Charlotte Metro
Seeking a Financial Analyst position leveraging my strong analytical and research skillset. Ten plus year proven track record in the Financial Industry
• Consistently received highest ratings across metrics for my department in production and accuracy • Named as most valuable Subject Matter Expert (SME) by MassMutual employees • Certified in Compliance, Risk and Anti-Money Laundering • Facilitated incoming and outgoing transfers of assets for our clients and branches • Primary resource for research items requiring deep analysis • Communicated to the Financial Advisors when a TOA request was not in good order and assisted with explanation/training to resolution • Reviewed daily uploaded requests for transfer to ensure proper documentation • Selected for and travelled to Springfield, MA to train new hires in anticipation of turnover of MassMutual office in Charlotte due to closure • Rewarded for my expertise to be the last remaining employee in the Charlotte office in my department; I continue to provide necessary knowledge • Compiled training materials for other departments and branches in conjunction with NFS and Mass Mutual management • Cross-trained on Cashiering processing such as distributions, journals, EFT’s, Direct Deposits • Awarded maximum bonus percentage for 2018
• Consistently the top producer for the Account Transfers Service Team • Awarded as ‘Top Performer of the Quarter’ in three of four quarters • Provided service to frontline associates as a resource, handled escalated items and aid in facilitating resolution of problems • Quickly promoted from Financial Analyst to Senior Financial Analyst • Go to person for deep research items and analysis