job Title: Financial Analyst Desired Job Type: Employee Desired Status: Full-Time Target Company: Industry: no industry preference Occupation: * Accounting/Finance/InsuranceCorporate Finance * Financial Analysis/Research/Reporting

* General/Other: Accounting/Finance * Corporate Accounting * Financial Control Target Locations: Selected Locations: US-AZ-Phoenix Relocate: No Willingness to travel: Up to 25% travel Experience: - Present American Express , Industry: no industry preference Senior Financial Analyst

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