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Name
1-000-000-0000 • sample@gmail.com
Project Manager • Finance Manager ► Investment Banking Industry
Highly motivated and goal oriented management level finance specialist, with related experience in finance and investment field including corporate banking sectors; equipped with strong abilities to identify weaknesses or strengths for credit or investment decision making. Possess comprehensive background in complex structures and derivatives transactions. Exhibit strong knowledge and understanding of financial projects, capital markets, cards as well as industry changes.
Capital & Investment Banking • Financial Management • Derivatives and Structured Products • Consulting
IT Literacy: Microsoft Office Suite [Word, Excel, PowerPoint, Outlook, OneNote, Publisher] • Statistical Analysis • RevWorks Solution • Cerner® PowerChart
PROFESSIONAL EXPERIENCE
CTF BM OPERATIONS Ltd. – Nassau, Bahamas 2017-Present
Finance Project Assistant
Engaged in creates specific strategies for efficient and effective execution of financial projects. Researching financial software, writing proposals and present them to the VP of Finance. Implementing various finance-related software and serving as system administrator. Oversee intercompany reconciliations. Managing all Corporate Credit Cards related items.
- Balancing a pragmatic approachto problem resolution, create and implement solid foundation strategies.
- Coordinating with various teamsto ensure on-time deliverables are met for all open financial projects property-wide. Collaborating with Income Audit team to investigate and resolve discrepancies for cross-property billing as well as to ensure proper collection of data and on-time reconciliation. Thus, accurate data collection and mitigation of funds loss.
- Ensuring financial compliancethrough development of procedures, writing and co-authoring published company financial policies and forms.
- Reviewing all travel and credit requestfor the entire property and approving as appropriate in accordance with company policies. Designing and reviewing Travel reports to ensure proper data points are captured and optimum use of travel platform.
- Monitoring capital issuedand retainage by bank for Corporate Credit, request increase and secure capital as needed.
- Completing bi-weekly journalpostings and AR account reconciliations and investigations; preparing end-of-month accruals for retail and tenant missing revenues.
- Completing additional revisionfor Income Audit of Casino Comps and sending proforma invoice to VP of Casino Finance for final validation.
- Performing final revisionof all cross-property billing; submit invoices to respective entities.
- Maintaining business relationshipwith all third-party retail partners.
- Preparing monthly reportsand investigating accounts receivable aging and rental reports using both Great Plains and Opera.
- Maintaining strong relationshipswith various financial institutions to open, maintain and transfer ownership of company bank accounts. Preparing all bank document for company’s acquisition.
CERNER CORPORATION – Kansas City, MO 2016-2017
Revenue Cycle Consultant
Accountable for Cerner® Acute Case Management applications building and implementation of Cerner® Acute Case Management solution.
- Acted as the primary contactbetween Cerner and clients, enhancing internal activities such as: utilization management, transition planning, and clinical documentation improvement workflow and optimization. Did this saved money? Time?
- Provided site-specific training, documentation, support, and ongoing knowledge transfer to clients helping to build clinical and financial reports using Business Intelligence as well as customize Clinical XR packets. Did this increase clients trust %?
- Effectively completed and communicatedstatus updates of tasks and project plans to appropriate client and Cerner project team members. Did this increased efficiency by %?
- Facilitated end-user training, strengthening customer trust and experience.
SMALL BUSINESS DEVELOPMENT CENTER – Tallahassee, FL Fall 2015
Business Consultant
Served as Financial Analyst for a healthcare/behavioral facility, worked to identify financial deficits and assist in strategic planning.
- Acted as a Consultantfocusing in business and financial audits, providing recommendations for improvements to cash-flow management and modeling, enhancing data visualization of business capabilities.
- Validation of complianceregulations by assisting in the restructuring of the company’s operating and working capital.
- Ensured capital reservesaccurately reflect risk profile by performing credit risk and profitability analysis.
SCHOOL OF BUSINESS AND INDUSTRY – Bloomberg Lab – Tallahassee, FL Fall 2015
Graduate Assistant – Florida Agricultural and Mechanical University
Hired to assist in research and analysis of financial data using Bloomberg terminals as well as in coding of data and running of data using Mega-Stat and Data Analysis Toolpak.
- Ensured proper use of Bloomberglab by monitoring and assisting students with achieving their Bloomberg Certification.
ADDITIONAL EXPERIENCE
FLORIDA AGRICULTURAL AND MECHANICAL UNIVERSITY – Tallahassee, FL 2009-2012
Title 3; Federal Funded Grant – Innovative Academic Instruction Project – STEM Programs – 2011-2012
Biology Science Instructor (Grade Level 7 -12) – Black Male College Explorers Program – Summer 2012
Biology Tutor / Peer-mentor – 2009-2011
RESEARCH EXPERIENCE
ROYAL BAHAMAS POLICE FORCE – Nassau, Bahamas Summer 2014
Forensic Science Unit: Validation of ABA cards
EDUCATION & CREDENTIALS
Certifications:
Certified Revenue Cycle Representative – Kansas City, MO 2016
Bloomberg Certification – Tallahassee, FL 2015
Academic Qualification:
FLORIDA AGRICULTURAL AND MECHANICAL UNIVERSITY – Tallahassee, FL 2012 & 2015
Degree: M.B.A. [Concentration: Finance] – SCHOOL OF BUSINESS AND INDUSTRY – 2015
Major: Masters of Business Administration [Concentration: Finance]
Degree: B.S. – 2012
Major: Molecular Cell Biology [Minor: Chemistry]
PROFESSIONAL DEVELOPMENT
Johnson and Johnson Case Study Participant
President of CLOSE UP Company
Florida Agricultural and Mechanical University Student Representative for Florida Commerce Club
AFFILIATIONS/MEMBERSHIPS/
Graduate Feeder Scholar • Graduate Feeder Ambassador • Phi Sigma Theta National Honor Society
HONORS
Bahamas National Grant Scholarship Recipient
Doctors Hospital Dr. Meyer Rassin Foundation Scholarship Recipient
Florida A&M University Rhythm Rushers Scholarship Recipient
PUBLICATION
Newbold, J., (Nov. 2015) How Market Capitalization is Influence by Firm Size, Total Asset, Revenue and Q Ratio. Presented at School of Business and Industry, Graduate Capstone Research Expo., Florida Agricultural and Mechanical University, Tallahassee, FL – Fall 2015
