Angela Leshor Phoenix, AZ 85085 US email@example.com Mobile: 602-432-6588 RESUME Download Job Seeker's Word® Resume ^BACK TO TOP Resume Value: m7gvyzqvtemurehv Resume Headline: Experienced Passionate Senior Financial Analyst Angela D. Leshor 2311 West Dewdrop Trail Phoenix, Arizona 85085 (602) 432-6588 (H) (602) 537-3032 (W) firstname.lastname@example.org
PROFESSIONAL PROFILE Detail-oriented analyst possessing strong communication, leadership and interpersonal skills adept in working in a dynamic team atmosphere, seeking a challenging financial analyst position, where I can bring enthusiasm and excellent analytical skills to best use. EXPERIENCE
September 2006 – Present American Express/Standard Chartered Bank – American Express Bank Phoenix, Arizona Senior Financial Analyst * Consolidate and report the American Express Bank legal and managed financial statements * Provide commentary and insight into business trends including analyzing actual results with budget variances * Compile and distribute monthly/quarterly legal and management reporting for Business Planning and Analysis * Prepare Board Book reporting including, Income Statement, Key Metrics and Balance Sheet
* Prepare monthly and quarterly reporting compliance with Sarbanes Oxley testing * Calculate and produce derivatives reporting using access database * Lead Employee Engagement Action Team to help educate global reporting team on industry hot topics and current initiatives within the wider reporting team.
October 2005 – August 2006 American Express – Technologies Finance Phoenix, Arizona Financial Analyst * 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.
September 2002 – October 2005 American Express – Ameriprise Financial Advisors Phoenix, Arizona Senior Financial Analyst/Financial Analyst I * 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.
September 2000 – September 2002 ING Funds Services, LLC Phoenix, Arizona Fund Compliance Supervisor (October 2001 – September 2002) (May 2001 – September 2001) Fund Administrator (September 2000 – April 2001) * 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.
1998 – September 2000 Southeastern Advisory Services, Inc. Atlanta, Georgia Investment Analyst * 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.
1996 – June 1998 Bank – STI Classic Funds Atlanta, Georgia Securities Specialist II (October 1997 – June 1998) * 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.
Securities Specialist I (October 1996 – 1997) * Reconcilement of third party mutual fund accounts, 401k and omnibus accounts.
EDUCATION Arizona State University-West Phoenix, Arizona Masters of Business Administration - ASU-WEST MBA December 2007 Georgia State University Atlanta, Georgia Bachelors of Business Administration – Emphasis in Finance December 1996 SKILLS Cross-functional team player, committed to excellent customer service. Excellent proficiency in PC environment, spreadsheets, word processing, databases, and presentations
Software knowledge: Hyperion Essbase, GRS, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Microsoft Office, Outlook Express, MARS, Harvard Graphics, Morningstar Principia Plus, Wilshire Coop Database.
Six Sigma Green Belt Trained
Series 7 and 63, held 1999-2003
ACCOMPLISHMENTS 2005 American Express CFO Award Nominee Team Leader 2007 American Express Global Reporting Employee Engagement Action Educate Team
Team Leader 2005 American Express Global Reporting Employee Engagement Action Educate Team
Available upon request
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: Desired Job Type: Employee Desired Status: Full-Time Target Company: Industry: Banking Business Services - Other Financial Services Occupation: * * * * * Senior Financial Analyst
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